Q4 25 EPS
$0.55
BEAT +12.24%
Est. $0.49
Q4 25 Revenue
$319.2M
BEAT +156.63%
Est. $124.4M
vs S&P Since Q4 25
+2.8%
BEATING MARKET
OHI +9.1% vs S&P +6.4%
Full Year 2025 Results
FY 25 EPS
$1.94
MISS 0.86%
Est. $1.96
FY 25 Revenue
$1.19B
BEAT +19.58%
Est. $995.3M
Market Reaction
Did OHI Beat Earnings? Q4 2025 Results
Omega Healthcare Investors delivered a strong finish to fiscal 2025, posting fourth-quarter earnings per share of $0.55 against a consensus estimate of $0.49, a beat of 12.24%, while revenue of $319.22 million ran well ahead of the $124.39 million an… Read more Omega Healthcare Investors delivered a strong finish to fiscal 2025, posting fourth-quarter earnings per share of $0.55 against a consensus estimate of $0.49, a beat of 12.24%, while revenue of $319.22 million ran well ahead of the $124.39 million analyst expectation and rose 14.3% from the year-ago period. The primary engine behind the quarter's performance was a surge in rental income, which climbed to $261.36 million from $230.81 million in Q4 2024, reflecting the company's aggressive deployment of capital throughout the year, including a $222 million investment to form the Saber PropCo joint venture, a 65-facility portfolio generating $70.20 million in annual contractual rent. Adjusted FFO per diluted share expanded to $0.80 from $0.74 year-over-year, and the company described year-end leverage as the lowest in its history after repaying $1.27 billion in aggregate debt during the quarter. Looking ahead, Omega issued 2026 AFFO guidance of $3.15 to $3.25 per diluted share, a projection that has drawn upward price target revisions from several Wall Street analysts in recent weeks.
Key Takeaways
- • FAD per share grew 8.4% year-over-year to $2.96 in 2025
- • Operator coverage improving with trailing twelve-month EBITDARM coverage rising to 1.93x
- • Occupancy improving to 82.6% for twelve months ended September 30, 2025
- • $1.1 billion in accretive new investments deployed in 2025
- • Leverage reduced to lowest level in company history
- • Rental income increased to $261.4 million in Q4 from $230.8 million in Q4 2024
OHI YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
“We are pleased with our fourth quarter results, as we continued to grow FAD per share, while reducing leverage to the lowest level in the company's history.”
— Taylor Pickett, Q4 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% |