Revenue Growth Acceleration
Revenue grew 38.3% YoY to $3.35B in Q1 2026 (vs. $2.42B in Q1 2025), reflecting significant portfolio expansion and strong demand across Welltower's senior housing and healthcare real estate segments.
WELLTOWER INC. is expected to release its Q2 2026 10-Q filing in the upcoming earnings season. Last quarter: Welltower (WELL) delivered strong Q1 2026 results with revenue surging 38.3% YoY to $3.35B and EPS more than doubling to $1.04, driven by robust portfolio growth and expanding asset base.
Drawn from management commentary in the Q1 2026 10-Q:
Revenue grew 38.3% YoY to $3.35B in Q1 2026 (vs. $2.42B in Q1 2025), reflecting significant portfolio expansion and strong demand across Welltower's senior housing and healthcare real estate segments.
Cost of revenue increased 40.6% YoY to $2.06B, slightly outpacing revenue growth of 38.3%, which signals some margin compression at the gross profit level and warrants monitoring for sustained cost pressures.
Basic EPS jumped 160% YoY to $1.04 (from $0.40), and diluted EPS rose 155% to $1.02, indicating significant improvement in per-share profitability likely driven by both operational gains and portfolio performance.
Revenue
$3.35B
++38.33% YoY
EPS (Basic)
$1.04
++160.00% YoY
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