)
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
Achieved strong Q3 2025 results with 20.4% year-over-year Adjusted EBITDA growth, record-high occupancy since Q1 2020, and the tenth consecutive month of sequential occupancy gains.
Portfolio optimization, targeted capital deployment, and organizational restructuring have driven improvements in operating income, cash flow, and leverage reduction.
Ongoing capital recycling, lease restructuring, and asset dispositions are optimizing the portfolio and elevating quality.
The company is leveraging industry tailwinds, including demographic demand and limited new supply, to position for sustained growth.
Operates 623 senior living communities in 41 states, serving about 57,000 residents as of September 30, 2025.
Financial highlights
Q3 2025 consolidated weighted average occupancy reached 81.8%, and same community occupancy was 82.3%, both up significantly year-over-year.
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.
Adjusted Free Cash Flow for Q3 2025 was $21.8–$22 million, a significant increase over the prior year.
Q3 2025 revenue was $813.2 million, up 3.7% year-over-year; same community RevPAR increased 5.3% to $5,224.
Q3 2025 net loss was $114.7 million, including $62.7 million in non-cash impairment charges related to anticipated dispositions.
Outlook and guidance
2025 Adjusted EBITDA guidance raised to $455–$460 million, with RevPAR growth expected at 5.25%–6.00% and positive Adjusted Free Cash Flow projected at $30–$50 million.
Weighted average occupancy and RevPAR growth are expected to accelerate through 2025, with the strongest performance in Q4.
Projected annual Adjusted EBITDA growth in the mid-teen percentage range over the next several years.
Management expects liquidity sources to be sufficient for at least the next 12 months.
Plans to close on the sale of six owned communities and market approximately 25 more for sale in 2025.
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
)
)