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Sep 30, 2024

Sabra Health Care REIT Q3 2024 Earnings Report

Sabra Health Care REIT's Q3 2024 results were reported, with net income of $0.13 per diluted common share, FFO of $0.34, Normalized FFO of $0.35, AFFO of $0.36, and Normalized AFFO of $0.37. The company updated its 2024 earnings guidance and saw increased activity in its investment pipeline.

Key Takeaways

Sabra Health Care REIT reported its Q3 2024 results, showing positive performance in skilled nursing and managed senior housing. The company updated its 2024 earnings guidance, reflecting an expected year-over-year earnings growth of more than 6%. Investments for the quarter and subsequent to quarter end totaled roughly $100 million. The company's investment pipeline has seen increased activity.

Net Income was $0.13 per diluted common share.

FFO was $0.34 per diluted common share.

Normalized FFO was $0.35 per diluted common share.

AFFO was $0.36 per diluted common share.

Total Revenue
$177M
Previous year: $163M
+8.9%
EPS
$0.35
Previous year: $0.33
+6.1%
FFO per diluted share
$0.34
Previous year: $0.33
+3.0%
Normalized FFO per diluted share
$0.35
Previous year: $0.33
+6.1%
AFFO per diluted share
$0.36
Previous year: $0.35
+2.9%
Gross Profit
$130M
Previous year: $113M
+14.8%
Cash and Equivalents
$63M
Previous year: $33.3M
+89.5%
Free Cash Flow
$97.7M
Previous year: $83.2M
+17.3%
Total Assets
$5.37B
Previous year: $5.38B
-0.3%

Sabra Health Care REIT

Sabra Health Care REIT

Sabra Health Care REIT Revenue by Segment

Forward Guidance

Sabra is updating its 2024 earnings guidance ranges as follows (attributable to common stockholders, per diluted common share):

Positive Outlook

  • Guidance ranges assume year-over-year same store Cash NOI growth in the mid-to-high teens for the managed senior housing portfolio.
  • Guidance also incorporates all announced investment and disposition activity, as well as announced activity under the at-the-market equity offering program.
  • Guidance does not assume additional investment, disposition or capital transactions beyond those already disclosed.
  • The foregoing guidance ranges reflect management’s view of current and future market conditions.
  • Increased the midpoint of our guidance, which implies year-over-year earnings growth of more than 6% for the full year.”

Challenges Ahead

  • Net Income: $0.48 - $0.49
  • FFO: $1.35 - $1.36
  • Normalized FFO: $1.39 - $1.40
  • AFFO: $1.41 - $1.42
  • Normalized AFFO: $1.43 - $1.44

Revenue & Expenses

Visualization of income flow from segment revenue to net income