Sabra Healthcare Reit

Q2 FY2026 EarningsQ2 FY26 results were mixed as significant one-time loan write-offs weighed on GAAP metrics, despite a top-line beat. Revenue reached $235.9M, exceeding the $219.5M consensus, driven by a 63% YoY surge in Senior Housing - Managed fees. However, a $100M write-off related to the Recovery Centers of America loan led to a GAAP EPS loss of $0.10 vs. $0.17 expected. AFFO per share of $0.39 reflected solid operational performance, and the board maintained the $0.30 dividend, supported by $1.3B in total liquidity.