NYSE$JBGS

JBG SMITH Properties · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Signs of strength were observed as the market reopened, and capital recycling initiatives were accelerated.

JBG SMITH saw signs of strength as the market reopened, particularly in National Landing. The company accelerated capital recycling initiatives, advancing portfolio transformation to majority multifamily. Amazon and tech-driven demand continues to grow, along with a resurgence of defense-related activity.

  • Amazon HQ2 surpassed hiring targets for the 3rd straight year.
  • Virginia Tech’s $1 billion Innovation Campus launched an artificial intelligence and machine learning partnership with Amazon.
  • Two mission-critical placemaking amenities broke ground in National Landing.
  • $845 million of capital recycling transactions closed year-to-date representing an average capitalization rate of 5.1%.

Headline financials

Total Revenue

$162M

Previous: $165M-2.0%
EPS (adj)

$0.34

Previous: $0.38-10.5%
Same Store NOI Growth

12.0%

No prior period
Free Cash Flow

-$32K

Previous: -$20.7M+99.8%
Net Income

-$32K

Previous: -$20.7M+99.8%
Operating Income

-$43.2M

Previous: -$36M-20.1%
Gross Profit

$121M

Previous: $131M-7.1%

Revenue & EPS history

JBG SMITH · Revenue · Quarterly

$162M

Q1 2022-2%vs Q1 2021
Beat estimate in 11 of 13 quarters(85%)
ActualEstimate

Revenue by segment

JBG SMITH · $31.3M total across 2 segments · Q3 2023

  • Third-Party Real Estate Services
    $23.9M
  • Other Revenue
    $7.33M

Forward guidance

JBG SMITH's physical and digital transformation of National Landing is well underway, delivering an amenity-rich, connected environment. Amazon, Virginia Tech, and The Pentagon are expected to drive demand. The company plans to continue maximizing opportunities and has the financial strength and capabilities to do so.

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 Q1 2022

Historical avgQ1 2022

-1.5%

Avg return

Earnings day

-2.2%

Avg return

5 days after

-0.6%

Avg return

30 days after

23%

9 / 40 earnings

Positive

+5.1%

Q1 2023

Best reaction

-9.7%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.6%+0.7%-1.8%
Q4 2025-1.4%-0.9%-6.4%
Q3 2025-5.4%-11.2%-14.6%
Q1 2025-1.6%+4.4%+20.3%
Q3 2024-3.0%-7.6%-7.7%
Q2 2024-3.0%-4.7%+3.3%
Q1 2024-6.4%-3.9%-8.7%
Q4 2023+0.8%-0.6%+3.2%
Q3 2023-1.0%-5.4%+11.5%
Q2 2023-9.7%-7.4%-6.2%
Q1 2023+5.1%+2.9%+7.3%
Q4 2022-2.5%-4.9%-27.3%
Q3 2022-1.4%-2.6%+4.2%
Q2 2022-3.1%-6.6%-14.1%
Q1 2022+2.6%-2.2%+0.3%
Q4 2021-5.9%-2.4%+4.2%
Q3 2021+0.3%+2.9%-3.8%
Q2 2021-4.4%-3.7%-4.5%
Q1 2021-1.6%+0.3%+6.1%
Q4 2020+1.8%-1.8%-3.0%
Q3 2020+0.1%-1.0%+33.3%
Q2 2020-0.0%+0.1%-2.1%
Q1 2020-2.0%+0.6%-1.1%
Q4 2019-2.4%-11.0%-26.4%
Q3 2019-1.5%-2.1%-1.8%
Q2 2019+0.4%+1.2%+3.6%
Q1 2019-1.8%-1.2%-4.4%
Q4 2018-1.8%-1.5%+1.1%
Q3 2018-1.4%-2.3%-0.7%
Q2 2018-0.8%+0.6%-2.2%
Q1 2017-0.5%-2.0%+3.5%
Q1 2018-0.5%-2.0%+3.5%
Q4 2015-1.8%-2.2%-0.1%
Q4 2017-1.8%-2.2%-0.1%
Q1 2016-1.8%-2.2%-0.1%
Q3 2017+0.8%-0.5%+5.1%
Q3 2016+0.8%-0.5%+5.1%
Q2 2016-0.5%-1.4%-1.4%
Q2 2017-0.5%-1.4%-1.4%
Q4 2016-0.5%-1.4%-1.4%

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