earnings
confidence high
sentiment positive
materiality 0.80
CareTrust REIT Q4 net income up 72% YoY to $0.50 EPS; 2026 FFO guide $1.90-1.95
CareTrust REIT, Inc.
2025-FY EPS reported
$1.57
revenue$476,393,000
- Q4 net income $111.3M ($0.50 diluted EPS), up 72% YoY; FY net income $320.5M ($1.57), up 96%.
- Q4 Normalized FFO $0.47/share (+18% YoY); FY Normalized FFO $1.76/share (+17%).
- 2026 guidance: Normalized FFO $1.90-1.95/share, midpoint +9.4% over 2025.
- $1.8B investment closed in FY2025 at 8.6% yield; $214.8M closed post-quarter at 8.9%.
- Net debt/EBITDA 0.7x; $1.2B credit facility undrawn; $372M pending ATM proceeds.