Brookdale Senior Living Inc.

Brookdale Senior Living Inc. Earnings Recaps

BKD Health Care 1 recap
Q2 2025 Aug 8, 2025

Brookdale Senior Living reported solid performance in Q2 2025, driven by improved occupancy and significant EBITDA growth, while focusing on operational efficiency and portfolio optimization.

Key takeaways
  • Same-community occupancy increased to 82.8% in June and 83.3% in July, surpassing the critical 80% cash flow inflection point.
  • Adjusted EBITDA grew by 19.7% quarter-over-quarter, reflecting a 23.4% increase year-to-date.
  • Adjusted free cash flow reached $20 million, a turnaround from a negative $6 million in the same quarter last year.
  • G&A expenses were reduced by $850,000 quarter-over-quarter and $1.2 million year-over-year, underscoring ongoing cost management efforts.
  • Brookdale's strategic focus continues on maximizing occupancy and rate growth while streamlining its real estate portfolio, with plans to exit 55 leased assets by year-end.