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ARBOR REALTY TRUST INC(ABR)与OMEGA HEALTHCARE INVESTORS INC(OHI)财务数据对比。点击上方公司名可切换其他公司
OMEGA HEALTHCARE INVESTORS INC的季度营收约是ARBOR REALTY TRUST INC的5.7倍($319.2M vs $55.7M)。OMEGA HEALTHCARE INVESTORS INC同比增速更快(14.3% vs -32.7%)。过去两年OMEGA HEALTHCARE INVESTORS INC的营收复合增速更高(14.5% vs -26.7%)
Arbor Realty Trust Inc.是总部位于美国的专业房地产投资信托(REIT)企业,主要为多户住宅及商业地产项目提供结构性融资服务,涵盖过渡贷款、机构贷款、夹层融资等品类,服务覆盖美国各地的地产持有者、开发商及房产投资群体。
Omega Healthcare Investors Inc是一家专注于医疗领域的房地产投资信托公司,核心业务为持有、租赁及运营多元化的医疗相关不动产资产,主要包括专业护理机构、养老住宅及长期护理设施,业务覆盖美国和英国,与医疗运营商合作为优质医疗服务提供稳定的不动产支持。
ABR vs OHI — 直观对比
营收规模更大
OHI
是对方的5.7倍
$55.7M
营收增速更快
OHI
高出47.0%
-32.7%
两年增速更快
OHI
近两年复合增速
-26.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $55.7M | $319.2M |
| 净利润 | — | $164.8M |
| 毛利率 | — | — |
| 营业利润率 | — | 53.7% |
| 净利率 | — | 51.6% |
| 营收同比 | -32.7% | 14.3% |
| 净利润同比 | — | 45.4% |
| 每股收益(稀释后) | $0.08 | $0.56 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
ABR
OHI
| 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 |
净利润
ABR
OHI
| 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 |
营业利润率
ABR
OHI
| 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% |
净利率
ABR
OHI
| 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% |
每股收益(稀释后)
ABR
OHI
| 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 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $482.9M | $27.0M |
| 总债务越低越好 | $11.1B | $4.3B |
| 股东权益账面价值 | $3.0B | $5.2B |
| 总资产 | $14.5B | $10.0B |
| 负债/权益比越低杠杆越低 | 3.75× | 0.82× |
8季度趋势,按日历期对齐
现金及短期投资
ABR
OHI
| 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 |
总债务
ABR
OHI
| 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 |
股东权益
ABR
OHI
| 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 |
总资产
ABR
OHI
| 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 |
负债/权益比
ABR
OHI
| 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× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | $-16.9M | $230.6M |
| 自由现金流经营现金流 - 资本支出 | — | $203.9M |
| 自由现金流率自由现金流/营收 | — | 63.9% |
| 资本支出强度资本支出/营收 | — | 8.4% |
| 现金转化率经营现金流/净利润 | — | 1.40× |
| 过去12个月自由现金流最近4个季度 | — | $797.7M |
8季度趋势,按日历期对齐
经营现金流
ABR
OHI
| 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 |
自由现金流
ABR
OHI
| 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 |
自由现金流率
ABR
OHI
| 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% |
资本支出强度
ABR
OHI
| 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% |
现金转化率
ABR
OHI
| 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× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图