NYSE$UMH

UMH Properties Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported solid operating results with increased total income and Normalized FFO.

UMH Properties reported an increase in Total Income and Normalized FFO for the quarter ended June 30, 2024. Total income increased by 9% compared to the same quarter last year, and Normalized FFO per diluted share increased by 10%. The company also initiated guidance for the remainder of 2024, projecting Normalized FFO in a range of $0.91-0.95 per diluted share.

  • Total Income increased by 9% to $60.3 million compared to Q2 2023.
  • Net Income Attributable to Common Shareholders was $527,000, or $0.01 per diluted share.
  • Normalized FFO was $16.8 million, or $0.23 per diluted share, a 10% increase year-over-year.
  • Same property NOI increased by 11.0% for the quarter.

Headline financials

Total Revenue

$60.3M

Previous: $55.3M+9.1%
EPS (adj)

$0.23

Previous: $0.21+9.5%
Capital Expenditures

-$59.3M

Previous: -$90.9M+34.7%
Free Cash Flow

-$54.1M

Previous: -$91.3M+40.7%
Net Income

$5.18M

Previous: -$403K+1385.6%
Operating Income

$11M

Previous: $8.92M+23.6%
Gross Profit

$60.3M

Previous: $55.3M+9.1%
Cash & Equivalents

$39.5M

Previous: $41.5M-4.9%
Total Assets

$1.44B

Previous: $1.39B+3.4%
Stock-Based Comp

$1.19M

Previous: $1.47M-19.2%

Revenue & EPS history

UMH Properties · Revenue · Quarterly

$60.3M

Q2 2024+9.1%vs Q2 2023
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Forward guidance

UMH is initiating guidance for the remainder of 2024, with Normalized FFO in a range of $0.91-0.95 per diluted share for the full year, or $0.93 at the midpoint.

Tailwinds

  • High-quality communities continue to experience strong demand.
  • Growing occupancy.
  • Net operating income is growing.
  • Property value is increasing.
  • 3,300 vacant sites and 2,200 acres of vacant land provide a runway for earnings growth.

Headwinds

  • No specific negatives were mentioned, the risks and uncertainties that could cause actual results or events to differ materially from expectations are contained in the Company’s annual report on Form 10-K and described from time to time in the Company’s other filings with the SEC.
  • The Company undertakes no obligation to publicly update or revise any forward-looking statements whether as a result of new information, future events, or otherwise.
  • FFO and Normalized FFO (i) do not represent Cash Flow from Operations as defined by U.S. GAAP.
  • FFO and Normalized FFO (ii) should not be considered as alternatives to net income (loss) as a measure of operating performance or to cash flows from operating, investing and financing activities.
  • FFO and Normalized FFO (iii) are not alternatives to cash flow as a measure of liquidity.

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

-0.1%

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%

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