NYSE$PSTL

Postal Realty Trust Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Postal Realty Trust reported Q4 2023 results, including acquiring 75 USPS properties and declaring a quarterly dividend of $0.24 per share.

Postal Realty Trust reported a net income attributable to common shareholders of $1.2 million, or $0.04 per diluted share, and Adjusted Funds from Operations (AFFO) of $7.0 million, or $0.26 per diluted share, for the quarter ended December 31, 2023. They acquired 75 USPS properties for $20.7 million during the quarter and raised the quarterly dividend to $0.24 per share subsequent to quarter end.

  • Acquired 75 USPS properties for approximately $20.7 million in Q4 2023.
  • Net income attributable to common shareholders was $1.2 million, or $0.04 per diluted share.
  • Funds from Operations (FFO) was $6.6 million, or $0.24 per diluted share.
  • Adjusted Funds from Operations (AFFO) was $7.0 million, or $0.26 per diluted share.

Headline financials

Total Revenue

$16.3M

Previous: $14.9M+9.2%
EPS (adj)

$0.26

Previous: $0.28-7.1%
Net Income

$1.45M

Previous: $1.71M-14.9%
Operating Income

$4M

Previous: $3.46M+15.4%
Gross Profit

$7.63M

Previous: $11.3M-32.7%
Stock-Based Comp

$1.31M

Previous: $1.01M+29.7%

Revenue & EPS history

Postal Realty Trust · Revenue · Quarterly

$16.3M

Q4 2023+9.2%vs Q4 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

Postal Realty Trust will continue to be prudent with capital deployment given the volatile interest rate environment. They are positioned well heading into 2024 with high portfolio occupancy and tenant retention, a solid balance sheet with no significant near-term debt maturities and 96% of debt set to fixed rates.

Tailwinds

  • High portfolio occupancy
  • Solid tenant retention
  • Solid balance sheet
  • No significant near-term debt maturities
  • 96% of debt set to fixed rates

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 Q4 2023

Historical avgQ4 2023

+2.6%

Avg return

Earnings day

+3.2%

Avg return

5 days after

+1.8%

Avg return

30 days after

68%

19 / 28 earnings

Positive

+22.6%

Q4 2019

Best reaction

-4.9%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.7%+6.6%+3.6%
Q4 2025+3.6%+7.7%-5.9%
Q3 2025+3.3%+5.6%+2.4%
Q1 2025-3.7%-4.1%+4.5%
Q4 2024+13.0%+11.8%+13.1%
Q3 2024+1.6%+1.2%-2.4%
Q2 2024+2.3%+1.7%+2.6%
Q1 2024-1.5%-1.5%-4.6%
Q4 2023+0.9%+2.3%+1.9%
Q3 2023-0.7%+4.0%+4.8%
Q2 2023+0.0%-0.4%-2.9%
Q1 2023-0.1%-2.0%-4.7%
Q4 2022+0.9%+3.6%+4.0%
Q3 2022+0.8%+1.1%-1.3%
Q2 2022+2.0%-2.6%-11.7%
Q1 2022-4.9%-5.0%-5.1%
Q4 2021-0.8%-2.1%-4.8%
Q3 2021+0.3%-3.6%-10.1%
Q2 2021+2.6%+1.2%-3.1%
Q1 2021+1.6%+0.0%+4.3%
Q4 2020+4.2%+8.6%+19.0%
Q3 2020+4.1%+5.3%+8.5%
Q2 2020-2.5%-4.5%-4.3%
Q1 2020+12.7%+20.5%+11.7%
Q4 2019+22.6%+22.8%+28.5%
Q3 2019-2.2%-1.3%-1.7%
Q2 2019+2.8%+4.6%+2.5%
Q1 2019+8.5%+8.7%+1.5%
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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