NYSE$UDR

UDR Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

UDR announced its second quarter 2023 results and updated its full-year 2023 guidance.

UDR reported a net income per diluted share of $1.05, FFO per diluted share of $0.63, FFOA per diluted share of $0.61, and AFFO per diluted share of $0.55 for the quarter ended June 30, 2023. Total revenue increased by $35.4 million YOY to $404.5 million.

  • Closed a $507.2 million joint venture with LaSalle Investment Management, retaining 51% ownership.
  • Achieved stabilization at Cirrus, a 292-home apartment community developed in Denver, CO.
  • Funded $38.8 million to pay down and extend maturity dates of senior construction loans.
  • Entered into an agreement to acquire six communities totaling 1,753 apartment homes valued at approximately $401.9 million.

Headline financials

Total Revenue

$405M

Previous: $369M+9.6%
EPS (adj)

$0.61

Previous: $0.57+7.0%
FFO per diluted share

$0.63

Previous: $0.52+21.2%
Capital Expenditures

-$577M

Previous: -$547M-5.5%
Free Cash Flow

-$230M

Previous: -$542M+57.6%
Net Income

$348M

Previous: $5.08M+6736.1%
Operating Income

$397M

Previous: $50.7M+681.5%
Gross Profit

$335M

Previous: $309M+8.6%
Cash & Equivalents

$1.54M

Previous: $921K+67.6%
Total Assets

$11.1B

Previous: $11B+0.8%
Stock-Based Comp

$7.41M

Previous: $7.44M-0.5%

Revenue & EPS history

UDR · Revenue · Quarterly

$405M

Q2 2023+9.6%vs Q2 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

UDR has established guidance ranges for the third quarter 2023 and has updated its prior full-year 2023 Net Income per share, FFO per share, FFOA per share, AFFO per share, and same-store growth guidance ranges.

Tailwinds

  • Implied in full-year 2023 guidance is an expectation for FFOA per share to accelerate in the second half of the year.
  • Improving blended lease rate growth.
  • Better bad debt trends.
  • Higher other income from initiatives.
  • Incremental NOI from the lease-up of recently developed communities.

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 2023

Historical avgQ2 2023

-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%

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