Q2 25 EPS
$0.46
BEAT +12.11%
Est. $0.41
Q2 25 Revenue
$282.5M
BEAT +16.12%
Est. $243.3M
vs S&P Since Q2 25
+9.0%
BEATING MARKET
OHI +24.9% vs S&P +15.9%
Market Reaction
Did OHI Beat Earnings? Q2 2025 Results
Omega Healthcare Investors delivered a standout second quarter, with earnings per share of $0.46 beating the $0.41 consensus estimate by 12.11% and revenue of $282.51 million clearing Wall Street expectations by 16.12% while climbing 11.8% year over … Read more Omega Healthcare Investors delivered a standout second quarter, with earnings per share of $0.46 beating the $0.41 consensus estimate by 12.11% and revenue of $282.51 million clearing Wall Street expectations by 16.12% while climbing 11.8% year over year. The primary engine behind those results was an aggressive $527 million deployment of capital during the quarter, anchored by a $344.20 million acquisition of 45 facilities across the U.K. And the Bailiwick of Jersey, which drove rental income to $235.60 million from $210.40 million a year ago. Adjusted FFO reached $232.22 million, or $0.77 per diluted share, compared to $0.71 per share in Q2 2024, reflecting the portfolio's expanded earnings base. Executives pointed to improving operator occupancy of 82.2% and EBITDARM coverage rising to 1.88x as evidence of continued recovery in the skilled nursing sector, even as Genesis Healthcare's Chapter 11 filing added a note of caution. Omega raised its full-year 2025 AFFO guidance to $3.04 to $3.07 per share, up from the prior $2.95 to $3.01 range, underpinned by $605 million in year-to-date investments.
Key Takeaways
- • Rental income growth to $235.6 million from $210.4 million in Q2 2024
- • Approximately $527 million in new Q2 investments including $502 million in real estate acquisitions
- • Improved operator occupancy to 82.2% with EBITDARM coverage of 1.88x
- • Growing FAD per share to $0.74 from $0.68 in Q2 2024
- • U.K. portfolio expansion with 45-facility acquisition for approximately $344 million
- • Maplewood rent increase to $17.6 million from $15.6 million in Q1
OHI YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
“We are pleased with our second quarter results, as we continue to grow FAD per share while further de-levering the balance sheet. We have accretively invested approximately $605 million year-to-date and, as a result, we are increasing our 2025 AFFO guidance again to now be between $3.04 and $3.07 per share, up from our prior guidance range of between $2.95 and $3.01 per share.”
— Taylor Pickett, Q2 2025 Earnings Press Release
OHI Earnings Trends
OHI vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
OHI EPS Trend
Earnings per share: estimate vs actual
OHI Revenue Trend
Quarterly revenue: estimate vs actual
OHI Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | $0.82 | — | $323.0M | — |
| Q4 25 BEAT FY | $0.49 | $0.55 | +12.24% | $319.2M | +156.63% |
| FY Full Year | $1.96 | $1.94 | -0.86% | $1.19B | +19.58% |
| Q3 25 BEAT | $0.45 | $0.59 | +30.94% | $311.6M | +19.11% |
| Q2 25 BEAT | $0.41 | $0.46 | +12.11% | $282.5M | +16.12% |
| Q1 25 BEAT | $0.46 | $0.75 | +64.40% | $276.8M | +16.92% |