Brookdale Senior Living Inc
NYSE:BKD

Watchlist Manager
Brookdale Senior Living Inc Logo
Brookdale Senior Living Inc
NYSE:BKD
Watchlist
Price: 10.85 USD 0.65%
Market Cap: 2.6B USD

Brookdale Senior Living Inc
Investor Relations

Brookdale Senior Living Inc. stands as a prominent player in the senior housing and healthcare services sector in the United States. Emerging in the mid-2000s from a series of strategic mergers and acquisitions, the company quickly built a formidable reputation for its extensive network of facilities. Headquartered in Brentwood, Tennessee, Brookdale operates a diverse range of senior living communities across the nation, offering independent living, assisted living, and dementia-care options. With this broad spectrum of services, Brookdale caters to a wide demographic of seniors, each with unique needs and preferences, thus establishing itself as a comprehensive provider in the senior living market.

Brookdale generates revenue through various channels tied to the care and accommodation options it provides. Resident fees, which are the primary source of its income, encompass a combination of rental payments and service fees, depending on the level of care and amenities each resident chooses. These services include meals, housekeeping, and personalized care plans tailored to each resident's health and lifestyle needs. Additionally, Brookdale benefits from ancillary services such as in-house therapies and third-party partnerships that provide medical and recreational services. This multifaceted approach not only maximizes occupancy across its communities but also diversifies its income streams, solidifying its position within the industry as it continues to navigate the evolving landscape of senior care.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 7, 2025
AI Summary
Q3 2025

EBITDA Beat: Adjusted EBITDA grew 20% year-over-year to $111.1 million in Q3, exceeding internal targets and analyst consensus. Full-year EBITDA guidance was raised to $455–$460 million.

Occupancy Growth: Weighted average occupancy hit 81.8% (consolidated) and 82.3% (same community), the highest since Q1 2020, with especially strong sequential improvement.

Portfolio Optimization: Brookdale continued to exit underperforming communities, with a targeted ongoing portfolio of about 550 communities by mid-2026, aiming to further boost occupancy and cash flow.

Positive Cash Flow: Adjusted free cash flow was $21.8 million for the quarter and $45.5 million year-to-date, with full-year guidance of $30–$50 million.

Strategic Shift: New CEO Nick Stengle emphasized an "offensive" operating mindset, regionalized management, targeted CapEx, and dynamic pricing to drive future growth.

Mid-Teens Growth Outlook: Management projects ongoing annual adjusted EBITDA growth in the mid-teen percentage range for the next several years.

Key Financials
Adjusted EBITDA
$111.1 million
Weighted Average Occupancy (Consolidated)
81.8%
Weighted Average Occupancy (Same Community)
82.3%
Resident and Management Fees
$778 million
Adjusted Free Cash Flow
$21.8 million (Q3), $45.5 million year-to-date
Cash Operating Lease Payments
$56.7 million (Q3)
Total Liquidity
$351.6 million (as of September 30)
Leverage Ratio
9.0x adjusted EBITDA
Capital Expenditures
$33.4 million (Q3), $170–$175 million projected for 2025
General & Administrative Expense
$162 million projected for 2026
Earnings Call Recording
Other Earnings Calls

Management

Ms. Lucinda M. Baier CPA
President, CEO & Director
No Bio Available
Ms. Dawn L. Kussow CPA
Executive VP & CFO
No Bio Available
Mr. Chad C. White
Executive VP, General Counsel & Secretary
No Bio Available
Mr. H. Todd Kaestner
Executive VP of Corporate Development & President of CCRCs
No Bio Available
Mr. George T. Hicks CPA
Executive VP of Finance & Treasurer
No Bio Available
Ms. Tara Jones
Senior VP & Chief Information Officer
No Bio Available
Mr. David Cygan
Chief Marketing Officer
No Bio Available
Mr. Richard R. Wigginton
Chief Sales Officer
No Bio Available
Ms. Jaclyn C. Pritchett
Executive Vice President of Human Resources
No Bio Available
Ms. Kim Elliott
Senior VP & Chief Nursing Officer
No Bio Available

Contacts

Address
TENNESSEE
Brentwood
111 Westwood Pl Ste 400
Contacts
+16152212250.0
www.brookdale.com