NYSE$MAA

Mid-America Apartment Communities Inc. · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Operating results announced for the quarter ended September 30, 2022, highlighting strong demand for apartment housing across Sunbelt markets and expansion of the new development pipeline.

MAA reported strong third quarter results with significant increases in property revenues, operating expenses, and Net Operating Income (NOI) in its Same Store Portfolio. The company also expanded its development pipeline and completed the initial lease-up of a community in Orlando, Florida.

  • Same Store Portfolio produced increases in property revenues, operating expenses and Net Operating Income (NOI) of 14.6%, 10.1% and 17.4%, respectively, compared to the same period in the prior year.
  • Acquired two recently completed communities in Tampa, Florida and Charlotte, North Carolina, and a land parcel in Denver, Colorado for future development.
  • Closed on the disposition of a 396-unit multifamily community in Maryland for gross proceeds of $103.5 million subsequent to the end of the third quarter.
  • Completed the redevelopment of 2,305 apartment homes, capturing average rental rate increases of approximately 10% above non-renovated units.

Headline financials

Total Revenue

$521M

Previous: $453M+15.1%
EPS (adj)

$2.19

Previous: $1.78+23.0%
FFO attributable

$260M

Previous: $1.85+14051945845.9%
Capital Expenditures

-$219M

Previous: -$388M+43.6%
Free Cash Flow

-$96.9M

Previous: -$304M+68.1%
Net Income

$122M

Previous: $84.5M+44.8%
Operating Income

$355M

Previous: $292M+21.8%
Gross Profit

$521M

Previous: $453M+15.1%
Cash & Equivalents

$39M

Previous: $29.8M+30.8%
Total Assets

$11.3B

Previous: $11.3B+0.7%
Stock-Based Comp

$3.88M

Previous: $3.59M+7.9%

Revenue & EPS history

MAA · Revenue · Quarterly

$521M

Q3 2022+15.1%vs Q3 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 is expected to be between 13.0% and 14.0%.
  • NOI growth is expected to be between 16.0% and 18.0%.
  • Core FFO per Share - diluted is expected to be between $8.37 and $8.53.
  • Core AFFO per Share - diluted is expected to be between $7.59 and $7.75.
  • Core FFO for the fourth quarter of 2022 is expected to be in the range of $2.19 to $2.35 per Share.

Headwinds

  • Earnings per common share - diluted is expected to be between $5.59 and $5.75.
  • Property operating expense growth is expected to be between 7.0% and 7.5%.
  • MAA does not forecast Net income per diluted common share on a quarterly basis.
  • Acquisition and disposition activity materially affects depreciation and capital gains or losses.
  • The timing of forecasted acquisition and disposition activity within a particular quarter is generally unpredictable.

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 2022

Historical avgQ3 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%

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