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Mar 31, 2022

EastGroup Q1 2022 Earnings Report

EastGroup reported strong first quarter results, driven by significant gains on sales of real estate investments.

Key Takeaways

EastGroup Properties announced a strong start to 2022, with net income attributable to common stockholders at $1.54 per diluted share. The company saw a 15.9% increase in Funds from Operations (FFO) per share, alongside an 8.5% increase in Same Property Net Operating Income (excluding lease terminations) on a cash basis.

Net income attributable to common stockholders was $1.54 per diluted share, compared to $0.69 in Q1 2021.

Funds from Operations (FFO) increased by 15.9% to $1.68 per share.

Same Property Net Operating Income (excluding lease terminations) increased by 8.5% on a cash basis.

The operating portfolio was 98.8% leased and 97.9% occupied as of March 31, 2022.

Total Revenue
$113M
Previous year: $97.9M
+15.4%
EPS
$1.68
Previous year: $1.45
+15.9%
Occupancy
97.9%
Previous year: 97.2%
+0.7%
Leased
98.8%
Previous year: 98.3%
+0.5%
Gross Profit
$81.9M
Previous year: $70.1M
+16.8%
Cash and Equivalents
$5.72M
Previous year: $68K
+8308.8%
Total Assets
$3.34B
Previous year: $2.76B
+21.3%

EastGroup

EastGroup

Forward Guidance

EastGroup estimates EPS for 2022 to be in the range of $3.72 to $3.84 and FFO per share to be in the range of $6.69 to $6.81.

Positive Outlook

  • FFO per share is projected to increase over the prior year.
  • Same PNOI growth is expected on a cash basis.
  • The company anticipates average month-end occupancy in the operating portfolio.
  • Significant development starts are planned in square feet.
  • Unsecured debt closing in the period is projected.

Challenges Ahead

  • Economic conditions may impact business operations and tenant's ability to make payments.
  • Disruptions in supply and delivery chains could affect development costs.
  • Increases in interest rates may impact the ability to raise equity capital.
  • Fluctuations in occupancy or rental rates could affect performance.
  • Potential defaults or non-renewals of leases by tenants pose a risk.