Q3 25 EPS
$0.59
BEAT +30.94%
Est. $0.45
Q3 25 Revenue
$311.6M
BEAT +19.11%
Est. $261.6M
vs S&P Since Q3 25
+14.7%
BEATING MARKET
OHI +20.4% vs S&P +5.7%
Market Reaction
Did OHI Beat Earnings? Q3 2025 Results
Omega Healthcare Investors delivered a standout third quarter, posting earnings per share of $0.59 against a consensus estimate of $0.45, a beat of nearly 31%, while revenue of $311.59 million cleared Wall Street's $261.59 million forecast by 19.11% … Read more Omega Healthcare Investors delivered a standout third quarter, posting earnings per share of $0.59 against a consensus estimate of $0.45, a beat of nearly 31%, while revenue of $311.59 million cleared Wall Street's $261.59 million forecast by 19.11% and climbed 12.9% from a year ago. The primary engine behind the results was a surge in rental income to $260.74 million from $227.77 million in Q3 2024, reflecting the skilled nursing REIT's aggressive investment pace, which reached $756.02 million year-to-date through September. A headline post-quarter development reinforced the growth trajectory: Omega formed a joint venture with Saber Healthcare, acquiring a 49% equity stake in 64 facilities generating $69.40 million in annual contractual rent, a deal that signals the company's expanding appetite for complex partnership structures. Adjusted FFO rose to $0.79 per diluted share from $0.74 a year ago, and management lifted full-year 2025 AFFO guidance to $3.08 to $3.10 per share, up from both the prior range of $3.04 to $3.07 and the initial outlook of $2.90 to $2.98.
Key Takeaways
- • Rental income growth driven by $978 million in new investments year-to-date
- • Improving operator occupancy reaching 82.6% for twelve months ended June 30, 2025
- • EBITDARM coverage improvement to 1.91x before management fees
- • Gain on asset sales of $28.2 million from sale of 11 facilities
- • Increased real estate loan interest income to $34.4 million from $33.6 million in Q3 2024
- • Higher other income of $16.8 million vs. a loss of $1.0 million in Q3 2024
OHI YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
“We again delivered strong quarterly results, as we continue to grow FAD per share while further de-levering the balance sheet. We have accretively invested nearly $1 billion year-to-date and, as a result, we are increasing our 2025 AFFO guidance again to now be between $3.08 and $3.10 per share, up from our initial guidance range of between $2.90 and $2.98 per share.”
— Taylor Pickett, Q3 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% |