The earnings call highlights significant investment growth, increased revenues, a strong financial performance, and a robust pipeline indicating a positive outlook. However, some concerns were noted regarding increased G&A expenses and potential regulatory uncertainties.

Company Guidance

During CareTrust REIT's second quarter 2025 earnings call, significant financial guidance and metrics were highlighted. The company reported a 63.3% increase in total revenues compared to the prior year quarter, with normalized FFO and normalized FAD per share up by approximately 19% and 16%, respectively. A major milestone was the acquisition of Care REIT, marking CareTrust's entry into the U.K. care home market and contributing to approximately $1.1 billion of closed investments during the quarter. The company also announced a 15.5% year-over-year increase in its quarterly dividend while maintaining a comfortable payout ratio. Additionally, a robust $600 million investment pipeline was disclosed, predominantly composed of U.S. skilled nursing facilities, with some inclusion of seniors housing deals and a U.K. care home opportunity. Financial guidance for 2025 was raised, with projections of $1.77 to $1.79 for both normalized FFO and normalized FAD per share, supported by assumptions such as CPI rent escalations of 2.5% and interest income of approximately $87 million. The company maintained strong liquidity, with $1.14 billion available under its revolver and a net debt to annualized normalized EBITDA ratio of 2x.

Significant Investment Growth

Closed on approximately $1.1 billion of investments in the second quarter, with total investments of roughly $2.7 billion over the past 18 months, eclipsing the total amount invested in the prior 8 years.

Revenue and Dividend Increase

Total revenues increased by 63.3% in the second quarter over the prior year quarter. The quarterly dividend was increased by 15.5% year-over-year.

Strong Financial Performance

Normalized FFO increased by 19% and normalized FAD per share increased by 16% over the prior year quarter.

Robust Pipeline and Future Growth

Investment pipeline remains strong at approximately $600 million, with continued growth in both U.S and U.K markets.

Increased Liquidity and Low Leverage

Maintained a strong liquidity position with $1.14 billion available under the revolver and a net debt to annualized normalized EBITDA of 2x.

CareTrust REIT (CTRE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CTRE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.36 / -	0.21	―	―	―
Aug 06, 2025	2025 (Q2)	0.34 / 0.35	0.07	400.00% (+0.28)
May 01, 2025	2025 (Q1)	0.35 / 0.35	0.22	59.09% (+0.13)
Feb 12, 2025	2024 (Q4)	0.31 / 0.29	0.22	31.82% (+0.07)
Oct 29, 2024	2024 (Q3)	0.29 / 0.21	0.08	162.50% (+0.13)
Aug 01, 2024	2024 (Q2)	0.26 / 0.07	-0.01	800.00% (+0.08)
May 02, 2024	2024 (Q1)	0.25 / 0.22	0.19	15.79% (+0.03)
Feb 08, 2024	2023 (Q4)	0.24 / 0.22	0.15	46.67% (+0.07)
Nov 09, 2023	2023 (Q3)	0.23 / 0.08	0.01	700.00% (+0.07)
Aug 03, 2023	2023 (Q2)	0.22 / -0.01	0.21	-104.76% (-0.22)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CTRE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$32.65	$32.55	-0.31%
May 01, 2025	$28.75	$28.23	-1.81%
Feb 12, 2025	$25.01	$25.93	+3.68%
Oct 29, 2024	$30.87	$31.73	+2.79%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does CareTrust REIT (CTRE) report earnings?

CareTrust REIT (CTRE) is schdueled to report earning on Nov 06, 2025, After Close (Confirmed).

What is CareTrust REIT (CTRE) earnings time?

CareTrust REIT (CTRE) earnings time is at Nov 06, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CTRE EPS forecast?

CTRE EPS forecast for the fiscal quarter 2025 (Q3) is 0.36.

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