NYSE$UE

Urban Edge Properties · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Announced third quarter 2022 results and provided full-year 2022 guidance.

Urban Edge Properties reported strong third quarter performance driven by continued leasing velocity, especially in the suburbs around New York City. The company executed a lease with Target at Bruckner Commons and saw improvement in shop occupancy with the addition of tenants like First Watch and Shake Shack. Future gross rent from leases executed but not yet commenced grew to $28 million.

  • Generated net income attributable to common shareholders of $11.4 million, or $0.10 per diluted share.
  • Generated Funds from Operations (FFO) applicable to diluted common shareholders of $35.9 million, or $0.29 per share.
  • Increased same-property Net Operating Income (NOI), including properties in redevelopment, by 1.5% compared to the third quarter of 2021.
  • Reported same-property portfolio leased occupancy of 94.7%.

Headline financials

Total Revenue

$98.3M

Previous: $107M-8.0%
EPS (adj)

$0.30

Previous: $0.28+7.1%
Net debt to total market capitalization

46.0%

Previous: 33.0%+39.4%
Capital Expenditures

-$111M

Previous: -$101M-10.1%
Free Cash Flow

-$99.8M

Previous: -$73.2M-36.3%
Net Income

$11.4M

Previous: $27.8M-59.0%
Operating Income

-$441K

Previous: $12.6M-103.5%
Gross Profit

$27.1M

Previous: $38.4M-29.6%
Cash & Equivalents

$108M

Previous: $269M-59.7%
Total Assets

$2.96B

Previous: $2.88B+2.8%
Stock-Based Comp

$2.58M

Previous: $2.81M-8.2%

Revenue & EPS history

Urban Edge · Revenue · Quarterly

$98.3M

Q3 2022-8%vs Q3 2021
Beat estimate in 9 of 13 quarters(69%)
ActualEstimate

Forward guidance

The Company has provided its outlook for full-year performance estimating net income of $0.36 to $0.38 per diluted share, FFO of $1.16 to $1.17 per diluted share, and FFO as Adjusted of $1.17 to $1.19 per diluted share.

Tailwinds

  • Net income available to common shareholders (per diluted share) of $0.35 to $0.37
  • NAREIT FFO (per diluted share) of $1.16 to $1.17
  • FFO as Adjusted (per diluted share) of $1.17 to $1.19
  • Same-property NOI growth of 3.0% to 4.0%
  • Same-property NOI growth including properties in redevelopment of 1.5% to 2.5%

Headwinds

  • No new acquisitions or dispositions for the remainder of the year
  • No new financing transactions
  • Does not include any items that impact FFO comparability, including loss on extinguishment of debt, litigation and other non-routine legal expenses, transaction costs, or any one-time items outside of the ordinary course of business
  • G&A expenses ranging from $40,600 to $41,600
  • Interest and debt expense ranging from $58,500 to $59,500

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 Q3 2022

Historical avgQ3 2022

+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

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