NYSE$AHR

American Healthcare REIT Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

American Healthcare REIT reported Q3 2025, revenue of $180M, net income of $25M, diluted EPS of $0.12.

For Q3 2025, American Healthcare REIT reported revenue of $180M, net income of $25M, diluted EPS was $0.12. Management discusses operations, liquidity, and outlook in the quarterly filing.

  • Revenue $180M.
  • Net income $25M.
  • Diluted EPS $0.12.

Headline financials

Total Revenue

$573M

Previous: $477M+20.2%
EPS (adj)

$0.12

Previous: -$0.03+500.0%
Capital Expenditures

-$340M

Previous: -$52.1M-553.3%
Free Cash Flow

-$284M

Previous: -$56.2M-405.9%
Net Income

$55.9M

Previous: -$4.13M+1455.5%
Operating Income

$106M

Previous: $93.5M+13.1%
Gross Profit

$118M

Previous: $59.7M+98.3%

Revenue & EPS history

American Healthcare REIT Inc · Revenue · Quarterly

$573M

Q3 2025+20.2%vs Q3 2024
Beat estimate in 3 of 8 quarters(38%)
ActualEstimate

Revenue by segment

American Healthcare REIT Inc · $543M total across 4 segments · Q4 2024

  • ISHC
    $423M
  • SHOP
    $73.5M
  • Outpatient Medical
    $33.3M
  • Triple-Net Leased
    $12.6M

Forward guidance

The filing discusses American Healthcare REIT's outlook, including capital allocation, operating priorities, and market risks relevant to the reported quarter.

Tailwinds

  • American Healthcare REIT cites operational priorities and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 11 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+1.8%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+3.9%

Avg return

30 days after

64%

7 / 11 earnings

Positive

+8.3%

Q1 2025

Best reaction

-2.1%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.3%+4.1%-4.2%
Q4 2025-2.1%-2.5%-11.4%
Q3 2025+3.0%-0.1%+4.6%
Q2 2025+1.3%+2.0%+7.2%
Q1 2025+8.3%+6.1%+10.2%
Q4 2024-1.3%+0.7%+0.8%
Q3 2024+1.2%+2.7%+7.1%
Q2 2024+3.3%+3.6%+35.1%
Q1 2024-0.1%+3.5%+6.2%
Q2 2023+2.8%+1.3%-6.8%
Q4 2023-0.8%+3.2%-5.9%
Q3 2023
Q1 2023
Q4 2022
Q3 2022
Q2 2022
Q1 2022
Q4 2021
Q3 2021
Q2 2021
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q3 2018
Q2 2018
Q1 2018
Q3 2017
Q2 2017
Q1 2017

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