Brookdale Q4 revenue drops 3.4% to $754M, EPS beats by 17.5%
Brookdale reported Q4 CY2025 revenue of $754.1 million, a 3.4% year-over-year decline and a 1.7% miss on estimates, with adjusted EPS of –$0.14 beating consensus by 17.5% and adjusted EBITDA of $105.6 million (14% margin). Operating margin rose to 4.2% from 0.5% last year, and an analyst service awarded Brookdale a #1 momentum ranking on February 19.
1. Q4 Financial Results
Brookdale Senior Living’s Q4 CY2025 revenue declined 3.4% year-over-year to $754.1 million, missing estimates by 1.7%. Adjusted EPS was –$0.14, beating consensus by 17.5%, and adjusted EBITDA reached $105.6 million, equating to a 14% margin. Operating margin improved to 4.2% from 0.5% a year earlier.
2. Portfolio Optimization and Operational Outlook
Management accelerated lease terminations and asset sales to exit non-core communities, reducing available unit counts but targeting long-term margin gains. Leadership established a six-region structure with centralized pricing and plans to reinvest in select properties, while projecting 2026 adjusted EBITDA of $509 million and mid-to-high single-digit rate increases.
3. Momentum Ranking
A leading analyst service awarded Brookdale Senior Living a #1 momentum ranking on February 19, joining peers VRT and NTRS. The recognition reflects market interest in the company’s margin expansion and occupancy recovery initiatives.