Omega Healthcare Investors, Inc. · OHI · Next earnings

Omega Healthcare Investors, Inc. next earnings report

OHI's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: OHI raises 2026 FFO guidance as portfolio activity offsets asset-sale drag

Date not yet scheduled Real Estate

What the street expects

Consensus for the coming report
Consensus EPS — Calendar consensus
Consensus revenue — Calendar consensus
Report date TBD Not yet on the calendar
Session — Session not yet known

Where OHI left off: FY2026 Q3

Full report

OHI raises 2026 FFO guidance as portfolio activity offsets asset-sale drag

EPS surprise -42.5% Reported $0.27 vs $0.47
Revenue surprise +6.9% Reported $287.7M vs $269.2M
Stock move +3.5% Event window
Subsequent drift 0.0% Up to 20 sessions

Raised: full-year adjusted FFO guidance is now $3.28–$3.30 per share, according to the supplied call analysis.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Changes to long-term-care staffing rules or quality oversight could affect operators and assets.
  • The U.K. mortgage-loan-to-lease conversion depends on regulatory approval and execution.
  • Competitive bidding and a higher cost of capital may constrain future investment returns.
  • Liquidity management around debt maturities and possible equity issuance remains an analyst concern.

Questions analysts left open

  • Timing and potential returns from the U.K. mortgage-loan-to-lease conversion.
  • Effects of higher capital costs and competitive bidding on future deals.
  • Liquidity management for upcoming debt maturities and the possibility of equity issuance.

Ask FN2 about OHI next report

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Recent OHI quarters

All OHI earnings
+3.5%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.