Brookdale (NYSE:BKD) Misses Q3 Revenue Estimates

Senior surviving supplier Brookdale Senior Living (NYSE:BKD) fell abbreviated of the markets gross expectations successful Q3 CY2025 arsenic income roseate 3.7% twelvemonth connected twelvemonth to $813.2 million. Its GAAP nonaccomplishment of $0.48 per stock was importantly beneath analysts’ statement estimates.

Is present the clip to bargain Brookdale? Find retired successful our afloat probe report.

• Revenue: $813.2 cardinal vs expert estimates of $827.4 cardinal (3.7% year-on-year growth, 1.7% miss)

• EPS (GAAP): -$0.48 vs expert estimates of -$0.17 (significant miss)

• Adjusted EBITDA: $111.1 cardinal vs expert estimates of $106.1 cardinal (13.7% margin, 4.7% beat)

• EBITDA guidance for the afloat year is $457.5 cardinal astatine the midpoint, supra expert estimates of $453 million

• Operating Margin: -6.6%, down from 1.4% successful the aforesaid 4th past year

• Free Cash Flow Margin: 14.1%, up from 1.5% successful the aforesaid 4th past year

• Market Capitalization: $2.20 billion

"Brookdale's coagulated 3rd 4th results item the underlying spot of our institution amidst the accelerating tailwind from expanding request for elder surviving coupled with suppressed inventory growth," said Nick Stengle, Brookdale's Chief Executive Officer.

With a web of implicit 650 communities serving astir 59,000 residents crossed 41 states, Brookdale Senior Living (NYSE:BKD) operates elder surviving communities crossed the United States, offering autarkic living, assisted living, representation care, and continuing attraction status communities.

A company’s semipermanent income show is 1 awesome of its wide quality. Any concern tin person short-term success, but a top-tier 1 grows for years. Brookdale’s request was anemic implicit the past 5 years arsenic its income fell astatine a 2.6% yearly rate. This was beneath our standards and is simply a motion of mediocre concern quality.

We astatine StockStory spot the astir accent connected semipermanent growth, but wrong healthcare, a half-decade humanities presumption whitethorn miss caller innovations oregon disruptive manufacture trends. Brookdale’s annualized gross maturation of 4.3% implicit the past 2 years is supra its five-year trend, but we were inactive disappointed by the results.

This quarter, Brookdale’s gross grew by 3.7% twelvemonth connected twelvemonth to $813.2 million, falling abbreviated of Wall Street’s estimates.

Looking ahead, sell-side analysts expect gross to diminution by 3.4% implicit the adjacent 12 months, a deceleration versus the past 2 years. This projection is underwhelming and suggests its products and services volition spot immoderate request headwinds.

Microsoft, Alphabet, Coca-Cola, Monster Beverage—all began arsenic under-the-radar maturation stories riding a monolithic trend. We’ve identified the adjacent one: a profitable AI semiconductor play Wall Street is inactive overlooking. Go present for entree to our afloat report.