What does triple net investments — goodwill mean?

This metric represents the intangible asset value recorded when the purchase price of acquired healthcare facilities or portfolios exceeds the fair value of their net identifiable assets. It reflects the premium paid for market position, operator relationships, or synergistic value within the Triple Net Investments segment. Significant changes in this balance may indicate recent M&A activity or impairment charges.

Omega Healthcare Investors (OHI) Triple Net Investments — Goodwill

Screener

Other segment segments

Operating Portfolio

$6.5M—

Similar metrics at other companies

AHRTriple Net Leased Properties — Goodwill

$18.95M0.0%

STCTitle — Goodwill

$730.62M+0.3%

FNFTitle — Goodwill

$2.8B0.0%

GLInvestment — Goodwill

$0—

SEICInvestments In New Businesses — Goodwill

$18.46M0.0%

LODEStrategic Investments — Goodwill

$0—

Other financials

Income statement

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Revenue$328.2M+16.2%

Net income$362.8M+166%

EPS (diluted)$1.19+159%

Balance sheet

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Cash & equivalents$39.0M-94.7%

Total debt$29.5M-2.7%

Total equity$5.4B+8.1%

Total assets$10.0B-5.0%

Cash flow

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Operating cash flow$217.7M-9.0%

CapEx$17.9M+40.3%

Free cash flow$199.8M-11.8%

Valuation

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Market cap$14.75B+23.9%

P/E17.2×-7.8×

P/S11.5×+0.8×

Profitability

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Operating margin43.5%—

Net margin67%+24.2pp

FCF margin63.6%-6.2pp

Returns & leverage

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Return on equity16.5%+5.6pp

Debt / equity0×0.0×

Where this comes from

Reported directly by Omega Healthcare Investors in its filing.

Tagged under the XBRL concept us-gaap:Goodwill.

The source filing: Omega Healthcare Investors’s 10-Q, filed July 30, 2026.

Filed: Jul 30, 2026, 11:13 AM EDT
Fiscal quarter: Q2 FY2026
Calendar quarter: Q2 2026
Accession: 0000888491-26-000024

The Company reallocated its goodwill balance of $644.4 million as of April 1, 2026, to the two reporting units using a relative fair value approach. Based on this analysis, $637.9 million and $6.5 million of goodwill were assigned to the Triple-Net and Operating reporting units, respectively.

Item 1. Financial Statements of Omega Healthcare Investors, Inc. (Unaudited):

FAQ

What is Omega Healthcare Investors's triple net investments — goodwill?: Omega Healthcare Investors (OHI) reported triple net investments — goodwill of $637.9M in Q2 2026.
What does triple net investments — goodwill mean?: This metric represents the intangible asset value recorded when the purchase price of acquired healthcare facilities or portfolios exceeds the fair value of their net identifiable assets. It reflects the premium paid for market position, operator relationships, or synergistic value within the Triple Net Investments segment. Significant changes in this balance may indicate recent M&A activity or impairment charges.