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OMEGA HEALTHCARE INVESTORS INC（OHI）与Ultragenyx Pharmaceutical Inc.（RARE）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Ultragenyx Pharmaceutical Inc.的1.6倍（$323.0M vs $207.3M），OMEGA HEALTHCARE INVESTORS INC净利率更高（49.1% vs -62.0%，领先111.1%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 16.7%），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 13.0%）
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。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
OHI vs RARE — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $323.0M | $207.3M |
| 净利润 | $158.6M | $-128.6M |
| 毛利率 | — | — |
| 营业利润率 | — | -54.7% |
| 净利率 | 49.1% | -62.0% |
| 营收同比 | 16.7% | 25.9% |
| 净利润同比 | 41.5% | 3.5% |
| 每股收益（稀释后） | — | $-1.28 |
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
| Q1 26 | $323.0M | — | ||
| Q4 25 | $319.2M | $207.3M | ||
| Q3 25 | $311.6M | $159.9M | ||
| Q2 25 | $282.5M | $166.5M | ||
| Q1 25 | $276.8M | $139.3M | ||
| Q4 24 | $279.3M | $164.6M | ||
| Q3 24 | $276.0M | $139.5M | ||
| Q2 24 | $252.7M | $147.0M |
| Q1 26 | $158.6M | — | ||
| Q4 25 | $172.0M | $-128.6M | ||
| Q3 25 | $179.7M | $-180.4M | ||
| Q2 25 | $136.6M | $-115.0M | ||
| Q1 25 | $109.0M | $-151.1M | ||
| Q4 24 | $116.5M | $-133.2M | ||
| Q3 24 | $111.8M | $-133.5M | ||
| Q2 24 | $113.9M | $-131.6M |
| Q1 26 | — | — | ||
| Q4 25 | 53.7% | -54.7% | ||
| Q3 25 | 61.4% | -106.9% | ||
| Q2 25 | 52.1% | -64.8% | ||
| Q1 25 | 41.4% | -102.6% | ||
| Q4 24 | 42.5% | -74.3% | ||
| Q3 24 | 40.3% | -94.6% | ||
| Q2 24 | 47.1% | -79.1% |
| Q1 26 | 49.1% | — | ||
| Q4 25 | 53.9% | -62.0% | ||
| Q3 25 | 57.7% | -112.8% | ||
| Q2 25 | 48.4% | -69.0% | ||
| Q1 25 | 39.4% | -108.5% | ||
| Q4 24 | 41.7% | -80.9% | ||
| Q3 24 | 40.5% | -95.7% | ||
| Q2 24 | 45.1% | -89.5% |
| Q1 26 | — | — | ||
| Q4 25 | $0.56 | $-1.28 | ||
| Q3 25 | $0.59 | $-1.81 | ||
| Q2 25 | $0.46 | $-1.17 | ||
| Q1 25 | $0.33 | $-1.57 | ||
| Q4 24 | $0.41 | $-1.34 | ||
| Q3 24 | $0.42 | $-1.40 | ||
| Q2 24 | $0.45 | $-1.52 |
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 | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.2B | $-80.0M |
| 总资产 | $10.2B | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $26.1M | — | ||
| Q4 25 | $27.0M | $421.0M | ||
| Q3 25 | $737.2M | $202.5M | ||
| Q2 25 | $734.2M | $176.3M | ||
| Q1 25 | $368.0M | $127.1M | ||
| Q4 24 | $518.3M | $174.0M | ||
| Q3 24 | $342.4M | $150.6M | ||
| Q2 24 | $35.2M | $480.7M |
| 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 | — |
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $-80.0M | ||
| Q3 25 | $5.0B | $9.2M | ||
| Q2 25 | $5.0B | $151.3M | ||
| Q1 25 | $4.7B | $144.2M | ||
| Q4 24 | $4.5B | $255.0M | ||
| Q3 24 | $4.2B | $346.8M | ||
| Q2 24 | $3.7B | $432.4M |
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.0B | $1.5B | ||
| Q3 25 | $10.6B | $1.2B | ||
| Q2 25 | $10.5B | $1.3B | ||
| Q1 25 | $9.7B | $1.3B | ||
| Q4 24 | $9.9B | $1.5B | ||
| Q3 24 | $9.6B | $1.5B | ||
| Q2 24 | $8.8B | $1.6B |
| 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× | — |
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 | — | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-100.8M |
| 自由现金流率自由现金流/营收 | — | -48.6% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-472.0M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $878.6M | $-99.8M | ||
| Q3 25 | $226.7M | $-91.4M | ||
| Q2 25 | $239.3M | $-108.3M | ||
| Q1 25 | $182.0M | $-166.5M | ||
| Q4 24 | $749.4M | $-79.3M | ||
| Q3 24 | $184.9M | $-67.0M | ||
| Q2 24 | $184.1M | $-77.0M |
| Q1 26 | — | — | ||
| Q4 25 | $797.7M | $-100.8M | ||
| Q3 25 | $205.5M | $-92.7M | ||
| Q2 25 | $226.5M | $-110.7M | ||
| Q1 25 | $161.8M | $-167.8M | ||
| Q4 24 | $711.7M | $-79.5M | ||
| Q3 24 | $176.6M | $-68.6M | ||
| Q2 24 | $177.0M | $-79.0M |
| Q1 26 | — | — | ||
| Q4 25 | 249.9% | -48.6% | ||
| Q3 25 | 65.9% | -58.0% | ||
| Q2 25 | 80.2% | -66.5% | ||
| Q1 25 | 58.4% | -120.5% | ||
| Q4 24 | 254.8% | -48.3% | ||
| Q3 24 | 64.0% | -49.2% | ||
| Q2 24 | 70.0% | -53.7% |
| Q1 26 | — | — | ||
| Q4 25 | 25.3% | 0.5% | ||
| Q3 25 | 6.8% | 0.8% | ||
| Q2 25 | 4.5% | 1.5% | ||
| Q1 25 | 7.3% | 1.0% | ||
| Q4 24 | 13.5% | 0.1% | ||
| Q3 24 | 3.0% | 1.2% | ||
| Q2 24 | 2.8% | 1.4% |
| Q1 26 | — | — | ||
| 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 | 1.62× | — |
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% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
