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AvalonBay Communities（AVB）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AvalonBay Communities的173.9倍（$319.2M vs $1.8M）。AvalonBay Communities净利率更高（9040.6% vs 51.6%，领先8988.9%）。OMEGA HEALTHCARE INVESTORS INC同比增速更快（14.3% vs 5.5%）。AvalonBay Communities自由现金流更多（$322.5M vs $203.9M）。过去两年OMEGA HEALTHCARE INVESTORS INC的营收复合增速更高（14.5% vs 1.1%）
AvalonBay Communities是一家公开上市的房地产投资信托（REIT），核心业务聚焦公寓类不动产的投资与运营，旗下持有并管理大量区位优质的公寓项目，为租户提供高品质居住服务，在北美住宅地产投资领域拥有较高知名度。
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。
AVB vs OHI — 直观对比
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.8M | $319.2M |
| 净利润 | $166.0M | $164.8M |
| 毛利率 | — | — |
| 营业利润率 | — | 53.7% |
| 净利率 | 9040.6% | 51.6% |
| 营收同比 | 5.5% | 14.3% |
| 净利润同比 | -41.2% | 45.4% |
| 每股收益（稀释后） | $1.18 | $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
| Q4 25 | $1.8M | $319.2M | ||
| Q3 25 | $1.9M | $311.6M | ||
| Q2 25 | $1.6M | $282.5M | ||
| Q1 25 | $1.7M | $276.8M | ||
| Q4 24 | $1.7M | $279.3M | ||
| Q3 24 | $1.7M | $276.0M | ||
| Q2 24 | $1.8M | $252.7M | ||
| Q1 24 | $1.8M | $243.3M |
| Q4 25 | $166.0M | $164.8M | ||
| Q3 25 | $381.3M | $179.7M | ||
| Q2 25 | $268.7M | $136.6M | ||
| Q1 25 | $236.6M | $109.0M | ||
| Q4 24 | $282.1M | $113.3M | ||
| Q3 24 | $372.5M | $111.8M | ||
| Q2 24 | $253.9M | $113.9M | ||
| Q1 24 | $173.4M | $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 | — | 29.5% |
| Q4 25 | 9040.6% | 51.6% | ||
| Q3 25 | 20390.7% | 57.7% | ||
| Q2 25 | 16854.8% | 48.4% | ||
| Q1 25 | 13581.9% | 39.4% | ||
| Q4 24 | 16212.2% | 40.6% | ||
| Q3 24 | 21708.6% | 40.5% | ||
| Q2 24 | 13876.2% | 45.1% | ||
| Q1 24 | 9662.9% | 27.7% |
| Q4 25 | $1.18 | $0.56 | ||
| Q3 25 | $2.68 | $0.59 | ||
| Q2 25 | $1.88 | $0.46 | ||
| Q1 25 | $1.66 | $0.33 | ||
| Q4 24 | $1.99 | $0.41 | ||
| Q3 24 | $2.61 | $0.42 | ||
| Q2 24 | $1.78 | $0.45 | ||
| Q1 24 | $1.22 | $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 | $187.2M | $27.0M |
| 总债务越低越好 | $9.3B | $4.3B |
| 股东权益账面价值 | $11.6B | $5.2B |
| 总资产 | $22.2B | $10.0B |
| 负债/权益比越低杠杆越低 | 0.80× | 0.82× |
8季度趋势，按日历期对齐
| Q4 25 | $187.2M | $27.0M | ||
| Q3 25 | $123.3M | $737.2M | ||
| Q2 25 | $102.8M | $734.2M | ||
| Q1 25 | $53.3M | $368.0M | ||
| Q4 24 | $108.6M | $518.3M | ||
| Q3 24 | $552.4M | $342.4M | ||
| Q2 24 | $545.8M | $35.2M | ||
| Q1 24 | $287.9M | $361.8M |
| Q4 25 | $9.3B | $4.3B | ||
| Q3 25 | $8.7B | $5.0B | ||
| Q2 25 | $8.7B | $5.0B | ||
| Q1 25 | $8.3B | $4.4B | ||
| Q4 24 | $8.1B | $4.8B | ||
| Q3 24 | $8.4B | $4.9B | ||
| Q2 24 | $8.4B | $4.7B | ||
| Q1 24 | $8.0B | $5.0B |
| Q4 25 | $11.6B | $5.2B | ||
| Q3 25 | $11.9B | $5.0B | ||
| Q2 25 | $11.9B | $5.0B | ||
| Q1 25 | $11.9B | $4.7B | ||
| Q4 24 | $11.9B | $4.5B | ||
| Q3 24 | $11.9B | $4.2B | ||
| Q2 24 | $11.7B | $3.7B | ||
| Q1 24 | $11.7B | $3.5B |
| Q4 25 | $22.2B | $10.0B | ||
| Q3 25 | $21.9B | $10.6B | ||
| Q2 25 | $21.8B | $10.5B | ||
| Q1 25 | $21.2B | $9.7B | ||
| Q4 24 | $21.0B | $9.9B | ||
| Q3 24 | $21.3B | $9.6B | ||
| Q2 24 | $21.0B | $8.8B | ||
| Q1 24 | $20.6B | $9.0B |
| Q4 25 | 0.80× | 0.82× | ||
| Q3 25 | 0.73× | 0.99× | ||
| Q2 25 | 0.72× | 1.00× | ||
| Q1 25 | 0.70× | 0.94× | ||
| Q4 24 | 0.68× | 1.07× | ||
| Q3 24 | 0.70× | 1.15× | ||
| Q2 24 | 0.71× | 1.26× | ||
| Q1 24 | 0.68× | 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 | $400.4M | $230.6M |
| 自由现金流经营现金流 - 资本支出 | $322.5M | $203.9M |
| 自由现金流率自由现金流/营收 | 17563.8% | 63.9% |
| 资本支出强度资本支出/营收 | 4246.2% | 8.4% |
| 现金转化率经营现金流/净利润 | 2.41× | 1.40× |
| 过去12个月自由现金流最近4个季度 | $1.4B | $797.7M |
8季度趋势，按日历期对齐
| Q4 25 | $400.4M | $230.6M | ||
| Q3 25 | $477.0M | $226.7M | ||
| Q2 25 | $377.8M | $239.3M | ||
| Q1 25 | $415.9M | $182.0M | ||
| Q4 24 | $328.8M | $229.0M | ||
| Q3 24 | $486.2M | $184.9M | ||
| Q2 24 | $380.0M | $184.1M | ||
| Q1 24 | $412.9M | $151.5M |
| Q4 25 | $322.5M | $203.9M | ||
| Q3 25 | $402.2M | $205.5M | ||
| Q2 25 | $317.1M | $226.5M | ||
| Q1 25 | $367.5M | $161.8M | ||
| Q4 24 | $271.9M | $213.5M | ||
| Q3 24 | $434.2M | $176.6M | ||
| Q2 24 | $333.0M | $177.0M | ||
| Q1 24 | $375.4M | $144.5M |
| Q4 25 | 17563.8% | 63.9% | ||
| Q3 25 | 21507.4% | 65.9% | ||
| Q2 25 | 19896.0% | 80.2% | ||
| Q1 25 | 21098.3% | 58.4% | ||
| Q4 24 | 15626.2% | 76.4% | ||
| Q3 24 | 25305.2% | 64.0% | ||
| Q2 24 | 18195.7% | 70.0% | ||
| Q1 24 | 20914.5% | 59.4% |
| Q4 25 | 4246.2% | 8.4% | ||
| Q3 25 | 3998.4% | 6.8% | ||
| Q2 25 | 3806.1% | 4.5% | ||
| Q1 25 | 2776.7% | 7.3% | ||
| Q4 24 | 3271.1% | 5.5% | ||
| Q3 24 | 3026.3% | 3.0% | ||
| Q2 24 | 2568.9% | 2.8% | ||
| Q1 24 | 2088.6% | 2.9% |
| Q4 25 | 2.41× | 1.40× | ||
| Q3 25 | 1.25× | 1.26× | ||
| Q2 25 | 1.41× | 1.75× | ||
| Q1 25 | 1.76× | 1.67× | ||
| Q4 24 | 1.17× | 2.02× | ||
| Q3 24 | 1.31× | 1.65× | ||
| Q2 24 | 1.50× | 1.62× | ||
| Q1 24 | 2.38× | 2.25× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
