NYSE$UDR

UDR Inc · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

UDR reported second quarter results with increased total revenue and net income, but same-store NOI declined due to bad debt reserves.

UDR's second quarter 2020 results showed an increase in total revenue driven by growth from acquisition communities. Net income also increased, primarily due to NOI growth and gains from community sales. However, same-store NOI declined due to bad debt reserves. The company continues to implement its Next Generation Operating Platform and made strategic investments and capital market moves.

  • Net income per share was $0.19, FFO per share was $0.51, and AFFO per share was $0.47.
  • Net income attributable to common stockholders was $56.7 million, up from $34.6 million in the prior year period.
  • Combined Same-Store revenue declined by 2.1 percent, and NOI declined by 4.0 percent year-over-year.
  • The company sold Waterscape for $92.9 million and Borgata Apartment Homes for $49.7 million.

Headline financials

Total Revenue

$307M

Previous: $281M+9.2%
EPS (adj)

$0.51

Previous: $0.52-1.9%
FFO per diluted share

$0.51

No prior period
Capital Expenditures

-$276M

Previous: -$819M+66.3%
Free Cash Flow

-$218M

Previous: -$783M+72.1%
Net Income

$57.8M

Previous: $35.6M+62.2%
Operating Income

$91.8M

Previous: $64.9M+41.4%
Gross Profit

$256M

Previous: $238M+7.5%
Cash & Equivalents

$833K

Previous: $981K-15.1%
Total Assets

$9.56B

Previous: $8.2B+16.7%
Stock-Based Comp

$4M

Previous: $4.38M-8.7%

Revenue & EPS history

UDR · Revenue · Quarterly

$307M

Q2 2020+9.2%vs Q2 2019
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Forward guidance

UDR did not provide guidance for the remainder of 2020 due to ongoing regulatory impediments and uncertainties surrounding state re-openings.

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 2020

Historical avgQ2 2020

-0.3%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+1.7%

Avg return

30 days after

50%

34 / 68 earnings

Positive

+5.5%

Q3 2020

Best reaction

-12.1%

Q2 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.3%+2.2%+2.0%
Q4 2025+4.3%+0.9%-4.5%
Q3 2025+0.2%+2.1%+8.5%
Q1 2025+1.7%+2.3%-1.1%
Q4 2024+1.8%+1.3%+5.4%
Q3 2024-3.3%-3.5%+5.2%
Q2 2024-2.6%-1.4%+7.2%
Q1 2024-2.1%-0.2%-1.1%
Q4 2023-0.3%-0.2%+6.4%
Q3 2023-7.1%-6.4%-1.9%
Q2 2023-3.9%-3.2%-7.3%
Q1 2023+0.6%+0.9%-4.0%
Q4 2022+1.1%+1.6%-3.0%
Q3 2022-3.2%-2.0%+0.4%
Q2 2022+1.0%+5.1%+3.5%
Q1 2022-3.2%-7.9%-17.7%
Q4 2021+1.2%-1.9%+1.7%
Q3 2021+1.4%+1.6%+5.5%
Q2 2021+0.7%-0.4%-4.3%
Q1 2021-2.2%-0.8%+0.4%
Q4 2020+1.9%+4.3%+6.4%
Q3 2020+5.5%+16.8%+32.5%
Q2 2020-0.1%+2.5%-1.0%
Q1 2020+3.4%+3.2%+13.9%
Q4 2019-0.2%+1.9%-16.5%
Q3 2019+2.7%+1.4%-2.1%
Q2 2019-1.1%-0.6%+3.3%
Q1 2019+0.2%+0.2%-0.4%
Q4 2018+0.3%+0.1%+1.8%
Q3 2018+3.6%-0.1%+7.3%
Q2 2018+4.0%+5.8%+8.3%
Q1 2018+1.7%+2.8%+1.0%
Q4 2017-1.1%-1.1%+0.9%
Q3 2017+0.7%-0.1%+2.2%
Q2 2017+0.0%+1.1%+0.9%
Q1 2017+2.3%+3.1%+6.0%
Q4 2016+0.1%-0.7%+4.4%
Q3 2016+1.9%+0.7%-0.6%
Q2 2016-2.8%+0.4%-2.7%
Q1 2016+0.3%
Q4 2015+0.6%
Q3 2015-0.4%
Q2 2015-0.3%
Q1 2015+1.0%
Q4 2014+0.4%
Q3 2014-0.0%
Q2 2014+1.2%
Q1 2014+0.1%
Q4 2013+2.9%
Q3 2013-0.4%
Q2 2013-1.6%
Q1 2013-0.7%
Q4 2012+0.9%
Q3 2012+0.2%
Q2 2012-1.2%
Q1 2012-0.2%
Q4 2011-1.6%
Q3 2011+0.1%
Q2 2011-12.1%
Q1 2010-1.5%
Q1 2011+1.9%
Q4 2010-1.4%
Q4 2008-1.4%
Q3 2010-3.3%
Q3 2009-3.3%
Q2 2010-2.3%
Q2 2009-2.3%
Q4 2009-2.3%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro