NYSE$UMH

UMH Properties Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported solid operating results with increased sales profits and growing earnings per share.

UMH Properties, Inc. reported an increase in total income and net income attributable to common shareholders for the quarter ended September 30, 2024. Normalized Funds from Operations Attributable to Common Shareholders also increased compared to the same period in the previous year. The company also updated its 2024 guidance for normalized FFO.

  • Total Income for Q3 2024 increased by 8% to $60.7 million compared to $56.0 million for Q3 2023.
  • Net Income Attributable to Common Shareholders was $8.2 million, or $0.11 per diluted share, compared to a Net Loss of $5.8 million, or $0.09 per diluted share, for Q3 2023.
  • Normalized Funds from Operations (FFO) was $18.5 million, or $0.24 per diluted share, compared to $14.4 million, or $0.22 per diluted share, for Q3 2023, representing a 9% per diluted share increase.
  • Same property occupancy increased by 220 sites, or 70 basis points, to 87.7% with same property rental and related income growth of 8%.

Headline financials

Total Revenue

$60.7M

Previous: $56M+8.3%
EPS (adj)

$0.24

Previous: $0.22+9.1%
Capital Expenditures

-$98.4M

Previous: -$12.5M-686.9%
Free Cash Flow

-$85.5M

Previous: -$14M-510.4%
Net Income

$12.9M

Previous: -$1.5M+960.9%
Operating Income

$11.8M

Previous: $9.61M+22.4%
Gross Profit

$60.7M

Previous: $56M+8.3%
Cash & Equivalents

$66.7M

Previous: $38.6M+72.6%
Total Assets

$1.5B

Previous: $1.39B+7.8%
Stock-Based Comp

$1.19M

Previous: $1.01M+17.6%

Revenue & EPS history

UMH Properties · Revenue · Quarterly

$60.7M

Q3 2024+8.3%vs Q3 2023
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Forward guidance

The company is tightening its 2024 guidance for normalized FFO per diluted share to a range of $0.92-$0.94.

Tailwinds

  • Tightening 2024 normalized FFO guidance to $0.92-$0.94 per diluted share.
  • Represents approximately 8% annual NFFO growth at the midpoint over full year 2023 NFFO of $0.86 per diluted share.
  • Same property occupancy increased by 70 basis points to 87.7%.
  • Same property rental and related income growth of 8% for the quarter.
  • Sales of manufactured homes were $8.7 million for the quarter.

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 2024

Historical avgQ3 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%

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