, /PRNewswire/ -- Brookdale Senior Living Inc. (NYSE: BKD) reported today its consolidated occupancy for September 2025. September 2025 Observations About Brookdale Senior Living Brookdale Senior Living Inc. is the nation's premier operator of senior living communities. With 623 communities across 41 states and the ability to serve approximately 57,000 residents as of September 30, 2025, Brookdale is committed to its mission of enriching the lives of seniors through compassionate care, clinical expertise, ...

Company Overview - Sonida Senior Living's portfolio includes 96 communities with 10,150 aggregate resident capacity [11] - The company's weighted average occupancy is 86.5% as of Q2 2025 [11] - Private pay residents make up 91.5% of the resident composition in Q2 2025 [11] - The weighted average interest rate on debt is 5.39% as of June 30, 2025 [13] Financial Performance - Same-store RevPOR grew by 5.0% year-over-year in the first half of 2025 [15] - Same-store community NOI increased by $2.9 million year-over-year in the first half of 2025, with a 90 bps margin growth [15] - Total portfolio at-share RevPOR grew by 10.2% year-over-year in the first half of 2025 [15] - Q2 2025 same-store community NOI margin was 28.0% [33] Acquisitions and Capital Allocation - The company acquired the Tampa ("East Lake") community in May 2025 for $11 million, or $172,000 per unit [15] - The company acquired the Atlanta ("Alpharetta") community in June 2025 for $11 million, or $125,000 per unit [15] - A purchase and sale agreement was signed in July 2025 for a Dallas/Fort Worth community with a purchase price of $15.6 million [15]

Core Insights - Pennant Group reported strong Q2 2025 earnings with total revenue of $219.5 million, exceeding analyst expectations by $8.88 million and reflecting a 30.1% year-over-year increase [1][2] - Adjusted EPS for the quarter was $0.27, matching analyst estimates, while net income rose 24.6% to $7.1 million compared to Q2 2024 [2][8] - The company raised its full-year 2025 revenue guidance to a range of $852.8 million to $887.6 million, indicating management's confidence in continued growth [10] Financial Performance - Q2 2025 revenue of $219.5 million surpassed the estimate of $210.62 million, marking a 30.1% increase from $168.7 million in Q2 2024 [2] - Non-GAAP EPS increased by 12.5% year-over-year from $0.24 to $0.27 [2] - Home Health and Hospice revenue grew by 32.5% to $166.0 million, driven by a 26.1% increase in total home health admissions [5][6] Business Strategy - Pennant Group operates in home health, hospice, and senior living sectors, utilizing a decentralized model that empowers local leaders [3] - The company is focused on expansion through acquisitions and developing its leadership pipeline, aiming for organic growth alongside new operations [4] - Key success factors include quick integration of acquisitions, recruitment and retention of skilled leaders, and effective management of regulatory changes [4] Segment Analysis - Home Health and Hospice Services segment revenue increased by 32.5%, with a notable rise in average Medicare revenue per episode by 5.9% [5] - Senior Living Services revenue rose 23.1% to $53.5 million, although average occupancy remained flat at 78.8% [7] - Same-store senior living revenue grew by 9.0%, indicating potential for further expansion through improved occupancy [7] Profitability Metrics - Adjusted EBITDAR for Home Health and Hospice increased by 30.5%, reflecting improved segment profitability [6] - Overall net income rose by 24.5%, while adjusted EBITDA also showed growth [8] - General and administrative costs increased by 48.1% compared to Q2 2024, indicating rising operational expenses [8] Future Outlook - The company expects adjusted EPS for full-year 2025 to be in the range of $1.09 to $1.15, up from previous guidance [10] - Investors should monitor the balance between rate-driven and occupancy-driven growth in Senior Living, as well as the integration of acquisitions [11] - The upcoming UnitedHealth Group and Amedisys transaction is anticipated to contribute to future growth, although initial costs may temper short-term expectations [11]

Financial Performance & Guidance - DHC's Q1 2025 total revenues reached $386.9 million[12] - The company reported a net loss of $9 million, equivalent to $0.04 per share[12] - Normalized FFO stood at $14.3 million, or $0.06 per share[12] - DHC anticipates SHOP NOI to range between $120 million and $135 million for 2025[9] - Medical Office and Life Science NOI is projected to be between $104 million and $112 million[9] - Triple Net Leased (NNN) NOI is expected to be in the range of $29 million to $31 million[9] SHOP Initiatives & Performance - SHOP same property NOI increased by 42.1% year-over-year, driven by a 6.5% increase in same property revenue[12] - This revenue growth is attributed to a 110 bps increase in occupancy and a 4.5% increase in average monthly rate[12] - SHOP occupancy grew to between 82% and 83%[12] - SHOP margins are expected to improve by 200 bps to 400 bps[12] Capital Recycling & Dispositions - DHC estimates disposition proceeds of $680 million to $730 million[12] - As of May 16, 2025, $337 million in dispositions had been completed year-to-date[12] - An additional $330 million to $380 million in dispositions are in various stages of marketing, including $110.5 million under agreements or letters of intent[12,33]