The earnings call reflected a predominantly positive outlook with strong financial performance, increased guidance, and robust acquisition activity. However, challenges such as the Genesis bankruptcy and potential Medicare rate cuts highlight areas of concern.

Company Guidance

During the Omega Healthcare Investors second quarter 2025 earnings call, the company provided updated guidance reflecting strong financial performance and strategic initiatives. Omega raised and narrowed its 2025 adjusted funds from operations (AFFO) guidance to a range of $3.04 to $3.07 per share, up from the previous $2.95 to $3.01 per share, citing strong revenue and EBITDA growth driven by acquisitions and active portfolio management. The company reported second quarter adjusted funds from operations of $0.77 per share and funds available for distribution (FAD) of $0.74 per share. Revenue for the second quarter was $283 million, up from $253 million in the prior year, while net income increased to $140 million compared to $117 million. Omega also highlighted strong balance sheet metrics, with adjusted annualized EBITDA of nearly $1.2 billion and net funded debt of $4.3 billion. The company continues to focus on expanding its senior housing portfolio, which now consists of 396 facilities, representing 38% of its total portfolio. Additionally, Omega outlined its strategic plans for managing operator partnerships, portfolio mix, and investment pipeline, emphasizing a favorable operating environment and over $2 billion in liquidity with low leverage.

Strong Financial Performance

Second quarter adjusted funds from operations (AFFO) of $0.77 per share and funds available for distribution (FAD) of $0.74 per share. Revenue of $283 million, up from $253 million in the same quarter of 2024.

Increased 2025 AFFO Guidance

Raised and narrowed 2025 AFFO guidance to a range of $3.04 to $3.07 per share, reflecting strong earnings and strategic financial management.

Successful Debt Management

Issued $600 million in 5-year bonds, maintaining strong balance sheet metrics with 95% of debt at fixed rates and a fixed charge coverage ratio of 5.4x.

Robust Acquisition Activity

Completed $605 million in new investments, with $527 million in the second quarter alone, including $344 million investment in 45 care homes in the U.K.

High Portfolio Occupancy Rates

Maplewood portfolio occupancy at 95%, with continued improvements anticipated.

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)	0.46 / -	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 0.46.

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