OHI · Omega Healthcare Investors Inc · Earnings Call Transcripts & Audio
$46.31
-0.23 (-0.49%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$14.02B
Shares
303.01M
Volume · Sep 30
2.12M
Avg daily vol (3M)
1.87M
Omega Healthcare Investors Inc Earnings Call Transcripts
Quarterly earnings calls for Omega Healthcare Investors Inc (OHI), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼42%
$144.85M
$46.71M
'22 Q4
23-02-02
▼12.5%
$218.20M
$36.84M
'23 Q1
23-05-02
▲2.3%
$250.19M
$61.52M
'23 Q2
23-08-02
▲1.1%
$242.03M
$93.91M
'23 Q3
23-11-02
▲65.2%
$239.32M
$49.91M
'23 Q4
24-02-07
▲11.5%
$243.30M
$67.36M
'24 Q1
24-05-02
▲1%
$252.75M
$113.86M
'24 Q2
24-08-01
▲14%
$276.03M
$111.76M
'24 Q3
24-10-30
▲16.7%
$279.32M
$113.34M
'24 Q4
25-02-05
▲13.8%
$276.79M
$109.03M
'25 Q1
25-05-01
▲11.8%
$282.51M
$136.60M
'25 Q2
25-07-31
▲12.9%
$311.59M
$179.72M
'25 Q3
25-10-30
▲14.3%
$319.22M
$164.84M
'25 Q4
26-02-05
▲16.7%
$322.95M
$151.05M
'26 Q1
26-04-29
LATEST
▲16.2%
$328.25M
$362.82M
'26 Q2
26-07-30
Earnings call
FY26 · Q3
2026-11-04
Omega Healthcare Investors Inc (OHI) Q3 2026 Earnings Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-07-30
Omega Healthcare Investors Inc (OHI) Q2 2026 Earnings Call Transcript
Confident tone
Senior Housing Operating Portfolio (SHOP) growth
Strategic asset dispositions and redeployment
Capital allocation pipeline and forward deployment
Revenue
$328.25M
▲ 16.2% YoY Diluted EPS
$1.19
▲ 158.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-29
Omega Healthcare Investors Inc (OHI) Q1 2026 Earnings Call Transcript
Confident tone
Senior housing RIDEA strategy
Capital allocation and new investments
FAD/AFFO growth and guidance
Revenue
$322.95M
▲ 16.7% YoY Diluted EPS
$0.47
▲ 42.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-05
Omega Healthcare Investors Inc (OHI) Q4 2025 Earnings Call Transcript
Confident tone
RIDEA platform and senior housing
Genesis bankruptcy
Dividend and AFFO/FAD results
Revenue
$319.22M*
▲ 14.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-30
Omega Healthcare Investors Inc (OHI) Q3 2025 Earnings Call Transcript
Confident tone
Sabre equity investment
Financial performance and guidance
Capital allocation and new investment structures
Revenue
$311.59M
▲ 12.9% YoY Diluted EPS
$0.59
▲ 40.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-31
Omega Healthcare Investors Inc (OHI) Q2 2025 Earnings Call Transcript
Positive tone
Financial Results and Guidance
Balance Sheet and Liquidity
Investment Pipeline and Acquisitions
Revenue
$282.51M
▲ 11.8% YoY Diluted EPS
$0.46
▲ 2.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-01
Omega Healthcare Investors Inc (OHI) Q1 2025 Earnings Call Transcript
Positive tone
U.K. and international expansion
Financial performance and guidance
Capital allocation and balance sheet
Revenue
$276.79M
▲ 13.8% YoY Diluted EPS
$0.33
▲ 22.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-05
Omega Healthcare Investors Inc (OHI) Q4 2024 Earnings Call Transcript
Positive tone
Capital Deployment and Acquisitions
Portfolio Operator Coverage
Regulatory and Policy Outlook (Medicaid)
Revenue
$279.32M*
▲ 16.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-30
Omega Healthcare Investors Inc (OHI) Q3 2024 Earnings Call Transcript
Positive tone
Maplewood operator recovery
Guardian transition
New investments and pipeline
Revenue
$276.03M
▲ 14% YoY Diluted EPS
$0.42
▲ 13.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-01
Omega Healthcare Investors Inc (OHI) Q2 2024 Earnings Call Transcript
Positive tone
Portfolio transitions (LaVie, Guardian, Maplewood)
FAD and AFFO results and guidance
U.K. Cindat joint venture buyout
Revenue
$252.75M
▲ 1% YoY Diluted EPS
$0.45
▲ 80% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
Omega Healthcare Investors Inc (OHI) Q1 2024 Earnings Call Transcript
Balanced tone
Operator coverage and credit quality
Portfolio transitions (LaVie, Maplewood, Guardian)
Q1 financial results and guidance
Revenue
$243.30M
▲ 11.5% YoY Diluted EPS
$0.27
▲ 80% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-07
Omega Healthcare Investors Inc (OHI) Q4 2023 Earnings Call Transcript
Positive tone
AFFO/FAD guidance and predictability
Operator coverage and occupancy recovery
New investments and loan investments
Revenue
$239.32M*
▲ 65.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-02
Omega Healthcare Investors Inc (OHI) Q3 2023 Earnings Call Transcript
Revenue
$242.03M
▲ 1.1% YoY Diluted EPS
$0.37
▼ 14% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Omega Healthcare Investors Inc (OHI) Q2 2023 Earnings Call Transcript
Revenue
$250.19M
▲ 2.3% YoY Diluted EPS
$0.25
▼ 34.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-02
Omega Healthcare Investors Inc (OHI) Q1 2023 Earnings Call Transcript
Revenue
$218.20M
▼ 12.5% YoY Diluted EPS
$0.15
▼ 81% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-02
Omega Healthcare Investors Inc (OHI) Q4 2022 Earnings Call Transcript
Revenue
$144.85M*
▼ 42% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-02
Omega Healthcare Investors Inc (OHI) Q3 2022 Earnings Call Transcript
Revenue
$239.43M
▼ 15% YoY Diluted EPS
$0.43
▼ 25.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-01
Omega Healthcare Investors Inc (OHI) Q2 2022 Earnings Call Transcript
Revenue
$244.65M
▼ 5% YoY Diluted EPS
$0.38
▲ 5.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-02
Omega Healthcare Investors Inc (OHI) Q1 2022 Earnings Call Transcript
Revenue
$249.31M
▼ 8.9% YoY Diluted EPS
$0.79
▲ 14.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-02
Omega Healthcare Investors Inc (OHI) Q4 2021 Earnings Call Transcript
Revenue
$249.95M*
▼ 5.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Omega Healthcare Investors Inc (OHI) Q3 2021 Earnings Call Transcript
Revenue
$281.67M
▲ 136.3% YoY Diluted EPS
$0.58
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-02
Omega Healthcare Investors Inc (OHI) Q2 2021 Earnings Call Transcript
Revenue
$257.42M
▲ 0.4% YoY Diluted EPS
$0.36
▼ 16.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-03
Omega Healthcare Investors Inc (OHI) Q1 2021 Earnings Call Transcript
Revenue
$273.77M
▲ 8.2% YoY Diluted EPS
$0.69
▲ 76.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-04
Omega Healthcare Investors Inc (OHI) Q4 2020 Earnings Call Transcript
Revenue
$263.79M*
▲ 6.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-29
Omega Healthcare Investors Inc (OHI) Q3 2020 Earnings Call Transcript
Revenue
$119.18M
▼ 48.9% YoY Diluted EPS
$-0.40
▼ 163.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-05
Omega Healthcare Investors Inc (OHI) Q2 2020 Earnings Call Transcript
Revenue
$256.39M
▲ 13.8% YoY Diluted EPS
$0.43
▲ 26.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-04
Omega Healthcare Investors Inc (OHI) Q1 2020 Earnings Call Transcript
Revenue
$253.02M
▲ 13.1% YoY Diluted EPS
$0.39
▲ 14.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-05
Omega Healthcare Investors Inc (OHI) Q4 2019 Earnings Call
Revenue
$246.67M
▲ 12.2% YoY Diluted EPS
$0.27
▼ 12.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
888491
CUSIP
681936100
13F (30d)
16 filings
14 filers
Visit website
Investor relations