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Side-by-side financial comparison of OMEGA HEALTHCARE INVESTORS INC (OHI) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Revolve Group, Inc. is the larger business by last-quarter revenue ($324.4M vs $323.0M, roughly 1.0× OMEGA HEALTHCARE INVESTORS INC). OMEGA HEALTHCARE INVESTORS INC runs the higher net margin — 49.1% vs 5.7%, a 43.4% gap on every dollar of revenue. On growth, OMEGA HEALTHCARE INVESTORS INC posted the faster year-over-year revenue change (16.7% vs 10.4%). Over the past eight quarters, OMEGA HEALTHCARE INVESTORS INC's revenue compounded faster (13.0% CAGR vs 9.5%).
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.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
OHI vs RVLV — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $323.0M | $324.4M |
| Net Profit | $158.6M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | — | 6.3% |
| Net Margin | 49.1% | 5.7% |
| Revenue YoY | 16.7% | 10.4% |
| Net Profit YoY | 41.5% | 50.4% |
| EPS (diluted) | — | $0.27 |
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 | $319.2M | $324.4M | ||
| Q3 25 | $311.6M | $295.6M | ||
| Q2 25 | $282.5M | $309.0M | ||
| Q1 25 | $276.8M | $296.7M | ||
| Q4 24 | $279.3M | $293.7M | ||
| Q3 24 | $276.0M | $283.1M | ||
| Q2 24 | $252.7M | $282.5M |
| Q1 26 | $158.6M | — | ||
| Q4 25 | $172.0M | $18.6M | ||
| Q3 25 | $179.7M | $21.2M | ||
| Q2 25 | $136.6M | $10.2M | ||
| Q1 25 | $109.0M | $11.8M | ||
| Q4 24 | $116.5M | $12.3M | ||
| Q3 24 | $111.8M | $11.0M | ||
| Q2 24 | $113.9M | $15.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% |
| Q1 26 | — | — | ||
| Q4 25 | 53.7% | 6.3% | ||
| Q3 25 | 61.4% | 7.1% | ||
| Q2 25 | 52.1% | 5.8% | ||
| Q1 25 | 41.4% | 5.0% | ||
| Q4 24 | 42.5% | 3.9% | ||
| Q3 24 | 40.3% | 5.0% | ||
| Q2 24 | 47.1% | 5.8% |
| Q1 26 | 49.1% | — | ||
| Q4 25 | 53.9% | 5.7% | ||
| Q3 25 | 57.7% | 7.2% | ||
| Q2 25 | 48.4% | 3.3% | ||
| Q1 25 | 39.4% | 4.0% | ||
| Q4 24 | 41.7% | 4.2% | ||
| Q3 24 | 40.5% | 3.9% | ||
| Q2 24 | 45.1% | 5.4% |
| Q1 26 | — | — | ||
| Q4 25 | $0.56 | $0.27 | ||
| Q3 25 | $0.59 | $0.29 | ||
| Q2 25 | $0.46 | $0.14 | ||
| Q1 25 | $0.33 | $0.16 | ||
| Q4 24 | $0.41 | $0.18 | ||
| Q3 24 | $0.42 | $0.15 | ||
| Q2 24 | $0.45 | $0.21 |
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 | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.2B | $512.5M |
| Total Assets | $10.2B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $26.1M | — | ||
| Q4 25 | $27.0M | $292.3M | ||
| Q3 25 | $737.2M | $315.4M | ||
| Q2 25 | $734.2M | $310.7M | ||
| Q1 25 | $368.0M | $300.8M | ||
| Q4 24 | $518.3M | $256.6M | ||
| Q3 24 | $342.4M | $252.8M | ||
| Q2 24 | $35.2M | $244.7M |
| 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 | — | ||
| Q4 25 | $5.2B | $512.5M | ||
| Q3 25 | $5.0B | $490.2M | ||
| Q2 25 | $5.0B | $468.6M | ||
| Q1 25 | $4.7B | $453.4M | ||
| Q4 24 | $4.5B | $437.8M | ||
| Q3 24 | $4.2B | $420.8M | ||
| Q2 24 | $3.7B | $405.8M |
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.0B | $765.0M | ||
| Q3 25 | $10.6B | $751.3M | ||
| Q2 25 | $10.5B | $722.9M | ||
| Q1 25 | $9.7B | $713.9M | ||
| Q4 24 | $9.9B | $665.5M | ||
| Q3 24 | $9.6B | $670.9M | ||
| Q2 24 | $8.8B | $657.8M |
| 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 | — | $-10.2M |
| Free Cash FlowOCF − Capex | — | $-13.3M |
| FCF MarginFCF / Revenue | — | -4.1% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | — | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $878.6M | $-10.2M | ||
| Q3 25 | $226.7M | $11.8M | ||
| Q2 25 | $239.3M | $12.6M | ||
| Q1 25 | $182.0M | $45.1M | ||
| Q4 24 | $749.4M | $3.9M | ||
| Q3 24 | $184.9M | $9.1M | ||
| Q2 24 | $184.1M | $-24.7M |
| Q1 26 | — | — | ||
| Q4 25 | $797.7M | $-13.3M | ||
| Q3 25 | $205.5M | $7.5M | ||
| Q2 25 | $226.5M | $10.4M | ||
| Q1 25 | $161.8M | $43.4M | ||
| Q4 24 | $711.7M | $2.1M | ||
| Q3 24 | $176.6M | $8.0M | ||
| Q2 24 | $177.0M | $-25.7M |
| Q1 26 | — | — | ||
| Q4 25 | 249.9% | -4.1% | ||
| Q3 25 | 65.9% | 2.5% | ||
| Q2 25 | 80.2% | 3.4% | ||
| Q1 25 | 58.4% | 14.6% | ||
| Q4 24 | 254.8% | 0.7% | ||
| Q3 24 | 64.0% | 2.8% | ||
| Q2 24 | 70.0% | -9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 25.3% | 1.0% | ||
| Q3 25 | 6.8% | 1.5% | ||
| Q2 25 | 4.5% | 0.7% | ||
| Q1 25 | 7.3% | 0.6% | ||
| Q4 24 | 13.5% | 0.6% | ||
| Q3 24 | 3.0% | 0.4% | ||
| Q2 24 | 2.8% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 5.11× | -0.55× | ||
| Q3 25 | 1.26× | 0.56× | ||
| Q2 25 | 1.75× | 1.24× | ||
| Q1 25 | 1.67× | 3.82× | ||
| Q4 24 | 6.43× | 0.32× | ||
| Q3 24 | 1.65× | 0.83× | ||
| Q2 24 | 1.62× | -1.60× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
