Omega Healthcare Investors (OHI) Surpasses Q3 FFO and Revenue Estimates

Core Insights - Omega Healthcare Investors (OHI) reported quarterly funds from operations (FFO) of $0.79 per share, exceeding the Zacks Consensus Estimate of $0.77 per share and up from $0.74 per share a year ago [1][2] - The company achieved an FFO surprise of +2.60% for the quarter, having surpassed consensus FFO estimates three times over the last four quarters [2] - Revenues for the quarter ended September 2025 were $311.59 million, surpassing the Zacks Consensus Estimate by 0.97% and up from $276.03 million year-over-year [3] Financial Performance - The FFO for the previous quarter was $0.77, which also beat the expected $0.75, resulting in a surprise of +2.67% [2] - The current consensus FFO estimate for the upcoming quarter is $0.78, with projected revenues of $310.44 million, and for the current fiscal year, the estimate is $3.07 on $1.18 billion in revenues [8] Market Position - Omega Healthcare Investors has underperformed the market with a gain of about 4.4% since the beginning of the year, compared to the S&P 500's gain of 17.2% [4] - The Zacks Industry Rank places the REIT and Equity Trust - Other sector in the top 34% of over 250 Zacks industries, indicating a favorable industry outlook [9] Future Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future FFO expectations [4] - The estimate revisions trend for Omega Healthcare Investors was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it will perform in line with the market [7]