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Side-by-side financial comparison of ARBOR REALTY TRUST INC (ABR) and OMEGA HEALTHCARE INVESTORS INC (OHI). Click either name above to swap in a different company.
OMEGA HEALTHCARE INVESTORS INC is the larger business by last-quarter revenue ($319.2M vs $55.7M, roughly 5.7× ARBOR REALTY TRUST INC). On growth, OMEGA HEALTHCARE INVESTORS INC posted the faster year-over-year revenue change (14.3% vs -32.7%). Over the past eight quarters, OMEGA HEALTHCARE INVESTORS INC's revenue compounded faster (14.5% CAGR vs -26.7%).
Arbor Realty Trust Inc. is a U.S.-headquartered specialized real estate investment trust (REIT). It primarily provides structured financing solutions for multifamily residential and commercial real estate projects, including bridge loans, agency lending, and mezzanine financing. Its core market covers the U.S. real estate sector, serving property owners, developers and real estate investors nationwide.
Omega Healthcare Investors Inc is a specialized real estate investment trust that owns, leases and manages healthcare-related real estate assets, mainly including skilled nursing facilities, senior housing and long-term care facilities across the U.S. and UK. It partners with healthcare operators to provide stable real estate support for quality patient care delivery.
ABR vs OHI — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $55.7M | $319.2M |
| Net Profit | — | $164.8M |
| Gross Margin | — | — |
| Operating Margin | — | 53.7% |
| Net Margin | — | 51.6% |
| Revenue YoY | -32.7% | 14.3% |
| Net Profit YoY | — | 45.4% |
| EPS (diluted) | $0.08 | $0.56 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $55.7M | $319.2M | ||
| Q3 25 | $38.3M | $311.6M | ||
| Q2 25 | $68.7M | $282.5M | ||
| Q1 25 | $75.4M | $276.8M | ||
| Q4 24 | $82.9M | $279.3M | ||
| Q3 24 | $88.8M | $276.0M | ||
| Q2 24 | $88.0M | $252.7M | ||
| Q1 24 | $103.6M | $243.3M |
| Q4 25 | — | $164.8M | ||
| Q3 25 | $52.0M | $179.7M | ||
| Q2 25 | $36.3M | $136.6M | ||
| Q1 25 | $43.4M | $109.0M | ||
| Q4 24 | — | $113.3M | ||
| Q3 24 | $73.5M | $111.8M | ||
| Q2 24 | $61.8M | $113.9M | ||
| Q1 24 | $73.2M | $67.4M |
| Q4 25 | — | 53.7% | ||
| Q3 25 | — | 61.4% | ||
| Q2 25 | — | 52.1% | ||
| Q1 25 | — | 41.4% | ||
| Q4 24 | — | 42.5% | ||
| Q3 24 | — | 40.3% | ||
| Q2 24 | — | 47.1% | ||
| Q1 24 | 72.8% | 29.5% |
| Q4 25 | — | 51.6% | ||
| Q3 25 | 135.9% | 57.7% | ||
| Q2 25 | 52.8% | 48.4% | ||
| Q1 25 | 57.5% | 39.4% | ||
| Q4 24 | — | 40.6% | ||
| Q3 24 | 82.8% | 40.5% | ||
| Q2 24 | 70.3% | 45.1% | ||
| Q1 24 | 70.7% | 27.7% |
| Q4 25 | $0.08 | $0.56 | ||
| Q3 25 | $0.20 | $0.59 | ||
| Q2 25 | $0.12 | $0.46 | ||
| Q1 25 | $0.16 | $0.33 | ||
| Q4 24 | $0.31 | $0.41 | ||
| Q3 24 | $0.31 | $0.42 | ||
| Q2 24 | $0.25 | $0.45 | ||
| Q1 24 | $0.31 | $0.27 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $482.9M | $27.0M |
| Total DebtLower is stronger | $11.1B | $4.3B |
| Stockholders' EquityBook value | $3.0B | $5.2B |
| Total Assets | $14.5B | $10.0B |
| Debt / EquityLower = less leverage | 3.75× | 0.82× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $482.9M | $27.0M | ||
| Q3 25 | $423.4M | $737.2M | ||
| Q2 25 | $255.7M | $734.2M | ||
| Q1 25 | $308.8M | $368.0M | ||
| Q4 24 | $503.8M | $518.3M | ||
| Q3 24 | $687.5M | $342.4M | ||
| Q2 24 | $737.5M | $35.2M | ||
| Q1 24 | $908.0M | $361.8M |
| Q4 25 | $11.1B | $4.3B | ||
| Q3 25 | $10.4B | $5.0B | ||
| Q2 25 | $10.1B | $5.0B | ||
| Q1 25 | $9.9B | $4.4B | ||
| Q4 24 | $10.0B | $4.8B | ||
| Q3 24 | $10.3B | $4.9B | ||
| Q2 24 | $10.6B | $4.7B | ||
| Q1 24 | $11.4B | $5.0B |
| Q4 25 | $3.0B | $5.2B | ||
| Q3 25 | $3.0B | $5.0B | ||
| Q2 25 | $3.0B | $5.0B | ||
| Q1 25 | $3.0B | $4.7B | ||
| Q4 24 | $3.0B | $4.5B | ||
| Q3 24 | $3.0B | $4.2B | ||
| Q2 24 | $3.1B | $3.7B | ||
| Q1 24 | $3.1B | $3.5B |
| Q4 25 | $14.5B | $10.0B | ||
| Q3 25 | $13.9B | $10.6B | ||
| Q2 25 | $13.6B | $10.5B | ||
| Q1 25 | $13.4B | $9.7B | ||
| Q4 24 | $13.5B | $9.9B | ||
| Q3 24 | $13.9B | $9.6B | ||
| Q2 24 | $14.2B | $8.8B | ||
| Q1 24 | $15.1B | $9.0B |
| Q4 25 | 3.75× | 0.82× | ||
| Q3 25 | 3.47× | 0.99× | ||
| Q2 25 | 3.40× | 1.00× | ||
| Q1 25 | 3.29× | 0.94× | ||
| Q4 24 | 3.29× | 1.07× | ||
| Q3 24 | 3.40× | 1.15× | ||
| Q2 24 | 3.47× | 1.26× | ||
| Q1 24 | 3.68× | 1.43× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-16.9M | $230.6M |
| Free Cash FlowOCF − Capex | — | $203.9M |
| FCF MarginFCF / Revenue | — | 63.9% |
| Capex IntensityCapex / Revenue | — | 8.4% |
| Cash ConversionOCF / Net Profit | — | 1.40× |
| TTM Free Cash FlowTrailing 4 quarters | — | $797.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-16.9M | $230.6M | ||
| Q3 25 | $178.7M | $226.7M | ||
| Q2 25 | $60.0M | $239.3M | ||
| Q1 25 | $150.5M | $182.0M | ||
| Q4 24 | $46.7M | $229.0M | ||
| Q3 24 | $85.0M | $184.9M | ||
| Q2 24 | $69.9M | $184.1M | ||
| Q1 24 | $260.0M | $151.5M |
| Q4 25 | — | $203.9M | ||
| Q3 25 | — | $205.5M | ||
| Q2 25 | — | $226.5M | ||
| Q1 25 | — | $161.8M | ||
| Q4 24 | — | $213.5M | ||
| Q3 24 | — | $176.6M | ||
| Q2 24 | — | $177.0M | ||
| Q1 24 | — | $144.5M |
| Q4 25 | — | 63.9% | ||
| Q3 25 | — | 65.9% | ||
| Q2 25 | — | 80.2% | ||
| Q1 25 | — | 58.4% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 64.0% | ||
| Q2 24 | — | 70.0% | ||
| Q1 24 | — | 59.4% |
| Q4 25 | — | 8.4% | ||
| Q3 25 | — | 6.8% | ||
| Q2 25 | — | 4.5% | ||
| Q1 25 | — | 7.3% | ||
| Q4 24 | — | 5.5% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | 2.9% |
| Q4 25 | — | 1.40× | ||
| Q3 25 | 3.44× | 1.26× | ||
| Q2 25 | 1.65× | 1.75× | ||
| Q1 25 | 3.47× | 1.67× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | 1.16× | 1.65× | ||
| Q2 24 | 1.13× | 1.62× | ||
| Q1 24 | 3.55× | 2.25× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
