Sonida Senior Living, Inc. (SNDA)
NYSE:SNDA
Want to see SNDA full AI Analyst Report?
Earnings Data
Report Date
Aug 17, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-1.03Last Year’s EPS
-0.16Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a strongly positive operational and financial trajectory driven by meaningful same-store occupancy and pricing gains, double-digit NOI growth, margin expansion, successful initial integration activity and an improving capital structure. Management acknowledged near-term dilution from acquired and transitioning communities, preliminary nature of pro forma reporting, an outstanding bridge loan to refinance and ongoing investment needs for technology and integration. Overall, the positive execution on core operating metrics, clear capital allocation framework, successful early integration steps and strengthened liquidity/financing outweigh the execution and timing risks noted.Company Guidance
CHP Acquisition Completed and Pro Forma Reporting
Completed acquisition of CNL Healthcare Properties (CHP) on March 11, 2026; company reporting pro forma combined results (full-quarter CHP) for clarity on performance and integration, with integration underway and initial transitions executed.
Same-Store Occupancy Expansion
Same-Store weighted average occupancy increased 220 basis points year-over-year to 87.2%, reflecting improved move-in volume and stable length-of-stay trends.
Same-Store Revenue and RevPOR Growth
Same-Store resident revenue increased 7.6% year-over-year; Same-Store RevPOR rose 5.0%, driven by strong annual rate renewals (average renewal rate ~6.5%).
Strong Same-Store NOI and Margin Expansion
Same-Store community NOI increased 14% year-over-year to $48.0 million; Same-Store NOI margin expanded 170 basis points to 31.2%.
Total Portfolio Growth and Occupancy Improvement
Total SHOP NOI grew 11.3% year-over-year to $51.3 million; total weighted average occupancy rose 100 basis points to 85.7%. Communities with occupancy >90% increased from 39% to 52%, and communities below 80% decreased from 28% to 20%.
Operational Efficiency Gains (Labor and Nonlabor)
Total labor costs declined approximately 100 basis points as a percentage of revenue year-over-year driven by productivity improvements and pay-for-performance; RevPOR-to-EXPOR spread expanded ~320 basis points, reflecting procurement efficiencies and disciplined nonlabor cost management.
SPIN Platform Rollout and Data-Driven Operations
Rolled out SPIN (Sonida Performance Insight Navigator) to integrate resident care, workforce and operational metrics; platform is being used in underwriting and real-time operational decision-making and expected to drive margin expansion as data set grows.
2024 Acquisition Cohort Outperforming Underwriting
2024 acquisition cohort (19 assets) is tracking ahead of plan and running at an 11.5% annualized yield on cost, with occupancy, NOI margin and absolute NOI improvements.
Strengthened Capital Structure and Liquidity
Capitalization includes two term loans totaling $550 million (SOFR +195 bps with step-downs), revolver commitment increased to $455 million, $1.2 billion of committed capital across bank facilities, $100M+ availability on the revolver as of April 30, and a $50M post-quarter upsizing that reduced bridge financing to $170M.
Active Integration and Management Internalization Plan
Completed first transition of 6 CHP communities to Sonida operations with smooth execution; expect to transition an additional 11 communities this summer and materially reduce third-party management fees (currently ~5% of revenue) as internalization progresses.
SNDA Earnings History
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
SNDA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 11, 2026 | $38.27 | $36.96 | -3.42% |
Mar 11, 2026 | $37.16 | $33.70 | -9.31% |
Nov 10, 2025 | $32.07 | $32.20 | +0.41% |
Aug 11, 2025 | $24.38 | $24.66 | +1.15% |
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 Sonida Senior Living, Inc. (SNDA) report earnings?
Sonida Senior Living, Inc. (SNDA) is schdueled to report earning on Aug 17, 2026, After Close (Confirmed).
What is Sonida Senior Living, Inc. (SNDA) earnings time?
Sonida Senior Living, Inc. (SNDA) earnings time is at Aug 17, 2026, 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 SNDA EPS forecast?
SNDA EPS forecast for the fiscal quarter 2026 (Q2) is -1.03.