Q4: 2026-02-04 Earnings Summary
EPS of $0.53 beats by $0.03
| Revenue of $261.36M (13.23% Y/Y) misses by $6.65M
Omega Healthcare Investors, Inc. (OHI) Q4 2025 Earnings Call February 5, 2026 10:00 AM EST
Company Participants
Michele Reber – Senior Director of Asset Management
C. Pickett – CEO & Director
Vikas Gupta – Chief Investment Officer
Robert O. Stephenson – CFO, Treasurer & Assistant Secretary
Megan Krull – Senior Vice President of Data, Intelligence & Government Relations
Matthew Gourmand – President
Conference Call Participants
Nicholas Joseph – Citigroup Inc., Research Division
Michael Goldsmith – UBS Investment Bank, Research Division
Julien Blouin – Goldman Sachs Group, Inc., Research Division
Elmer Chang – Scotiabank Global Banking and Markets, Research Division
William John Kilichowski – Wells Fargo Securities, LLC, Research Division
Juan Sanabria – BMO Capital Markets Equity Research
Farrell Granath – BofA Securities, Research Division
Michael Carroll – RBC Capital Markets, Research Division
Alec Feygin – Robert W. Baird & Co. Incorporated, Research Division
John Pawlowski – Green Street Advisors, LLC, Research Division
Presentation
Operator
Thank you for standing by. My name is Dan, and I will be your conference operator today. At this time, I would like to welcome everyone to the Omega Healthcare Investors Inc. Fourth Quarter Earnings Conference Call. [Operator Instructions] I would now like to turn the call over to Michele Reber, please go ahead.
Michele Reber
Senior Director of Asset Management
Thank you, and good morning. With me today is Omega’s CEO, Taylor Pickett; President, Matthew Gourmand; CFO, Bob Stephenson; CIO, Vikas Gupta; and Megan Krull, Senior Vice President, Data Intelligence and Government Relations.
Comments made during this conference call that are not historical facts may be forward-looking statements, such as statements regarding our financial projections, potential transactions, operator prospects and outlook generally. Factors that could cause actual results to differ materially from those in the forward-looking statements are detailed in the company’s filings with the SEC. During the call today, we will refer to some non-GAAP financial measures, such as NAREIT FFO, adjusted FFO, FAD and
