The earnings call reflected a strong performance with significant growth in same-store NOI and successful acquisition strategies. The company improved its debt metrics and increased guidance for 2025. However, growth headwinds from slower Medicare rate increases and potential seasonal impacts were noted.
Company Guidance
During the American Healthcare REIT Q3 2025 Earnings Conference Call, the company provided updated guidance reflecting strong performance and strategic growth. The company reported a 16.4% same-store NOI growth across its total portfolio, marking its seventh consecutive quarter of double-digit growth. President and CEO Danny Prosky highlighted the success of the RIDEA structured segments, including Trilogy and SHOP, which have driven significant growth. Trilogy's same-store NOI grew by 21.7% year-over-year, with occupancy averaging 90.2%, and SHOP's NOI increased by 25.3%. The company has closed on over $575 million in acquisitions year-to-date, with a pipeline of over $450 million expected to close by early 2026. They are on track to grow normalized FFO per fully diluted share by 20% over the previous year. The net debt to EBITDA ratio improved to 3.5x by the end of the third quarter. The company also increased its full-year 2025 NFFO guidance range to $1.69 to $1.72 per fully diluted share, driven by strong occupancy and organic growth expectations.
Strong Same-Store NOI Growth
American Healthcare REIT reported a 16.4% same-store NOI growth across the total portfolio, marking the seventh consecutive quarter of double-digit same-store NOI growth.
Successful Acquisitions and Partnerships
Year-to-date, the company closed over $575 million in acquisitions within their RIDEA segments and introduced two new relationships with operators to broaden geographic diversification.
Normalized FFO Growth
The company is on track to grow normalized FFO per fully diluted share by 20% over the previous year.
Debt Reduction
Net debt to EBITDA at the end of the third quarter decreased to 3.5x.
Increased 2025 Guidance
Increased and narrowed full-year 2025 NFFO guidance to a range of $1.69 to $1.72 from $1.64 to $1.68 per fully diluted share.
American Healthcare REIT, Inc. (AHR) 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
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
AHR Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 06, 2025
$47.92
$49.42
+3.13%
Aug 07, 2025
$39.62
$40.27
+1.64%
May 08, 2025
$31.80
$34.48
+8.43%
Feb 27, 2025
$29.55
$29.16
-1.32%
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 American Healthcare REIT, Inc. (AHR) report earnings?
American Healthcare REIT, Inc. (AHR) is schdueled to report earning on Mar 19, 2026, After Close (Confirmed).
What is American Healthcare REIT, Inc. (AHR) earnings time?
American Healthcare REIT, Inc. (AHR) earnings time is at Mar 19, 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.