NYSE$INVH

Invitation Homes Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Invitation Homes reported strong Q2 2022 results, driven by revenue growth and efficient cost management.

Invitation Homes reported a strong second quarter of 2022, with significant increases in total revenues, net income, and core FFO. The company benefited from favorable housing market fundamentals, driving rent growth and high occupancy rates. Increased guidance expectations for the full year reflect the company's confidence in continued strong performance.

  • Total revenues increased 13.4% year over year to $557 million.
  • Net income available to common stockholders increased 83.9% year over year to $111 million.
  • Core FFO per share increased 13.2% year over year to $0.42.
  • Same Store NOI increased 12.4% year over year, driven by revenue growth and expense management.

Headline financials

Total Revenue

$557M

Previous: $492M+13.4%
EPS (adj)

$0.42

Previous: $0.37+13.5%
Average Occupancy

98.0%

Previous: 98.3%-0.3%
Capital Expenditures

-$489M

Previous: -$343M-42.4%
Free Cash Flow

-$378M

Previous: -$283M-33.6%
Net Income

$111M

Previous: $60.3M+83.9%
Operating Income

$323M

Previous: $277M+16.8%
Gross Profit

$345M

Previous: $299M+15.5%
Cash & Equivalents

$273M

Previous: $126M+116.1%
Total Assets

$18.5B

Previous: $17.5B+5.8%
Stock-Based Comp

$7.99M

Previous: $9.21M-13.2%

Revenue & EPS history

Invitation Homes · Revenue · Quarterly

$557M

Q2 2022+13.4%vs Q2 2021
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Invitation Homes · $506M total across 1 segment · Q2 2022

  • Rental and Other Property Income
    $506M+12.7%

Forward guidance

Invitation Homes updated its FY 2022 guidance, increasing expectations for Core FFO per share and Same Store NOI growth.

Tailwinds

  • Core FFO per share is now expected to be in the range of $1.66 to $1.72.
  • AFFO per share is projected to be between $1.41 and $1.47.
  • Same Store Core Revenues growth is anticipated to be 9.0% to 10.0%.
  • Same Store Core Operating Expenses growth is expected to be 6.0% to 7.0%.
  • Same Store NOI growth is forecasted to be 10.0% to 11.5%.

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 2022

Historical avgQ2 2022

-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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