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OMEGA HEALTHCARE INVESTORS INC（OHI）与LiveRamp Holdings, Inc.（RAMP）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LiveRamp Holdings, Inc.的1.5倍（$323.0M vs $212.2M），OMEGA HEALTHCARE INVESTORS INC净利率更高（49.1% vs 18.8%，领先30.3%），OMEGA HEALTHCARE INVESTORS INC同比增速更快（16.7% vs 8.6%），过去两年OMEGA HEALTHCARE INVESTORS INC的营收复合增速更高（13.0% vs 11.1%）
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。
LiveRamp Holdings, Inc.是一家美国SaaS企业，核心业务为提供数据连接平台，服务涵盖数据导入、线下数据线上迁移等能力，助力企业开展营销相关的数据应用，为品牌及营销从业者的数字化运营提供技术支撑。
OHI vs RAMP — 直观对比
营收规模更大
OHI
是对方的1.5倍
$212.2M
营收增速更快
OHI
高出8.1%
8.6%
净利率更高
OHI
高出30.3%
18.8%
两年增速更快
OHI
近两年复合增速
11.1%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $323.0M | $212.2M |
| 净利润 | $158.6M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | — | 18.6% |
| 净利率 | 49.1% | 18.8% |
| 营收同比 | 16.7% | 8.6% |
| 净利润同比 | 41.5% | 255.7% |
| 每股收益（稀释后） | — | $0.62 |
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OHIRAMP
| Q1 26 | $323.0M | — | ||
| Q4 25 | $319.2M | $212.2M | ||
| Q3 25 | $311.6M | $199.8M | ||
| Q2 25 | $282.5M | $194.8M | ||
| Q1 25 | $276.8M | $188.7M | ||
| Q4 24 | $279.3M | $195.4M | ||
| Q3 24 | $276.0M | $185.5M | ||
| Q2 24 | $252.7M | $176.0M |
净利润OHIRAMP
| Q1 26 | $158.6M | — | ||
| Q4 25 | $172.0M | $39.9M | ||
| Q3 25 | $179.7M | $27.4M | ||
| Q2 25 | $136.6M | $7.7M | ||
| Q1 25 | $109.0M | $-6.3M | ||
| Q4 24 | $116.5M | $11.2M | ||
| Q3 24 | $111.8M | $1.7M | ||
| Q2 24 | $113.9M | $-7.5M |
毛利率OHIRAMP
| Q1 26 | — | — | ||
| Q4 25 | — | 71.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.1% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | — | 70.6% |
营业利润率OHIRAMP
| Q1 26 | — | — | ||
| Q4 25 | 53.7% | 18.6% | ||
| Q3 25 | 61.4% | 10.7% | ||
| Q2 25 | 52.1% | 3.7% | ||
| Q1 25 | 41.4% | -6.1% | ||
| Q4 24 | 42.5% | 7.5% | ||
| Q3 24 | 40.3% | 4.0% | ||
| Q2 24 | 47.1% | -3.0% |
净利率OHIRAMP
| Q1 26 | 49.1% | — | ||
| Q4 25 | 53.9% | 18.8% | ||
| Q3 25 | 57.7% | 13.7% | ||
| Q2 25 | 48.4% | 4.0% | ||
| Q1 25 | 39.4% | -3.3% | ||
| Q4 24 | 41.7% | 5.7% | ||
| Q3 24 | 40.5% | 0.9% | ||
| Q2 24 | 45.1% | -4.3% |
每股收益（稀释后）OHIRAMP
| Q1 26 | — | — | ||
| Q4 25 | $0.56 | $0.62 | ||
| Q3 25 | $0.59 | $0.42 | ||
| Q2 25 | $0.46 | $0.12 | ||
| Q1 25 | $0.33 | $-0.10 | ||
| Q4 24 | $0.41 | $0.17 | ||
| Q3 24 | $0.42 | $0.03 | ||
| Q2 24 | $0.45 | $-0.11 |
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 | $26.1M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.2B | $962.3M |
| 总资产 | $10.2B | $1.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资OHIRAMP
| Q1 26 | $26.1M | — | ||
| Q4 25 | $27.0M | $403.4M | ||
| Q3 25 | $737.2M | $376.9M | ||
| Q2 25 | $734.2M | $371.1M | ||
| Q1 25 | $368.0M | $420.8M | ||
| Q4 24 | $518.3M | $384.3M | ||
| Q3 24 | $342.4M | $348.4M | ||
| Q2 24 | $35.2M | $342.7M |
总债务OHIRAMP
| Q1 26 | — | — | ||
| Q4 25 | $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 | — |
股东权益OHIRAMP
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $962.3M | ||
| Q3 25 | $5.0B | $943.8M | ||
| Q2 25 | $5.0B | $947.8M | ||
| Q1 25 | $4.7B | $948.9M | ||
| Q4 24 | $4.5B | $957.7M | ||
| Q3 24 | $4.2B | $932.1M | ||
| Q2 24 | $3.7B | $951.9M |
总资产OHIRAMP
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.0B | $1.3B | ||
| Q3 25 | $10.6B | $1.2B | ||
| Q2 25 | $10.5B | $1.2B | ||
| Q1 25 | $9.7B | $1.3B | ||
| Q4 24 | $9.9B | $1.3B | ||
| Q3 24 | $9.6B | $1.2B | ||
| Q2 24 | $8.8B | $1.2B |
负债/权益比OHIRAMP
| Q1 26 | — | — | ||
| Q4 25 | 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× | — |
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
OHI
| Rental income | $266.9M | 83% |
| Other | $45.2M | 14% |
| Resident fees and services | $6.7M | 2% |
| Real estate tax and ground lease income | $3.8M | 1% |
| Miscellaneous income | $526.0K | 0% |
RAMP
暂无分部数据
