NYSE$PSA

Public Storage · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Public Storage's operating strength was pronounced with revenue growth accelerating during the first quarter.

Public Storage reported a strong first quarter in 2022, with a significant increase in net income and core FFO per share, driven by growth in same-store and non-same-store facilities and equity share of gains from PS Business Parks, Inc.

  • Net income allocable to common shareholders was $2.63 per diluted share.
  • Core FFO allocable to common shareholders increased by 29.4% to $3.65 per diluted share.
  • Same Store direct net operating income increased by 19.3%, driven by a 15.8% increase in Same Store revenues.
  • The company acquired ten self-storage facilities with 0.8 million net rentable square feet for $127.7 million.

Headline financials

Total Revenue

$973M

Previous: $767M+26.9%
EPS (adj)

$3.65

Previous: $2.82+29.4%
Capital Expenditures

-$112M

Previous: -$203M+44.7%
Free Cash Flow

$402M

Previous: $230M+74.7%
Net Income

$514M

Previous: $433M+18.7%
Operating Income

$916M

Previous: $382M+140.0%
Gross Profit

$973M

Previous: $539M+80.7%
Cash & Equivalents

$941M

Previous: $160M+489.2%
Total Assets

$17.7B

Previous: $12B+47.7%
Stock-Based Comp

$13.9M

Previous: $14.4M-3.3%

Revenue & EPS history

Public Storage · Revenue · Quarterly

$973M

Q1 2022+26.9%vs Q1 2021
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Public Storage · $56.4M total across 1 segment · Q1 2022

  • Ancillary Operations
    $56.4M+10.8%

Forward guidance

Public Storage provided guidance for the year ending December 31, 2022, excluding the impact of the potential sale of its investment in PSB. The company anticipates same-store revenue growth between 12.00% and 15.00%, same-store expense growth between 6.00% and 8.00%, and same-store net operating income growth between 13.40% and 18.00%. Core FFO per share is projected to be between $14.75 and $15.65.

Tailwinds

  • Same Store Revenue growth between 12.00% and 15.00%.
  • Non-Same Store net operating income between $430,000 and $470,000.
  • Ancillary net operating income between $150,000 and $155,000.
  • Development openings of $250,000.
  • Acquisitions of $1,000,000.

Headwinds

  • Expense growth between 6.00% and 8.00%.
  • General and administrative expense between $105,000 and $111,000.
  • Interest expense between $152,000 and $160,000.
  • Preferred dividends of $195,000.
  • Capital expenditures of $300,000.

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 Q1 2022

Historical avgQ1 2022

-0.5%

Avg return

Earnings day

-0.7%

Avg return

5 days after

+0.6%

Avg return

30 days after

45%

33 / 73 earnings

Positive

+5.4%

Q4 2015

Best reaction

-8.6%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.2%-1.3%+1.0%
Q4 2025+2.7%+2.3%+1.8%
Q3 2025-2.8%-4.6%-5.1%
Q2 2025-5.8%-2.4%+2.1%
Q1 2025-0.1%-0.8%+2.7%
Q4 2024+1.7%+0.1%-3.8%
Q3 2024-0.7%+0.4%+5.1%
Q2 2024-2.3%+3.0%+12.9%
Q1 2024-1.1%+1.1%+2.0%
Q4 2023+2.5%+1.2%+0.1%
Q3 2023+0.1%+6.2%+8.1%
Q2 2023+2.7%+1.3%-1.3%
Q1 2023+1.2%+3.7%+0.6%
Q4 2022-2.2%-1.9%-5.6%
Q3 2022-8.6%-10.3%-4.6%
Q2 2022+0.9%+4.4%+1.4%
Q1 2022-1.4%-6.4%-7.5%
Q4 2021+2.9%+5.6%+8.6%
Q3 2021+1.7%-2.8%-2.0%
Q2 2021-1.4%-2.0%+6.4%
Q1 2021+1.6%+1.1%+2.7%
Q4 2020+0.4%-4.3%+0.9%
Q3 2020-2.0%-5.7%-4.7%
Q2 2020-2.6%+0.6%+5.3%
Q1 2020-1.3%-3.9%+8.6%
Q4 2019+0.8%-7.7%-17.1%
Q3 2019-4.0%-5.7%-8.8%
Q2 2019+0.0%+2.8%+8.0%
Q1 2019+2.6%+2.5%+7.6%
Q4 2018+4.1%+5.3%+8.7%
Q3 2018-0.3%-3.3%+2.8%
Q2 2018-3.5%-0.9%-2.4%
Q1 2018+3.1%+4.1%+7.6%
Q4 2017+1.1%+3.7%+3.7%
Q3 2017-2.8%-0.6%+1.3%
Q2 2017-4.5%-1.0%-1.9%
Q1 2017-5.6%-8.1%-4.1%
Q4 2016-0.3%+0.1%-2.1%
Q3 2016-4.8%+0.6%-3.1%
Q2 2016-4.7%-4.6%-10.6%
Q1 2016-4.0%
Q4 2015+5.4%
Q3 2015-1.7%
Q2 2015-0.2%
Q1 2015+0.8%
Q4 2014-1.5%
Q3 2014+2.9%
Q2 2014-1.5%
Q1 2014-2.8%
Q4 2013-0.0%
Q3 2013+0.8%
Q2 2013+0.9%
Q1 2013-0.8%
Q4 2012-0.0%
Q3 2012+1.6%
Q2 2012-1.7%
Q1 2012-3.4%
Q4 2011-1.5%
Q3 2011+1.5%
Q2 2011+2.2%
Q1 2011+0.6%
Q4 2010-2.8%
Q3 2010-3.3%
Q2 2010+1.2%
Q1 2009+5.3%
Q1 2010-0.8%
Q4 2009+3.6%
Q4 2007+3.6%
Q3 2008+3.6%
Q3 2009+3.6%
Q2 2009-6.1%
Q2 2008-6.1%
Q4 2008-6.1%

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