The earnings call highlighted strong acquisition activity, significant increases in same property NOI, and robust occupancy growth, indicating a positive operational and financial outlook. However, there were concerns about temporary dilution impacting per-share metrics and an increased AFFO payout ratio. Overall, the positive elements significantly outweigh the negatives, particularly given the company's strategic positioning and growth potential.

Company Guidance

In the second quarter of 2025, the company maintained its growth momentum with significant financial achievements and strategic acquisitions. The company completed $315 million in acquisitions during the quarter and plans to add approximately $100 million more by the end of the quarter, with additional potential acquisitions throughout the year. Key developments include the opening of a long-term care community in North Bay and a campus of care in Brantford, valued collectively at over $220 million. Operationally, the company reported a 12.3% increase in same property NOI in the Retirement segment and a 4.8% increase in the Long-Term Care segment. The Retirement segment also saw a year-over-year occupancy increase of 150 basis points, reaching 92.1% in the second quarter and 93.1% in July. The company aims to achieve a stabilized occupancy target of 95% by Q1 2026. Financially, the company reported a 17.4% increase in revenue on a proportionate basis, reaching $253.6 million in Q2 2025. Operating funds from operations increased by 24.3% to $29.3 million, while adjusted funds from operations rose by 21% to $24.1 million compared to the previous year. The company also raised $288 million in equity to fund its acquisitions and developments, leading to a temporary dilution impacting OFFO and AFFO per share, which decreased by 1.5% and 4.0% respectively. Despite this, the company maintains a strong financial position with $313 million in liquidity and no major debt maturities until Q1 2026. The company reaffirmed its guidance for 2025, expecting same-property retirement NOI growth to exceed 10% and low single-digit growth in the Long-Term Care segment.

Strong Acquisition Activity

Completed $315 million of acquisitions during the quarter and remain on track to add close to $100 million by the end of this quarter, with further potential acquisitions during the remainder of the year.

Increase in Same Property NOI

Same property NOI increased by 12.3% in the Retirement segment and by 4.8% in the Long-Term Care segment.

Occupancy Growth

Average same-property occupancy was up 150 basis points year-over-year, reaching 92.1% in the second quarter. Subsequent monthly occupancy increased to 93.1% in July.

Positive Impact of Repositioning Efforts

Second quarter NOI increased by approximately 32% year-over-year in the optimization portfolio with an average margin increase of approximately 400 basis points.

Operational and Financial Stability

Revenue increased by 17.4% year-over-year to $253.6 million, and operating funds from operations increased by 24.3% to $29.3 million compared to last year.

Development and Expansion

Completed the first Long-Term Care redevelopment project in North Bay and finalizing a $140 million campus of care in Brantford, Ontario, expected to add 3% to AFFO per share when fully operational.

Improvement in Retirement Segment

Retirement segment same property NOI increased by 12.3%, driven by improved occupancy and rate growth, supporting a 230 basis point improvement in operating margin.

Sienna Senior Living (TSE:SIA) 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 >

TSE:SIA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	- / -	0.062	―	―	―
Aug 12, 2025	2025 (Q2)	- / 0.06	0.083	-30.12% (-0.03)	―	―
May 06, 2025	2025 (Q1)	- / 0.18	0.27	-32.22% (-0.09)	―	―
Feb 19, 2025	2024 (Q4)	- / 0.10	0.006	1483.33% (+0.09)	―	―
Nov 11, 2024	2024 (Q3)	- / 0.06	0.034	82.35% (+0.03)	―	―
Aug 08, 2024	2024 (Q2)	- / 0.08	0.061	36.07% (+0.02)	―	―
May 09, 2024	2024 (Q1)	- / 0.27	-0.005	5500.00% (+0.28)	―	―
Feb 20, 2024	2023 (Q4)	- / <0.01	-0.092	106.52% (+0.10)	―	―
Nov 09, 2023	2023 (Q3)	- / 0.03	0.034	0.00% (0.00)	―	―
Aug 10, 2023	2023 (Q2)	- / 0.06	-0.154	139.61% (+0.21)	―	―

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

TSE:SIA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 12, 2025	C$18.87	C$18.23	-3.39%
May 06, 2025	C$16.75	C$16.98	+1.37%
Feb 19, 2025	C$15.49	C$15.86	+2.39%
Nov 11, 2024	C$16.31	C$15.76	-3.37%

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 Sienna Senior Living (TSE:SIA) report earnings?

Sienna Senior Living (TSE:SIA) is schdueled to report earning on Nov 06, 2025, After Close (Confirmed).

What is Sienna Senior Living (TSE:SIA) earnings time?

Sienna Senior Living (TSE:SIA) earnings time is at Nov 06, 2025, After Close (Confirmed).

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