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Side-by-side financial comparison of OMEGA HEALTHCARE INVESTORS INC (OHI) and ROGERS CORP (ROG). 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 $200.5M, roughly 1.6× ROGERS CORP). OMEGA HEALTHCARE INVESTORS INC runs the higher net margin — 49.1% vs 2.2%, a 46.9% gap on every dollar of revenue. On growth, OMEGA HEALTHCARE INVESTORS INC posted the faster year-over-year revenue change (16.7% vs 5.2%). Over the past eight quarters, OMEGA HEALTHCARE INVESTORS INC's revenue compounded faster (13.0% CAGR vs -3.3%).
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.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
OHI vs ROG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $323.0M | $200.5M |
| Net Profit | $158.6M | $4.5M |
| Gross Margin | — | 32.2% |
| Operating Margin | — | — |
| Net Margin | 49.1% | 2.2% |
| Revenue YoY | 16.7% | 5.2% |
| Net Profit YoY | 41.5% | 421.4% |
| EPS (diluted) | — | $0.25 |
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 | $200.5M | ||
| Q4 25 | $319.2M | $201.5M | ||
| Q3 25 | $311.6M | $216.0M | ||
| Q2 25 | $282.5M | $202.8M | ||
| Q1 25 | $276.8M | $190.5M | ||
| Q4 24 | $279.3M | $192.2M | ||
| Q3 24 | $276.0M | $210.3M | ||
| Q2 24 | $252.7M | $214.2M |
| Q1 26 | $158.6M | $4.5M | ||
| Q4 25 | $172.0M | $4.6M | ||
| Q3 25 | $179.7M | $8.6M | ||
| Q2 25 | $136.6M | $-73.6M | ||
| Q1 25 | $109.0M | $-1.4M | ||
| Q4 24 | $116.5M | $-500.0K | ||
| Q3 24 | $111.8M | $10.7M | ||
| Q2 24 | $113.9M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 53.7% | 3.5% | ||
| Q3 25 | 61.4% | 7.3% | ||
| Q2 25 | 52.1% | -33.3% | ||
| Q1 25 | 41.4% | -0.2% | ||
| Q4 24 | 42.5% | -6.6% | ||
| Q3 24 | 40.3% | 6.9% | ||
| Q2 24 | 47.1% | 5.3% |
| Q1 26 | 49.1% | 2.2% | ||
| Q4 25 | 53.9% | 2.3% | ||
| Q3 25 | 57.7% | 4.0% | ||
| Q2 25 | 48.4% | -36.3% | ||
| Q1 25 | 39.4% | -0.7% | ||
| Q4 24 | 41.7% | -0.3% | ||
| Q3 24 | 40.5% | 5.1% | ||
| Q2 24 | 45.1% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.56 | $0.20 | ||
| Q3 25 | $0.59 | $0.48 | ||
| Q2 25 | $0.46 | $-4.00 | ||
| Q1 25 | $0.33 | $-0.08 | ||
| Q4 24 | $0.41 | $-0.04 | ||
| Q3 24 | $0.42 | $0.58 | ||
| Q2 24 | $0.45 | $0.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $26.1M | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.2B | $1.2B |
| Total Assets | $10.2B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $26.1M | $195.8M | ||
| Q4 25 | $27.0M | $197.0M | ||
| Q3 25 | $737.2M | $167.8M | ||
| Q2 25 | $734.2M | $157.2M | ||
| Q1 25 | $368.0M | $175.6M | ||
| Q4 24 | $518.3M | $159.8M | ||
| Q3 24 | $342.4M | $146.4M | ||
| Q2 24 | $35.2M | $119.9M |
| Q1 26 | — | — | ||
| Q4 25 | $4.3B | — | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $5.0B | — | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.8B | — | ||
| Q3 24 | $4.9B | — | ||
| Q2 24 | $4.7B | — |
| Q1 26 | $5.2B | $1.2B | ||
| Q4 25 | $5.2B | $1.2B | ||
| Q3 25 | $5.0B | $1.2B | ||
| Q2 25 | $5.0B | $1.2B | ||
| Q1 25 | $4.7B | $1.3B | ||
| Q4 24 | $4.5B | $1.3B | ||
| Q3 24 | $4.2B | $1.3B | ||
| Q2 24 | $3.7B | $1.3B |
| Q1 26 | $10.2B | $1.4B | ||
| Q4 25 | $10.0B | $1.4B | ||
| Q3 25 | $10.6B | $1.4B | ||
| Q2 25 | $10.5B | $1.5B | ||
| Q1 25 | $9.7B | $1.5B | ||
| Q4 24 | $9.9B | $1.5B | ||
| Q3 24 | $9.6B | $1.5B | ||
| Q2 24 | $8.8B | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.82× | — | ||
| Q3 25 | 0.99× | — | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 1.07× | — | ||
| Q3 24 | 1.15× | — | ||
| Q2 24 | 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 | — | $5.8M |
| Free Cash FlowOCF − Capex | — | $1.1M |
| FCF MarginFCF / Revenue | — | 0.5% |
| Capex IntensityCapex / Revenue | — | 2.3% |
| Cash ConversionOCF / Net Profit | — | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | — | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $878.6M | $46.9M | ||
| Q3 25 | $226.7M | $28.9M | ||
| Q2 25 | $239.3M | $13.7M | ||
| Q1 25 | $182.0M | $11.7M | ||
| Q4 24 | $749.4M | $33.7M | ||
| Q3 24 | $184.9M | $42.4M | ||
| Q2 24 | $184.1M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $797.7M | $42.2M | ||
| Q3 25 | $205.5M | $21.2M | ||
| Q2 25 | $226.5M | $5.6M | ||
| Q1 25 | $161.8M | $2.1M | ||
| Q4 24 | $711.7M | $18.3M | ||
| Q3 24 | $176.6M | $25.2M | ||
| Q2 24 | $177.0M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 249.9% | 20.9% | ||
| Q3 25 | 65.9% | 9.8% | ||
| Q2 25 | 80.2% | 2.8% | ||
| Q1 25 | 58.4% | 1.1% | ||
| Q4 24 | 254.8% | 9.5% | ||
| Q3 24 | 64.0% | 12.0% | ||
| Q2 24 | 70.0% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 25.3% | 2.3% | ||
| Q3 25 | 6.8% | 3.6% | ||
| Q2 25 | 4.5% | 4.0% | ||
| Q1 25 | 7.3% | 5.0% | ||
| Q4 24 | 13.5% | 8.0% | ||
| Q3 24 | 3.0% | 8.2% | ||
| Q2 24 | 2.8% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 5.11× | 10.20× | ||
| Q3 25 | 1.26× | 3.36× | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 1.67× | — | ||
| Q4 24 | 6.43× | — | ||
| Q3 24 | 1.65× | 3.96× | ||
| Q2 24 | 1.62× | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
ROG
Segment breakdown not available.
