NYSE$MAA

Mid-America Apartment Communities Inc. · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Reported operating results, highlighting increased demand for apartment housing and strong pricing trends across Sunbelt markets.

MAA reported strong third quarter results driven by increased demand for apartment housing in Sunbelt markets. Property revenues from the Same Store Portfolio increased 6.7%, and Net Operating Income (NOI) from the Same Store Portfolio increased 10.2%.

  • Property revenues from the Same Store Portfolio increased 6.7% during the third quarter of 2021.
  • Net Operating Income (NOI) from the Same Store Portfolio increased 10.2% during the third quarter of 2021.
  • MAA completed redevelopment of 2,192 apartment homes during the third quarter of 2021, capturing average rental rate increases of approximately 12% above non-renovated units.
  • During the third quarter of 2021, MAA completed the lease-up of MAA Frisco Bridges II in the Dallas, Texas market.

Headline financials

Total Revenue

$453M

Previous: $423M+6.9%
EPS (adj)

$1.78

Previous: $1.57+13.4%
FFO attributable

$1.85

Previous: $1.58+17.1%
Capital Expenditures

-$388M

Previous: -$288M-34.8%
Free Cash Flow

-$304M

Previous: -$228M-33.1%
Net Income

$84.5M

Previous: $59.9M+41.0%
Operating Income

$292M

Previous: $271M+7.5%
Gross Profit

$453M

Previous: $423M+6.9%
Cash & Equivalents

$29.8M

Previous: $18.4M+62.0%
Total Assets

$11.3B

Previous: $11.1B+1.1%
Stock-Based Comp

$3.59M

Previous: $4.38M-18.0%

Revenue & EPS history

MAA · Revenue · Quarterly

$453M

Q3 2021+6.9%vs Q3 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 $4.58 to $4.70
  • Full Year 2021 Core FFO per Share - diluted $6.88 to $7.00
  • Full Year 2021 Core AFFO per Share - diluted $6.20 to $6.32
  • MAA Same Store Portfolio Property revenue growth 4.90% to 5.30%
  • MAA Same Store Portfolio NOI growth 5.00% to 6.00%

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 2021

Historical avgQ3 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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