NYSE$MAA

Mid-America Apartment Communities Inc. · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported operating results for the quarter ended June 30, 2023.

MAA reported strong second quarter results with Same Store Portfolio revenues up 8.1% and Average Effective Rent per Unit up 9.3%. Resident turnover remained low, and the balance sheet remained strong.

  • Same Store Portfolio produced growth in revenues of 8.1% with Average Effective Rent per Unit up 9.3% and Average Physical Occupancy of 95.5%.
  • Same Store Portfolio property operating expense and Net Operating Income (NOI) increased by 7.2% and 8.6%, respectively.
  • Resident turnover remained low at 45.7% on a trailing 12 month basis.
  • MAA's balance sheet remains strong with a historically low Net Debt/Adjusted EBITDAre ratio of 3.41x and $1.4 billion of combined cash and available capacity.

Headline financials

Total Revenue

$535M

Previous: $495M+8.1%
EPS (adj)

$2.28

Previous: $2.02+12.9%
Capital Expenditures

-$174M

Previous: -$133M-31.2%
Free Cash Flow

-$28.7M

Previous: $77.9M-136.8%
Net Income

$146M

Previous: $211M-30.9%
Operating Income

$366M

Previous: $462M-20.7%
Gross Profit

$535M

Previous: $495M+8.1%
Cash & Equivalents

$150M

Previous: $60.6M+147.9%
Total Assets

$11.4B

Previous: $11.3B+1.0%
Stock-Based Comp

$3.18M

Previous: $4.1M-22.6%

Revenue & EPS history

MAA · Revenue · Quarterly

$535M

Q2 2023+8.1%vs Q2 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 third 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 Q2 2023

Historical avgQ2 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%

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