Omega Healthcare Investors (OHI) Misses Q1 EPS by 2c, provides guidance

Omega Healthcare Investors (NYSE: OHI) reported Q1 EPS of $0.47, $0.02 worse than the analyst estimate of $0.49. Revenue for the quarter came in at $322.96 million versus the consensus estimate of $264.45 million.

2026 GUIDANCE MID-POINT INCREASED

The Company’s expected 2026 Adjusted FFO range is between $3.19 to $3.25 per diluted share compared to the previous range of $3.15 and $3.25 per diluted share.

The guidance assumes:

all new investments disclosed above in the press release;
no additional operators are placed on a cash-basis for revenue recognition;
Genesis continues to pay its full contractual rental obligations of $13.3 million per quarter;
Maplewood pays rent at $19.5 million per quarter;
quarterly G&A expense of approximately $14 million to $15 million;
no material changes in market interest rates or changes in foreign currency exchange rates, including those due to derivative instruments entered into to minimize the fluctuation in the GBP spot rates;
$65 million of the $159 million in mortgages and other real estate-backed investments that are set to mature in 2026 will be converted from loans to fee simple real estate and the remaining balance will be repaid in 2026;
$224 million in non-real estate backed loans at March 31, 2026 are expected to be repaid throughout 2026 (including $160 million in loans to Genesis to be repaid in Q4 2026);
18 CommuniCare facilities in assets held for sale on March 31st expected to be sold for $480 million; and
no other asset sales beyond those described above.

For earnings history and earnings-related data on Omega Healthcare Investors (OHI) click here.

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