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Omega Healthcare Investors Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $0.490 |
| EPS actual | $0.82 |
| EPS Surprise | 67.35% |
| Revenue estimate | 264.066M |
| Revenue actual | 266.864M |
| Revenue Surprise | 1.06% |
| Release date | Feb 04, 2026 |
| EPS estimate | $0.495 |
| EPS actual | $0.550 |
| EPS Surprise | 11.07% |
| Revenue estimate | 264.506M |
| Revenue actual | 261.359M |
| Revenue Surprise | -1.19% |
| Release date | Oct 30, 2025 |
| EPS estimate | $0.770 |
| EPS actual | $0.790 |
| EPS Surprise | 2.60% |
| Revenue estimate | 287.184M |
| Revenue actual | 311.591M |
| Revenue Surprise | 8.50% |
| Release date | Jul 31, 2025 |
| EPS estimate | $0.750 |
| EPS actual | $0.770 |
| EPS Surprise | 2.67% |
| Revenue estimate | 247.909M |
| Revenue actual | 282.506M |
| Revenue Surprise | 13.96% |
Last 4 Quarters for Omega Healthcare Investors
Below you can see how OHI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $38.90 |
| EPS estimate | $0.750 |
| EPS actual | $0.770 |
| EPS surprise | 2.67% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $39.11 |
| Jul 28, 2025 | $38.24 |
| Jul 29, 2025 | $39.11 |
| Jul 30, 2025 | $38.83 |
| Jul 31, 2025 | $38.90 |
| Aug 01, 2025 | $39.95 |
| Aug 04, 2025 | $39.79 |
| Aug 05, 2025 | $40.00 |
| Aug 06, 2025 | $40.35 |
| 4 days before | -0.537% |
| 4 days after | 3.73% |
| On release day | 2.70% |
| Change in period | 3.17% |
| Release date | Oct 30, 2025 |
| Price on release | $39.87 |
| EPS estimate | $0.770 |
| EPS actual | $0.790 |
| EPS surprise | 2.60% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $40.49 |
| Oct 27, 2025 | $40.92 |
| Oct 28, 2025 | $40.00 |
| Oct 29, 2025 | $39.53 |
| Oct 30, 2025 | $39.87 |
| Oct 31, 2025 | $42.03 |
| Nov 03, 2025 | $41.98 |
| Nov 04, 2025 | $42.98 |
| Nov 05, 2025 | $43.02 |
| 4 days before | -1.53% |
| 4 days after | 7.90% |
| On release day | 5.42% |
| Change in period | 6.25% |
| Release date | Feb 04, 2026 |
| Price on release | $42.99 |
| EPS estimate | $0.495 |
| EPS actual | $0.550 |
| EPS surprise | 11.07% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $43.41 |
| Jan 30, 2026 | $43.88 |
| Feb 02, 2026 | $43.02 |
| Feb 03, 2026 | $42.93 |
| Feb 04, 2026 | $42.99 |
| Feb 05, 2026 | $45.57 |
| Feb 06, 2026 | $45.28 |
| Feb 09, 2026 | $44.79 |
| Feb 10, 2026 | $45.44 |
| 4 days before | -0.97% |
| 4 days after | 5.70% |
| On release day | 6.00% |
| Change in period | 4.68% |
| Release date | Apr 28, 2026 |
| Price on release | $47.42 |
| EPS estimate | $0.490 |
| EPS actual | $0.82 |
| EPS surprise | 67.35% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $45.01 |
| Apr 23, 2026 | $46.35 |
| Apr 24, 2026 | $46.41 |
| Apr 27, 2026 | $46.67 |
| Apr 28, 2026 | $47.42 |
| Apr 29, 2026 | $46.73 |
| Apr 30, 2026 | $46.97 |
| May 01, 2026 | $46.98 |
| May 04, 2026 | $46.21 |
| 4 days before | 5.35% |
| 4 days after | -2.55% |
| On release day | -1.46% |
| Change in period | 2.67% |
Omega Healthcare Investors Earnings Call Transcript Summary of Q1 2026
Omega reported strong Q1 2026 results driven by acquisitions and active portfolio management. Adjusted FFO was $0.82/share and FAD was $0.78/share, with dividend payout ratios of ~82% (AFFO) and ~86% (FAD). Management highlighted $326 million of new investments year-to-date (including purchases in SNF, U.K. care homes, RIDEA senior housing and a 9.9% equity stake in Saber), and additional post-quarter investments of $75 million. Omega is executing strategic sales (18 Communicare assets for $480 million) with anticipated redeployment expected to generate roughly $0.03 of annual AFFO/FAD accretion. Portfolio operator coverage is healthy (trailing 12-month EBITDAR coverage ~1.58x), Genesis bankruptcy and DIP financing remain active matters (Omega funded ~$25M of its portion to date), and liquidity and leverage remain solid (3.5x leverage, $425M drawn on revolver, >$1.5B available capacity). Management narrowed full-year AFFO guidance to $3.19–$3.25 (midpoint increased $0.02 to $3.22) and reiterated focus on growing FAD per share via disciplined capital allocation, RIDEA expansion, selective acquisitions, and active portfolio recycling. Key themes: disciplined, value-oriented dealmaking amid competitive markets; expanding RIDEA platform (U.S. and U.K.); balance sheet flexibility to fund pipeline; and monitoring regulatory and payment dynamics (Medicare Advantage, state long-term care policy).
