NYSE$SUI

Sun Communities Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Sun Communities reported solid growth in MH, annual RV, marina, and UK segments but was impacted by cost pressures, resulting in earnings and revised full-year guidance below expectations. The company executed strategic priorities, including recycling non-strategic assets, reducing debt, and increasing revenue contribution from annual real property income, while implementing a restructuring effort to align the cost structure for sustainable earnings growth.

Sun Communities reported a net income of $288.7 million, or $2.31 per diluted share, for the quarter ended September 30, 2024, compared to $120.1 million, or $0.97 per diluted share, for the same period in 2023. Core FFO was $2.34 per share, as compared to $2.57 for the same period in 2023. North America Same Property NOI increased by 0.5%.

  • Net income per diluted share was $2.31 for the quarter.
  • Core FFO per share was $2.34 for the quarter.
  • North America Same Property NOI increased by 0.5% for the quarter.
  • North America Same Property adjusted blended occupancy for MH and RV of 98.8% represents a 160 basis point year-over-year increase.

Headline financials

Total Revenue

$940M

Previous: $983M-4.4%
EPS

$2.31

Previous: $2.57-10.1%
MH Occupancy

96.9%

No prior period
Annual RV Occupancy

100.0%

Previous: 100.0%+0.0%
Blended MH/RV Occupancy

97.7%

No prior period
UK Annual Occupancy

91.5%

Previous: 90.6%+1.0%
Capital Expenditures

$0.00

Previous: -$790M+100.0%
Free Cash Flow

$301M

Previous: -$627M+147.9%
Net Income

$301M

Previous: $163M+84.2%
Operating Income

$480M

Previous: $452M+6.1%
Gross Profit

$563M

Previous: $707M-20.4%

Revenue & EPS history

Sun Communities · Revenue · Quarterly

$940M

Q3 2024-4.4%vs Q3 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Sun Communities · $469M total across 2 segments · Q3 2023

  • MH Total Revenue
    $259M-39.2%
  • RV Total Revenue
    $211M+31.2%

Forward guidance

The Company is updating full-year, and establishing fourth quarter 2024 guidance for diluted EPS and Core FFO per Share. Revising Full-Year Core FFO per Share Guidance for 2024 to $6.76 - $6.84. Revising Full-Year North America Same Property NOI Growth Guidance for 2024 to 2.6% - 3.3% and Revising Full-Year UK Same Property NOI Growth Guidance Range to 7.1% - 8.7%. Establishing Preliminary Guidance for 2025 Rental Rate Increases of 5.2% for MH, 5.1% for Annual RV, and 3.7% for Marina in North America, and 3.7% for UK

Tailwinds

  • Total Real Property NOI growth is 3.5% – 3.9%
  • MH – reducing Same Property NOI growth to a range of 5.6% – 6.2%
  • Marinas – reducing Same Property NOI to a range of 4.4% – 5.2%
  • In the UK, the Company is reducing Same Property NOI growth to a range of 7.1% – 8.7% for the full-year
  • The Company expects to realize the following rental rate increases, on average, during 2025: North America MH 5.2%, Annual RV 5.1%, Marina 3.7%, UK 3.7%

Headwinds

  • Total Real Property NOI growth is 240 basis points lower at the midpoint of guidance for 2024, primarily reflecting year-to-date property dispositions and the resultant loss of income from those properties, increased costs versus an anticipated reduction in costs and expense savings incorporated into previous guidance, and lower expected transient revenue in our RV and marina businesses.
  • In North America, the Company is reducing the midpoint for Same Property NOI growth for the full-year to approximately 3.0%.
  • RV – reducing Same Property NOI growth to a range of (5.3%) – (4.1%), a decrease of 480 basis points at the midpoint, reflecting ongoing headwinds in the transient RV segment, particularly in September including storm-related disruption, and higher operating expenses than anticipated in prior guidance, primarily in supplies and repairs and utilities.
  • Service, retail, dining and entertainment NOI – lowering full-year service, retail, dining and entertainment NOI by $11.9 million at the midpoint due to lower transient demand in RV and Marinas leading to less revenue generation from ancillary service, retail, dining, entertainment and fuel sales and therefore lower resultant NOI.
  • FFO contribution from US home sales – lowering full-year North American home sales FFO contribution by $3.7 million at the midpoint due to lower home sale volume expectations in the fourth quarter, following September home sales that fell short of internal expectations after July and August finished ahead of internal expectations. Volumes particularly impacted in the Southeast and Florida, in large part due to the hurricanes.

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 2024

Historical avgQ3 2024

+0.4%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+0.1%

Avg return

30 days after

64%

41 / 64 earnings

Positive

+8.8%

Q3 2022

Best reaction

-7.5%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.5%-0.8%-2.3%
Q4 2025+2.0%+4.5%-4.4%
Q3 2025+2.8%+4.4%+7.8%
Q1 2025-4.5%-3.8%-4.3%
Q4 2024-0.6%-1.0%-2.8%
Q3 2024-7.5%-4.6%-6.4%
Q2 2024+4.7%+2.3%+6.3%
Q1 2024-6.5%-1.5%-3.1%
Q4 2023+2.4%+1.1%+1.4%
Q3 2023+2.4%+4.4%+18.7%
Q2 2023-4.9%-6.3%-10.9%
Q1 2023-2.3%+0.3%-7.6%
Q4 2022-5.1%-6.8%-14.4%
Q3 2022+8.8%+12.1%+21.9%
Q2 2022+0.2%+2.1%-0.4%
Q1 2022-1.8%-6.0%-13.8%
Q4 2021-1.3%-0.4%-6.5%
Q3 2021-2.2%-3.1%-1.1%
Q2 2021+2.2%+4.2%+4.6%
Q1 2021+1.4%+3.5%+3.9%
Q4 2020+1.2%+1.3%-0.4%
Q3 2020-2.3%-2.3%-3.6%
Q2 2020+3.4%+4.1%+7.6%
Q1 2020+3.4%+15.8%+13.0%
Q4 2019+2.1%+1.0%-33.6%
Q3 2019+1.9%+1.9%+2.0%
Q2 2019-0.2%+1.2%+11.5%
Q1 2019+2.2%+1.7%+5.5%
Q4 2018-0.7%-1.0%+3.0%
Q3 2018+3.7%+3.2%+3.0%
Q2 2018+0.2%+0.2%+5.8%
Q1 2018+0.0%+2.9%+2.2%
Q4 2017+2.4%+4.0%+3.6%
Q3 2017+0.5%+0.7%+4.2%
Q2 2017+1.2%+1.4%+2.3%
Q1 2017+0.5%+0.2%+4.0%
Q4 2016+3.1%+2.2%-0.6%
Q3 2016-1.0%-2.3%-7.6%
Q2 2016-2.4%-3.6%-4.3%
Q1 2016-0.2%
Q4 2015+1.7%
Q3 2015-2.9%
Q2 2015+3.3%
Q1 2015+2.7%
Q4 2014-1.3%
Q3 2014+6.6%
Q2 2014+1.5%
Q1 2014+2.7%
Q4 2013-2.6%
Q3 2013+0.1%
Q2 2013-1.0%
Q1 2013+0.3%
Q4 2012+1.5%
Q3 2012-3.9%
Q2 2012+0.4%
Q1 2011+1.4%
Q1 2012+0.6%
Q1 2010+0.7%
Q4 2011+0.7%
Q3 2011-1.9%
Q3 2010-1.9%
Q2 2010+2.5%
Q2 2011+2.5%
Q4 2010+2.5%

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