NYSE$JBGS

JBG SMITH Properties · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

JBG SMITH experienced a net loss and a decrease in same-store NOI due to the ongoing pandemic.

JBG SMITH reported a net loss attributable to common shareholders of $22.8 million, or $0.18 per diluted share. Core FFO attributable to common shareholders was $40.2 million, or $0.30 per diluted share. Same Store NOI decreased 4.4%.

  • Rent collections remained stable for office and residential, but retail collections were significantly lower.
  • The company is focused on advancing growth plans, particularly in National Landing.
  • Amazon's hiring and investment in its new headquarters continue to grow.
  • The company is advancing the entitlement and design of strategic development opportunities.

Headline financials

Total Revenue

$151M

Previous: $167M-9.6%
EPS (adj)

$0.30

Previous: $0.44-31.8%
Net Debt to Annualized Adjusted EBITDA

7.7

No prior period
Free Cash Flow

-$22.8M

Previous: -$285M+92.0%
Net Income

-$22.8M

Previous: $9.36M-343.5%
Operating Income

-$60.5M

Previous: -$20.6M-194.5%
Gross Profit

$113M

Previous: $131M-13.6%
Cash & Equivalents

$455M

Previous: $230M+97.7%
Total Assets

$6.28B

Previous: $6.02B+4.2%
Stock-Based Comp

$15M

Previous: $15.3M-2.0%

Revenue & EPS history

JBG SMITH · Revenue · Quarterly

$151M

Q3 2020-9.6%vs Q3 2019
Beat estimate in 6 of 8 quarters(75%)
ActualEstimate

Revenue by segment

JBG SMITH · $32.4M total across 2 segments · Q3 2020

  • Third-Party Real Estate Services
    $27M
  • Other Revenue
    $5.37M

Forward guidance

JBG SMITH is well positioned to benefit from Amazon's new headquarters, the Virginia Tech Innovation Campus, and connectivity investments in National Landing.

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

-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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