NYSE$MAA

Mid-America Apartment Communities Inc. · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Operating results were announced for the quarter ended March 31, 2023, with results exceeding expectations due to strong demand for apartment housing and progress on various redevelopment, technology, and new development initiatives.

MAA reported first quarter 2023 results, which were ahead of expectations. The company's Same Store Portfolio produced increases in property revenues, operating expenses and Net Operating Income (NOI) of 11.0%, 8.3% and 12.5%, respectively, as compared to the same period in the prior year.

  • Same Store Portfolio produced increases in property revenues, operating expenses and Net Operating Income (NOI) of 11.0%, 8.3% and 12.5%, respectively, as compared to the same period in the prior year.
  • As of the end of the first quarter of 2023, MAA had six communities under development, representing 2,310 units once complete, with a projected total cost of $731.5 million and an estimated $388.9 million remaining to be funded.
  • MAA completed the redevelopment of 1,328 apartment homes during the first quarter of 2023, capturing average rental rate increases of approximately 8% above non-renovated units.
  • MAA's balance sheet remains strong with a historically low Net Debt/Adjusted EBITDAre ratio of 3.50x and $1.4 billion of combined cash and available capacity under MAALP’s unsecured revolving credit facility as of March 31, 2023.

Headline financials

Total Revenue

$529M

Previous: $476M+11.1%
EPS (adj)

$2.28

Previous: $1.97+15.7%
FFO attributable

$2.31

Previous: $2.06+12.1%
Capital Expenditures

-$75.6M

Previous: -$38.2M-97.9%
Free Cash Flow

$60.3M

Previous: $72.6M-16.9%
Net Income

$136M

Previous: $111M+22.7%
Operating Income

$357M

Previous: $309M+15.3%
Gross Profit

$529M

Previous: $476M+11.1%
Cash & Equivalents

$142M

Previous: $60.4M+135.9%
Total Assets

$11.4B

Previous: $11.2B+1.4%
Stock-Based Comp

$5.58M

Previous: $6.64M-16.0%

Revenue & EPS history

MAA · Revenue · Quarterly

$529M

Q1 2023+11.1%vs Q1 2022
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Forward guidance

MAA is updating its prior 2023 guidance for Earnings per common share, Core FFO per Share and Core AFFO per Share. MAA expects Core FFO for the second quarter of 2023 to be in the range of $2.18 to $2.34 per Share, or $2.26 per Share at the midpoint.

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 2023

Historical avgQ1 2023

+0.3%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+1.5%

Avg return

30 days after

56%

38 / 68 earnings

Positive

+10.8%

Q2 2011

Best reaction

-6.2%

Q2 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.3%+0.3%-0.5%
Q4 2025-3.2%+1.0%-1.7%
Q3 2025+2.0%+2.2%+7.6%
Q1 2025+1.5%+3.1%-1.9%
Q4 2024+1.3%-0.5%+6.0%
Q3 2024+0.2%+0.8%+8.7%
Q2 2024+3.6%+3.7%+14.9%
Q1 2024+1.3%+5.2%+2.9%
Q4 2023-0.9%-0.1%+7.4%
Q3 2023-6.1%-9.5%-5.5%
Q2 2023-1.6%-1.4%-4.7%
Q1 2023+2.4%+4.5%-1.3%
Q4 2022+4.4%+3.6%-4.3%
Q3 2022+0.0%+2.3%+4.9%
Q2 2022+5.9%+4.7%+0.1%
Q1 2022+1.3%-6.7%-9.6%
Q4 2021+3.8%+2.5%+4.4%
Q3 2021+1.8%-0.6%+0.4%
Q2 2021+2.6%+3.7%+0.5%
Q1 2021+0.2%+0.9%+3.6%
Q4 2020-0.5%-0.1%-1.2%
Q3 2020-1.2%+4.3%+8.0%
Q2 2020+4.0%+3.4%+3.7%
Q1 2020+1.2%+0.5%+10.7%
Q4 2019+0.0%-0.2%-6.0%
Q3 2019+2.6%+2.8%+0.5%
Q2 2019+1.3%-1.4%+6.3%
Q1 2019+0.1%+0.4%+4.4%
Q4 2018-2.0%-0.7%-0.3%
Q3 2018-1.8%-2.6%+3.6%
Q2 2018-0.9%+0.5%+2.8%
Q1 2018-0.8%+0.6%+2.2%
Q4 2017-1.3%-4.4%-7.8%
Q3 2017-4.3%-2.1%+0.0%
Q2 2017+1.5%+2.1%+5.6%
Q1 2017-3.4%-1.8%-0.3%
Q4 2016+2.9%+3.0%+6.5%
Q3 2016-2.4%-0.4%-1.1%
Q2 2016-1.9%-0.0%-11.3%
Q1 2016+3.2%
Q4 2015-5.2%
Q3 2015+1.6%
Q2 2015+3.9%
Q1 2015-2.8%
Q4 2014-2.2%
Q3 2014-0.2%
Q2 2014-6.2%
Q1 2014+0.2%
Q4 2013+1.3%
Q3 2013-2.5%
Q2 2013-2.8%
Q1 2013+0.1%
Q4 2012+0.4%
Q3 2012-0.4%
Q2 2012-0.4%
Q1 2012-1.2%
Q4 2011+0.9%
Q3 2011-1.3%
Q2 2011+10.8%
Q1 2010+1.3%
Q1 2011+2.1%
Q4 2010+2.1%
Q4 2008+2.1%
Q3 2009+2.9%
Q3 2010+2.9%
Q4 2009-1.9%
Q2 2010-1.9%
Q2 2009-1.9%

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