)
Sonida Senior Living (SNDA) investor relations material
Sonida Senior Living Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 revenue was $210.2M versus $98.0M YoY; net loss was $34.5M versus $27.3M.
At September 30, the portfolio comprised 165 communities with more than 16,700 units across 35 states.
Same-store occupancy, pricing and margin gains supported NOI and Adjusted EBITDA growth as CHP integration and portfolio expansion advanced.
Financial highlights
Total-portfolio NOI rose 16.1% YoY to $63.3M; SHOP NOI was $55.3M, up 17.2%, and NNN lease income was $8.0M.
Same-store resident revenue increased 7.3% YoY to $163.5M; same-store SHOP NOI was $52.1M, up 15.6% pro forma.
Pro forma Adjusted EBITDA was $46.8M, up 26.2% from $37.1M; the reported comparison was $46.4M versus $13.2M.
Normalized FFO was $23.1M, or $0.46 per diluted share; net loss attributable to common shareholders was $34.3M, or $0.72 per share.
Outlook and guidance
Approximately $250M of acquisition capital is expected to be deployed in 2026, excluding CHP; ~$98M was under contract, with deployment expected in H2.
Management expects continued occupancy and rate growth; 2027 guidance is planned with Q4 results.
First-year CHP cost synergies are estimated at $16M-$20M, or 70%-85% of the G&A target, with savings on track for 2026.
Remaining dispositions are expected in Q4 2026 and H1 2027, with net proceeds planned for reinvestment in acquisitions.
The 2026 acquisition cohort has a 3%-5% blended initial yield and potential to stabilize above 9%, with limited CapEx expected.
- Q2 2026 revenue surged 129.7% with strong NOI growth and improved liquidity, despite higher net loss.SNDA
Q2 2026 - CHP merger fueled 36.8% revenue growth, portfolio expansion, and higher leverage in Q1 2026.SNDA
Q1 2026 - Entering a new phase, the company targets long-term value through operational and capital discipline.SNDA
Proxy filing - Entering a new growth phase with a focus on operational excellence and disciplined capital allocation.SNDA
Proxy filing - Proxy covers director elections, auditor ratification, and equity plan amendment, with strong governance.SNDA
Proxy filing - $1.8B acquisition made a top-10 senior housing owner with strong growth and synergy potential.SNDA
Q4 2025 - $1.8B merger forms a top-8 U.S. senior living platform with major synergies and growth potential.SNDA
M&A Announcement - Q3 2024 delivered 18.3% NOI growth, 13.4% revenue rise, and record occupancy gains.SNDA
Q3 2024 - Record occupancy, 10.7% revenue growth, and $38.1M debt gain drive robust expansion.SNDA
Q2 2024
Next Sonida Senior Living earnings date
Next Sonida Senior Living earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)