The earnings call highlighted Omega Healthcare's strong financial performance and strategic investments, particularly in the U.K. However, challenges such as the Genesis bankruptcy and potential Medicare cuts were noted. Overall, the positive aspects of revenue growth and financial strength outweigh the challenges.

Company Guidance -

Q3 2025

In the call, Omega Healthcare Investors provided updated guidance for fiscal year 2025, reflecting strong financial performance in the second quarter. The company reported adjusted funds from operations (AFFO) of $0.77 per share and funds available for distribution (FAD) of $0.74 per share. They raised and narrowed their full-year AFFO guidance to a range of $3.04 to $3.07 per share, up from the previous range of $2.95 to $3.01 per share. The improved guidance was attributed to strong revenue and EBITDA growth, driven by acquisitions and active portfolio management. Omega also highlighted their robust balance sheet with nearly $1.2 billion in annualized EBITDA and a net funded debt of $4.3 billion. Additionally, they reported a second quarter revenue of $283 million, up from $253 million in the same quarter of 2024, and net income of $140 million compared to $117 million in the prior year. The company emphasized their strategic focus on growing their senior housing portfolio, which now comprises 396 facilities, representing 38% of their total operating facility portfolio, supported by over $2 billion in liquidity and low leverage.

AFFO Guidance Raised

Omega Healthcare raised and narrowed its 2025 AFFO guidance to a range of $3.04 to $3.07 per share, reflecting strong earnings and strategic financial decisions.

Strong Revenue Growth

Second quarter 2025 revenue was $283 million, a 11.86% increase from $253 million in the second quarter of 2024, driven by new investments and operator restructurings.

Solid Balance Sheet and Leverage

The company's balance sheet is strong with adjusted annualized EBITDA of nearly $1.2 billion and net funded debt of only $4.3 billion, and a leverage ratio of 3.67x, the lowest in over a decade.

Significant New Investments

Completed over $605 million in new investments in 2025, with a focus on real estate acquisitions, including a $344 million investment in the U.K.

Genesis Bankruptcy Support

Omega is committed to supporting Genesis through its Chapter 11 bankruptcy with $8 million in debtor-in-possession financing, expecting full rent payments during the process.

Maplewood Performance

Maplewood paid $17.6 million in rent in the second quarter, with a strong occupancy level of 95%, indicating robust portfolio performance.

Omega Healthcare (OHI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

OHI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.44 / -	0.42	―	―	―
Jul 31, 2025	2025 (Q2)	0.43 / 0.46	0.45	2.22% (+0.01)	―
May 01, 2025	2025 (Q1)	0.45 / 0.33	0.27	22.22% (+0.06)	―
Feb 05, 2025	2024 (Q4)	0.43 / 0.41	0.22	86.36% (+0.19)	―
Oct 30, 2024	2024 (Q3)	0.39 / 0.42	0.37	13.51% (+0.05)	―
Aug 01, 2024	2024 (Q2)	0.35 / 0.45	0.25	80.00% (+0.20)	―
May 02, 2024	2024 (Q1)	0.32 / 0.27	0.15	80.00% (+0.12)	―
Feb 07, 2024	2023 (Q4)	0.35 / 0.22	0.19	15.79% (+0.03)	―
Nov 02, 2023	2023 (Q3)	0.33 / 0.37	0.43	-13.95% (-0.06)	―
Aug 02, 2023	2023 (Q2)	0.31 / 0.25	0.38	-34.21% (-0.13)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

OHI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$38.25	$39.28	+2.69%
May 01, 2025	$37.23	$35.74	-4.00%
Feb 05, 2025	$36.34	$36.10	-0.66%
Oct 30, 2024	$39.68	$39.62	-0.15%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Omega Healthcare (OHI) report earnings?

Omega Healthcare (OHI) is schdueled to report earning on Oct 30, 2025, After Close (Confirmed).

What is Omega Healthcare (OHI) earnings time?

Omega Healthcare (OHI) earnings time is at Oct 30, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is OHI EPS forecast?

OHI EPS forecast for the fiscal quarter 2025 (Q3) is 0.44.

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