Omega Healthcare Investors (NYSE: OHI) reported Q3 EPS of $0.59, $0.13 better than the analyst estimate of $0.46. Revenue for the quarter came in at $311.59 million versus the consensus estimate of $251.72 million.

2025 AFFO GUIDANCE INCREASED

The Company increased its expected 2025 AFFO range to be between $3.08 to $3.10 per diluted share from the previous range of $3.04 to $3.07 per diluted share. The Company\'s revised AFFO guidance for 2025 includes $756 million in new real property and loan investments completed year-to-date through September 2025 and the $222 million JV investment outlined above.

The guidance assumes:

no additional operators are placed on a cash-basis for revenue recognition;
Genesis continues to pay their full contractual obligations as outlined above;
Maplewood continues to pay rent at $6.3 million per month, or equivalent to its October payment;
fourth quarter G&A expense to be between $13.5 million to $14.5 million;
repayment of its $245.9 million GBP denominated secured mortgage loan on or about November 25, 2025 by drawing proceeds under its 2028 Term Loan;
no material changes in market interest rates or changes in foreign currency exchange rates due to derivative instruments entered into to minimize the fluctuation in the GBP spot rates;
$56 million of the $209 million in mortgages and other real estate-backed investments that are set to mature in 2025 will be converted from loans to fee simple real estate and the remaining balance will be extended beyond 2025; and
approximately $15 million in asset sales.

For earnings history and earnings-related data on Omega Healthcare Investors (OHI) click here.