earnings
confidence high
sentiment positive
materiality 0.75
Brookdale Q2 net income $23.3M vs loss; RevPAR up 8.2%, guidance reaffirmed
Brookdale Senior Living Inc.
- Q2 net income $23.3M vs net loss $43.0M; Adjusted EBITDA $122.1M (+4.3% YoY).
- RevPAR up 8.2% to $5,497; occupancy 82.4% (+230bps). Same-community RevPAR +5.5%.
- Agreed to buy 17 leased communities ($157M, ~735 units) expected Q4 2026; also acquired Houston community for $23.4M.
- Refinanced 2027 debt, no mortgage maturities until 2028; liquidity $565.8M. Reaffirms FY26 guidance: RevPAR +8-9%, EBITDA $502-516M.