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10-QPeriod: Q2 FY2018

WELLTOWER INC. Quarterly Report for Q2 Ended Jun 30, 2018

Filed August 2, 2018For Securities:WELL

Summary

Welltower Inc. (WELL) reported its second-quarter 2018 results, showcasing a mixed financial performance. While net income attributable to common stockholders saw a year-over-year decrease of 18% for the quarter, the six-month period showed a positive increase of 18%. The company continues to strategically invest in its core segments: Triple-net, Seniors Housing Operating, and Outpatient Medical. Total revenues increased year-over-year for both the quarter and the six-month period, driven primarily by resident fees and services and rental income. Financially, Welltower managed its debt effectively, repaying senior unsecured notes and continuing to leverage its credit facilities. A significant subsequent event was the acquisition of Quality Care Properties (QCP) and the formation of a joint venture with ProMedica Health System, a substantial transaction valued at approximately $3.8 billion. This acquisition is expected to significantly impact the company's future operations and financial position. Despite some headwinds, such as a decrease in net income for the quarter, the company's focus on strategic investments and operational efficiencies, coupled with favorable trends in same-store NOI for the Seniors Housing Operating and Outpatient Medical segments, indicates a continued path towards growth.

Financial Statements
Beta
Revenue$1.13B
Cost of Revenue$568.75M
Gross Profit$557.16M
SG&A Expenses$32.83M
Operating Expenses$966.80M
Interest Expense$121.42M
Net Income$167.27M
EPS (Basic)$0.42
EPS (Diluted)$0.41
Shares Outstanding (Basic)371.64M
Shares Outstanding (Diluted)373.07M

Key Highlights

  • 1Total revenues increased to $1,125,912,000 for the three months ended June 30, 2018, up from $1,058,602,000 in the prior year period.
  • 2Net income attributable to common stockholders decreased to $154,432,000 ($0.41 per diluted share) for the three months ended June 30, 2018, compared to $188,429,000 ($0.51 per diluted share) in the prior year period.
  • 3For the six months ended June 30, 2018, net income attributable to common stockholders increased to $592,103,000 ($1.59 per diluted share) from $501,068,000 ($1.37 per diluted share) in the prior year period.
  • 4Consolidated Net Operating Income (NOI) remained stable at $557,161,000 for the three months ended June 30, 2018, compared to $556,747,000 in the prior year period.
  • 5Same-store NOI increased by 4% for the six-month period ended June 30, 2018, reaching $937,863,000, driven by growth in Outpatient Medical and Seniors Housing Operating segments.
  • 6The company completed the acquisition of Quality Care Properties (QCP) for approximately $3.8 billion in July 2018, forming an 80/20 joint venture with ProMedica Health System.
  • 7Welltower maintained a strong liquidity position, with $215,120,000 in cash and cash equivalents and $2,437,635,000 in available borrowing capacity under its primary unsecured credit facility as of June 30, 2018.

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