NYSE$INVH

Invitation Homes Inc · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

Invitation Homes experienced revenue growth and high occupancy rates, demonstrating resilience during the third quarter of 2020.

Invitation Homes reported a 3.6% increase in total revenues to $459 million and a Same Store average occupancy of 97.8%. The company ramped up its acquisition pace, acquiring 544 homes for $175 million. Core FFO per share increased 1.9% to $0.30, and AFFO per share increased 5.8% to $0.24.

  • Total revenues increased 3.6% year-over-year to $459 million.
  • Core FFO per share increased 1.9% year-over-year to $0.30.
  • Same Store NOI grew 3.6% year-over-year.
  • Same Store average occupancy was 97.8%, up 190 basis points year-over-year.

Headline financials

Total Revenue

$459M

Previous: $30.1M+1425.0%
EPS (adj)

$0.30

Previous: $0.29+3.4%
Average Occupancy

97.8%

Previous: 95.9%+2.0%
Total Homes Owned and/or Managed

79.4K

No prior period
Capital Expenditures

-$409M

Previous: -$440M+7.1%
Free Cash Flow

-$376M

Previous: -$406M+7.4%
Net Income

$32.7M

Previous: $33.7M-3.1%
Operating Income

$246M

Previous: $231M+6.6%
Gross Profit

$266M

Previous: $252M+5.7%
Cash & Equivalents

$560M

Previous: $81.5M+586.3%
Total Assets

$17.8B

Previous: $17.7B+0.5%
Stock-Based Comp

$6.09M

Previous: $4.63M+31.6%

Revenue & EPS history

Invitation Homes · Revenue · Quarterly

$459M

Q3 2020+1,425%vs Q3 2019
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

Invitation Homes · $459M total across 1 segment · Q3 2020

  • Rental and Other Property Income
    $459M

Forward guidance

Invitation Homes is well-positioned for both the near-term and the long-term, and is staying nimble and opportunistic to maximize value for residents, communities, and shareholders.

Tailwinds

  • Strong fundamentals in the business.
  • Teams have adapted well to continue operating safely and efficiently.
  • Ramping up external growth.
  • Staying on the front foot with respect to strategic initiatives centered around enhancing the resident experience.
  • Expansion of ancillary services.

Headwinds

  • Potential negative impact of the ongoing COVID-19 pandemic on the Company’s financial condition
  • Potential negative impact of the ongoing COVID-19 pandemic results of operations
  • Potential negative impact of the ongoing COVID-19 pandemic cash flows
  • Potential negative impact of the ongoing COVID-19 pandemic business
  • Potential negative impact of the ongoing COVID-19 pandemic associates, and residents.

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 Q3 2020

Historical avgQ3 2020

-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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