Omega Healthcare Investors (NYSE:OHI) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsBob Stephenson - CFOJohn Pawlowski - Managing Director, ResidentialMatthew Gourmand - PresidentMegan Krull - Senior Vice President, Data Intelligence and Government RelationsMichele Reber - Head of Investor RelationsNick Joseph - Head of U.S. Real Estate and LodgingTaylor C. Pickett - CEOVikas Gupta - CIOOperatorThank you for standing by. My name is Van, and I will be your conference operator today. ...

Omega Healthcare Investors (NYSE:OHI) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsBob Stephenson - CFOJohn Kilichowski - Vice President in Equity ResearchJohn Pawlowski - Managing Director, ResidentialJuan Sanabria - Managing Director on Equity ResearchJulian Blouin - Vice President, Real Estate Investment ResearchMatthew Gourmand - PresidentMegan Krull - Senior Vice President, Data Intelligence and Government RelationsMichael Carroll - Managing Director on Equity ResearchMichele ...

Omega Healthcare Investors (NYSE:OHI) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Speaker4Thank you for standing by. My name is Van, 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. All lines have been placed on mute to prevent any background noise, and after the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this tim ...

核心业绩表现 - 公司2025年第四季度运营资金为每股0.8美元，超出市场一致预期的0.79美元，同比上年同期的0.74美元增长8.1% [1] - 本季度运营资金超预期幅度为+1.69%，上一季度超预期幅度为+2.6% [1] - 过去四个季度中，公司有三次运营资金超出市场预期 [2] 营收情况 - 公司2025年第四季度营收为3.1922亿美元，超出市场一致预期0.06%，同比上年同期的2.7932亿美元增长14.3% [2] - 过去四个季度中，公司有两次营收超出市场预期 [2] 股价与市场表现 - 公司股价年初至今下跌约3.2%，同期标普500指数上涨1.1% [3] - 公司股票当前获评Zacks Rank 2（买入），预期短期内将跑赢市场 [6] 未来业绩预期 - 市场对下一季度的普遍预期为运营资金每股0.8美元，营收3.2555亿美元 [7] - 市场对本财年的普遍预期为运营资金每股3.26美元，营收13.3亿美元 [7] 行业比较与展望 - 公司所属的Zacks行业“REIT and Equity Trust - Other”在250多个行业中排名位于后28% [8] - 研究显示，排名前50%的行业表现优于后50%的行业，幅度超过2比1 [8] - 同行业公司SBA Communications预计将于2月26日公布业绩，预期季度每股收益为3.25美元，同比下降6.3%，过去30天内该预期被下调1.4% [9] - SBA Communications预期季度营收为7.2491亿美元，同比增长4.5% [10]

Exhibit 99.1 303 International Circle P: 410.427.1700 Suite 200 Hunt Valley, MD 21030 PRESS RELEASE – FOR IMMEDIATE RELEASE CEO COMMENTS OMEGA REPORTS FOURTH QUARTER AND FULL YEAR 2025 RESULTS AND RECENT DEVELOPMENTS Completed $334 Million in New Investments in Q4 2025 Issued $223 Million in Equity in Q4 2025 Repaid $1.27 Billion of Aggregate Debt in Q4 2025 Providing 2026 Adjusted FFO Guidance HUNT VALLEY, MARYLAND – February 4, 2026 – Omega Healthcare Investors, Inc. (NYSE: OHI) (the "Company" or "Omega") ...

核心观点 - 文章认为Omega Healthcare Investors (OHI) 因其强劲的动量趋势和积极的盈利预期修正 展现出作为短期投资机会的潜力 公司同时拥有Zacks动量风格评分A级和Zacks评级第2级(买入) [3][4][12] 动量表现分析 - 公司股价过去一周上涨1.02% 但同期其所属的Zacks REIT及股权信托-其他行业上涨1.9% [6] - 公司股价月度表现上涨0.97% 而同期行业指数上涨2.97% [6] - 公司股价在过去一个季度上涨13.08% 过去一年上涨21.04% 表现远超同期标普500指数2.42%和14.97%的涨幅 [7] - 公司过去20个交易日的平均成交量为1,386,587股 [8] 盈利预期与评级 - 在过去两个月内 市场对本财年盈利预期出现1次上修 无下修 共识预期从3.08美元上调至3.09美元 [10] - 对下一财年 市场盈利预期同样出现1次上修 无下修 [10] - 公司目前拥有Zacks动量风格评分A级 以及Zacks评级第2级(买入) [3][4]

For several months now, demographic dynamics have been catching my attention, especially companies operating in the aging population trend. Overall, it is a very interesting trend if we consider skilled nursing facilities.Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connec ...

文章核心观点 - 分析师长期关注人口结构动态 特别是老龄化趋势下的公司 并认为运营专业护理设施的公司是一个非常有前景的趋势 [1] 分析师背景与立场 - 分析师为股票研究分析师 在金融市场拥有广泛职业生涯 覆盖巴西及全球股票 [2] - 分析师为价值投资者 分析以基本面为主 专注于识别具有增长潜力的低估股票 [2] - 分析师披露其通过股票持有、期权或其他衍生品方式 对VICI股票持有有益的多头头寸 [2]

文章核心观点 - 在医疗保健类房地产投资信托基金中 有两家值得评估的公司 分别是Medical Properties Trust和Omega Healthcare Investors 它们具有相似且相当高的收益率以及医疗保健租赁业务敞口 [1] 分析师背景与研究方法 - 分析师拥有超过20年的量化研究 金融建模和风险管理经验 专注于股票估值 市场趋势和投资组合优化 以发掘高增长投资机会 [1] - 分析师曾担任巴克莱银行副总裁 领导模型验证 压力测试和监管财务团队 在基本面和技术分析方面均具备深厚的专业知识 [1] - 分析师与其研究伙伴共同撰写投资研究 结合双方互补的优势 提供高质量 数据驱动的见解 其方法将严格的风险管理与长期价值创造视角相结合 [1] - 分析师对宏观经济趋势 企业盈利和财务报表分析有特别的兴趣 旨在为寻求跑赢市场的投资者提供可操作的建议 [1]

HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE:OHI) announced today that it is scheduled to release its earnings results for the quarter ended December 31, 2025, on Wednesday, February 4, 2026, after market close. In conjunction with its release, Omega will conduct a conference call on Thursday, February 5, 2026, at 10 a.m. Eastern Time to review its 2025 fourth quarter results and current developments. Investors and other interested parties may access the conference. ...