NYSE$UMH

UMH Properties Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Reported an increase in total income and normalized FFO, driven by solid housing market fundamentals and increased occupancy.

UMH Properties reported a strong second quarter with a 22% increase in total income to $49.0 million and a 29% year-over-year increase in Normalized FFO to $0.22 per diluted share. The company benefited from solid housing market fundamentals, driving exceptional demand for sales and rentals, and achieved an all-time high common stock price and surpassed a $1 billion equity market capitalization.

  • Total income increased by 22% to $49.0 million compared to the same quarter last year.
  • Net Income Attributable to Common Shareholders was $8.4 million, or $0.18 per diluted share.
  • Normalized FFO was $10.3 million, or $0.22 per diluted share, a 29% increase year-over-year.
  • Same property occupancy increased 280 basis points to 87.1%.

Headline financials

Total Revenue

$49M

Previous: $40.1M+22.1%
EPS (adj)

$0.22

Previous: $0.17+29.4%
Same Property Occupancy

87.1%

No prior period
Capital Expenditures

-$57.8M

Previous: -$45.1M-28.1%
Free Cash Flow

-$41.8M

Previous: -$26.8M-55.9%
Net Income

$16M

Previous: $18.3M-12.7%
Operating Income

$9.01M

Previous: $3.12M+188.9%
Gross Profit

$49M

Previous: $36.5M+34.3%
Cash & Equivalents

$90.1M

Previous: $11M+721.3%
Total Assets

$1.21B

Previous: $1.02B+18.4%
Stock-Based Comp

$774K

Previous: $313K+147.3%

Revenue & EPS history

UMH Properties · Revenue · Quarterly

$49M

Q2 2021+22.1%vs Q2 2020
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Forward guidance

UMH Properties has significant opportunities for organic earnings growth by filling vacant sites, developing expansions, and financing home sales. The company also plans to refinance preferred stock, which is expected to result in additional earnings growth.

Tailwinds

  • Ability to organically grow earnings by filling 3,400 vacant sites.
  • Developing expansions on 1,800 vacant acres.
  • Earning sales profits from increased sales activity.
  • Financing home sales to generate additional revenue.
  • Potential to refinance preferred stock at a lower cost of capital, resulting in earnings growth.

Headwinds

  • No specific negatives were mentioned in the provided text.

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 2021

Historical avgQ2 2021

-0.1%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+0.5%

Avg return

30 days after

48%

31 / 65 earnings

Positive

+8.0%

Q4 2023

Best reaction

-7.9%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.8%+1.8%-2.6%
Q4 2025-2.6%-6.9%-11.6%
Q3 2025-1.2%+3.5%+4.2%
Q1 2025-0.3%-2.6%-5.5%
Q4 2024+2.9%+3.4%+3.7%
Q3 2024+1.4%+4.6%+3.1%
Q2 2024+4.9%+5.8%+8.5%
Q1 2024-2.8%-0.5%-4.3%
Q4 2023+8.0%+13.2%+13.9%
Q3 2023-1.7%-4.3%+0.1%
Q2 2023-3.4%-2.7%-9.5%
Q1 2023+3.0%+2.3%+6.6%
Q4 2022-7.4%-3.0%-14.8%
Q3 2022-3.1%+4.1%-2.0%
Q2 2022-2.0%-3.0%-14.7%
Q1 2022-7.9%-11.7%-14.8%
Q4 2021+1.3%-1.1%+2.9%
Q3 2021-0.5%-0.9%-3.5%
Q2 2021+3.7%+4.1%+7.8%
Q1 2021+2.4%+0.8%+1.3%
Q4 2020+3.2%+7.0%+6.1%
Q3 2020-0.7%-0.1%+5.7%
Q2 2020+4.6%+8.8%+14.8%
Q1 2020+7.0%-0.9%+16.2%
Q4 2019-2.2%-17.1%-36.3%
Q3 2019+2.6%+4.4%+6.7%
Q2 2019-3.7%-3.7%+2.9%
Q1 2019-0.1%-5.9%-4.7%
Q4 2018-3.1%-1.4%+1.3%
Q3 2018-7.3%-6.8%-9.1%
Q2 2018+2.7%+1.0%+4.5%
Q1 2018+1.3%-1.9%+3.6%
Q4 2017+0.2%+5.5%+7.5%
Q3 2017+2.9%+2.5%+2.8%
Q2 2017+2.1%-3.1%-0.6%
Q1 2017+4.5%+0.7%+7.4%
Q4 2016-2.9%-2.4%+7.3%
Q3 2016+1.5%+9.5%+12.7%
Q2 2016+2.2%+5.8%+0.8%
Q1 2016+1.3%
Q4 2015+2.7%
Q3 2015+0.8%
Q2 2015+0.1%
Q1 2015+2.4%
Q4 2014+1.3%
Q3 2014-2.1%
Q2 2014+1.5%
Q1 2014+0.6%
Q4 2013-0.2%
Q3 2013-0.3%
Q2 2013-1.4%
Q1 2013+1.0%
Q4 2012-1.5%
Q3 2012-4.9%
Q2 2012-2.1%
Q1 2011-2.1%
Q1 2012+2.6%
Q4 2011-3.1%
Q4 2009-3.1%
Q3 2010-0.1%
Q3 2011-0.1%
Q4 2010-2.8%
Q2 2011-2.8%
Q2 2010-2.8%
Q1 2010-2.3%

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