NYSE$REXR

Rexford Industrial Realty Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Announced second quarter 2022 financial results.

Rexford Industrial Realty reported a strong second quarter in 2022, marked by significant growth in Core FFO, consolidated NOI, and leasing activity. The company completed substantial acquisitions and maintained a low-leverage balance sheet.

  • Net income attributable to common stockholders was $36.1 million, or $0.22 per diluted share.
  • Company share of Core FFO reached $81.7 million, a 54.7% increase year-over-year.
  • Consolidated Portfolio Net Operating Income (NOI) increased by 42.5% compared to the prior year quarter.
  • Acquired 18 properties for an aggregate purchase price of $598.9 million.

Headline financials

Total Revenue

$149M

Previous: $104M+42.9%
EPS (adj)

$0.49

Previous: $0.39+25.6%
Average Same Property Occupancy

99.1%

Previous: 98.5%+0.6%
Capital Expenditures

-$1.05B

Previous: -$462M-126.6%
Free Cash Flow

-$1.01B

Previous: -$438M-130.4%
Net Income

$38.6M

Previous: $24.3M+58.7%
Operating Income

-$55.4M

Previous: -$48.2M-14.9%
Gross Profit

$114M

Previous: $79.8M+42.5%
Cash & Equivalents

$34.3M

Previous: $64.2M-46.6%
Total Assets

$7.88B

Previous: $5.27B+49.6%
Stock-Based Comp

$6.34M

Previous: $4.46M+42.1%

Revenue & EPS history

Rexford Industrial · Revenue · Quarterly

$149M

Q2 2022+42.9%vs Q2 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Rexford Industrial · $149M total across 3 segments · Q2 2022

  • Rental Income
    $149M+42.9%
  • Management and Leasing Services
    $130K+19.3%
  • Interest Income
    $1K-93.3%

Forward guidance

The Company is revising its full year 2022 guidance.

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 2022

Historical avgQ2 2022

+0.2%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+1.0%

Avg return

30 days after

56%

29 / 52 earnings

Positive

+9.5%

Q1 2022

Best reaction

-8.0%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.7%-2.3%-0.5%
Q4 2025-6.5%-7.6%-12.9%
Q3 2025+2.3%+2.9%-2.8%
Q2 2025+0.8%+4.1%+14.7%
Q1 2025-0.4%-1.5%+9.2%
Q4 2024-0.5%+1.1%-0.8%
Q3 2024-5.9%-6.4%-12.0%
Q2 2024-1.7%-0.0%+1.2%
Q1 2024-3.3%-3.7%+3.8%
Q4 2023-1.5%+0.7%+0.1%
Q3 2023-8.0%-11.8%-3.0%
Q2 2023+1.8%+6.0%-3.4%
Q1 2023+2.3%+2.1%-1.5%
Q4 2022-2.2%-2.0%-12.2%
Q3 2022-4.7%-5.2%+5.2%
Q2 2022+1.2%+1.8%+9.1%
Q1 2022+9.5%+5.9%-17.6%
Q4 2021-2.2%-3.0%-4.4%
Q3 2021+4.8%+6.3%+14.2%
Q2 2021-0.0%+0.6%+2.2%
Q1 2021-2.4%-1.6%-2.9%
Q4 2020+1.6%+3.1%-1.4%
Q3 2020-1.0%-0.7%-0.2%
Q2 2020+0.9%+2.9%+16.2%
Q1 2020-1.3%+2.8%+5.3%
Q4 2019+1.4%+5.3%-21.1%
Q3 2019+0.3%-1.0%+0.1%
Q2 2019-0.3%+0.5%+6.0%
Q1 2019+2.9%+3.5%+1.2%
Q4 2018+0.0%+0.3%+1.0%
Q3 2018+1.2%+2.2%+4.9%
Q2 2018+4.1%+5.1%+7.6%
Q1 2018+2.6%+4.2%+2.4%
Q4 2017+0.8%+1.7%+2.6%
Q3 2017+1.5%+2.2%+6.3%
Q2 2017+1.2%-1.5%+5.4%
Q1 2017+1.1%+1.6%+12.3%
Q4 2016+2.0%+3.6%-1.6%
Q3 2016-0.5%+1.6%+5.1%
Q2 2016-1.1%-2.0%+1.6%
Q1 2016+2.2%
Q4 2015+3.0%
Q3 2015-1.0%
Q2 2015-2.1%
Q1 2015-0.1%
Q4 2014+3.0%
Q3 2014+0.6%
Q2 2014+0.2%
Q1 2014-0.6%
Q4 2013-0.9%
Q3 2013+0.3%
Q2 2013+2.7%
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012

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