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Sep 30
Omega Healthcare Q3 2025 Earnings Report
Omega Healthcare reported Q3 2025 results with strong growth in net income and continued investment activity across its portfolio.
Key Takeaways
Omega Healthcare delivered solid Q3 2025 performance, increasing net income to $185M and adjusted FFO to $243M, while deploying over $150M in new investments and maintaining high occupancy rates.
Net income rose to $185 million, or $0.59 per diluted share
Adjusted FFO reached $243 million, or $0.79 per share
Completed $151 million in new Q3 investments, including real estate and loans
Operator occupancy continued improving, reaching 82.6%
Omega Healthcare
Omega Healthcare
Omega Healthcare Revenue by Segment
Omega Healthcare Revenue by Geographic Location
Revenue by Segment
Rental property Revenue
CapyFin.comReal estate taxes Revenue
CapyFin.comReal estate loans interest Revenue
CapyFin.comNon-real estate loans Revenue
CapyFin.comMiscellaneous income Revenue
CapyFin.comRevenue by Geographic Location
United Kingdom Revenue
CapyFin.com Forward Guidance
Omega raised full-year 2025 AFFO guidance to $3.08–$3.10 per share, citing strong investment activity and stable operator performance.
Positive Outlook
- Increased AFFO guidance for full year 2025
- Strong balance sheet and capital access for continued investments
- No operators added to cash-basis revenue recognition
- Genesis and Maplewood continuing full rent payments
- Expecting $15 million in additional asset sales
Challenges Ahead
- Ongoing operator bankruptcy risk (Genesis)
- Dependence on assumption that no new cash-basis operators will emerge
- Exposure to market interest rate changes
- Potential impact from currency exchange fluctuations
- Credit risk from $209M in maturing mortgage and real estate-backed loans