)
Brookdale Senior Living (BKD) investor relations material
Brookdale Senior Living Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Delivered strong Q3 2025 results with 20.4% year-over-year Adjusted EBITDA growth, record post-pandemic occupancy, and ongoing portfolio optimization through asset dispositions and acquisitions.
New CEO emphasized a shift to an operations-focused strategy, supported by organizational redesign and targeted capital deployment.
Net loss for Q3 2025 was $114.7 million, including significant non-cash impairment charges related to planned dispositions.
Cash flow and leverage improved, with Adjusted Free Cash Flow up 57% year-over-year and annualized leverage reduced significantly.
Ongoing capital recycling and lease restructuring are optimizing the portfolio and increasing owned community share.
Financial highlights
Q3 2025 consolidated weighted average occupancy reached 81.8%, and same-community occupancy was 82.3%, both highest since Q1 2020.
Adjusted EBITDA for Q3 2025 was $111.1 million, up 20.4% year-over-year; trailing twelve months Adjusted EBITDA reached $455–$460 million, up 27% year-over-year.
Q3 2025 revenue was $813.2 million, up 3.7% year-over-year; nine-month revenue was $2.44 billion, up 4.1%.
Resident and management fees grew 4.2% year-over-year to $778 million, driven by a 5.9% RevPAR increase.
Adjusted Free Cash Flow for Q3 2025 was $21.8 million, up $7.9 million year-over-year; year-to-date $45.5 million, $63.4 million ahead of last year.
Outlook and guidance
Full-year 2025 Adjusted EBITDA guidance raised to $455–$460 million, with RevPAR growth expected at 5.25%–6.00% year-over-year.
Positive Adjusted Free Cash Flow projected in the range of $30–$50 million for 2025.
Weighted average occupancy and RevPAR growth expected to accelerate through 2025, with strongest performance in Q4.
Management expects liquidity sources to be sufficient for at least the next 12 months.
Anticipates leverage ratio to fall below 6x within several years as EBITDA grows and dispositions complete.
Next Brookdale Senior Living earnings date
Next Brookdale Senior Living earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage