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Brookdale Senior Living
Brookdale Senior Living (BKD) investor relations material
Brookdale Senior Living Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Achieved a 19% increase in Adjusted EBITDA for 2025 to $458M, marking the fourth consecutive year of double-digit growth and surpassing guidance.
Fourth quarter 2025 weighted average occupancy reached 82.5%, the highest since Q1 2020, with a 310 bps year-over-year increase.
Adjusted Free Cash Flow turned positive for the first time since 2020, at $23M for 2025.
Portfolio optimization included lease terminations, asset sales, and streamlining to 517 communities by mid-2026.
Strategic priorities focused on operational excellence, real estate optimization, capital reinvestment, leverage reduction, and quality elevation.
Financial highlights
2025 Adjusted EBITDA was $458M, up 19% year-over-year, and full year resident fee revenue grew 2.4% to $3.04B.
RevPAR increased 5.7% year-over-year to $5,134; Q4 2025 RevPAR up 7.1% to $5,219.
Q4 2025 Adjusted EBITDA was $106M, up 7% year-over-year.
Adjusted Free Cash Flow for 2025 was $22.8M, first positive year since 2020.
Q4 2025 resident fees decreased 4% year-over-year to $714.5M, mainly due to community dispositions.
Outlook and guidance
2026 guidance: 8–9% RevPAR growth and Adjusted EBITDA of $502M–$516M.
Mid-teens Adjusted EBITDA growth expected through 2028, with leverage targeted below 6x by end of 2028.
Average occupancy is expected to exceed 83% in 2026, benefiting from favorable supply-demand dynamics.
Non-development CapEx projected at $175M–$195M for 2026, up from $170.7M in 2025.
Guidance includes $162M in G&A expense and $180M in annual cash facility operating lease payments.
Quantify accretive impact of 2025 dispositions
Jan 2026 occupancy dip: recovery plan
New debt terms for 2026/2027 refinanced mortgages
SVP Strategic Ops: How will it drive NOI growth?
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Next Brookdale Senior Living earnings date
Citi’s Miami Global Property CEO Conference 20263 Mar, 2026
Brookdale Senior Living
Next Brookdale Senior Living earnings date
Citi’s Miami Global Property CEO Conference 20263 Mar, 2026
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Frequently asked questions
Brookdale Senior Living Inc owns and operates senior living communities across the United States. The company offers independent living, assisted living, memory care, and rehabilitation services. It serves elderly residents through a network of facilities and care programs. The company is headquartered in Brentwood, Tennessee, and its shares are listed on the NYSE.
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