AHR American Healthcare REIT (AHR) Q2 FY26 earnings call
American Healthcare REIT delivered a robust second quarter, marked by strong organic growth and significant acquisition momentum, leading to a material increase in full-year guidance. The company is actively scaling its platform, leveraging deep operator relationships and disciplined underwriting to capitalize on generational investment opportunities in the senior housing sector, while also navigating a leadership transition with Jeff Hanson assuming the CEO role.
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AHR operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Occupancy rate Trilogy | 91.2%Our ISHC segment, also known as Trilogy, delivered same-store NOI growth of 14.5%, with same-store occupancy averaging 91.2%, up roughly 220 basis points year-over-year.Source: earnings call transcript | 90.7%Same-store NOI grew 16.1% year-over-year and 5.4% sequentially, while same-store occupancy averaged 90.7%, up 180 basis points from a year ago.Source: earnings call transcript | -0.5 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.