Q2 FY2026 EarningsQ2 FY26 results beat consensus across key metrics, with revenue of $1.73B vs. $1.69B expected and normalized EPS of $0.14 vs. $0.11 expected. Performance was primarily driven by the SHOP segment, which saw a 40.9% YoY NOI increase and 16.3% Same-Store NOI growth due to 88.7% occupancy and robust RevPOR. While NNN revenue fell 18.2% YoY due to strategic segment conversions, the outpatient OM&R portfolio remained stable with 88.5% occupancy and 3.4% Same-Store NOI growth.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Ventas(VTR) the Revenue is 1.73 B (+21.73%), Beat estimate;the EBIT is 250.04 M (+12.22%), Beat estimate;the EPS is 0.14 (-6.67%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.73B21.73%
1.69B18.77%
+0.04B2.96%
EBITExceed expectations
0.25B12.22%
0.24B5.72%
+0.01B6.50%
EPSExceed expectations
0.146.67%
0.13549.75%
+0.00463.08%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf