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Mar 31, 2022

Sun Communities Q1 2022 Earnings Report

Sun Communities reported its strong first quarter results, driven by growth in Core FFO per Share and Same Property NOI.

Key Takeaways

Sun Communities Inc. reported a revenue increase of 24.1% to $548.5 million compared to the same period in 2021. Net income attributable to common shareholders was $0.7 million, or $0.01 per diluted common share. Core Funds from Operations was $1.34 per diluted share, a 6.3 percent increase. Acquisitions totaled $1.6 billion during and subsequent to the quarter ended March 31, 2022.

Total revenues increased by 24.1 percent to $548.5 million.

Core Funds from Operations increased by 6.3 percent to $1.34 per diluted share.

Same Property Net Operating Income for MH and RV properties increased by 7.7 percent.

Acquisitions totaled $1.6 billion during and subsequent to the quarter ended March 31, 2022.

Total Revenue
$549M
Previous year: $298M
+84.0%
EPS
$1.34
Previous year: $1.26
+6.3%
RV Occupancy
100%
Previous year: 100%
+0.0%
MH Occupancy
96.7%
Gross Profit
$270M
Previous year: $226M
+19.2%
Cash and Equivalents
$103M
Previous year: $120M
-14.6%
Total Assets
$13.9B
Previous year: $11.5B
+21.5%

Sun Communities

Sun Communities

Sun Communities Revenue by Segment

Forward Guidance

The Company is providing revised or initial 2022 guidance for Basic earnings per share and Core FFO per fully diluted Share.

Positive Outlook

  • FY 2022 Basic earnings per share revised range: $2.46 - $2.58
  • FY 2022 Core FFO per fully diluted Share revised range: $7.20 - $7.32
  • 2Q 2022 Basic earnings per share revised range: $0.86 - $0.90
  • 2Q 2022 Core FFO per fully diluted Share revised range: $1.97 - $2.01
  • MH and RV Same Property NOI growth revised range: 6.5% - 7.3%