NYSE$JBGS

JBG SMITH Properties · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

JBG SMITH's core business performed well amidst capital market uncertainty, completing dispositions and capitalizing on share price disconnect.

JBG SMITH reported strong Q3 results with Same Store NOI increasing 11.5% year-over-year, multifamily portfolio occupancy increasing 140 basis points quarter-over-quarter to 93.7%, and the execution of 207,000 square feet of office leases.

  • Completed $1 billion of dispositions in advance of year-end goal.
  • Repurchased 14.2 million shares year-to-date at a weighted average price of $25.49.
  • Refinanced and upsized Tranche A-2 Term Loan to $400 million in July.
  • Concentrated portfolio in recession-resilient Washington, DC metro area with assets near National Landing.

Headline financials

Total Revenue

$148M

Previous: $157M-6.0%
EPS (adj)

$0.36

Previous: $0.32+12.5%
Same Store NOI Growth

11.5%

No prior period
Net Debt to Annualized Adjusted EBITDA

7.9

Previous: 7.9+0.0%
Capital Expenditures

-$15.2M

No prior period
Free Cash Flow

-$34.5M

Previous: $893K-3966.2%
Net Income

-$19.3M

Previous: $893K-2260.5%
Operating Income

-$23.7M

Previous: -$45.4M+47.8%
Gross Profit

$111M

Previous: $117M-4.8%
Cash & Equivalents

$259M

Previous: $194M+33.2%
Total Assets

$5.9B

Previous: $6.01B-1.9%
Stock-Based Comp

$6.95M

Previous: $11.4M-39.2%

Revenue & EPS history

JBG SMITH · Revenue · Quarterly

$148M

Q3 2022-6%vs Q3 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

Capital markets are expected to remain less active, and reduced activity is expected to continue well into next year.

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 2022

Historical avgQ3 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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro