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布鲁克代尔高级护理(BKD)
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Brookdale Senior Living(BKD) - 2022 Q4 - Annual Report
2023-02-22 00:00
公司概况 - 公司是美国领先的老年生活社区运营商,截至2022年12月31日,在41个州经营和管理673个社区,能够为超过6万名居民提供服务[8] 公司战略重点 - 公司的战略重点包括提高入住率和提高每可用房间的盈利率,吸引、培养和留住优秀员工,赢得居民和家庭的信任和满意度,以及通过改善供需基本面实现长期股东回报[10] 公司财务策略 - 公司计划通过提高入住率和每可用房间的收入增长来推动调整后的EBITDA和现金流增长,同时通过创新和技术应用、扩展医疗保健和健康服务、改善和扩大老年生活组合等措施实现战略创新和长期增长[13][16][18] 疫情影响 - 公司在2020年至2021年因疫情导致的失去的住户费收入估计达到10亿美元[21] - 公司在2022年成功恢复了760个基点的综合高级住房入住率,达到了77.0%[22] - 公司在2022年的直接应对疫情的额外直接成本为1740万美元,较2021年减少63.5%[23] - 公司在2022年获得了8050万美元的政府提供的财政援助[24] 成本增长 - 公司在2022年的劳动成本增加了1.221亿美元,同比增长9.6%[30] - 公司在2022年的非劳动设施运营费用增加了5710万美元,同比增长8.9%[31] - 公司在2022年的债务利息支出增加了1650万美元,同比增长11.6%[32] 收入调整 - 公司在2022年的私人付费住户的月费率调整导致同社区RevPOR增长4.5%[34] - 公司在2023年的私人付费住户的月费率再次调整,以抵消劳动压力、高通胀和利率上升的成本增加[35] 公司运营情况 - 公司在2022年12月31日拥有673个社区,总共拥有56,892个单位,其中独立生活社区占22.1%,辅助生活和记忆护理社区占60.5%,CCRCs占9.1%[49] - 公司2022年的居民费用和管理费收入中,独立生活占19.5%,辅助生活和记忆护理占67.6%,CCRCs占12.4%[49] 员工管理 - 公司致力于吸引、培养和留住最优秀的员工,截至2022年12月31日,公司雇佣了约36,000名员工,其中70%为全职[78] - 公司在2022年继续面临竞争激烈的劳动环境压力,努力确保社区有足够的全职和兼职员工[79] - 公司致力于包容和多样性,通过提供开放的政策、培训和执行政策,积极参与和提供机会,使每位员工在Brookdale取得成功[80] 医疗保险计划 - 公司参与的医疗保险计划Medicare和Medicaid在2022年的居民费用收入中分别占1.8%和3.3%[105] - Medicare是一个提供医院和医疗保险福利给65岁以上人群和某些残疾人的联邦计划[106] - Medicaid是由各州管理的医疗援助计划,为一些贫困或残疾患者提供医疗福利[106] - Medicare和Medicaid的报销水平可能不会保持在目前的水平,也可能不足以支付给有资格报销的患者的成本[107] - Medicaid对许多辅助生活和记忆护理社区的报销率也是基于固定支付系统[108] - Medicare和Medicaid的报销计划受到严格监管,涉及重大的行政裁量权,经常受到立法、行政和解释性变化的影响[109]
Brookdale Senior Living(BKD) - 2022 Q3 - Earnings Call Presentation
2022-11-09 02:25
ROOKDALE SENIOR LIVING- Investor Presentation November 7, 2022 Forward-Looking Statements – Safe Harbor Certain statements in this Investor Presentation may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are subject to various risks and uncertainties and include all statements that are not historical statements of fact and those regarding the Company's intent, belief or expectations. Forward-looking statement ...
Brookdale Senior Living(BKD) - 2022 Q3 - Quarterly Report
2022-11-08 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to _____________ Commission File Number: 001-32641 BROOKDALE SENIOR LIVING INC. (Exact name of registrant as specified in its charter) Delaware 20-3068 ...
Brookdale Senior Living(BKD) - 2022 Q2 - Earnings Call Transcript
2022-08-10 00:00
Brookdale Senior Living Inc. (NYSE:BKD) Q2 2022 Earnings Conference Call August 9, 2022 9:00 AM ET Company Participants Kathy MacDonald - Senior Vice President of Investor Relations Lucinda Baier - President, and Chief Executive Officer Steven Swain - Executive Vice President, and Chief Financial Officer Conference Call Participants Tao Qiu - Stifel Financial Corporation Marco Criscuolo - Nephron Research Steven Valiquette - Barclays Joanna Gajuk - Bank of America Brian Tanquilut - Jefferies Operator Ladies ...
Brookdale Senior Living(BKD) - 2022 Q2 - Earnings Call Presentation
2022-08-09 18:01
BROOKDALE SENIOR LIVING August 8, 2022 Investor Presentation Forward-LookingStatements- Safe Harbor Certain statements in this Investor Presentation may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are subject to various risks and uncertainties and include all statements that are not historical statements of fact and those regarding the Company's intent, belief or expectations. Forward-looking statements ar ...
Brookdale Senior Living(BKD) - 2022 Q2 - Quarterly Report
2022-08-09 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to _____________ Commission File Number: 001-32641 BROOKDALE SENIOR LIVING INC. (Exact name of registrant as specified in its charter) Delaware 20-3068069 ( ...
Brookdale Senior Living(BKD) - 2022 Q1 - Earnings Call Transcript
2022-05-07 02:34
Brookdale Senior Living, Inc. (NYSE:BKD) Q1 2022 Earnings Conference Call May 6, 2022 9:00 AM ET Company Participants Kathy MacDonald - SVP, IR Lucinda Baier - President, CEO & Director Steven Swain - EVP & CFO Conference Call Participants Brian Tanquilut - Jefferies Marco Criscuolo - Nephron Research Tao Qiu - Stifel, Nicolaus & Company Steven Valiquette - Barclays Bank Benjamin Hendrix - RBC Capital Markets Joanna Gajuk - Bank of America Merrill Lynch Operator Hello, everyone, and welcome to the Brookdale ...
Brookdale Senior Living(BKD) - 2022 Q1 - Earnings Call Presentation
2022-05-06 14:59
8 OOKDALE SENIOR LIVING Investor Presentation Forward-Looking Statements – Safe Harbor Certain statements in this Investor Presentation may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are subject to various risks and uncertainties and include all statements that are not historical statements of fact and those regarding the Company's intent, belief or expectations. Forward-looking statements are generally i ...
Brookdale Senior Living(BKD) - 2022 Q1 - Quarterly Report
2022-05-06 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to _____________ Commission File Number: 001-32641 BROOKDALE SENIOR LIVING INC. (Exact name of registrant as specified in its charter) Delaware 20-3068069 ...
Brookdale Senior Living(BKD) - 2021 Q4 - Earnings Call Transcript
2022-02-16 04:39
Brookdale Senior Living Inc. (NYSE:BKD) Q4 2021 Earnings Conference Call February 15, 2022 9:00 AM ET Company Participants Kathy MacDonald - Senior Vice President of Investor Relations Cindy Baier - President & Chief Executive Officer Steve Swain - Executive Vice President & Chief Financial Officer Conference Call Participants Tao Qiu - Stifel Josh Raskin - Nephron Research Steven Valiquette - Barclays Brian Tanquilut - Jefferies Courtney Fondufe - Bank of America Ben Hendrix - RBC Capital Markets Operator ...