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北京时间·🕒 发布 04:35:12时区推断·⟳ 抓取 04:35:13·⚡ 决策 08-04 04:46:04 +10m51s·85.0 天前
Independence Realty Trust二季度净利同比降至340万美元、CFFO每股持平
二季度普通股可得净利从800万美元降至340万美元，EPS从0.03美元降至0.01美元。
📄 原文Seeking Alpha↗ 原文
Independence Realty Trust reports Q2 results
Net income available to common shares of $3.4 million for the quarter ended June 30, 2026 compared to $8.0 million for…
不做 Independence Realty Trust（IRT.US）
财报正负混合，FFO核心口径没有实质上修或下修；不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 二季度普通股可得净利从800万美元降至340万美元，EPS从0.03美元降至0.01美元。
- CFFO为6660万美元基本持平，CFFO每股0.28美元与去年同期相同；同店NOI增长1.2%。
- 2026年FFO每股指引1.16-1.18美元，与此前1.15-1.19美元相比只是区间收窄，缺少上修 surprise。
主要风险
- 净利下滑与CFFO持平并存，难以形成强方向；REIT更看FFO/NOI，当前披露不足以支持做空。
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原文全文
展开原文 · 1,344 字
Net income available to common shares of $3.4 million for the quarter ended June 30, 2026 compared to $8.0 million for the quarter ended June 30, 2025. Earnings per diluted share (“EPS”) of $0.01 for the quarter ended June 30, 2026 compared to $0.03 for the quarter ended June 30, 2025.
CFFO of $66.6 million for the quarter ended June 30, 2026 compared to $66.7 million for the quarter ended June 30, 2025. CFFO per share was $0.28 for the second quarter of 2026 and for the second quarter of 2025.
Same-store portfolio NOI growth of 1.2% for the quarter ended June 30, 2026 compared to the quarter ended June 30, 2025.
Adjusted EBITDA of $90.3 million for the quarter ended June 30, 2026 compared to $87.6 million for the quarter ended June 30, 2025.
Value Add Program completed renovations of 600 units during the quarter ended June 30, 2026, achieving a weighted average return on investment during the quarter of 16.4%.
FY26 FFO consensus of $1.14
Previous Guidance
Current Guidance
Change at Midpoint
2026 Full Year EPS and CFFO Guidance(1)(2)
Low
High
Low
High
Earnings per share
$
0.21
$
0.28
$
0.22
$
0.27
$
—
Adjustments:
Depreciation and amortization
1.06
1.06
1.06
1.06
—
Gain on sale of real estate assets (3)
(0.12
)
(0.15
)
(0.12
)
(0.15
)
—
FFO per share
1.15
1.19
1.16
1.18
—
Loan (premium accretion) discount amortization, net
CFFO of $66.6 million for the quarter ended June 30, 2026 compared to $66.7 million for the quarter ended June 30, 2025. CFFO per share was $0.28 for the second quarter of 2026 and for the second quarter of 2025.
Same-store portfolio NOI growth of 1.2% for the quarter ended June 30, 2026 compared to the quarter ended June 30, 2025.
Adjusted EBITDA of $90.3 million for the quarter ended June 30, 2026 compared to $87.6 million for the quarter ended June 30, 2025.
Value Add Program completed renovations of 600 units during the quarter ended June 30, 2026, achieving a weighted average return on investment during the quarter of 16.4%.
FY26 FFO consensus of $1.14
Previous Guidance
Current Guidance
Change at Midpoint
2026 Full Year EPS and CFFO Guidance(1)(2)
Low
High
Low
High
Earnings per share
$
0.21
$
0.28
$
0.22
$
0.27
$
—
Adjustments:
Depreciation and amortization
1.06
1.06
1.06
1.06
—
Gain on sale of real estate assets (3)
(0.12
)
(0.15
)
(0.12
)
(0.15
)
—
FFO per share
1.15
1.19
1.16
1.18
—
Loan (premium accretion) discount amortization, net
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