NYSE$MAA

Mid-America Apartment Communities Inc. · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Operating results for the quarter ended June 30, 2022, were announced.

MAA reported strong second quarter results, driven by robust leasing conditions across Sunbelt markets. Same Store Portfolio produced increases in property revenues, operating expenses and Net Operating Income (NOI) of 13.7%, 8.1% and 17.1%, respectively. The company increased its outlook for growth in Core FFO performance for the year.

  • Same Store Portfolio produced increases in property revenues, operating expenses and Net Operating Income (NOI) of 13.7%, 8.1% and 17.1%, respectively, as compared to the same period in the prior year.
  • MAA had five communities under development, representing 1,759 units once complete, with a projected total cost of $444.0 million and an estimated $213.6 million remaining to be funded.
  • MAA completed redevelopment of 1,844 apartment homes during the second quarter of 2022, capturing average rental rate increases of approximately 11% above non-renovated units.
  • MAA closed on the disposition of two multifamily communities in the Fort Worth, Texas market for combined gross proceeds of approximately $167 million during the second quarter of 2022.

Headline financials

Total Revenue

$495M

Previous: $437M+13.3%
EPS (adj)

$2.02

Previous: $1.69+19.5%
FFO attributable

$216M

Previous: $1.84+11747934682.6%
Capital Expenditures

-$133M

Previous: -$248M+46.3%
Free Cash Flow

$77.9M

Previous: -$31.1M+350.6%
Net Income

$211M

Previous: $216M-2.7%
Operating Income

$462M

Previous: $413M+11.8%
Gross Profit

$495M

Previous: $437M+13.3%
Cash & Equivalents

$60.6M

Previous: $31.9M+90.0%
Total Assets

$11.3B

Previous: $11.2B+0.3%
Stock-Based Comp

$4.1M

Previous: $3.84M+6.7%

Revenue & EPS history

MAA · Revenue · Quarterly

$495M

Q2 2022+13.3%vs Q2 2021
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Forward guidance

MAA is updating its prior 2022 guidance for Net income per diluted common share, Core FFO per Share and Core AFFO per Share, along with its expectations for growth of Property revenue, Property operating expense and NOI for the Same Store Portfolio in 2022.

Tailwinds

  • Property revenue growth: 11.5% to 12.5%
  • Property operating expense growth: 6.5% to 7.5%
  • NOI growth: 14.0% to 16.0%
  • Core FFO per Share - diluted: $8.13 to $8.37
  • Core AFFO per Share - diluted: $7.34 to $7.58

Headwinds

  • Earnings per common share - diluted: $5.65 to $5.89

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 2022

Historical avgQ2 2022

+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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