Core Viewpoint - Omega Healthcare Investors reported strong financial results for Q2 2025, with significant growth in both GAAP earnings and revenue, driven by new investments and positive operator developments [1][5][11] Financial Performance - GAAP revenue reached $282.5 million, exceeding analyst expectations of $240.6 million, marking an 11.8% increase year-over-year from $252.7 million in Q2 2024 [2][5] - GAAP earnings per share were $0.46, surpassing the anticipated $0.43, and reflecting a 2.2% increase from $0.45 in Q2 2024 [2][5] - Adjusted Funds From Operations (AFFO) per share increased to $0.77, an 8.5% rise from $0.71 in Q2 2024 [2][5] Investment Activities - The company invested a total of $527 million, with $502.1 million allocated to real estate acquisitions, including a significant purchase of 45 facilities in the U.K. for $344 million at a 10% initial cash yield [6] - Omega also issued $600 million in senior notes due 2030 and raised $258 million in new equity through share issuance [9] Portfolio and Operator Performance - Portfolio occupancy improved to 82.2% for the trailing 12 months ended March 31, 2025, up from 80.9% for the twelve months ended June 30, 2024 [8] - The EBITDAR/rent coverage ratio improved from 1.49x to 1.51x, indicating better operator ability to meet rent obligations [8] - The share of revenue from private payors rose from 8% ten years ago to 39% as of Q1 2025, reflecting a strategic shift to reduce reliance on government reimbursement [8] Regulatory and Market Environment - A federal court ruling in April 2025 invalidated new minimum staffing rules, alleviating a near-term challenge for the sector [10] - Ongoing monitoring of Medicaid reforms and government payment policies is essential due to potential long-term risks [10] Future Guidance - Management raised full-year 2025 guidance for Adjusted Funds From Operations to $3.04–$3.07 per share, reflecting stronger portfolio performance and optimistic operator stability [11][12] - The guidance assumes no significant changes in operator cash flows or large new acquisitions beyond those already announced [12]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to OMEGA HEALTHCARE INVESTORS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or o ...

Omega Healthcare Investors (OHI) Q2 2025 Earnings Call August 01, 2025 10:00 AM ET Company ParticipantsMichele Reber - Manager - OperationsC. Taylor Pickett - CEO & DirectorRobert Stephenson - CFOVikas Gupta - Chief Investment OfficerMegan Krull - Senior Vice President of OperationsJonathan Hughes - Managing DirectorJuan Sanabria - Managing DirectorOmotayo Okusanya - Managing Director - Head of US REIT ResearchMatthew Gourmand - PresidentNicholas Yulico - Managing DirectorFarrell Granath - Equity Research A ...

Omega Healthcare Investors (OHI) Q2 2025 Earnings Call August 01, 2025 10:00 AM ET Speaker0Ladies and gentlemen, thank you for standing by. My name is Jericho, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Omega Healthcare Investors Second Quarter Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session.I would now like to turn the conference over ...

Exhibit 99.1 303 International Circle P: 410.427.1700 Suite 200 F: 410.427.8800 Hunt Valley, MD 21030 PRESS RELEASE – FOR IMMEDIATE RELEASE OMEGA REPORTS SECOND QUARTER 2025 RESULTS AND RECENT DEVELOPMENTS Completed $527 Million in New Investments in Q2 Issued $600 Million of 5.2% Notes due 2030 in Q2 Increases Full Year Adjusted FFO Guidance HUNT VALLEY, MARYLAND – July 31, 2025 – Omega Healthcare Investors, Inc. (NYSE: OHI) (the "Company" or "Omega") announced today its results for the quarter ended June ...

Core Viewpoint - Investors in the REIT and Equity Trust - Other sector should consider City Office REIT (CIO) and Omega Healthcare Investors (OHI) as potential undervalued stocks [1] Valuation Metrics - Both CIO and OHI currently hold a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and improving earnings outlooks [3] - CIO has a forward P/E ratio of 4.86, while OHI has a forward P/E of 12.14, suggesting that CIO may be more undervalued [5] - The PEG ratio for CIO is 0.81, compared to OHI's PEG ratio of 2.08, indicating that CIO has a better expected EPS growth relative to its valuation [5] - CIO's P/B ratio is 0.36, significantly lower than OHI's P/B of 2.15, further supporting the argument that CIO is undervalued [6] - Based on these valuation metrics, CIO earns a Value grade of A, while OHI receives a Value grade of C, highlighting CIO as the superior value option [6][7]

Group 1 - Omega Healthcare Investors (NYSE: OHI) is facing tenant issues primarily due to high-interest rates and lower occupancy rates resulting from the pandemic [1] - The company maintains solid financials and has a diversified portfolio of tenants [1] Group 2 - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology [1]

OMEGA HEALTHCARE INVESTORS INVESTOR PRESENTATION • This presentation may include projections and other "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements relate to future events and expectations and involve unknown risks and uncertainties. Omega's actual results or actions may differ materially from those projected in the forward-looking statements. For a summary of the specific risk factors that could cause results to differ materially f ...

Core Insights - The article emphasizes the importance of innovation and disruption in the financial sector, particularly focusing on high-tech and early growth companies [1] Group 1: Company Insights - The article highlights the potential investment opportunities in growth buyouts and value stocks, indicating a strategic focus on companies that exhibit strong growth potential [1] Group 2: Industry Trends - There is a notable emphasis on the pace of technological advancements and their impact on investment strategies, suggesting that staying informed about industry developments is crucial for investors [1]

Group 1 - The focus is on growth and dividend income as a strategy for retirement planning [1] - The portfolio is structured to generate monthly dividend income that grows through reinvestment and annual increases [1] Group 2 - The article expresses personal opinions and is not intended as investment advice [2][3] - It emphasizes the importance of conducting personal research before making investment decisions [2]