NYSE$JBGS

JBG SMITH Properties · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Net income was reported positive and core FFO increased.

JBG SMITH reported a positive net income attributable to common shareholders of $0.9 million and Core FFO attributable to common shareholders of $42.5 million, or $0.32 per diluted share.

  • Amazon nearly doubled its workforce in National Landing in less than one year, with over 3,000 new hires and over 2,500 current open positions.
  • Construction at Phase I of HQ2, Metropolitan Park, remains well underway, with 13 of the planned 22 stories currently above ground and an unchanged planned delivery in 2023.
  • Virginia Tech broke ground on the first building on its $1 billion Innovation Campus in National Landing, a planned 300,000 square foot, 11-story academic building.
  • The Company achieved carbon neutrality across its operating portfolio.

Headline financials

Total Revenue

$157M

Previous: $151M+4.0%
EPS (adj)

$0.32

Previous: $0.30+6.7%
Net Debt to Annualized Adjusted EBITDA

7.9

Previous: 7.7+2.6%
Free Cash Flow

$893K

Previous: -$22.8M+103.9%
Net Income

$893K

Previous: -$22.8M+103.9%
Operating Income

-$45.4M

Previous: -$60.5M+25.1%
Gross Profit

$117M

Previous: $113M+3.0%
Cash & Equivalents

$194M

Previous: $455M-57.3%
Total Assets

$6.01B

Previous: $6.28B-4.3%
Stock-Based Comp

$11.4M

Previous: $15M-23.9%

Revenue & EPS history

JBG SMITH · Revenue · Quarterly

$157M

Q3 2021+4%vs Q3 2020
Beat estimate in 9 of 12 quarters(75%)
ActualEstimate

Revenue by segment

JBG SMITH · $31.1M total across 2 segments · Q3 2021

  • Third-Party Real Estate Services
    $25.8M-4.2%
  • Other Revenue
    $5.28M-1.6%

Forward guidance

The commercial leasing market and the overall economy is very much tied to certainty and confidence, and ongoing pandemic uncertainty has resulted in what we believe is a short-term plateau along a continued upward trajectory.

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 2021

Historical avgQ3 2021

-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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