CareTrust REIT, Inc. Q3 2025 Earnings Recap

CTRE Q3 2025 November 8, 2025

CareTrust REIT delivered robust third-quarter results with normalized FFO per share growing 18% year-over-year to $0.45, supported by a historic $1.6 billion in year-to-date investments and strategic expansions into new growth areas.

Earnings Per Share Miss

$0.45 vs $0.47 est.

-4.3% surprise

Revenue Miss

104265000 vs 130454340 est.

-20.1% surprise

Market Reaction

1-Day +0.0%

5-Day -1.13%

30-Day +4.29%

Key Takeaways

Closed $495 million in new investments during Q3, driving total year-to-date investments to over $1.6 billion.
Third-quarter normalized FFO per share of $0.45 reflects a strong 18% increase compared to the same quarter last year.
Integration of a U.K. acquisition is progressing well, with new opportunities now comprising one-third of the current $600 million deal pipeline.
Positioned to launch a third growth engine in Senior Housing Operating Properties (SHOP) with expectations to close the first deal by year-end.
Strengthened balance sheet with zero near-term debt maturities until 2028, enhancing liquidity for future investments.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit CTRE on AllInvestView.