National Health Investors Beats Q3 2026 Estimates as Revenue Rises 83% to $113.5M
Revenue of $113.5M vs. $68.5M expected and EPS of $11.47 vs. $1.18; revenue up 83% from a year earlier.
National Health Investors (NHI) beat estimates for the third quarter of 2026 on both revenue and EPS. Revenue was $113.5 million, up 83% from a year earlier, above the $68.5 million estimate, and EPS was $11.47, up 1562% from a year earlier, above the $1.18 estimate.
Shares fell 0.1% in after-hours trading as of 4:02 p.m. ET, to $71.23 from a $71.27 close.
Q3 2026 scorecard
| Parameters | Expected | Actual | Beat/Miss |
|---|---|---|---|
| EPS | $1.18 | $11.47 | Beat by 872% |
| Revenue | $68.5M | $113.5M | Beat by 66% |
| Change | YoY | QoQ |
|---|---|---|
| EPS | ▲ 1562% | ▲ 864% |
| Revenue | ▲ 83% | ▲ 59% |
By our calculation, revenue was $45.0 million above the estimate and EPS was $10.29 above it. The QoQ column compares with the previous quarter's revenue of $71.4 million and EPS of $1.19. The YoY column compares with $62.2 million and $0.69 in the same quarter a year earlier.
GAAP results
- Net income. The company reported net income of $562.7 million on a GAAP basis, compared with net income of $32.9 million a year earlier.
Track record
- EPS record. EPS beat the estimate in 4 of the last 8 reports, including this one.
- Revenue record. Revenue beat the estimate in 5 of the last 8 reports.
- Revenue trend. Revenue over the last 5 reports, oldest first: $62.2 million, $70.3 million, $73.2 million, $71.4 million and $113.5 million.
What to watch
- Next-quarter estimates. Consensus calls for EPS of $0.74 and revenue of $68.5 million next quarter, based on 1 analyst.
- Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 83% increase to $113.5 million.
- Estimate record. Whether National Health Investors extends a record of beating EPS estimates in 4 of its last 8 reports.
- Related coverage. See our reports on Casella Waste Systems, Surgery Partners, Trade Desk and Clearway Energy.
Sources: Results are from National Health Investors's Nov. 9, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from National Health Investors's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.
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