Brookdale Raises Annual Guidance, Boosts Occupancy and Revenue in Q2 2025

Brookdale Senior Living reported Q2 2025 financial results, with consolidated weighted average occupancy increasing by 200 basis points to 80.1%. Resident fees rose 4.9% to $775.6 million, and Adjusted EBITDA increased 19.7% to $117.1 million. The company raised its annual guidance, projecting RevPAR growth of 5.25-6.00% and Adjusted EBITDA between $445-455 million.

Brookdale Senior Living Inc. (BKD) has released its Q2 2025 earnings report, showcasing robust performance across key financial and operational metrics. The company reported a significant increase in occupancy rates, with same-community occupancy reaching 80.7%, a 190 basis point increase year-over-year (YoY). This improvement was driven by a 9% increase in move-ins and a 2% decrease in move-outs compared to the prior year period [3].

Brookdale's adjusted EBITDA grew by 19.7% quarter-over-quarter (QoQ) and by 23.4% for the first half of the year. The company generated positive adjusted free cash flow for the second consecutive quarter, amounting to $20 million [3]. These improvements highlight the company's ability to enhance operational efficiency and drive growth.

However, the transition of 55 leased assets is expected to exert negative pressure on consolidated financials. Additionally, Brookdale continues to face challenges with communities operating below 70% occupancy. The company's management has emphasized the need to focus on profitable occupancy and operating income growth to enhance shareholder value [1].

Brookdale has raised its full-year 2025 financial guidance based on the strong Q2 performance. The company now expects adjusted EBITDA of $445-455 million, an increase of $5 million at the midpoint from previous guidance. The revised guidance reflects management's confidence in continued operational improvements [3].

Brookdale's CEO, John J. Fishmann, emphasized the company's focus on operational stability, deleveraging, and EBITDA growth through efficiency and occupancy improvements. He also highlighted the company's strategic direction, including enhancing resident care, leveraging technology, and disciplined capital allocation [2].

References:
[1] https://www.tipranks.com/news/company-announcements/brookdale-senior-living-reports-strong-q2-2025-results-2
[2] https://www.ainvest.com/news/brookdale-senior-living-2025-q2-earnings-wider-losses-revenue-growth-2508/
[3] https://www.investing.com/news/company-news/brookdale-q2-2025-slides-ebitda-jumps-20-guidance-raised-amid-occupancy-gains-93CH-4174834