AHR Q2 2026: Revenue +24%, Net Income +209% on Below-the-Line Improvement

Filed August 7, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 8, 2025 · ~1 min read

Key Changes

• high

  Net income rose 207.4% to $31.0M (diluted EPS +167% to $0.16) while operating income grew only 33% to $137.2M — the bottom-line gain came from a $13.3M improvement in below-the-line items (non-operating/other -$13.8M, income tax +$735k, noncontrolling interest -$203k), not from operations.

  MD&A: Consolidated Results / Key Signals verify on EDGAR →
• high

  After quarter-end, acquired 11 senior housing properties (SHOP segment) for $1.04 billion — a major post-period expansion that will materially increase the SHOP portfolio and revenue base in future periods.

  Notes: Subsequent Events verify on EDGAR →
• high

  Deferred tax valuation allowance moved from full reserve (100%) to partial reserve, reflecting improved confidence in realizing deferred tax assets and signaling stronger profitability expectations.

  Notes: Income Taxes verify on EDGAR →