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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Omega Healthcare Investors
Omega Healthcare Investors (OHI) investor relations material
Omega Healthcare Investors Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Nov, 2026
Executive summary
Q3 adjusted FFO was $262.1M, or $0.82/share, and FAD was $249.7M, or $0.78/share; both increased YoY.
FY 2026 adjusted FFO guidance rose to $3.28–$3.30/share, with a $3.29 midpoint; post-quarter investment activity brought 2026 investments to ~$1.5B.
Portfolio changes included the 32-facility Florida transition to PACS and expansion of RIDEA senior housing operations.
Financial highlights
Q3 revenue was $340.6M vs. $311.6M YoY; net income was $86.8M vs. $185.0M, with prior-year results including a $28.3M asset-sale gain.
Q3 adjusted FFO was $262.1M, or $0.82/diluted share, vs. $242.8M, or $0.79; FAD was $249.7M vs. $231.2M.
Q3 Nareit FFO was $191.5M vs. $241.8M; 9M Nareit FFO was $664.9M vs. $639.1M.
Q3 resident fees and services contributed $30.8M of revenue; miscellaneous income included $10.9M of loan residual profit participation.
Q3 acquisition, merger and transition costs were $59.9M, largely related to the U.K. care-home RIDEA conversion.
Outlook and guidance
FY 2026 adjusted FFO guidance increased to $3.28–$3.30/share from $3.22–$3.26; midpoint rose $0.05 to $3.29.
Guidance assumes $13.3M quarterly NewGen contractual rent, $6.9M monthly Maplewood rent, quarterly G&A of $14M–$15.5M and a $0.68/share dividend.
Assumptions include $306M of Q4 loan repayments, including $150M from Genesis, and $15M–$25M of Q4 asset sales; acquisitions and capital-markets activity are excluded.
Management expected further accretive investments through year-end and early 2027; guidance remains subject to collections, transaction timing, rates and FX.
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Latest events from Omega Healthcare Investors
- Triple-net income and aging-driven SNF demand underpin growth, with Florida rent set to rise.OHI
Investor presentation - Occupancy topped 80%, coverage improved, and 2024 adjusted FFO guidance resumed at $2.70–$2.80/share.OHIQ4 2023
- Q2 2026 delivered strong earnings, higher AFFO, and a raised dividend amid robust investment and asset sales.OHIQ2 2026
- High-yield, diversified SNF REIT with strong growth, stable returns, and robust ESG focus.OHIInvestor presentation
- Board and auditor approvals, asset sale rationale, and dividend policy updates highlighted.OHIAGM 2026
- Largest SNF REIT, strong financials, poised for growth with demographic tailwinds.OHIInvestor presentation
- Strong 2025 results, major investments, and robust 2026 AFFO outlook support continued growth.OHIQ4 2025
- Q3 2025 saw higher earnings, raised AFFO guidance, and expanded investment activity.OHIQ3 2025
- Q4 saw strong financial growth, low leverage, and a robust U.K.-driven investment pipeline.OHIQ4 2024
Next Omega Healthcare Investors earnings date
Q4 20264 Feb, 2027
Omega Healthcare Investors
Next Omega Healthcare Investors earnings date
Q4 20264 Feb, 2027
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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.