NYSE$INVH

Invitation Homes Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Invitation Homes reported strong second quarter 2021 results, driven by solid execution and positive market fundamentals.

Invitation Homes reported a strong second quarter with total revenues increasing by 9.3% year-over-year to $492 million. Net income available to common stockholders increased by 40.8% to $60 million, and Core FFO per share increased by 14.4% to $0.37. Same Store NOI grew by 8.4% year-over-year, driven by revenue growth and expense management.

  • Total revenues increased 9.3% year-over-year to $492 million.
  • Core FFO per share increased 14.4% year-over-year to $0.37.
  • Same Store NOI grew 8.4% year-over-year.
  • The company is raising its full year 2021 guidance for Same Store Core Revenue growth by 50 basis points at the midpoint to 5.5%, and Same Store NOI growth by 100 basis points at the midpoint to 7.0%.

Headline financials

Total Revenue

$492M

Previous: $450M+9.3%
EPS (adj)

$0.37

Previous: $0.32+15.6%
Average Occupancy

98.3%

Previous: 97.5%+0.8%
Capital Expenditures

-$343M

Previous: -$242M-42.2%
Free Cash Flow

-$283M

Previous: -$199M-42.5%
Net Income

$60.3M

Previous: $42.9M+40.6%
Operating Income

$277M

Previous: $253M+9.4%
Gross Profit

$299M

Previous: $268M+11.3%
Cash & Equivalents

$126M

Previous: $572M-77.9%
Total Assets

$17.5B

Previous: $17.7B-1.5%
Stock-Based Comp

$9.21M

Previous: $2.11M+337.1%

Revenue & EPS history

Invitation Homes · Revenue · Quarterly

$492M

Q2 2021+9.3%vs Q2 2020
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Invitation Homes · $449M total across 1 segment · Q2 2021

  • Rental and Other Property Income
    $449M-0.1%

Forward guidance

The Company is raising its full year 2021 guidance for Same Store Core Revenue growth by 50 basis points at the midpoint to 5.5%, and Same Store NOI growth by 100 basis points at the midpoint to 7.0%. The Company is also raising its full year 2021 guidance for Core FFO per share and AFFO per share by $0.02 at the midpoint to $1.44 and $1.24, respectively.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2021

Historical avgQ2 2021

-0.8%

Avg return

Earnings day

-0.3%

Avg return

5 days after

-0.1%

Avg return

30 days after

36%

13 / 36 earnings

Positive

+5.5%

Q4 2024

Best reaction

-9.0%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.4%+2.1%+4.1%
Q4 2025-3.9%-4.4%-9.1%
Q3 2025+3.5%+4.2%+2.7%
Q1 2025+2.7%+2.1%-1.4%
Q4 2024+5.5%+7.3%+9.2%
Q3 2024-5.4%-4.3%+3.1%
Q2 2024-9.0%-6.1%-0.9%
Q1 2024-1.4%-0.5%-1.6%
Q4 2023-1.7%-0.6%+6.0%
Q3 2023-6.6%-5.9%+7.2%
Q2 2023-1.9%-0.1%-5.1%
Q1 2023+0.8%+3.1%+1.5%
Q4 2022-1.4%-1.3%-7.8%
Q3 2022-8.6%-6.7%-6.6%
Q2 2022+5.5%+5.2%+1.8%
Q1 2022-1.9%-8.6%-8.3%
Q4 2021-2.3%-6.7%-1.7%
Q3 2021+1.1%+0.4%+0.5%
Q2 2021-0.1%-0.2%-0.5%
Q1 2021+2.4%+2.4%+7.0%
Q4 2020-2.1%-3.3%+0.3%
Q3 2020-2.3%-1.4%+2.5%
Q2 2020-0.5%+1.3%-1.6%
Q1 2020+4.7%+7.7%+21.9%
Q4 2019-2.4%-3.6%-43.2%
Q3 2019-1.0%+0.2%-1.4%
Q2 2019-0.4%+0.4%+4.9%
Q1 2019-1.1%+0.6%+5.7%
Q4 2018+2.6%+3.1%+4.0%
Q3 2018-0.9%+2.3%+0.0%
Q2 2018-0.9%-3.9%-0.8%
Q1 2018-5.7%-7.2%-6.5%
Q4 2017+2.0%+3.2%+3.0%
Q3 2017+0.4%+1.6%+1.9%
Q2 2017+4.4%+9.3%+6.4%
Q1 2017+0.6%-1.4%-1.2%
Q4 2015

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