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Side-by-side financial comparison of Forestar Group Inc. (FOR) 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 ($323.0M vs $273.0M, roughly 1.2× Forestar Group Inc.). OMEGA HEALTHCARE INVESTORS INC runs the higher net margin — 49.1% vs 5.6%, a 43.5% gap on every dollar of revenue. On growth, OMEGA HEALTHCARE INVESTORS INC posted the faster year-over-year revenue change (16.7% vs 9.0%). Over the past eight quarters, OMEGA HEALTHCARE INVESTORS INC's revenue compounded faster (13.0% CAGR vs -9.6%).
Forestar Group Inc. is a residential lot development company based in Arlington, Texas. The company has operations in 51 markets in 21 states and delivered 11,518 residential lots during the twelve-month period ended December 31, 2020. The company is publicly traded on the New York Stock Exchange and in October 2017 became a majority-owned subsidiary of D.R. Horton, Inc., the largest homebuilder by volume in the United States since 2002. The company primarily acquires entitled real estate and...
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.
FOR vs OHI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $273.0M | $323.0M |
| Net Profit | $15.4M | $158.6M |
| Gross Margin | 20.1% | — |
| Operating Margin | 7.6% | — |
| Net Margin | 5.6% | 49.1% |
| Revenue YoY | 9.0% | 16.7% |
| Net Profit YoY | -6.7% | 41.5% |
| EPS (diluted) | $0.30 | — |
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.
| Q1 26 | — | $323.0M | ||
| Q4 25 | $273.0M | $319.2M | ||
| Q3 25 | $670.5M | $311.6M | ||
| Q2 25 | $390.5M | $282.5M | ||
| Q1 25 | $351.0M | $276.8M | ||
| Q4 24 | $250.4M | $279.3M | ||
| Q3 24 | $551.3M | $276.0M | ||
| Q2 24 | $318.4M | $252.7M |
| Q1 26 | — | $158.6M | ||
| Q4 25 | $15.4M | $172.0M | ||
| Q3 25 | $86.9M | $179.7M | ||
| Q2 25 | $32.9M | $136.6M | ||
| Q1 25 | $31.6M | $109.0M | ||
| Q4 24 | $16.5M | $116.5M | ||
| Q3 24 | $81.5M | $111.8M | ||
| Q2 24 | $38.7M | $113.9M |
| Q1 26 | — | — | ||
| Q4 25 | 20.1% | — | ||
| Q3 25 | 22.3% | — | ||
| Q2 25 | 20.4% | — | ||
| Q1 25 | 22.6% | — | ||
| Q4 24 | 22.0% | — | ||
| Q3 24 | 23.9% | — | ||
| Q2 24 | 22.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 53.7% | ||
| Q3 25 | 16.9% | 61.4% | ||
| Q2 25 | 11.2% | 52.1% | ||
| Q1 25 | 11.6% | 41.4% | ||
| Q4 24 | 8.7% | 42.5% | ||
| Q3 24 | 19.7% | 40.3% | ||
| Q2 24 | 16.2% | 47.1% |
| Q1 26 | — | 49.1% | ||
| Q4 25 | 5.6% | 53.9% | ||
| Q3 25 | 13.0% | 57.7% | ||
| Q2 25 | 8.4% | 48.4% | ||
| Q1 25 | 9.0% | 39.4% | ||
| Q4 24 | 6.6% | 41.7% | ||
| Q3 24 | 14.8% | 40.5% | ||
| Q2 24 | 12.2% | 45.1% |
| Q1 26 | — | — | ||
| Q4 25 | $0.30 | $0.56 | ||
| Q3 25 | $1.70 | $0.59 | ||
| Q2 25 | $0.65 | $0.46 | ||
| Q1 25 | $0.62 | $0.33 | ||
| Q4 24 | $0.32 | $0.41 | ||
| Q3 24 | $1.59 | $0.42 | ||
| Q2 24 | $0.76 | $0.45 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $211.7M | $26.1M |
| Total DebtLower is stronger | $793.2M | — |
| Stockholders' EquityBook value | $1.8B | $5.2B |
| Total Assets | $3.2B | $10.2B |
| Debt / EquityLower = less leverage | 0.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $26.1M | ||
| Q4 25 | $211.7M | $27.0M | ||
| Q3 25 | $379.2M | $737.2M | ||
| Q2 25 | $189.2M | $734.2M | ||
| Q1 25 | $174.3M | $368.0M | ||
| Q4 24 | $132.0M | $518.3M | ||
| Q3 24 | $481.2M | $342.4M | ||
| Q2 24 | $359.2M | $35.2M |
| Q1 26 | — | — | ||
| Q4 25 | $793.2M | $4.3B | ||
| Q3 25 | $802.7M | $5.0B | ||
| Q2 25 | $872.8M | $5.0B | ||
| Q1 25 | $872.5M | $4.4B | ||
| Q4 24 | $806.8M | $4.8B | ||
| Q3 24 | $706.4M | $4.9B | ||
| Q2 24 | $706.1M | $4.7B |
| Q1 26 | — | $5.2B | ||
| Q4 25 | $1.8B | $5.2B | ||
| Q3 25 | $1.8B | $5.0B | ||
| Q2 25 | $1.7B | $5.0B | ||
| Q1 25 | $1.6B | $4.7B | ||
| Q4 24 | $1.6B | $4.5B | ||
| Q3 24 | $1.6B | $4.2B | ||
| Q2 24 | $1.5B | $3.7B |
| Q1 26 | — | $10.2B | ||
| Q4 25 | $3.2B | $10.0B | ||
| Q3 25 | $3.1B | $10.6B | ||
| Q2 25 | $3.1B | $10.5B | ||
| Q1 25 | $3.0B | $9.7B | ||
| Q4 24 | $3.0B | $9.9B | ||
| Q3 24 | $2.8B | $9.6B | ||
| Q2 24 | $2.7B | $8.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.44× | 0.82× | ||
| Q3 25 | 0.45× | 0.99× | ||
| Q2 25 | 0.52× | 1.00× | ||
| Q1 25 | 0.53× | 0.94× | ||
| Q4 24 | 0.50× | 1.07× | ||
| Q3 24 | 0.44× | 1.15× | ||
| Q2 24 | 0.47× | 1.26× |
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 | $-157.0M | — |
| Free Cash FlowOCF − Capex | $-157.1M | — |
| FCF MarginFCF / Revenue | -57.5% | — |
| Capex IntensityCapex / Revenue | 0.0% | — |
| Cash ConversionOCF / Net Profit | -10.19× | — |
| TTM Free Cash FlowTrailing 4 quarters | $93.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-157.0M | $878.6M | ||
| Q3 25 | $256.3M | $226.7M | ||
| Q2 25 | $15.8M | $239.3M | ||
| Q1 25 | $-19.8M | $182.0M | ||
| Q4 24 | $-450.0M | $749.4M | ||
| Q3 24 | $119.2M | $184.9M | ||
| Q2 24 | $-61.7M | $184.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-157.1M | $797.7M | ||
| Q3 25 | $255.6M | $205.5M | ||
| Q2 25 | $15.0M | $226.5M | ||
| Q1 25 | $-20.5M | $161.8M | ||
| Q4 24 | — | $711.7M | ||
| Q3 24 | $118.4M | $176.6M | ||
| Q2 24 | $-62.3M | $177.0M |
| Q1 26 | — | — | ||
| Q4 25 | -57.5% | 249.9% | ||
| Q3 25 | 38.1% | 65.9% | ||
| Q2 25 | 3.8% | 80.2% | ||
| Q1 25 | -5.8% | 58.4% | ||
| Q4 24 | — | 254.8% | ||
| Q3 24 | 21.5% | 64.0% | ||
| Q2 24 | -19.6% | 70.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 25.3% | ||
| Q3 25 | 0.1% | 6.8% | ||
| Q2 25 | 0.2% | 4.5% | ||
| Q1 25 | 0.2% | 7.3% | ||
| Q4 24 | 0.0% | 13.5% | ||
| Q3 24 | 0.1% | 3.0% | ||
| Q2 24 | 0.2% | 2.8% |
| Q1 26 | — | — | ||
| Q4 25 | -10.19× | 5.11× | ||
| Q3 25 | 2.95× | 1.26× | ||
| Q2 25 | 0.48× | 1.75× | ||
| Q1 25 | -0.63× | 1.67× | ||
| Q4 24 | -27.27× | 6.43× | ||
| Q3 24 | 1.46× | 1.65× | ||
| Q2 24 | -1.59× | 1.62× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
OHI
| Rental income | $266.9M | 83% |
| Other | $45.2M | 14% |
| Resident fees and services | $6.7M | 2% |
| Real estate tax and ground lease income | $3.8M | 1% |
| Miscellaneous income | $526.0K | 0% |
