The earnings call was largely positive, highlighting significant improvements in occupancy, EBITDA growth, and free cash flow. The company also raised its annual guidance, reflecting confidence in its strategic initiatives. However, there were challenges noted in the transition of leased assets which could negatively impact financials in the short term. Overall, the positives outweigh the negatives, indicating a strong performance outlook.

Company Guidance -

Q3 2025

In the second quarter earnings call for Brookdale Senior Living, the company reported a series of favorable metrics and strategic initiatives. Key performance indicators revealed a weighted average occupancy of 80.7% for the same community, marking a 190 basis point increase compared to the previous year, with June and July month-end occupancies reaching 82.8% and 83.3%, respectively. The company also achieved a revenue per occupied room (RevPOR) growth of 2.4% year-over-year. Financially, Brookdale's adjusted EBITDA increased by 19.7% quarter-over-quarter and 23.4% for the first half of the year, with adjusted free cash flow reaching $20 million compared to a negative $6 million in the same quarter of 2024. The strategic focus remains on accelerating profitable occupancy growth, optimizing real estate, capital reinvestment, reducing leverage, and enhancing quality for residents and associates. Brookdale raised its annual guidance for RevPAR growth to a range of 5.25% to 6% and adjusted EBITDA to $445-$455 million, reflecting confidence in continued operational improvements.

Occupancy Improvement

Same community weighted average occupancy for the second quarter was 80.7%, growing 190 basis points over the prior year quarter. June month-end occupancy was at 82.8%, 240 basis points higher than June 2024, and July month-end occupancy was 83.3%, 260 basis points higher than July 2024.

Adjusted EBITDA Growth

Adjusted EBITDA for the company grew 19.7% quarter-over-quarter and is up 23.4% for the first half of the year.

Positive Free Cash Flow

Adjusted free cash flow was $20 million for the quarter, a significant improvement from a negative $6 million for the second quarter of 2024.

Same-Community RevPOR and ExPOR Spread

Same-community RevPOR grew 2.4% year-over-year, while ExPOR increased 2.3%, resulting in a positive spread.

Portfolio Optimization and Dispositions

Brookdale plans to exit 55 leased assets by year-end and has identified another 28 assets for disposition over the next 12 to 18 months.

Recognition and Awards

Brookdale's CFO, Dawn Kussow, was inducted into the McKnight's Women of Distinction Hall of Fame Class for 2025.

Raised Guidance

Annual guidance for RevPAR growth and adjusted EBITDA was increased for the second quarter in a row.

Brookdale Senior Living (BKD) 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 >

BKD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-0.18 / -	-0.22	―	―	―
Aug 06, 2025	2025 (Q2)	-0.13 / -0.18	-0.17	-5.88% (>-0.01)
May 06, 2025	2025 (Q1)	-0.12 / -0.28	-0.13	-115.38% (-0.15)
Feb 18, 2025	2024 (Q4)	-0.21 / -0.37	-0.4	7.50% (+0.03)
Nov 06, 2024	2024 (Q3)	-0.17 / -0.22	-0.22	0.00% (0.00)
Aug 08, 2024	2024 (Q2)	-0.15 / -0.17	-0.02	-750.00% (-0.15)
May 07, 2024	2024 (Q1)	-0.17 / -0.13	-0.2	35.00% (+0.07)
Feb 20, 2024	2023 (Q4)	-0.21 / -0.40	-0.13	-207.69% (-0.27)
Nov 06, 2023	2023 (Q3)	-0.21 / -0.22	-0.15	-46.67% (-0.07)
Aug 07, 2023	2023 (Q2)	-0.24 / -0.02	-0.45	95.56% (+0.43)

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

BKD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$7.80	$7.13	-8.59%
May 06, 2025	$6.75	$6.61	-2.07%
Feb 18, 2025	$5.30	$5.44	+2.64%
Nov 06, 2024	$6.46	$5.70	-11.76%

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 Brookdale Senior Living Inc. (BKD) report earnings?

Brookdale Senior Living Inc. (BKD) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Brookdale Senior Living Inc. (BKD) earnings time?

Brookdale Senior Living Inc. (BKD) earnings time is at Nov 05, 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 BKD EPS forecast?

BKD EPS forecast for the fiscal quarter 2025 (Q3) is -0.18.

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