Reported Q: Q1 2025 Rev YoY: +1.0% EPS YoY: +26.8% Move: +2.92%
MidAmerica Apartment
MAA-PI
$54.91 2.92%
Exchange NYSE Sector Real Estate Industry REIT Residential
Q1 2025
Published: May 1, 2025

Company Status Snapshot

Fast view of the latest quarter outcome for MAA-PI

Reported

Report Date

May 1, 2025

Quarter Q1 2025

Revenue

549.30M

YoY: +1.0%

EPS

1.54

YoY: +26.8%

Market Move

+2.92%

Previous quarter: Q4 2024

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Earnings Highlights

  • Revenue of $549.30M up 1% year-over-year
  • EPS of $1.54 increased by 26.8% from previous year
  • Gross margin of 31.9%
  • Net income of 181.67M
  • ""First quarter performance results were ahead of our expectations as strong demand was evident in multiple areas of our performance, including occupancy, collections and pricing trends."" - Brad Hill
MAA-PI
Company MAA-PI

Executive Summary

MAA-PI delivered a solid QQ1 2025 operating backdrop despite a challenging new-lease pricing environment driven by ongoing new supply in several markets. Occupancy rose 30 basis points YoY to 95.6%, with net delinquency at 0.3% of billed rents and same-store revenue growth of 0.1% for the quarter. Renewal pricing remained resilient, with renewal rates up 4.5% on a lease-over-lease basis, supporting blended leasing results and offsetting weaker new-lease economics. New-lease pricing deteriorated, with lease-over-lease new-lease pricing down 6.3% for the quarter and blended pricing down 0.5% QoQ, though the sequential improvement from 4Q24 (160 bps) suggests a stabilizing trend as the summer leasing season approaches. Core FFO came in at $2.20 per diluted share, $0.04 ahead of the midpoint of management’s Q1 guidance, aided by approximately $0.025 of favorable same-store NOI and $0.025 of favorable overhead/interest timing, partially offset by $0.01 of non-same-store NOI pressure. The company maintains its 2025 guidance, signaling confidence that renewed leasing momentum and a moderated supply trajectory will support earnings growth through the year. The balance sheet remains sturdy, with net debt at ~4.0x EBITDA, ~94% fixed debt, and roughly $1.0B of liquidity under a revolving facility, enabling continued development and selective dispositions as the portfolio evolves.

Key Performance Indicators

Revenue
Increasing
549.30M
QoQ: -0.10% | YoY: 1.04%
Gross Profit
Decreasing
175.01M
31.86% margin
QoQ: -0.82% | YoY: -4.26%
Operating Income
Decreasing
159.40M
QoQ: -1.85% | YoY: -3.84%
Net Income
Increasing
181.67M
QoQ: 9.02% | YoY: 26.38%
EPS
Increasing
1.55
QoQ: 3.13% | YoY: 26.80%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2025 549.30 1.54 +1.0% View
Q4 2024 549.83 1.50 +1.4% View
Q3 2024 551.13 0.98 +1.7% View
Q2 2024 546.44 0.86 +2.1% View
Q1 2024 543.62 1.22 +2.8% View