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10-QPeriod: Q3 FY2015

Public Storage Quarterly Report for Q3 Ended Sep 30, 2015

Summary

Public Storage (PSA) reported strong financial performance for the nine months ended September 30, 2015, with net income allocable to common shareholders increasing to $750.0 million, or $4.32 per diluted common share, up from $624.2 million, or $3.61 per diluted common share, in the prior year period. This growth was primarily driven by a significant increase in self-storage net operating income, up $126.4 million, with improvements seen in both 'Same Store Facilities' and 'Non Same Store Facilities'. Funds from Operations (FFO) per diluted common share also saw a healthy increase, rising by 9.0% to $6.33 for the nine-month period, indicating robust operational performance and shareholder value generation. The company continues its strategic growth through acquisitions and development. During the first nine months of 2015, PSA acquired ten self-storage facilities for $97.9 million, and had plans to acquire eleven more subsequent to the reporting period. Additionally, PSA has a substantial development pipeline, with ongoing projects expected to add approximately 4.0 million net rentable square feet at a total cost of $507 million. While these development activities temporarily dilute earnings, they are viewed as beneficial for long-term growth. The company also reported strong liquidity, with over $1 billion in capital resources and ample capacity to fund its planned capital needs.

Financial Statements
Beta
Revenue$618.87M
Cost of Revenue$164.69M
Gross Profit$454.19M
Operating Expenses$294.34M
Operating Income$324.53M
Net Income$339.57M
EPS (Basic)$1.58
EPS (Diluted)$1.58
Shares Outstanding (Basic)172.77M
Shares Outstanding (Diluted)173.53M

Key Highlights

  • 1Net income allocable to common shareholders increased by 20.1% to $750.0 million for the nine months ended September 30, 2015, compared to $624.2 million in the prior year period.
  • 2Funds From Operations (FFO) per diluted common share grew by 9.0% to $6.33 for the nine months ended September 30, 2015, compared to $5.81 in the prior year period.
  • 3Self-storage net operating income (NOI) increased by 11.8% to $1.2 billion for the nine months ended September 30, 2015.
  • 4Revenue from Same Store Facilities increased by 6.5% year-over-year for the nine months ended September 30, 2015, driven by a 6.0% increase in realized annual rental income per occupied square foot.
  • 5The company acquired ten self-storage facilities for $97.9 million during the first nine months of 2015 and had contracts to acquire eleven more.
  • 6Public Storage has a significant development pipeline, with projects underway to add approximately 4.0 million net rentable square feet at a projected cost of $507 million.
  • 7As of September 30, 2015, the company had over $1 billion in capital resources, sufficient to cover its planned capital needs of $577 million over the next year.

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