Sonida Senior Living (SNDA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 07, 2026

After Close (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

-1.23

Last Year’s EPS

-0.77

Same Quarter Last Year

Analyst Consensus

Hold

Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Mar 11, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed strong positive operational and financial momentum—including a completed $1.8B acquisition with broad shareholder support, double-digit NOI and EBITDA growth, meaningful REVPOR and rate increases, acquisition cohort outperformance, labor and G&A improvements, and enhanced liquidity/capital structure. The company also acknowledged transitional challenges: lower starting occupancy and margins on acquired assets, a plan to prune ~10% of lower‑earning communities, ongoing labor optimization, and pending normalized FFO disclosure. Overall, the highlights (growth, margin expansion, successful merger execution, and capital improvements) materially outweigh the manageable execution and reporting risks.

Company Guidance

The company’s guidance signals continued top-line and margin improvement into 2026, with a target for revenue per occupied room growth at or above 2025 same-store results and an expectation of continued occupancy and NOI expansion after FY2025 results that showed NOI up >22% and adjusted EBITDA at share up 28%; Q4 REVPOR rose 5.9% year‑over‑year and full‑year REVPOR grew 8.8%. Management pointed to strong acquisition performance (the 19 communities from 2024 saw sequential occupancy improve 290 bps Q3→Q4 and 820 bps YoY, revenue +22% and NOI margin expansion—Brandon cited 21%→28% while Kevin reported a 550 bps gain to 24.7% from 19.2%), a pro forma same‑store NOI growth of 16.2% with a pro forma NOI margin of 27.8% and an objective to exceed a 30% NOI margin, same‑store occupancy up 20 bps sequentially, March 1 rent renewals averaging 7.9% (covering 96% of residents) vs 6.8% a year ago, and level‑of‑care revenues +11.4% in 2025. On costs and capital, labor excluding benefits was down 40 bps QoQ with hours per occupancy down 2% and non‑labor expense down ~$200k QoQ, the company expects initial G&A run‑rate synergies of $16–$20 million (with more upside identified), plans to prune ~10% of communities (representing materially less than 10% of NOI) to delever and recycle capital, is targeting net leverage of 6.0x–6.5x, has two term loans totaling $525M at S+195bps (can step to S+130bps), an upsized $405M revolver with a $320M accordion (total bank capacity ~$1.25B), converted a $51.25M Series A (11% coupon) into common at $32/sh to save >$5M annually, and closed the $1.8B CHP acquisition (>-95% shareholder approval) with CHP holders receiving $7.22 in total consideration.

Completed CHP Acquisition

Closed acquisition of CNL Healthcare Properties (CHP) for $1.8 billion with >95% shareholder support; accretive asymmetrical collar resulted in ~8 million fewer shares issued than expected and CHP shareholders received $7.22 total consideration (vs. $6.90 if in-collar). Transaction expected to enhance scale, liquidity, balance sheet strength and earnings accretion.

Material Portfolio Expansion and Quality Upgrade

Including the CHP deal, company added 93 communities since 2024, primarily newer, higher-quality assets in growth markets to accelerate the growth profile and operational scale.

Strong Full Year Financial Performance

Full-year 2025 net operating income increased more than 22% and adjusted EBITDA at share improved 28%, driven by same-store growth and performance of 2024 acquisitions.

REVPOR and Rate Momentum

Total portfolio REVPOR increased 5.9% in Q4 YoY and 8.8% on an annual basis; March 1 rent renewals averaged a 7.9% increase (applies to 96% of same-store residents) versus 6.8% a year prior.

Acquisition Cohort Outperformance

2024 acquisition cohort (19 communities) showed sequential occupancy improvement of 290 bps Q3→Q4 and 820 bps YoY versus Q4 2024; these communities saw revenue rise >22% and NOI margin expansion (CEO: ~21%→28%; CFO: acquisition portfolio NOI margin expanded 550 bps to 24.7% from 19.2%).

Total Portfolio NOI Growth

Total portfolio NOI at share grew ~22% YoY (approximately $15 million annualized); pro forma reclassified same-store pool showed 16.2% YoY NOI growth and a 27.8% NOI margin, positioning company to target >30% mid-term.

Labor and Operating Efficiency Improvements

Company reduced turnover by more than 30 percentage points over recent years; same-store total labor excluding benefits decreased 40 bps QoQ as a percentage of revenue, hours relative to occupancy fell 2% QoQ, and non-labor expense declined ~$200,000 from Q3→Q4.

Capital Structure and Liquidity Enhancements

Upsized revolver to $405M (accordion +$320M available), term loans totaling $525M at S+195 bps (pushable to S+130 bps), total bank debt capacity ~$1.25B, and conversion agreement to convert $51.25M Series A preferred (11% coupon) into common equity at $32/share—expected to save >$5M annually in cash interest.

Runway for Synergies and Dispositions

Maintains estimated year-one run-rate G&A synergy of $16M–$20M from CHP integration (primarily from termination of CNL advisory fee) and plans to prune ~10% of communities (by count) to recycle capital into higher-growth assets.

Sonida Senior Living (SNDA) 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

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SNDA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 07, 2026	2026 (Q1)	-1.23 / -	-0.77	―	―	―
Mar 11, 2026	2025 (Q4)	-1.24 / -1.72	-0.38	-352.63% (-1.34)
Nov 10, 2025	2025 (Q3)	-0.75 / -1.56	-0.98	-59.18% (-0.58)
Aug 11, 2025	2025 (Q2)	-0.78 / -0.16	-0.86	81.40% (+0.70)
May 12, 2025	2025 (Q1)	-0.95 / -0.77	2.16	-135.65% (-2.93)
Mar 17, 2025	2024 (Q4)	-0.71 / -0.38	-2.17	82.49% (+1.79)
Nov 13, 2024	2024 (Q3)	- / -0.98	-2.79	64.87% (+1.81)
Aug 12, 2024	2024 (Q2)	- / -0.86	-2.11	59.24% (+1.25)
May 10, 2024	2024 (Q1)	- / 2.16	2.76	-21.74% (-0.60)
Mar 27, 2024	2023 (Q4)	- / -2.17	-2.79	22.22% (+0.62)

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
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%
May 12, 2025	$24.70	$27.13	+9.84%

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 May 07, 2026, After Close (Confirmed).

What is Sonida Senior Living, Inc. (SNDA) earnings time?

Sonida Senior Living, Inc. (SNDA) earnings time is at May 07, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

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What companies are reporting earnings today?

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What is SNDA EPS forecast?

SNDA EPS forecast for the fiscal quarter 2026 (Q1) is -1.23.