earnings
confidence high
sentiment positive
materiality 0.75
Omega Healthcare Q4 AFFO $0.80/sh (+8.1% YoY); net income $172M; 2026 guidance provided
OMEGA HEALTHCARE INVESTORS INC
2025-FY EPS reported
$1.94
revenue$1,190,099,000
- Q4 2025 AFFO of $250M ($0.80/diluted share) vs $214M ($0.74) in Q4 2024; net income $172M ($0.55) vs $116M ($0.41).
- Full-year 2025 AFFO of $946M ($3.10/sh) vs $778M ($2.87) in 2024; net income $609M ($1.94) vs $418M ($1.55).
- Completed $334M in new Q4 investments ($52M acquisitions, $266M in unconsolidated entities); $1.1B for full year 2025.
- Repaid $1.27B of aggregate debt in Q4 2025 including $600M senior notes and $429M unsecured term loan.
- Provided 2026 AFFO guidance; acquired 9.9% equity interest in Saber OpCo JV for $93M in January 2026.