Brookdale Senior Living Inc. (BKD) FY2025 10-K Annual Report

Filed: Feb 19, 2026
Health Care
Services-Nursing & Personal Care FacilitiesSEC EDGAR

Brookdale Senior Living Inc. (BKD) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 19, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Brookdale Senior Living Inc. FY2025 10-K Analysis

Business Overview

  • Core business model: Operator and manager of 584 senior living communities across independent living, assisted living, memory care, and CCRCs serving ~51,000 residents
  • New emphasis: Expanded Brookdale HealthPlus®, a technology-enabled proactive care coordination program, plus private duty services pilot for seniors outside communities
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Management Discussion & Analysis

  • Revenue $3.043B, up 2.4% YoY (+$70.7M); same community resident fees up 5.1% (+$127.4M)
  • Net loss increased 30.1% to $(263M); Adjusted EBITDA $457.8M, up 18.5% YoY
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Risk Factors

  • Regulatory risk from 2026 Convertible Senior Notes under Indenture with Equiniti Trust Company, $23.3M principal due Oct 15, 2026, potential cash dilution from conversion rights
  • Macroeconomic exposure: $1.0B variable-rate debt indexed to SOFR plus 244 bps, weighted avg interest 6.18%, risk from rising rates despite hedges expiring in 0.9 years
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Brookdale Senior Living Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$3.2B

+2.2% YoY

Net Income

-$263M

-30.1% YoY

Gross Margin

26.2%

+65bp YoY

Operating Margin

0.4%

-107bp YoY

Net Margin

-8.2%

-176bp YoY

ROE

587.0%

+68202bp YoY

Total Assets

$6.0B

-6.1% YoY

EPS (Diluted)

$-1.12

-25.8% YoY

Operating Cash Flow

$218M

+31.2% YoY

Source: XBRL data from Brookdale Senior Living Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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