NYSE$SUI

Sun Communities Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Sun Communities reported solid real property performance, with Same Property NOI surpassing expectations, supported by robust demand and limited supply. Occupancy gains were realized in manufactured housing and RV communities, conversions of transient to annual RV sites remained high, and marinas experienced double-digit NOI increases.

Sun Communities, Inc. reported a net loss attributable to common shareholders of $80.9 million, or $0.65 per diluted share, for the quarter ended December 31, 2023. Core FFO per Share was $1.34. Total revenue increased by 7.8%. Same Property NOI increased by 9.6%.

  • Total Revenue Increased 7.8% for the Quarter
  • Net Loss per Diluted Share of $0.65 for the Quarter
  • Core FFO per Share of $1.34 for the Quarter
  • Total Same Property NOI Increased by 9.6% for the Quarter

Headline financials

Total Revenue

$727M

Previous: $674M+7.8%
EPS (adj)

$1.34

Previous: $1.33+0.8%
Annual RV Occupancy

100.0%

Previous: 100.0%+0.0%
Net Income

-$84.2M

Previous: $4M-2205.0%
Operating Income

-$14.2M

Previous: $6.8M-308.8%
Gross Profit

$455M

Previous: $296M+53.6%
Stock-Based Comp

$42.9M

Previous: $37.6M+14.1%

Revenue & EPS history

Sun Communities · Revenue · Quarterly

$727M

Q4 2023+7.8%vs Q4 2022
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 establishing full year and first quarter 2024 guidance for diluted EPS and Core FFO per Share.

Tailwinds

  • Expecting Total Same Property NOI Growth of 4.8% - 6.0%
  • Expecting Core FFO per Share of $7.04 to $7.24
  • Increasing Annual Distribution by 1.1% in 2024, to $3.76 per share
  • Increase in revenue producing sites (North America) 2,450 - 2,750
  • Revenues from real property $2,059.8 million with Expected Change / Range in FY 2024 7.1% - 7.6%

Headwinds

  • Diluted EPS $(0.08) - $(0.03)
  • Service, retail, dining and entertainment NOI $68.5 million to $58.4 - $63.2 million
  • Interest income $45.4 million to $17.6 - $18.6 million
  • Brokerage commissions and other, net $60.6 million to $44.8 - $47.2 million
  • General and administrative expenses $272.1 million to $262.2 - $267.4 million

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

+0.4%

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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