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Bluerock Homes Trust, Inc.（BHM）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Bluerock Homes Trust, Inc.的16.9倍（$319.2M vs $18.9M）。OMEGA HEALTHCARE INVESTORS INC净利率更高（51.6% vs -50.1%，领先101.8%）。Bluerock Homes Trust, Inc.同比增速更快（36.9% vs 14.3%）。OMEGA HEALTHCARE INVESTORS INC自由现金流更多（$203.9M vs $-4.2M）。过去两年Bluerock Homes Trust, Inc.的营收复合增速更高（30.1% vs 14.5%）
Bluerock Homes Trust, Inc.是一家总部位于美国的房地产投资信托企业，主要收购、持有并运营优质单户住宅租赁资产，面向美国高增长郊区市场的中等收入租户，聚焦人口基本面向好、租赁需求旺盛的区域布局。
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。
BHM vs OHI — 直观对比
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $18.9M | $319.2M |
| 净利润 | $-9.5M | $164.8M |
| 毛利率 | — | — |
| 营业利润率 | -48.8% | 53.7% |
| 净利率 | -50.1% | 51.6% |
| 营收同比 | 36.9% | 14.3% |
| 净利润同比 | -29.9% | 45.4% |
| 每股收益（稀释后） | $-0.75 | $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 | $18.9M | $319.2M | ||
| Q3 25 | $16.6M | $311.6M | ||
| Q2 25 | $16.8M | $282.5M | ||
| Q1 25 | $16.4M | $276.8M | ||
| Q4 24 | $13.8M | $279.3M | ||
| Q3 24 | $12.7M | $276.0M | ||
| Q2 24 | $12.5M | $252.7M | ||
| Q1 24 | $11.2M | $243.3M |
| Q4 25 | $-9.5M | $164.8M | ||
| Q3 25 | $-10.0M | $179.7M | ||
| Q2 25 | $-5.8M | $136.6M | ||
| Q1 25 | $-7.3M | $109.0M | ||
| Q4 24 | $-7.3M | $113.3M | ||
| Q3 24 | $3.5M | $111.8M | ||
| Q2 24 | $-5.2M | $113.9M | ||
| Q1 24 | $-3.2M | $67.4M |
| Q4 25 | -48.8% | 53.7% | ||
| Q3 25 | -57.6% | 61.4% | ||
| Q2 25 | -30.9% | 52.1% | ||
| Q1 25 | -42.6% | 41.4% | ||
| Q4 24 | -52.8% | 42.5% | ||
| Q3 24 | 27.9% | 40.3% | ||
| Q2 24 | -41.3% | 47.1% | ||
| Q1 24 | -28.4% | 29.5% |
| Q4 25 | -50.1% | 51.6% | ||
| Q3 25 | -60.0% | 57.7% | ||
| Q2 25 | -34.7% | 48.4% | ||
| Q1 25 | -44.7% | 39.4% | ||
| Q4 24 | -52.8% | 40.6% | ||
| Q3 24 | 27.9% | 40.5% | ||
| Q2 24 | -41.3% | 45.1% | ||
| Q1 24 | -28.4% | 27.7% |
| Q4 25 | $-0.75 | $0.56 | ||
| Q3 25 | $-0.94 | $0.59 | ||
| Q2 25 | $-0.66 | $0.46 | ||
| Q1 25 | $-0.67 | $0.33 | ||
| Q4 24 | $-0.65 | $0.41 | ||
| Q3 24 | $0.24 | $0.42 | ||
| Q2 24 | $-0.42 | $0.45 | ||
| Q1 24 | $-0.27 | $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 | $169.6M | $27.0M |
| 总债务越低越好 | $428.4M | $4.3B |
| 股东权益账面价值 | $128.7M | $5.2B |
| 总资产 | $1.2B | $10.0B |
| 负债/权益比越低杠杆越低 | 3.33× | 0.82× |
8季度趋势，按日历期对齐
| Q4 25 | $169.6M | $27.0M | ||
| Q3 25 | $2.1M | $737.2M | ||
| Q2 25 | $4.2M | $734.2M | ||
| Q1 25 | $3.0M | $368.0M | ||
| Q4 24 | $115.2M | $518.3M | ||
| Q3 24 | $155.1M | $342.4M | ||
| Q2 24 | $116.0M | $35.2M | ||
| Q1 24 | $92.3M | $361.8M |
| Q4 25 | $428.4M | $4.3B | ||
| Q3 25 | $415.9M | $5.0B | ||
| Q2 25 | $338.6M | $5.0B | ||
| Q1 25 | $336.5M | $4.4B | ||
| Q4 24 | $373.8M | $4.8B | ||
| Q3 24 | $122.5M | $4.9B | ||
| Q2 24 | $119.7M | $4.7B | ||
| Q1 24 | $120.2M | $5.0B |
| Q4 25 | $128.7M | $5.2B | ||
| Q3 25 | $131.7M | $5.0B | ||
| Q2 25 | $135.3M | $5.0B | ||
| Q1 25 | $137.1M | $4.7B | ||
| Q4 24 | $139.1M | $4.5B | ||
| Q3 24 | $142.9M | $4.2B | ||
| Q2 24 | $142.5M | $3.7B | ||
| Q1 24 | $144.5M | $3.5B |
| Q4 25 | $1.2B | $10.0B | ||
| Q3 25 | $222.1M | $10.6B | ||
| Q2 25 | $220.3M | $10.5B | ||
| Q1 25 | $186.2M | $9.7B | ||
| Q4 24 | $967.0M | $9.9B | ||
| Q3 24 | $800.8M | $9.6B | ||
| Q2 24 | $756.2M | $8.8B | ||
| Q1 24 | $727.4M | $9.0B |
| Q4 25 | 3.33× | 0.82× | ||
| Q3 25 | 3.16× | 0.99× | ||
| Q2 25 | 2.50× | 1.00× | ||
| Q1 25 | 2.45× | 0.94× | ||
| Q4 24 | 2.69× | 1.07× | ||
| Q3 24 | 0.86× | 1.15× | ||
| Q2 24 | 0.84× | 1.26× | ||
| Q1 24 | 0.83× | 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 | $-491.0K | $230.6M |
| 自由现金流经营现金流 - 资本支出 | $-4.2M | $203.9M |
| 自由现金流率自由现金流/营收 | -22.1% | 63.9% |
| 资本支出强度资本支出/营收 | 19.6% | 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 | $10.4M | $797.7M |
8季度趋势，按日历期对齐
| Q4 25 | $-491.0K | $230.6M | ||
| Q3 25 | $13.4M | $226.7M | ||
| Q2 25 | $13.9M | $239.3M | ||
| Q1 25 | $951.0K | $182.0M | ||
| Q4 24 | $5.0M | $229.0M | ||
| Q3 24 | $1.7M | $184.9M | ||
| Q2 24 | $1.3M | $184.1M | ||
| Q1 24 | $1.1M | $151.5M |
| Q4 25 | $-4.2M | $203.9M | ||
| Q3 25 | $8.7M | $205.5M | ||
| Q2 25 | $8.8M | $226.5M | ||
| Q1 25 | $-2.9M | $161.8M | ||
| Q4 24 | $1.6M | $213.5M | ||
| Q3 24 | $-601.0K | $176.6M | ||
| Q2 24 | $-654.0K | $177.0M | ||
| Q1 24 | $-630.0K | $144.5M |
| Q4 25 | -22.1% | 63.9% | ||
| Q3 25 | 52.4% | 65.9% | ||
| Q2 25 | 52.2% | 80.2% | ||
| Q1 25 | -17.6% | 58.4% | ||
| Q4 24 | 11.8% | 76.4% | ||
| Q3 24 | -4.7% | 64.0% | ||
| Q2 24 | -5.2% | 70.0% | ||
| Q1 24 | -5.6% | 59.4% |
| Q4 25 | 19.6% | 8.4% | ||
| Q3 25 | 28.5% | 6.8% | ||
| Q2 25 | 30.3% | 4.5% | ||
| Q1 25 | 23.4% | 7.3% | ||
| Q4 24 | 24.4% | 5.5% | ||
| Q3 24 | 18.0% | 3.0% | ||
| Q2 24 | 15.3% | 2.8% | ||
| Q1 24 | 15.5% | 2.9% |
| Q4 25 | — | 1.40× | ||
| Q3 25 | — | 1.26× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | 1.67× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | 0.47× | 1.65× | ||
| Q2 24 | — | 1.62× | ||
| Q1 24 | — | 2.25× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
BHM
| Residential Communities Segment | $11.4M | 61% |
| Scattered Single Family Homes Segment | $7.5M | 39% |
OHI
暂无分部数据
