NYSE$UE

Urban Edge Properties · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported strong second quarter results driven by operating fundamentals and capital recycling, with shop occupancy reaching 89.8%.

Urban Edge Properties reported positive second quarter results with net income attributable to common shareholders of $30.759 million and FFO as Adjusted of $40.156 million. Shop occupancy grew to 89.8%, up 520 bps compared to the second quarter of 2023. The company also raised the low end of its FFO as Adjusted guidance for the full-year.

  • Shop occupancy grew to 89.8%, up 520 bps compared to Q2 2023.
  • Executed 47 new leases, renewals and options totaling 506,000 sf during the quarter.
  • Closed on the $83 million acquisition of Ledgewood Commons.
  • Recognized a $21.7 million gain on debt extinguishment related to the foreclosure settlement of Kingswood Center.

Headline financials

Total Revenue

$107M

Previous: $99.1M+7.6%
EPS

$0.26

Previous: $0.30-13.3%
Capital Expenditures

-$157M

Previous: -$56.8M-176.6%
Free Cash Flow

-$126M

Previous: -$46.5M-171.4%
Net Income

$30.8M

Previous: $10.3M+199.7%
Operating Income

-$8.98M

Previous: $3.05M-394.8%
Gross Profit

$18.7M

Previous: $28.7M-34.9%
Stock-Based Comp

$2.44M

Previous: $2.2M+10.9%

Revenue & EPS history

Urban Edge · Revenue · Quarterly

$107M

Q2 2024+7.6%vs Q2 2023
Beat estimate in 9 of 13 quarters(69%)
ActualEstimate

Forward guidance

The Company has updated its 2024 full-year guidance ranges for net income and FFO based on recent results and transactions and the expected ongoing strength in business fundamentals, and is increasing the low end of the guidance range for FFO as Adjusted.

Tailwinds

  • Net income per diluted share is estimated to be $0.28 to $0.31.
  • FFO per diluted share is estimated to be $1.42 to $1.45.
  • FFO as Adjusted per diluted share is estimated to be $1.29 to $1.32.
  • Same-property NOI growth, including properties in redevelopment, is expected to be 4.5% to 6.0%.
  • Recurring G&A expenses are projected to range from $35.5 million to $37.0 million.

Headwinds

  • Guidance excludes items that impact FFO comparability, including gains and/or losses on extinguishment of debt.
  • Guidance excludes transaction, severance, litigation, or any one-time items outside of the ordinary course of business.
  • Projections are based on management’s current beliefs and assumptions about the Company's business.
  • Actual results may differ from the guidance set forth.
  • Company assumes no obligation to update publicly any forward-looking statements.

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 2024

Historical avgQ2 2024

+0.6%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+0.2%

Avg return

30 days after

51%

25 / 49 earnings

Positive

+10.1%

Q3 2023

Best reaction

-5.4%

Q3 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.8%-2.1%+1.4%
Q4 2025-1.7%-1.3%-2.4%
Q3 2025-3.0%-6.2%-5.3%
Q1 2025-1.8%+0.1%-1.4%
Q4 2024+2.1%-0.0%-11.1%
Q3 2024+0.5%+1.0%+4.0%
Q2 2024-2.5%-6.1%+2.1%
Q1 2024-0.2%+0.5%+4.2%
Q4 2023-0.1%-1.1%-6.0%
Q3 2023+10.1%+15.3%+13.6%
Q2 2023+1.7%+0.8%-4.7%
Q1 2023-1.0%-2.0%+2.9%
Q4 2022+0.3%-0.4%-13.2%
Q3 2022+4.3%+4.3%+11.2%
Q2 2022+1.3%+3.2%+0.2%
Q1 2022-2.2%-8.8%-5.4%
Q4 2021+4.7%+3.7%+7.9%
Q3 2021+1.1%+0.7%-4.9%
Q2 2021+1.9%+0.9%+1.1%
Q1 2021+0.5%+2.3%+6.5%
Q4 2020-1.0%+2.9%+4.3%
Q3 2020-5.4%+33.2%+40.2%
Q2 2020+4.6%+11.5%+12.9%
Q1 2020+4.7%-5.4%-11.2%
Q4 2019-1.9%-1.0%-25.6%
Q3 2019-0.3%+2.4%-2.1%
Q2 2019-0.3%-3.6%+3.9%
Q1 2019-2.5%-0.8%-7.1%
Q4 2018-1.8%-1.4%-8.9%
Q3 2018-1.1%-2.3%-5.2%
Q2 2018-0.4%-1.1%+0.8%
Q1 2018-2.3%-0.3%+4.2%
Q4 2017+2.0%+4.1%+1.0%
Q3 2017+6.2%+1.7%+9.5%
Q2 2017-2.8%+0.4%+0.3%
Q1 2017-1.6%-3.8%-8.3%
Q4 2016+1.8%+3.2%-5.3%
Q3 2016-0.4%+1.4%+7.3%
Q2 2016-0.7%-0.1%-1.7%
Q1 2016+3.1%
Q4 2013+0.6%
Q4 2015-0.6%
Q3 2015+1.7%
Q3 2014+1.7%
Q2 2015+1.7%
Q2 2014+1.7%
Q4 2014+2.4%
Q1 2015+2.4%
Q1 2014+2.4%
Q3 2013
Q2 2013
Q1 2013

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