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Sep 30, 2022

EastGroup Q3 2022 Earnings Report

EastGroup reported solid and consistent quarterly results with growth in FFO per share and strong performance in key operational metrics.

Key Takeaways

EastGroup Properties announced its Q3 2022 results, highlighting a 14.2% increase in Funds From Operations (FFO) per share, a net income of $0.87 per diluted share, and strong same property net operating income growth. The company also focused on strategic capital allocation and maintaining a strong balance sheet amidst global economic uncertainty.

Net income attributable to common stockholders was $0.87 per diluted share, compared to $0.76 per diluted share for Q3 2021.

Funds from Operations (FFO) reached $1.77 per share, a 14.2% increase compared to $1.55 per share in Q3 2021.

Same Property Net Operating Income (excluding income from lease terminations) increased by 8.7% on a cash basis.

The operating portfolio was 99.0% leased and 98.5% occupied as of September 30, 2022.

Total Revenue
$126M
Previous year: $105M
+20.1%
EPS
$1.77
Previous year: $1.55
+14.2%
Portfolio Leased
99%
Previous year: 98.8%
+0.2%
Portfolio Occupied
98.5%
Previous year: 97.6%
+0.9%
Gross Profit
$90.6M
Previous year: $75M
+20.9%
Cash and Equivalents
$4.85M
Previous year: $247K
+1862.8%
Total Assets
$3.96B
Previous year: $2.99B
+32.7%

EastGroup

EastGroup

Forward Guidance

EastGroup estimates its EPS for 2022 to be in the range of $4.25 to $4.29 and FFO per share to be in the range of $6.91 to $6.95.

Positive Outlook

  • FFO per share is projected to increase over the prior year.
  • Same PNOI growth is expected on a cash basis.
  • Average month-end occupancy is anticipated to remain high.
  • Development starts are planned for a significant square footage.
  • Unsecured debt closings are projected with a weighted average interest rate.

Challenges Ahead

  • Projections are based on management's current beliefs and assumptions.
  • There are known and unknown risks and uncertainties associated with these projections.
  • The company assumes no obligation to update publicly any forward-looking statements.
  • Economic conditions could impact the actual results.
  • Changes in interest rates and the ability to raise equity capital could affect performance.