Jun 2026 (Q2 FY26) — Jul 30, 2026
Omega Healthcare Investors Q2 FY26 — Strategic Portfolio Management and Strong Investment Pipeline
Read the full callOmega Healthcare Investors earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 328 | +16.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 100.8 | +1.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 363 | +165.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $39.66 on 14 Oct 2025 → $45.53. High $51.72 (24 Jul 2026), low $39.53 (29 Oct 2025).
Overview
Call summaries
Omega Healthcare Investors Q2 FY26 — Strategic Portfolio Management and Strong Investment Pipeline
Read the full callOmega Healthcare Investors Q1 FY26 — Strong AFFO/FAD Growth and Strategic Capital Allocation
Read the full callEvery analysed call
Financials
Net profit, year on year: +166% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 276 | 279 | 277 | 283 | 312 | 319 | 323 | 328 |
| Operating profit | — | — | — | 281 | — | — | — | 331 |
| Operating margin | — | — | — | 99.5% | — | — | — | 100.8% |
| Profit before tax | 111 | 119 | 115 | 147 | 191 | 171 | 160 | 380 |
| Tax rate | 3.0% | 2.5% | 3.1% | 3.1% | 2.3% | 1.2% | 3.2% | 1.2% |
| Net profit | 112 | 113 | 109 | 137 | 180 | 165 | 151 | 363 |
| EPS ($ per share) | 0.43 | — | 0.34 | 0.46 | 0.60 | — | 0.47 | 1.21 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 20 | 23 | 23 | 24 | 23 | 25 | 28 | 30 |
| Reserves | 2,131 | 2,463 | 2,595 | 3,011 | 3,438 | 3,681 | 4,087 | 4,677 |
| Total liabilities | 4,826 | 5,460 | 5,461 | 5,530 | 5,602 | 5,355 | 5,167 | 4,609 |
| Total assets | 8,591 | 9,796 | 9,497 | 9,638 | 9,405 | 9,117 | 9,898 | 10,049 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 499 | 554 | 708 | 722 | 626 | 618 | 749 | 879 |
| Cash from investing | -173 | -379 | -89 | -524 | 443 | -1 | -671 | -540 |
| Cash from financing | -411 | -154 | -486 | -341 | -789 | -473 | 26 | -838 |
| Net cash flow | -85 | 22 | 134 | -143 | 276 | 144 | 104 | -494 |
| Capital expenditure | -135 | -53 | -135 | -649 | -272 | -299 | -778 | -771 |
| Free cash flow | 364 | 501 | 573 | 73 | 353 | 319 | -29 | 107 |
| Segment | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|
| Operating Portfolio | 100% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
17 filings between Nov 5, 2025 and Oct 1, 2026.
Purchases
$1.36M
2 purchases by 2 insiders
Sales
None
No insider sold shares.
Also filed: 4 gifts, 3 dispositions to the issuer.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| PICKETT C TAYLOR | $862.9K | — | Nov 5, 2025 |
| Gupta Vikas | $494.1K | — | Nov 6, 2025 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Golem Lucas M. CHIEF ACCOUNTING OFFICER | Award | 64 | $2.5K |
| Oct 1, 2026 | Golem Lucas M. CHIEF ACCOUNTING OFFICER | Disposition to issuer | 3 | $139 |
| Aug 7, 2026 | Egbuonu-Davis Lisa Director | Gift | 5,131 | $0 |
| Jul 1, 2026 | Ballew Neal CHIEF ACCOUNTING OFFICER | Award | 168 | $6.3K |
| Jul 1, 2026 | Ballew Neal CHIEF ACCOUNTING OFFICER | Disposition to issuer | 11 | $524 |
| Jun 5, 2026 | Egbuonu-Davis Lisa Director | Award | 3,778 | $165.0K |
| Jun 5, 2026 | WHITMAN BURKE W Director | Award | 3,778 | $165.0K |
| Jun 5, 2026 | Jacobs Kevin J Director | Award | 6,125 | $267.5K |
| Apr 1, 2026 | Ballew Neal CHIEF ACCOUNTING OFFICER | Disposition to issuer | 8 | $351 |
| Apr 1, 2026 | Ballew Neal CHIEF ACCOUNTING OFFICER | Award | 168 | $6.3K |
| Jan 1, 2026 | Ballew Neal CHIEF ACCOUNTING OFFICER | Tax withheld | 12 | $532 |
| Jan 1, 2026 | Ballew Neal CHIEF ACCOUNTING OFFICER | Award | 173 | $6.2K |
| Dec 31, 2025 | STEPHENSON ROBERT O CHIEF FINANCIAL OFFICER | Gift | 31,426 | $0 |
| Dec 31, 2025 | STEPHENSON ROBERT O CHIEF FINANCIAL OFFICER | Gift | 31,426 | $0 |
| Dec 30, 2025 | STEPHENSON ROBERT O CHIEF FINANCIAL OFFICER | Gift | 3,850 | $0 |
| Nov 6, 2025 | Gupta Vikas Chief Investment Officer | Purchase | 11,500 | $494.1K |
| Nov 5, 2025 | PICKETT C TAYLOR CHIEF EXECUTIVE OFFICER | Purchase | 20,000 | $862.9K |
| Oct 1, 2025 | Ballew Neal CHIEF ACCOUNTING OFFICER | Tax withheld | 17 | $718 |
| Oct 1, 2025 | Ballew Neal CHIEF ACCOUNTING OFFICER | Award | 201 | $6.3K |
| Aug 26, 2025 | STEPHENSON ROBERT O CHIEF FINANCIAL OFFICER | Gift | 800 | $0 |
| Aug 8, 2025 | Egbuonu-Davis Lisa Director | Sale | 2,300 | $92.4K |
| Aug 8, 2025 | Egbuonu-Davis Lisa Director | Sale | 200 | $8.0K |
| Jul 1, 2025 | Ballew Neal CHIEF ACCOUNTING OFFICER | Tax withheld | 9 | $330 |
| Jul 1, 2025 | Ballew Neal CHIEF ACCOUNTING OFFICER | Award | 200 | $6.2K |
| Jun 6, 2025 | WHITMAN BURKE W Director | Award | 4,388 | $165.0K |
| Jun 6, 2025 | Egbuonu-Davis Lisa Director | Award | 4,388 | $165.0K |
| Jun 6, 2025 | Jacobs Kevin J Director | Award | 7,114 | $267.5K |
| Apr 1, 2025 | Ballew Neal CHIEF ACCOUNTING OFFICER | Award | 195 | $6.3K |
| Apr 1, 2025 | Ballew Neal CHIEF ACCOUNTING OFFICER | Tax withheld | 9 | $343 |
| Jan 1, 2025 | Gourmand Matthew Paul President | Tax withheld | 9 | $341 |
| Jan 1, 2025 | Gourmand Matthew Paul President | Award | 174 | $5.6K |
| Jan 1, 2025 | Gupta Vikas Chief Investment Officer | Award | 192 | $6.2K |
| Jan 1, 2025 | Gupta Vikas Chief Investment Officer | Tax withheld | 10 | $379 |
| Jan 1, 2025 | Ballew Neal CHIEF ACCOUNTING OFFICER | Tax withheld | 10 | $379 |
| Jan 1, 2025 | Ballew Neal CHIEF ACCOUNTING OFFICER | Award | 193 | $6.2K |
| Oct 1, 2024 | Ballew Neal CHIEF ACCOUNTING OFFICER | Award | 215 | $6.3K |
| Sep 27, 2024 | STEPHENSON ROBERT O CHIEF FINANCIAL OFFICER | Sale | 22,542 | $906.0K |
| Sep 27, 2024 | BOOTH DANIEL J CHIEF OPERATING OFFICER | Sale | 56,725 | $2.28M |
| Sep 5, 2024 | BOOTH DANIEL J CHIEF OPERATING OFFICER | Sale | 25,000 | $1.00M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Free account. Everything above stays public.
Write why you follow OMEGA HEALTHCARE INVESTORS INC and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading