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$238.29 +5.12 (+2.20%) Q3 2026 earnings call transcript
Market Cap
$172.08B
Shares
733.61M
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.

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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–28 of 28 webcasts
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