NYSE$UDR

UDR Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

UDR's second quarter earnings met expectations, driven by rental rate growth and strategic investments, leading to increased full-year guidance.

UDR announced strong second quarter 2022 results, with earnings meeting the high end of expectations. The company's differentiated approach to maximizing rental rate growth and accretion from acquisitions and DCP investments drove the positive results. As a result, UDR raised full-year 2022 guidance expectations for the second time this year.

  • Second quarter earnings results met the high end of expectations.
  • Blended lease rate growth continued to accelerate to 17.4 percent.
  • The Company acquired one community for $207.5 million and three land sites for $135.2 million.
  • Full-year 2022 guidance expectations were raised for the second time this year.

Headline financials

Total Revenue

$369M

Previous: $311M+18.6%
EPS (adj)

$0.57

Previous: $0.49+16.3%
FFO per diluted share

$0.52

Previous: $0.52+0.0%
Capital Expenditures

-$547M

Previous: -$443M-23.5%
Free Cash Flow

-$542M

Previous: -$431M-25.7%
Net Income

$5.08M

Previous: $11.7M-56.6%
Operating Income

$50.7M

Previous: $35.8M+41.8%
Gross Profit

$309M

Previous: $258M+19.8%
Cash & Equivalents

$921K

Previous: $3.37M-72.7%
Total Assets

$11B

Previous: $9.92B+10.9%
Stock-Based Comp

$7.44M

Previous: $6.4M+16.3%

Revenue & EPS history

UDR · Revenue · Quarterly

$369M

Q2 2022+18.6%vs Q2 2021
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

For the third quarter 2022, the Company has established the following earnings guidance ranges and the Company has increased its previously provided full-year 2022 Same-Store and certain earnings guidance ranges

Tailwinds

  • Net Income/(Loss) per diluted share 3Q 2022 Outlook: $0.06 to $0.08
  • FFO per diluted share 3Q 2022 Outlook: $0.58 to $0.60
  • FFOA per diluted share 3Q 2022 Outlook: $0.58 to $0.60
  • AFFO per diluted share 3Q 2022 Outlook: $0.53 to $0.55
  • SS Revenue YOY Growth/(Decline) 10.0% to 11.0%

Headwinds

  • Change to 2022 Net Income/(Loss) per diluted share Guidance, at Midpoint: $(0.06)
  • Change to 2022 FFO per diluted share Guidance, at Midpoint: $(0.02)
  • SS Expense YOY Growth/(Decline) 3.5% to 4.5%
  • SS NOIN YOY Growth/(Decline) 12.5% to 14.0%
  • SS NOIN YOY Growth/(Decline) straight-line basis: 13.25% to 14.75%

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

-0.3%

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