vs
ARBOR REALTY TRUST INC（ABR）とOMEGA HEALTHCARE INVESTORS INC（OHI）の財務データ比較。上の社名をクリックして会社を切り替えられます
OMEGA HEALTHCARE INVESTORS INCの直近四半期売上が大きい（$319.2M vs $55.7M、ARBOR REALTY TRUST INCの約5.7倍）。OMEGA HEALTHCARE INVESTORS INCの前年同期比売上増加率が高い（14.3% vs -32.7%）。過去8四半期でOMEGA HEALTHCARE INVESTORS INCの売上複合成長率が高い（14.5% vs -26.7%）
Arbor Realty Trust Inc.は米国に本社を置く専門的な不動産投資信託（REIT）です。主に集合住宅や商業不動産プロジェクト向けにブリッジローン、機関融資、メザニン融資などの構造化金融ソリューションを提供し、顧客層は米国全土の不動産所有者、開発事業者、不動産投資家です。
オメガ・ヘルスケア・インベスターズ社は医療分野に特化した不動産投資信託で、主に米国と英国に所在する専門介護施設、高齢者住宅、長期ケア施設などの医療関連不動産の保有・賃貸・運営を行い、医療事業者と提携して質の高い医療サービス提供を支援しています。
ABR vs OHI — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $55.7M | $319.2M |
| 純利益 | — | $164.8M |
| 粗利率 | — | — |
| 営業利益率 | — | 53.7% |
| 純利益率 | — | 51.6% |
| 売上前年比 | -32.7% | 14.3% |
| 純利益前年比 | — | 45.4% |
| EPS（希薄化後） | $0.08 | $0.56 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| 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 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $482.9M | $27.0M |
| 総負債低いほど良い | $11.1B | $4.3B |
| 株主資本純資産 | $3.0B | $5.2B |
| 総資産 | $14.5B | $10.0B |
| 負債/資本比率低いほどレバレッジが低い | 3.75× | 0.82× |
8四半期トレンド — 暦四半期で整列
| 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× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $-16.9M | $230.6M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $203.9M |
| FCFマージンFCF / 売上 | — | 63.9% |
| 設備投資強度設備投資 / 売上 | — | 8.4% |
| キャッシュ転換率営業CF / 純利益 | — | 1.40× |
| 直近12ヶ月FCF直近4四半期 | — | $797.7M |
8四半期トレンド — 暦四半期で整列
| 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× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
