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OMEGA HEALTHCARE INVESTORS INC（OHI）与RBC Bearings INC（RBC）财务数据对比。点击上方公司名可切换其他公司
RBC Bearings INC的季度营收约是OMEGA HEALTHCARE INVESTORS INC的1.4倍（$461.6M vs $323.0M），OMEGA HEALTHCARE INVESTORS INC净利率更高（49.1% vs 14.6%，领先34.5%），RBC Bearings INC同比增速更快（17.0% vs 16.7%），过去两年OMEGA HEALTHCARE INVESTORS INC的营收复合增速更高（13.0% vs 5.6%）
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。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
OHI vs RBC — 直观对比
营收规模更大
RBC
是对方的1.4倍
$323.0M
营收增速更快
RBC
高出0.4%
16.7%
净利率更高
OHI
高出34.5%
14.6%
两年增速更快
OHI
近两年复合增速
5.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $323.0M | $461.6M |
| 净利润 | $158.6M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | — | 22.3% |
| 净利率 | 49.1% | 14.6% |
| 营收同比 | 16.7% | 17.0% |
| 净利润同比 | 41.5% | 16.4% |
| 每股收益（稀释后） | — | $2.13 |
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OHIRBC
| Q1 26 | $323.0M | — | ||
| Q4 25 | $319.2M | $461.6M | ||
| Q3 25 | $311.6M | $455.3M | ||
| Q2 25 | $282.5M | $436.0M | ||
| Q1 25 | $276.8M | $437.7M | ||
| Q4 24 | $279.3M | $394.4M | ||
| Q3 24 | $276.0M | $397.9M | ||
| Q2 24 | $252.7M | $406.3M |
净利润OHIRBC
| Q1 26 | $158.6M | — | ||
| Q4 25 | $172.0M | $67.4M | ||
| Q3 25 | $179.7M | $60.0M | ||
| Q2 25 | $136.6M | $68.5M | ||
| Q1 25 | $109.0M | $72.7M | ||
| Q4 24 | $116.5M | $57.9M | ||
| Q3 24 | $111.8M | $54.2M | ||
| Q2 24 | $113.9M | $61.4M |
毛利率OHIRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 45.3% |
营业利润率OHIRBC
| Q1 26 | — | — | ||
| Q4 25 | 53.7% | 22.3% | ||
| Q3 25 | 61.4% | 21.5% | ||
| Q2 25 | 52.1% | 23.2% | ||
| Q1 25 | 41.4% | 23.0% | ||
| Q4 24 | 42.5% | 21.7% | ||
| Q3 24 | 40.3% | 21.6% | ||
| Q2 24 | 47.1% | 24.0% |
净利率OHIRBC
| Q1 26 | 49.1% | — | ||
| Q4 25 | 53.9% | 14.6% | ||
| Q3 25 | 57.7% | 13.2% | ||
| Q2 25 | 48.4% | 15.7% | ||
| Q1 25 | 39.4% | 16.6% | ||
| Q4 24 | 41.7% | 14.7% | ||
| Q3 24 | 40.5% | 13.6% | ||
| Q2 24 | 45.1% | 15.1% |
每股收益（稀释后）OHIRBC
| Q1 26 | — | — | ||
| Q4 25 | $0.56 | $2.13 | ||
| Q3 25 | $0.59 | $1.90 | ||
| Q2 25 | $0.46 | $2.17 | ||
| Q1 25 | $0.33 | $2.33 | ||
| Q4 24 | $0.41 | $1.82 | ||
| Q3 24 | $0.42 | $1.65 | ||
| Q2 24 | $0.45 | $1.90 |
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 | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $5.2B | $3.3B |
| 总资产 | $10.2B | $5.1B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资OHIRBC
| Q1 26 | $26.1M | — | ||
| Q4 25 | $27.0M | $107.6M | ||
| Q3 25 | $737.2M | $91.2M | ||
| Q2 25 | $734.2M | $132.9M | ||
| Q1 25 | $368.0M | $36.8M | ||
| Q4 24 | $518.3M | — | ||
| Q3 24 | $342.4M | — | ||
| Q2 24 | $35.2M | $76.8M |
总债务OHIRBC
| Q1 26 | — | — | ||
| Q4 25 | $4.3B | $990.2M | ||
| Q3 25 | $5.0B | $1.1B | ||
| Q2 25 | $5.0B | $915.6M | ||
| Q1 25 | $4.4B | $920.1M | ||
| Q4 24 | $4.8B | — | ||
| Q3 24 | $4.9B | — | ||
| Q2 24 | $4.7B | — |
股东权益OHIRBC
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $3.3B | ||
| Q3 25 | $5.0B | $3.2B | ||
| Q2 25 | $5.0B | $3.1B | ||
| Q1 25 | $4.7B | $3.0B | ||
| Q4 24 | $4.5B | $2.9B | ||
| Q3 24 | $4.2B | $2.9B | ||
| Q2 24 | $3.7B | $2.8B |
总资产OHIRBC
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.0B | $5.1B | ||
| Q3 25 | $10.6B | $5.1B | ||
| Q2 25 | $10.5B | $4.8B | ||
| Q1 25 | $9.7B | $4.7B | ||
| Q4 24 | $9.9B | $4.7B | ||
| Q3 24 | $9.6B | $4.7B | ||
| Q2 24 | $8.8B | $4.7B |
负债/权益比OHIRBC
| Q1 26 | — | — | ||
| Q4 25 | 0.82× | 0.30× | ||
| Q3 25 | 0.99× | 0.34× | ||
| Q2 25 | 1.00× | 0.29× | ||
| Q1 25 | 0.94× | 0.30× | ||
| 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 | — | $122.1M |
| 自由现金流经营现金流 - 资本支出 | — | $99.1M |
| 自由现金流率自由现金流/营收 | — | 21.5% |
| 资本支出强度资本支出/营收 | — | 5.0% |
| 现金转化率经营现金流/净利润 | — | 1.81× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流OHIRBC
| Q1 26 | — | — | ||
| Q4 25 | $878.6M | $122.1M | ||
| Q3 25 | $226.7M | $88.4M | ||
| Q2 25 | $239.3M | $120.0M | ||
| Q1 25 | $182.0M | — | ||
| Q4 24 | $749.4M | $84.0M | ||
| Q3 24 | $184.9M | — | ||
| Q2 24 | $184.1M | $97.4M |
自由现金流OHIRBC
| Q1 26 | — | — | ||
| Q4 25 | $797.7M | $99.1M | ||
| Q3 25 | $205.5M | $71.7M | ||
| Q2 25 | $226.5M | $104.3M | ||
| Q1 25 | $161.8M | — | ||
| Q4 24 | $711.7M | $73.6M | ||
| Q3 24 | $176.6M | — | ||
| Q2 24 | $177.0M | $88.4M |
自由现金流率OHIRBC
| Q1 26 | — | — | ||
| Q4 25 | 249.9% | 21.5% | ||
| Q3 25 | 65.9% | 15.7% | ||
| Q2 25 | 80.2% | 23.9% | ||
| Q1 25 | 58.4% | — | ||
| Q4 24 | 254.8% | 18.7% | ||
| Q3 24 | 64.0% | — | ||
| Q2 24 | 70.0% | 21.8% |
资本支出强度OHIRBC
| Q1 26 | — | — | ||
| Q4 25 | 25.3% | 5.0% | ||
| Q3 25 | 6.8% | 3.7% | ||
| Q2 25 | 4.5% | 3.6% | ||
| Q1 25 | 7.3% | 3.2% | ||
| Q4 24 | 13.5% | 2.6% | ||
| Q3 24 | 3.0% | 4.1% | ||
| Q2 24 | 2.8% | 2.2% |
现金转化率OHIRBC
| Q1 26 | — | — | ||
| Q4 25 | 5.11× | 1.81× | ||
| Q3 25 | 1.26× | 1.47× | ||
| Q2 25 | 1.75× | 1.75× | ||
| Q1 25 | 1.67× | — | ||
| Q4 24 | 6.43× | 1.45× | ||
| Q3 24 | 1.65× | — | ||
| Q2 24 | 1.62× | 1.59× |
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% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
