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OMEGA HEALTHCARE INVESTORS INC（OHI）与Ribbon Communications Inc.（RBBN）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Ribbon Communications Inc.的2.0倍（$323.0M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 49.1%，领先5.7%），OMEGA HEALTHCARE INVESTORS INC同比增速更快（16.7% vs -10.3%），过去两年OMEGA HEALTHCARE INVESTORS INC的营收复合增速更高（13.0% vs -8.1%）
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。
睿宾通信公司（Ribbon Communications Inc.）主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立，总部位于美国得克萨斯州普莱诺，是一家上市科技企业。
OHI vs RBBN — 直观对比
营收规模更大
OHI
是对方的2.0倍
$162.6M
营收增速更快
OHI
高出27.0%
-10.3%
净利率更高
RBBN
高出5.7%
49.1%
两年增速更快
OHI
近两年复合增速
-8.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $323.0M | $162.6M |
| 净利润 | $158.6M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | — | 37.6% |
| 净利率 | 49.1% | 54.8% |
| 营收同比 | 16.7% | -10.3% |
| 净利润同比 | 41.5% | — |
| 每股收益（稀释后） | — | $0.50 |
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OHIRBBN
| Q1 26 | $323.0M | $162.6M | ||
| Q4 25 | $319.2M | $227.3M | ||
| Q3 25 | $311.6M | $215.4M | ||
| Q2 25 | $282.5M | $220.6M | ||
| Q1 25 | $276.8M | $181.3M | ||
| Q4 24 | $279.3M | $251.4M | ||
| Q3 24 | $276.0M | $210.2M | ||
| Q2 24 | $252.7M | $192.6M |
净利润OHIRBBN
| Q1 26 | $158.6M | $89.1M | ||
| Q4 25 | $172.0M | — | ||
| Q3 25 | $179.7M | $-12.1M | ||
| Q2 25 | $136.6M | $-11.1M | ||
| Q1 25 | $109.0M | $-26.2M | ||
| Q4 24 | $116.5M | — | ||
| Q3 24 | $111.8M | $-13.4M | ||
| Q2 24 | $113.9M | $-16.8M |
毛利率OHIRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 50.1% | ||
| Q2 25 | — | 49.6% | ||
| Q1 25 | — | 45.4% | ||
| Q4 24 | — | 55.7% | ||
| Q3 24 | — | 52.1% | ||
| Q2 24 | — | 50.8% |
营业利润率OHIRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 53.7% | 4.1% | ||
| Q3 25 | 61.4% | 1.3% | ||
| Q2 25 | 52.1% | 1.9% | ||
| Q1 25 | 41.4% | -10.8% | ||
| Q4 24 | 42.5% | 13.2% | ||
| Q3 24 | 40.3% | -0.4% | ||
| Q2 24 | 47.1% | -1.0% |
净利率OHIRBBN
| Q1 26 | 49.1% | 54.8% | ||
| Q4 25 | 53.9% | — | ||
| Q3 25 | 57.7% | -5.6% | ||
| Q2 25 | 48.4% | -5.0% | ||
| Q1 25 | 39.4% | -14.5% | ||
| Q4 24 | 41.7% | — | ||
| Q3 24 | 40.5% | -6.4% | ||
| Q2 24 | 45.1% | -8.7% |
每股收益（稀释后）OHIRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.56 | $0.50 | ||
| Q3 25 | $0.59 | $-0.07 | ||
| Q2 25 | $0.46 | $-0.06 | ||
| Q1 25 | $0.33 | $-0.15 | ||
| Q4 24 | $0.41 | $0.05 | ||
| Q3 24 | $0.42 | $-0.08 | ||
| Q2 24 | $0.45 | $-0.10 |
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 | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.2B | $419.1M |
| 总资产 | $10.2B | — |
| 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OHIRBBN
| Q1 26 | $26.1M | $67.6M | ||
| Q4 25 | $27.0M | $96.4M | ||
| Q3 25 | $737.2M | $74.8M | ||
| Q2 25 | $734.2M | $60.5M | ||
| Q1 25 | $368.0M | $71.2M | ||
| Q4 24 | $518.3M | $87.8M | ||
| Q3 24 | $342.4M | $37.2M | ||
| Q2 24 | $35.2M | $64.6M |
总债务OHIRBBN
| Q1 26 | — | — | ||
| Q4 25 | $4.3B | $342.1M | ||
| Q3 25 | $5.0B | $344.3M | ||
| Q2 25 | $5.0B | $346.5M | ||
| Q1 25 | $4.4B | $347.4M | ||
| Q4 24 | $4.8B | $348.3M | ||
| Q3 24 | $4.9B | $349.1M | ||
| Q2 24 | $4.7B | $350.0M |
股东权益OHIRBBN
| Q1 26 | $5.2B | $419.1M | ||
| Q4 25 | $5.2B | $449.0M | ||
| Q3 25 | $5.0B | $360.1M | ||
| Q2 25 | $5.0B | $370.4M | ||
| Q1 25 | $4.7B | $381.8M | ||
| Q4 24 | $4.5B | $404.6M | ||
| Q3 24 | $4.2B | $395.5M | ||
| Q2 24 | $3.7B | $405.0M |
总资产OHIRBBN
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.0B | $1.2B | ||
| Q3 25 | $10.6B | $1.1B | ||
| Q2 25 | $10.5B | $1.1B | ||
| Q1 25 | $9.7B | $1.1B | ||
| Q4 24 | $9.9B | $1.2B | ||
| Q3 24 | $9.6B | $1.1B | ||
| Q2 24 | $8.8B | $1.1B |
负债/权益比OHIRBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.82× | 0.76× | ||
| Q3 25 | 0.99× | 0.96× | ||
| Q2 25 | 1.00× | 0.94× | ||
| Q1 25 | 0.94× | 0.91× | ||
| Q4 24 | 1.07× | 0.86× | ||
| Q3 24 | 1.15× | 0.88× | ||
| Q2 24 | 1.26× | 0.86× |
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% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
