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Omega Healthcare Investors (OHI) investor relations material
Omega Healthcare Investors Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary1 Aug, 2025
Executive summary
Q2 2025 adjusted FFO was $0.77/share and FAD was $0.74/share, driven by $527M in new investments and portfolio management.
Net income for Q2 2025 was $140M ($0.46/share), up from $117M ($0.45/share) in Q2 2024.
Acquired 63 healthcare facilities for $560.4M in H1 2025, with initial yields of 9.9–10.0%.
Issued $600M of 5.2% senior notes due 2030 and $258M in new equity via 7M shares.
Senior housing portfolio now 38% of total facilities, with a strong acquisition pipeline and over $2B in liquidity.
Financial highlights
Q2 2025 revenue was $283M, up from $253M year-over-year, mainly due to new investments and operator transitions.
NAREIT FFO for Q2 2025 was $213M ($0.70/share); adjusted FFO was $232M ($0.77/share); FAD was $223M ($0.74/share).
Paid $383.8M in dividends to common stockholders in H1 2025.
Gain on asset sales in Q2 2025 was $22.9M; $14.2M net impairment charge recorded.
Total assets: $10.5B; total equity: $5.2B; total debt: $5.0B (49.2% of capitalization) as of June 30, 2025.
Outlook and guidance
2025 AFFO guidance raised to $3.04–$3.07 per share, reflecting strong Q2 earnings and $605M in new investments.
Guidance assumes stable operator rent, no material market interest rate changes, and $50M in asset sales.
Management expects primary cash sources to be sufficient for the next 12 months, including debt service, dividends, and investments.
Excludes additional acquisitions, certain revenue/expense items, and further credit loss provisions.
No additional investments or capital market transactions included in guidance beyond those already announced.
How will Genesis bankruptcy impact Omega?
Explain Maplewood's rent payment trajectory.
Detail the strategy for accretive investments.
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Next Omega Healthcare Investors earnings date
Q3 202531 Oct, 2025
Next Omega Healthcare Investors earnings date
Q3 202531 Oct, 2025
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Frequently asked questions
Omega is a real estate investment trust that invests in the long-term healthcare industry, primarily in skilled nursing and assisted living facilities. Omegas portfolio of healthcare real estate assets is diversified by geography and facility types to help mitigate the effects of particular economic or regulatory environments on any single location. Omega also invest across a number of real estate product types to provide or secure operating agreements with various market participants, including institutional capital investors, REITs, strategic investors, lenders and operators.
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