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NexPoint Residential Trust, Inc.（NXRT）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NexPoint Residential Trust, Inc.的5.1倍（$319.2M vs $62.1M），OMEGA HEALTHCARE INVESTORS INC同比增速更快（14.3% vs -2.7%），过去两年OMEGA HEALTHCARE INVESTORS INC的营收复合增速更高（14.5% vs -4.1%）
NexPoint Residential Trust是一家公开上市的房地产投资信托，主要收购、翻新并运营美国阳光地带高增长市场的多户住宅物业，旗下资产以经济型和中端公寓社区为主，旨在通过稳定的租金收入增长和长期资产增值为投资者创造回报。
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。
NXRT vs OHI — 直观对比
营收规模更大
OHI
是对方的5.1倍
$62.1M
营收增速更快
OHI
高出17.0%
-2.7%
两年增速更快
OHI
近两年复合增速
-4.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $62.1M | $319.2M |
| 净利润 | — | $172.0M |
| 毛利率 | — | — |
| 营业利润率 | 8.4% | 53.7% |
| 净利率 | — | 53.9% |
| 营收同比 | -2.7% | 14.3% |
| 净利润同比 | — | 47.7% |
| 每股收益（稀释后） | — | $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NXRTOHI
| Q4 25 | $62.1M | $319.2M | ||
| Q3 25 | $62.8M | $311.6M | ||
| Q2 25 | $63.1M | $282.5M | ||
| Q1 25 | $63.2M | $276.8M | ||
| Q4 24 | $63.8M | $279.3M | ||
| Q3 24 | $64.1M | $276.0M | ||
| Q2 24 | $64.2M | $252.7M | ||
| Q1 24 | $67.6M | $243.3M |
净利润NXRTOHI
| Q4 25 | — | $172.0M | ||
| Q3 25 | $-7.8M | $179.7M | ||
| Q2 25 | $-7.0M | $136.6M | ||
| Q1 25 | $-6.9M | $109.0M | ||
| Q4 24 | — | $116.5M | ||
| Q3 24 | $-8.9M | $111.8M | ||
| Q2 24 | $10.6M | $113.9M | ||
| Q1 24 | $26.3M | $67.4M |
营业利润率NXRTOHI
| Q4 25 | 8.4% | 53.7% | ||
| Q3 25 | 11.8% | 61.4% | ||
| Q2 25 | 12.5% | 52.1% | ||
| Q1 25 | 11.7% | 41.4% | ||
| Q4 24 | 18.0% | 42.5% | ||
| Q3 24 | 8.7% | 40.3% | ||
| Q2 24 | 39.7% | 47.1% | ||
| Q1 24 | 60.7% | 29.5% |
净利率NXRTOHI
| Q4 25 | — | 53.9% | ||
| Q3 25 | -12.4% | 57.7% | ||
| Q2 25 | -11.1% | 48.4% | ||
| Q1 25 | -10.9% | 39.4% | ||
| Q4 24 | — | 41.7% | ||
| Q3 24 | -13.8% | 40.5% | ||
| Q2 24 | 16.5% | 45.1% | ||
| Q1 24 | 38.9% | 27.7% |
每股收益（稀释后）NXRTOHI
| Q4 25 | — | $0.56 | ||
| Q3 25 | $-0.31 | $0.59 | ||
| Q2 25 | $-0.28 | $0.46 | ||
| Q1 25 | $-0.27 | $0.33 | ||
| Q4 24 | — | $0.41 | ||
| Q3 24 | $-0.35 | $0.42 | ||
| Q2 24 | $0.40 | $0.45 | ||
| Q1 24 | $1.00 | $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 | $13.7M | $27.0M |
| 总债务越低越好 | $1.6B | $4.3B |
| 股东权益账面价值 | $295.5M | $5.2B |
| 总资产 | $1.9B | $10.0B |
| 负债/权益比越低杠杆越低 | 5.39× | 0.82× |
8季度趋势，按日历期对齐
现金及短期投资NXRTOHI
| Q4 25 | $13.7M | $27.0M | ||
| Q3 25 | $10.8M | $737.2M | ||
| Q2 25 | $13.6M | $734.2M | ||
| Q1 25 | $23.7M | $368.0M | ||
| Q4 24 | $23.1M | $518.3M | ||
| Q3 24 | $17.4M | $342.4M | ||
| Q2 24 | $21.3M | $35.2M | ||
| Q1 24 | $37.2M | $361.8M |
总债务NXRTOHI
| Q4 25 | $1.6B | $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 24 | $1.5B | $5.0B |
股东权益NXRTOHI
| Q4 25 | $295.5M | $5.2B | ||
| Q3 25 | $322.9M | $5.0B | ||
| Q2 25 | $347.9M | $5.0B | ||
| Q1 25 | $379.9M | $4.7B | ||
| Q4 24 | $410.4M | $4.5B | ||
| Q3 24 | $447.1M | $4.2B | ||
| Q2 24 | $491.1M | $3.7B | ||
| Q1 24 | $512.8M | $3.5B |
总资产NXRTOHI
| Q4 25 | $1.9B | $10.0B | ||
| Q3 25 | $1.8B | $10.6B | ||
| Q2 25 | $1.9B | $10.5B | ||
| Q1 25 | $1.9B | $9.7B | ||
| Q4 24 | $1.9B | $9.9B | ||
| Q3 24 | $2.0B | $9.6B | ||
| Q2 24 | $2.0B | $8.8B | ||
| Q1 24 | $2.0B | $9.0B |
负债/权益比NXRTOHI
| Q4 25 | 5.39× | 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× | ||
| Q1 24 | 2.92× | 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 | $83.6M | $878.6M |
| 自由现金流经营现金流 - 资本支出 | — | $797.7M |
| 自由现金流率自由现金流/营收 | — | 249.9% |
| 资本支出强度资本支出/营收 | — | 25.3% |
| 现金转化率经营现金流/净利润 | — | 5.11× |
| 过去12个月自由现金流最近4个季度 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流NXRTOHI
| Q4 25 | $83.6M | $878.6M | ||
| Q3 25 | $29.3M | $226.7M | ||
| Q2 25 | $19.9M | $239.3M | ||
| Q1 25 | $28.3M | $182.0M | ||
| Q4 24 | $73.6M | $749.4M | ||
| Q3 24 | $27.8M | $184.9M | ||
| Q2 24 | $19.7M | $184.1M | ||
| Q1 24 | $19.7M | $151.5M |
自由现金流NXRTOHI
| Q4 25 | — | $797.7M | ||
| Q3 25 | — | $205.5M | ||
| Q2 25 | — | $226.5M | ||
| Q1 25 | — | $161.8M | ||
| Q4 24 | — | $711.7M | ||
| Q3 24 | — | $176.6M | ||
| Q2 24 | — | $177.0M | ||
| Q1 24 | — | $144.5M |
自由现金流率NXRTOHI
| Q4 25 | — | 249.9% | ||
| Q3 25 | — | 65.9% | ||
| Q2 25 | — | 80.2% | ||
| Q1 25 | — | 58.4% | ||
| Q4 24 | — | 254.8% | ||
| Q3 24 | — | 64.0% | ||
| Q2 24 | — | 70.0% | ||
| Q1 24 | — | 59.4% |
资本支出强度NXRTOHI
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 6.8% | ||
| Q2 25 | — | 4.5% | ||
| Q1 25 | — | 7.3% | ||
| Q4 24 | — | 13.5% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | 2.9% |
现金转化率NXRTOHI
| Q4 25 | — | 5.11× | ||
| Q3 25 | — | 1.26× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | 1.67× | ||
| Q4 24 | — | 6.43× | ||
| Q3 24 | — | 1.65× | ||
| Q2 24 | 1.86× | 1.62× | ||
| Q1 24 | 0.75× | 2.25× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
