NYSE$JBGS

JBG SMITH Properties · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

JBG SMITH's operating results improved amidst capital market volatility, rising interest rates, and high inflation, completing the 2022 recycling goal in the first half of the year.

JBG SMITH reported strong Q2 2022 results with a focus on advancing their strategy amidst a volatile market. They substantially completed their 2022 recycling goal and saw improvements in operating results, particularly in multifamily and commercial portfolios. Same Store NOI increased by 13.8% year-over-year.

  • Closed on the sale of Pen Place to Amazon for $198 million for Phase II of HQ2.
  • Same Store NOI increased 13.8% year-over-year for the operating portfolio, driven by multifamily occupancy growth and strong commercial renewal leasing.
  • Closed on $993 million of capital recycling transactions year-to-date, with proceeds used to deleverage the balance sheet and create capacity for share repurchases.
  • Upsized the Credit Facility Term Loan by $200 million, extending the maturity date to January 2028.

Headline financials

Total Revenue

$146M

Previous: $155M-5.9%
EPS (adj)

$0.31

Previous: $0.34-8.8%
Same Store NOI Growth

13.8%

Previous: 0.4%+3350.0%
Free Cash Flow

$123M

Previous: -$2.97M+4246.5%
Net Income

$123M

Previous: -$2.97M+4246.5%
Operating Income

-$33.5M

Previous: -$41.9M+20.1%
Gross Profit

$110M

Previous: $120M-8.0%
Cash & Equivalents

$162M

Previous: $201M-19.3%
Total Assets

$5.58B

Previous: $6.01B-7.1%
Stock-Based Comp

$12.5M

Previous: $13.7M-8.7%

Revenue & EPS history

JBG SMITH · Revenue · Quarterly

$146M

Q2 2022-5.9%vs Q2 2021
Beat estimate in 11 of 13 quarters(85%)
ActualEstimate

Revenue by segment

JBG SMITH · $28.5M total across 2 segments · Q2 2022

  • Third-Party Real Estate Services
    $22.2M
  • Other Revenue
    $6.31M

Forward guidance

JBG SMITH is focused on growth and transformation, especially in National Landing, supported by strong demand drivers and a resilient Washington Metro Area economy.

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

-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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