Jun 30, 2024

Essex Property Trust Q2 2024 Earnings Report

Announced second quarter 2024 results and raised full-year 2024 guidance, driven by favorable consolidated NOI growth and better-than-expected blended rent growth.

Key Takeaways

Essex Property Trust, Inc. reported second quarter 2024 results, with Core FFO per diluted share growing by 4.5% compared to the second quarter of 2023, exceeding the midpoint of the Company’s guidance range by $0.11. The company also raised full-year 2024 guidance.

Reported Net Income per diluted share for the second quarter of 2024 of $1.45, compared to $1.55 in the second quarter of 2023.

Grew Core FFO per diluted share by 4.5% compared to the second quarter of 2023, exceeding the midpoint of the Company’s guidance range by $0.11. The outperformance was primarily driven by favorable consolidated NOI growth.

Achieved same-property revenue and net operating income (“NOI”) growth of 3.4% and 3.0%, respectively, compared to the second quarter of 2023. On a sequential basis, same-property revenues and NOI improved 1.2% and 2.5%, respectively.

Achieved year-over-year blended rate growth of 3.4% for the second quarter of 2024 as compared to 2.2% year-over-year blended rate growth achieved in the first quarter of 2024.

Total Revenue
$442M
Previous year: $416M
+6.3%
EPS
$3.94
Previous year: $3.77
+4.5%
FFO per share, diluted
$259M
Previous year: $257M
+0.6%
Gross Profit
$159M
Previous year: $285M
-44.4%
Cash and Equivalents
$64.2M
Previous year: $60.9M
+5.3%
Total Assets
$12.5B
Previous year: $12.2B
+2.2%

Essex Property Trust

Essex Property Trust

Forward Guidance

The Company provided key updates to the Company’s 2024 full-year assumptions for Net Income, Total FFO, Core FFO per diluted share, and same-property growth.