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Brookdale Senior Living Earnings Calls
| Release date | Nov 06, 2025 |
| EPS estimate | -$0.160 |
| EPS actual | -$0.200 |
| EPS Surprise | -25.00% |
| Revenue estimate | 753.622M |
| Revenue actual | 777.838M |
| Revenue Surprise | 3.21% |
| Release date | Aug 06, 2025 |
| EPS estimate | -$0.140 |
| EPS actual | -$0.180 |
| EPS Surprise | -28.57% |
| Revenue estimate | 817.63M |
| Revenue actual | 812.944M |
| Revenue Surprise | -0.573% |
| Release date | May 06, 2025 |
| EPS estimate | -$0.110 |
| EPS actual | -$0.110 |
| Revenue estimate | 816.903M |
| Revenue actual | 813.864M |
| Revenue Surprise | -0.372% |
| Release date | Feb 18, 2025 |
| EPS estimate | -$0.160 |
| EPS actual | -$0.370 |
| EPS Surprise | -131.25% |
| Revenue estimate | 781.781M |
| Revenue actual | 780.948M |
| Revenue Surprise | -0.107% |
Last 4 Quarters for Brookdale Senior Living
Below you can see how BKD performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 18, 2025 |
| Price on release | $5.30 |
| EPS estimate | -$0.160 |
| EPS actual | -$0.370 |
| EPS surprise | -131.25% |
| Date | Price |
|---|---|
| Feb 11, 2025 | $4.78 |
| Feb 12, 2025 | $4.93 |
| Feb 13, 2025 | $5.31 |
| Feb 14, 2025 | $5.31 |
| Feb 18, 2025 | $5.30 |
| Feb 19, 2025 | $5.44 |
| Feb 20, 2025 | $5.45 |
| Feb 21, 2025 | $5.40 |
| Feb 24, 2025 | $5.64 |
| 4 days before | 10.88% |
| 4 days after | 6.42% |
| On release day | 2.64% |
| Change in period | 17.99% |
| Release date | May 06, 2025 |
| Price on release | $6.75 |
| EPS estimate | -$0.110 |
| EPS actual | -$0.110 |
| Date | Price |
|---|---|
| Apr 30, 2025 | $6.56 |
| May 01, 2025 | $6.57 |
| May 02, 2025 | $6.58 |
| May 05, 2025 | $6.63 |
| May 06, 2025 | $6.75 |
| May 07, 2025 | $6.61 |
| May 08, 2025 | $6.66 |
| May 09, 2025 | $6.84 |
| May 12, 2025 | $6.84 |
| 4 days before | 2.90% |
| 4 days after | 1.33% |
| On release day | -2.07% |
| Change in period | 4.27% |
| Release date | Aug 06, 2025 |
| Price on release | $7.80 |
| EPS estimate | -$0.140 |
| EPS actual | -$0.180 |
| EPS surprise | -28.57% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $7.75 |
| Aug 01, 2025 | $7.61 |
| Aug 04, 2025 | $7.73 |
| Aug 05, 2025 | $7.88 |
| Aug 06, 2025 | $7.80 |
| Aug 07, 2025 | $7.13 |
| Aug 08, 2025 | $7.21 |
| Aug 11, 2025 | $7.22 |
| Aug 12, 2025 | $7.23 |
| 4 days before | 0.645% |
| 4 days after | -7.31% |
| On release day | -8.59% |
| Change in period | -6.71% |
| Release date | Nov 06, 2025 |
| Price on release | $9.11 |
| EPS estimate | -$0.160 |
| EPS actual | -$0.200 |
| EPS surprise | -25.00% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $9.27 |
| Nov 03, 2025 | $9.17 |
| Nov 04, 2025 | $9.17 |
| Nov 05, 2025 | $9.27 |
| Nov 06, 2025 | $9.11 |
| Nov 07, 2025 | $9.43 |
| Nov 10, 2025 | $9.91 |
| Nov 11, 2025 | $10.21 |
| Nov 12, 2025 | $10.51 |
| 4 days before | -1.73% |
| 4 days after | 15.37% |
| On release day | 3.51% |
| Change in period | 13.38% |
Brookdale Senior Living Earnings Call Transcript Summary of Q3 2025
Brookdale reported a strong Q3 2025 driven by operational improvement and portfolio optimization. Consolidated occupancy reached 81.8% (82.3% same-community), the highest since Q1 2020, and the company closed the quarter at ~83.8% consolidated (84.0% same-store). Management highlighted the success of targeted SWAT teams, which reduced communities below 70% occupancy from 143 in Q1 to 89 in Q3, and emphasized disciplined, ROI-focused CapEx deployment (~$170–175M planned for 2025). Q3 adjusted EBITDA rose 20% year-over-year to $111.1M and adjusted free cash flow was $21.8M (third consecutive quarter positive). As a result of the performance, Brookdale increased full-year 2025 adjusted EBITDA guidance to $455M–$460M and reiterated RevPAR growth guidance (5.25%–6%) with expectation to finish above the midpoint. Strategic priorities remain: improve operations, optimize the real estate portfolio (targeting ~550 communities by mid-2026), reinvest in communities, reduce leverage (3Q adjusted leverage ~9.0x, targeting <6x over time), and elevate quality for residents and associates. Management announced a new regional operating structure (six regional leaders with dedicated functional support) to accelerate execution and plans an Investor Day in early 2026 to provide fuller detail on the multi-year plan. Liquidity remained ~$352M; cash operating lease payments and timing of Ventas transitions will affect near-term fourth-quarter dynamics and free cash flow seasonality.
