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Omega Healthcare (OHI)
NYSE:OHI
Earnings Data
Report Date
May 05, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.42Last Year’s EPS
0.27Same Quarter Last Year
Based on 9 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 05, 2025
|% Change Since: -3.91%
|Next Earnings Date:May 05, 2025
Earnings Call Sentiment|Neutral
The earnings call highlights strong revenue growth, improved financial metrics, and a successful acquisition strategy, particularly in the UK. However, it also notes ongoing challenges with staffing and regulatory uncertainties, as well as the bankruptcy proceedings of a major operator. While the positive aspects are significant, the presence of notable challenges balances the sentiment.Company Guidance
During Omega Healthcare Investors' fourth-quarter 2024 earnings call, the company provided guidance for 2025, projecting adjusted FFO between $2.90 and $2.98 per share. The guidance considers factors such as the issuance of shares, which impacted FFO per share by less than one penny while reducing leverage to below 4.0 times debt to EBITDA, the lowest in a decade. The company completed $340 million in new investments during the fourth quarter, funded by issuing eleven million shares at $40.19 per share, bolstering their balance sheet. Omega ended January with over $240 million in cash and full borrowing capacity of a $1.45 billion credit facility, with an additional $820 million available under an ATM program. The company noted a strong acquisition pipeline, particularly in the UK, and highlighted a target leverage range of 4.5 to 4.75 times. They also discussed operator performance improvements, with EBITDAR coverage increasing to 1.5 times. Omega plans to repay $230 million of secured debt in November 2025, with a focus on maintaining favorable equity currency for future investments.Revenue Increase
Fourth quarter revenue was $279 million, up from $239 million in the fourth quarter of 2023, marking a significant year-over-year increase.
Strong FFO Performance
NAREIT FFO for the fourth quarter was $196 million or $0.68 per share compared to $129 million or $0.50 per share for the fourth quarter of 2023.
Low Leverage
Net funded debt to annualized adjusted normalized EBITDA was 3.96 times, the lowest leverage in ten years.
Active Acquisition Pipeline
Omega completed $340 million in new investments in Q4 and maintains a robust acquisition pipeline for 2025.
UK Investment Success
In 2024, Omega made over $782 million in new investments in the UK, which was 68% of total new investments.
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OHI Earnings History
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
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OHI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 05, 2025 | $37.64 | $37.39 | -0.66% |
| Oct 30, 2024 | $41.10 | $41.04 | -0.15% |
| Aug 01, 2024 | $34.84 | $36.32 | +4.25% |
| May 02, 2024 | $29.69 | $29.76 | +0.24% |
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.
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FAQ
When does Omega Healthcare (OHI) report earnings?
Omega Healthcare (OHI) is schdueled to report earning on May 05, 2025, TBA Not Confirmed.
What is Omega Healthcare (OHI) earnings time?
Omega Healthcare (OHI) earnings time is at May 05, 2025, TBA Not 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 (Q1) is 0.42.
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