earnings
confidence high
sentiment positive
materiality 0.80
Omega Q1 net income $159M ($0.47/diluted), AFFO $0.82; raises FY 2026 AFFO guidance
OMEGA HEALTHCARE INVESTORS INC
2026-Q1 EPS reported
$0.47
revenue$322,955,000
- Net income $159M ($0.47/diluted) vs $112M ($0.33) in Q1 2025; AFFO $0.82/diluted vs $0.75.
- Completed $251M in new investments in Q1 including $93M for 9.9% equity in Saber OpCo JV.
- Issued 2M common shares for $107M gross proceeds; April added $75M new investments.
- 18 CommuniCare facilities expected to sell in Q2 for $480M.
- Raised full-year AFFO guidance midpoint; FAD $0.78/diluted vs $0.71 in Q1 2025.