NYSE$VRE

Veris Residentia · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported strong operational and financial results, raised guidance, and strategically managed the balance sheet.

Veris Residential, Inc. reported strong second quarter 2024 results, highlighted by a Same Store multifamily Blended Net Rental Growth Rate of 5.4%, Same Store NOI growth of 7.9%, and an expanded occupancy of 100 basis points sequentially to 95.1%. The company also raised Core FFO guidance range by approximately 4% and tightened Same Store NOI guidance range by 50 basis points.

  • Achieved a Same Store multifamily Blended Net Rental Growth Rate of 5.4% for the quarter.
  • Experienced Same Store NOI growth of 7.9% year over year.
  • Expanded occupancy by 100 basis points sequentially to 95.1%.
  • Secured a new $500 million revolver and delayed-draw term loan with a three-plus-one-year term.

Headline financials

Total Revenue

$67.5M

Previous: $68.7M-1.8%
EPS (adj)

$0.18

Previous: $0.16+12.5%
Capital Expenditures

-$5.67M

Previous: -$5.75M+1.3%
Free Cash Flow

-$2.75M

Previous: -$33.2M+91.7%
Net Income

$2.92M

Previous: -$27.4M+110.7%
Operating Income

$44.1M

Previous: $42.7M+3.2%
Gross Profit

$65.7M

Previous: $66.4M-1.0%

Revenue & EPS history

Veris Residentia · Revenue · Quarterly

$67.5M

Q2 2024-1.8%vs Q2 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Veris Residentia · $72.5M total across 3 segments · Q1 2020

  • Revenue from leases
    $65.5M
  • Parking income
    $5.27M
  • Other income
    $1.72M

Forward guidance

The Company is raising the low end of its Same Store NOI guidance range by 50 basis points, and is maintaining the high end of the NOI guidance range. In addition, the Company is raising its Core FFO per share guidance range by $0.02.

Tailwinds

  • Favorable initial indications for insurance.
  • Favorable initial indications for real estate taxes.
  • Higher than projected deposit income due to higher interest rates.
  • Higher than projected deposit income due to higher average cash balances.
  • Recognition of successful real estate tax appeals.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-0.6%

Avg return

Earnings day

-0.3%

Avg return

5 days after

+0.3%

Avg return

30 days after

41%

28 / 68 earnings

Positive

+12.4%

Q4 2025

Best reaction

-9.9%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.1%+0.2%+0.4%
Q4 2025+12.4%+12.4%+12.9%
Q3 2025+0.2%-0.9%+1.6%
Q2 2025+0.5%+0.8%+4.9%
Q1 2025-2.2%-4.6%-9.3%
Q4 2024+1.4%+5.8%+4.4%
Q3 2024-1.8%-1.5%+9.1%
Q2 2024-0.7%+1.3%+7.1%
Q1 2024-4.1%-4.2%-1.3%
Q4 2023-4.5%-5.8%-4.9%
Q3 2023-8.6%-14.0%-12.5%
Q2 2023+10.4%+14.1%+12.6%
Q1 2023+3.9%+5.1%+3.5%
Q4 2022+1.5%+1.0%-14.3%
Q3 2022-2.9%-3.9%+3.2%
Q2 2022-1.0%+3.2%-0.2%
Q1 2022+0.1%-9.2%+1.6%
Q4 2021-0.6%-1.7%-0.9%
Q3 2021+3.7%+4.8%-7.4%
Q2 2021+1.7%-1.9%+0.7%
Q1 2021+0.1%-0.2%+7.3%
Q4 2020-9.9%-8.1%+4.4%
Q3 2020-6.8%+15.0%+27.0%
Q2 2020-7.1%-7.0%-12.2%
Q1 2020+5.1%+2.2%+21.0%
Q4 2019-4.9%-3.6%-30.6%
Q3 2019-3.0%+1.0%-3.1%
Q2 2019-0.4%-0.8%-6.5%
Q1 2019-1.4%+1.5%-2.4%
Q4 2018+2.8%+0.3%+3.6%
Q3 2018-1.0%-0.1%+6.1%
Q2 2018-1.9%-1.3%+12.2%
Q1 2018+3.9%+5.6%+12.7%
Q4 2017-8.4%-2.8%-12.6%
Q3 2017-6.4%-1.2%-6.7%
Q2 2017-6.2%-5.8%-11.3%
Q1 2017+0.0%-1.6%-0.1%
Q4 2016-0.0%-0.6%-8.7%
Q3 2016-1.7%-5.2%-0.2%
Q2 2016-0.4%-1.4%-0.6%
Q1 2016+3.8%
Q4 2015+4.3%
Q3 2015+0.1%
Q2 2015+4.9%
Q1 2015+2.2%
Q4 2014-1.8%
Q3 2014-3.6%
Q2 2014+0.1%
Q1 2014-0.5%
Q4 2013+0.0%
Q3 2013-0.4%
Q2 2013-1.0%
Q1 2013-1.3%
Q4 2012-1.2%
Q3 2012-4.4%
Q2 2012-4.4%
Q1 2012-1.7%
Q4 2011-2.5%
Q3 2011+4.5%
Q2 2011-0.4%
Q1 2010-0.5%
Q1 2011-1.6%
Q4 2008+1.8%
Q4 2010+1.8%
Q3 2009+0.8%
Q3 2010+0.8%
Q2 2010-0.6%
Q2 2009-0.6%

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