WELL · News · 20260804N
Revenue Performance and Mix
WELLTOWER INC. · 2026-08-04 · Importance 58 · Surprise 56 · No source text
Welltower reported Q2 revenue of $2.55 billion, exceeding the $2.47 billion consensus estimate by $80 million. Revenue increased 39.66% year over year, indicating a material expansion in reported top-line performance. A separate report cited Q2 revenue of $3.54 billion, also above estimates, but provided no segment or geographic breakdown to reconcile the differing figures.
Key facts
- Welltower exceeded revenue forecasts in Q2 2025, reporting $2.55 billion against an expected $2.47 billion, marking a 39.66% year-over-year growth. source
- KeyBanc noted Welltower's impressive 38% revenue growth over the last year and a 40% stock return. source
- Welltower missed consensus EPS expectations in Q2 2025 with actual EPS of $0.45 versus a consensus of $0.46 (missed by less than $0.01). source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | Welltower exceeded revenue forecasts in Q2 2025, reporting $2.55 billion against an expected $2.47 billion, marking a 39.66%… |