NYSE$MAA

Mid-America Apartment Communities Inc. · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Reported strong second quarter results driven by rent growth and high occupancy.

MAA reported strong second quarter results, exceeding expectations due to strong rent growth and high occupancy, driven by growing housing demand across the Sunbelt region. The company has increased its earnings outlook for the year, expecting continued robust leasing conditions.

  • Same Store Portfolio property revenues increased 4.7% compared to the prior year.
  • Average Effective Rent per Unit for the Same Store Portfolio grew by 3.1%.
  • Same Store Portfolio blended lease-over-lease pricing increased 8.2% for new and renewal leases.
  • Cash collections represented 99.2% of billed residential rent through July 26, 2021.

Headline financials

Total Revenue

$437M

Previous: $413M+5.8%
EPS (adj)

$1.69

Previous: $1.59+6.3%
FFO attributable

$1.84

Previous: $203M-100.0%
Capital Expenditures

-$248M

Previous: -$192M-29.0%
Free Cash Flow

-$31.1M

Previous: -$117M+73.4%
Net Income

$216M

Previous: $75.1M+188.4%
Operating Income

$413M

Previous: $264M+56.7%
Gross Profit

$437M

Previous: $413M+5.8%
Cash & Equivalents

$31.9M

Previous: $19.7M+62.1%
Total Assets

$11.2B

Previous: $11.1B+1.0%
Stock-Based Comp

$3.84M

Previous: $2.86M+34.3%

Revenue & EPS history

MAA · Revenue · Quarterly

$437M

Q2 2021+5.8%vs Q2 2020
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Forward guidance

MAA is updating and increasing its prior 2021 guidance for Net income per diluted common share, Core FFO per Share and Core AFFO per Share in addition to updating its expectations for growth of Property revenue, Property operating expense and NOI for the Same Store Portfolio.

Tailwinds

  • Full Year 2021 Earnings per common share - diluted $3.79 to $3.99
  • Full Year 2021 Core FFO per Share - diluted $6.65 to $6.85
  • Full Year 2021 Core AFFO per Share - diluted $5.97 to $6.17
  • MAA Same Store Portfolio Property revenue growth 3.75% to 4.25%
  • MAA Same Store Portfolio NOI growth 3.25% to 4.25%

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 2021

Historical avgQ2 2021

+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%

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