Vornado's 3Q12 Share of Toys 'R' Us - Analyst Blog

By Zacks.com October 01, 2012, 05:39:01 PM EDT

Vornado Realty Trust ( VNO ), a leading real estate investment trust (REIT), has recently announced its share of second quarter 2012 financial results of Toys 'R' Us - a leading global retailer of dedicated toys and baby products.

Vornado Realty currently owns about 32.5% of Toys 'R' Us. Vornado Realty will record its share when it reports its third quarter results for the quarter ending September 30, 2012.

Vornado Realty's third quarter 2012 will include a loss of $8.6 million or 4 cents per share on account of Toys 'R' Us, compared to a loss of $9.3 million or 5 cents in the year-earlier quarter.

In accordance with the second quarter results of Toys 'R' Us, Vornado Realty will also record negative FFO (funds from operations) before income tax of $2.8 million or 1 cent per share, compared to negative FFO before income tax of $6.5 million or 3 cents in the year-ago quarter.

The business of Toys 'R' Us is highly seasonal with fourth quarter historically accounting for over 80% of the fiscal net income, primarily due to strong holiday sales. For the quarter ended July 28, 2012, Toys 'R' Us reported net sales of $2.55 billion compared to $2.65 billion in the year-ago quarter.

New York-based Vornado Realty acquires, owns and leases office properties, retail space and temperature-controlled logistics and refrigerated warehouses. Besides its properties, the company also has investments in other REITs, industrial buildings and Toys 'R' Us.

Vornado Realty has a strong asset portfolio in two of the best long-term office markets in the U.S. - New York City and Washington DC. This provides the company with a competitive advantage to continually increase rents. The company also has a healthy balance sheet and adequate liquidity.

We maintain our long-term Neutral rating on Vornado Realty, which currently has a Zacks #3 Rank that translates into a short-term Hold recommendation. We also have a Neutral recommendation and a Zacks #3 Rank for Boston Properties Inc. ( BXP ), a competitor of Vornado Realty.

Note: FFO, a widely used metric to gauge the performance of REITs, are obtained after adding depreciation and amortization and other non-cash expenses to net income.


 
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VORNADO RLTY TR (VNO): Free Stock Analysis Report
 
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.


This article appears in: Investing, Business, Stocks

Referenced Stocks: BXP, VNO



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