Q4 25 EPS
$0.55
BEAT +9.24%
Est. $0.50
Q4 25 Revenue
$319.2M
BEAT +19.11%
Est. $268.0M
vs S&P Since Q4 25
-7.5%
TRAILING MARKET
OHI +6.5% vs S&P +14.0%
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
OHI Revenue by Segment
Business unit performance breakdown
“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
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT | $0.48 | $1.19 | +147.92% | $328.2M | +19.86% |
| Q1 26 BEAT | $0.49 | $0.82 | +66.09% | $323.0M | +21.09% |
| Q4 25 BEAT FY | $0.50 | $0.55 | +9.24% | $319.2M | +19.11% |
| 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% |