NYSE$SLG

SL Green Realty Corp. · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Reported a net loss and FFO, signed Manhattan office leases, and increased 2024 earnings guidance.

SL Green Realty Corp. reported a net loss of $2.45 per share for Q4 2023, compared to a net loss of $1.01 per share for the same period in 2022. FFO was $0.72 per share for Q4 2023. The company signed 26 Manhattan office leases covering 505,152 square feet. They are increasing their 2024 earnings guidance ranges for FFO per share and net income per share.

  • Net loss attributable to common stockholders was $2.45 per share for Q4 2023.
  • FFO was $0.72 per share for Q4 2023, or $1.14 per share before non-recurring charges.
  • Signed 26 Manhattan office leases covering 505,152 square feet in Q4 2023.
  • Increased 2024 earnings guidance ranges for FFO per share to $5.90 to $6.20 and net income per share to $2.73 to $3.03.

Headline financials

Total Revenue

$132M

Previous: $173M-23.7%
EPS (adj)

$0.72

Previous: $1.46-50.7%
Net Income

-$156M

Previous: -$64.3M-142.0%
Operating Income

$25.2M

Previous: $78.9M-68.1%
Gross Profit

$165M

Previous: $130M+27.3%

Revenue & EPS history

SL Green · Revenue · Quarterly

$132M

Q4 2023-23.7%vs Q4 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

SL Green · $221M total across 4 segments · Q2 2023

  • Rental Revenue
    $166M+21.4%
  • Other Income
    $26M+0.8%
  • Escalation & Reimbursements
    $20.3M+8.3%
  • Investment Income
    $9.1M-55.4%

Forward guidance

The Company is increasing its earnings guidance ranges for the year ending December 31, 2024.

Tailwinds

  • FFO per share of $5.90 to $6.20
  • Increase of $1.00 per share at the midpoint
  • Net income per share of $2.73 to $3.03
  • Increase of $1.38 per share at the midpoint
  • Reflect incremental gains on discounted debt extinguishment

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

-0.5%

Avg return

Earnings day

-0.3%

Avg return

5 days after

+0.0%

Avg return

30 days after

46%

32 / 69 earnings

Positive

+11.7%

Q2 2011

Best reaction

-12.4%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.0%+5.4%+3.9%
Q4 2025+2.3%-3.2%-15.4%
Q3 2025-6.2%-7.9%-16.0%
Q2 2025-0.4%+0.7%+20.6%
Q1 2025+0.2%+1.3%+12.4%
Q4 2024-2.1%-4.4%-6.6%
Q3 2024+4.8%+7.1%+5.4%
Q2 2024-3.9%-2.1%+0.7%
Q1 2024+0.4%+5.1%+9.7%
Q4 2023+2.8%+4.9%+1.9%
Q3 2023-12.4%-14.6%-5.7%
Q2 2023-1.2%+6.5%-5.2%
Q1 2023+1.6%-1.4%-8.0%
Q4 2022+1.0%+6.6%-3.2%
Q3 2022-3.9%-3.5%+1.8%
Q2 2022-1.6%+0.1%-0.4%
Q1 2022+0.7%+0.4%-19.0%
Q4 2021-5.5%-2.1%+8.4%
Q3 2021+0.1%+0.1%+0.4%
Q2 2021-2.7%-2.7%-8.7%
Q1 2021-0.8%+3.4%+8.9%
Q4 2020+3.1%+0.7%+5.6%
Q3 2020-1.8%-10.1%+25.9%
Q2 2020-0.1%-2.2%-1.6%
Q1 2020+1.9%+5.9%-17.9%
Q4 2019+1.9%+0.3%+1.1%
Q3 2019-1.0%-0.6%+5.2%
Q2 2019+1.9%-1.8%-3.3%
Q1 2019-0.3%-0.3%-0.4%
Q4 2018-2.3%+1.5%+4.5%
Q3 2018-0.1%-0.9%+2.3%
Q2 2018+1.4%-0.6%+5.6%
Q1 2018-0.0%-0.9%-2.9%
Q4 2017-0.7%+1.4%+0.5%
Q3 2017-3.3%-4.0%-1.1%
Q2 2017-2.1%-1.3%-6.6%
Q1 2017-1.6%-1.4%-5.8%
Q4 2016+0.6%-0.3%+2.2%
Q3 2016-0.8%-3.3%-1.8%
Q2 2016+2.0%+4.3%+4.1%
Q1 2016+2.8%
Q4 2015-9.5%
Q3 2015+0.8%
Q2 2015-1.6%
Q1 2015-0.6%
Q4 2014-0.5%
Q3 2014+1.7%
Q2 2014+0.1%
Q1 2014+1.1%
Q4 2013+0.9%
Q3 2013+1.7%
Q2 2013-2.8%
Q1 2013+2.2%
Q4 2012-1.8%
Q3 2012-2.7%
Q2 2012+1.9%
Q1 2012+0.2%
Q4 2011+0.5%
Q3 2011-4.9%
Q2 2011+11.7%
Q1 2010+1.0%
Q1 2011+2.4%
Q4 2010+1.1%
Q4 2008+1.1%
Q3 2009-4.5%
Q3 2010-4.5%
Q4 2009-1.7%
Q2 2010-1.7%
Q2 2009-1.7%

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