WELL · Welltower Inc. · Webcasts, Transcripts & Audio
$238.29
+5.12 (+2.20%)
At close · Oct 30
Return incl. dividend (before tax)
Q3 2026 earnings call transcript
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Shares
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Volume · Oct 30
915.04K
Avg daily vol (3M)
2.82M
Welltower Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for Welltower Inc. (WELL), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
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Earnings call
FY26 · Q3
2026-10-27
Welltower Inc. (WELL) Q3 2026 Earnings Call Transcript
Confident tone
Senior housing operating performance
Technology-enabled operating improvements
Pricing power and portfolio differentiation
Revenue
$3.72B
▲ 38.4% YoY Diluted EPS
$0.54
▲ 31.7% YoY Gross margin
39.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-06-23
Welltower Inc. (WELL) Q2 2026 Earnings Call Transcript
Confident tone
Senior housing operating portfolio (SHOP) performance
Welltower Business System and technology/data platform
Geographic footprint limited to U.S., U.K., Canada
Revenue
$3.54B
▲ 39.1% YoY Diluted EPS
$0.61
▲ 35.6% YoY Gross margin
39.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-08
Welltower Inc. (WELL) Q1 2026 Earnings Call Transcript
Confident tone
Welltower Business System and tech platform
Operating partner ecosystem and product optimization
Portfolio transformation and capital rotation
Revenue
$3.35B
▲ 38.3% YoY Diluted EPS
$1.02
▲ 155% YoY Gross margin
38.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-11
Welltower Inc. (WELL) Q4 2025 Earnings Call Transcript
Confident tone
Acquisition-led capital allocation
Senior housing operating growth
Private funds management
Revenue
$3.18B*
▲ 41.3% YoY Gross margin
39.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-27
Welltower Inc. (WELL) Q3 2025 Earnings Call Transcript
Confident tone
Barchester Acquisition (U.K.)
Capital Allocation / Portfolio Transformation
Senior Housing Operating Performance
Revenue
$2.69B
▲ 30.6% YoY Diluted EPS
$0.41
▼ 43.8% YoY Gross margin
41.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-28
Welltower Inc. (WELL) Q2 2025 Earnings Call Transcript
Confident tone
Seniors Housing Operating (SHOP) NOI Growth
Welltower Business Systems / Data Platform
Balance Sheet Strength
Revenue
$2.55B
▲ 39.6% YoY Diluted EPS
$0.45
▲ 7.1% YoY Gross margin
40.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-28
Welltower Inc. (WELL) Q1 2025 Earnings Call Transcript
Confident tone
Welltower business system / operating platform
Acquisition activity and capital deployment
Canadian development pipeline and tariffs
Revenue
$2.42B
▲ 30.3% YoY Diluted EPS
$0.40
▲ 81.8% YoY Gross margin
39.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-04-02
Welltower Inc. (WELL) Q4 2024 Earnings Call Transcript
Confident tone
Senior housing operating performance
Operating platform and data
Capital deployment and acquisitions
Revenue
$2.25B*
▲ 28.6% YoY Gross margin
37.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-28
Welltower Inc. (WELL) Q3 2024 Earnings Call Transcript
Confident tone
Senior Housing Operating Portfolio Performance
Operating Platform / Technology Rollout
Labor Cost Trends
Revenue
$2.06B
▲ 23.7% YoY Diluted EPS
$0.73
▲ 204.2% YoY Gross margin
41.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-29
Welltower Inc. (WELL) Q2 2024 Earnings Call Transcript
Confident tone
Same-store NOI growth and operating leverage
Margin expansion and occupancy recovery
Triple-net to RIDEA conversions
Revenue
$1.82B
▲ 9.6% YoY Diluted EPS
$0.42
▲ 110% YoY Gross margin
39.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-29
Welltower Inc. (WELL) Q1 2024 Earnings Call Transcript
Confident tone
Senior housing operating performance
U.K. and international opportunities
Risks, vigilance and industry margin context
Revenue
$1.86B
▲ 19.2% YoY Diluted EPS
$0.22
▲ 340% YoY Gross margin
41.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-01-22
Welltower Inc. (WELL) Q4 2023 Earnings Call Transcript
Confident tone
2024 guidance and forward outlook
Senior Housing Operating portfolio occupancy and rate growth
Operating platform buildout and operator transitions
Revenue
$1.75B*
▲ 15.2% YoY Gross margin
40.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-30
Welltower Inc. (WELL) Q3 2023 Earnings Call Transcript
Revenue
$1.66B
▲ 12.8% YoY Diluted EPS
$0.24
Gross margin
40.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-31
Welltower Inc. (WELL) Q2 2023 Earnings Call Transcript
Revenue
$1.67B
▲ 13.1% YoY Diluted EPS
$0.20
▲ 0% YoY Gross margin
42.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-02
Welltower Inc. (WELL) Q1 2023 Earnings Call Transcript
Revenue
$1.56B
▲ 11.8% YoY Diluted EPS
$0.05
▼ 64.3% YoY Gross margin
38.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-15
Welltower Inc. (WELL) Q4 2022 Earnings Call Transcript
Revenue
$1.52B*
▲ 16% YoY Gross margin
38.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-04
Welltower Inc. (WELL) Q3 2022 Earnings Call Transcript
Revenue
$1.47B
▲ 18.9% YoY Diluted EPS
$-0.01
▼ 102.4% YoY Gross margin
38.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-13
Welltower Inc. (WELL) Q2 2022 Earnings Call Transcript
Revenue
$1.47B
▲ 29.1% YoY Diluted EPS
$0.20
▲ 233.3% YoY Gross margin
42.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-06-07
Welltower Inc. (WELL) Q1 2022 Earnings Call Transcript
Revenue
$1.40B
▲ 32.7% YoY Diluted EPS
$0.14
▼ 17.6% YoY Gross margin
38.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-01-24
Welltower Inc. (WELL) Q4 2021 Earnings Call Transcript
Revenue
$1.31B*
▲ 16.7% YoY Gross margin
40.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Welltower Inc. (WELL) Q3 2021 Earnings Call Transcript
Revenue
$1.24B
▲ 19.6% YoY Diluted EPS
$0.42
▼ 45.5% YoY Gross margin
41.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-29
Welltower Inc. (WELL) Q2 2021 Earnings Call Transcript
Revenue
$1.14B
▼ 4% YoY Diluted EPS
$0.06
▼ 85.7% YoY Gross margin
43.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-06
Welltower Inc. (WELL) Q1 2021 Earnings Call Transcript
Revenue
$1.05B
▼ 16.4% YoY Diluted EPS
$0.17
▼ 77.3% YoY Gross margin
41.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-09
Welltower Inc. (WELL) Q4 2020 Earnings Call Transcript
Revenue
$1.12B
▼ 11.2% YoY Diluted EPS
$0.39
▼ 29.1% YoY Gross margin
44.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-28
Welltower Inc. (WELL) Q3 2020 Earnings Call Transcript
Revenue
$1.04B
▼ 18.1% YoY Diluted EPS
$0.77
▼ 46.9% YoY Gross margin
38.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-05
Welltower Inc. (WELL) Q2 2020 Earnings Call Transcript
Revenue
$1.19B
▼ 10% YoY Diluted EPS
$0.42
▲ 23.5% YoY Gross margin
44.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-06
Welltower Inc. (WELL) Q1 2020 Earnings Call Transcript
Revenue
$1.26B
▼ 1.1% YoY Diluted EPS
$0.75
▲ 5.6% YoY Gross margin
45.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-12
Welltower Inc. (WELL) Q4 2019 Earnings Call
Revenue
$1.26B
▲ 1.7% YoY Diluted EPS
$0.55
▲ 103.7% YoY Gross margin
47.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
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