Q2 FY2026 EarningsQ2 FY26 results presented a slight revenue miss of $98.9M vs. $100.4M expected, yet significantly beat on earnings with Diluted EPS of $0.56 vs. $0.50 consensus. The beat was driven by a robust SHOP (Seniors Housing Operating Portfolio) expansion, which now accounts for 37% of gross investments. Management aggressively raised FY26 investment guidance to $900M and projected SHOP to reach 50% of NOI by year-end, signaling a faster-than-anticipated transformation toward operational assets.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: LTC Properties(LTC) the Revenue is 98.86 M (+64.11%), Miss estimate;the EBIT is 30.88 M (-23.23%), Beat estimate;the EPS is 0.56 (+75%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.10B64.11%
0.10B66.72%
-0.00B2.61%
EBITExceed expectations
0.03B23.23%
0.02B38.60%
+0.01B15.37%
EPSExceed expectations
0.5675.00%
0.495454.81%
+0.064620.19%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf