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OMEGA HEALTHCARE INVESTORS INC（OHI）与REPLIGEN CORP（RGEN）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REPLIGEN CORP的1.6倍（$323.0M vs $197.9M），OMEGA HEALTHCARE INVESTORS INC净利率更高（49.1% vs 6.7%，领先42.4%），OMEGA HEALTHCARE INVESTORS INC同比增速更快（16.7% vs 13.6%），过去两年REPLIGEN CORP的营收复合增速更高（14.4% 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。
Repligen是一家全球生命科学企业，专注于创新生物工艺技术与系统的研发及商业化，助力提升生物药生产效率。公司1981年成立，总部位于美国马萨诸塞州沃尔瑟姆，于纳斯达克挂牌上市，股票代码RGEN，截至2025年全球员工超1900人，主要服务生物制药领域客户。
OHI vs RGEN — 直观对比
营收规模更大
OHI
是对方的1.6倍
$197.9M
营收增速更快
OHI
高出3.0%
13.6%
净利率更高
OHI
高出42.4%
6.7%
两年增速更快
RGEN
近两年复合增速
13.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $323.0M | $197.9M |
| 净利润 | $158.6M | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | — | 9.0% |
| 净利率 | 49.1% | 6.7% |
| 营收同比 | 16.7% | 13.6% |
| 净利润同比 | 41.5% | 143.9% |
| 每股收益（稀释后） | — | $0.24 |
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OHIRGEN
| Q1 26 | $323.0M | — | ||
| Q4 25 | $319.2M | $197.9M | ||
| Q3 25 | $311.6M | $188.8M | ||
| Q2 25 | $282.5M | $182.4M | ||
| Q1 25 | $276.8M | $169.2M | ||
| Q4 24 | $279.3M | $174.1M | ||
| Q3 24 | $276.0M | $154.9M | ||
| Q2 24 | $252.7M | $154.1M |
净利润OHIRGEN
| Q1 26 | $158.6M | — | ||
| Q4 25 | $172.0M | $13.3M | ||
| Q3 25 | $179.7M | $14.9M | ||
| Q2 25 | $136.6M | $14.9M | ||
| Q1 25 | $109.0M | $5.8M | ||
| Q4 24 | $116.5M | $-30.3M | ||
| Q3 24 | $111.8M | $-654.0K | ||
| Q2 24 | $113.9M | $3.3M |
毛利率OHIRGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 52.5% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | 50.0% | ||
| Q1 25 | — | 53.6% | ||
| Q4 24 | — | 26.1% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 49.8% |
营业利润率OHIRGEN
| Q1 26 | — | — | ||
| Q4 25 | 53.7% | 9.0% | ||
| Q3 25 | 61.4% | 8.9% | ||
| Q2 25 | 52.1% | 7.6% | ||
| Q1 25 | 41.4% | 3.9% | ||
| Q4 24 | 42.5% | -17.7% | ||
| Q3 24 | 40.3% | -5.1% | ||
| Q2 24 | 47.1% | 1.0% |
净利率OHIRGEN
| Q1 26 | 49.1% | — | ||
| Q4 25 | 53.9% | 6.7% | ||
| Q3 25 | 57.7% | 7.9% | ||
| Q2 25 | 48.4% | 8.2% | ||
| Q1 25 | 39.4% | 3.4% | ||
| Q4 24 | 41.7% | -17.4% | ||
| Q3 24 | 40.5% | -0.4% | ||
| Q2 24 | 45.1% | 2.2% |
每股收益（稀释后）OHIRGEN
| Q1 26 | — | — | ||
| Q4 25 | $0.56 | $0.24 | ||
| Q3 25 | $0.59 | $0.26 | ||
| Q2 25 | $0.46 | $0.26 | ||
| Q1 25 | $0.33 | $0.10 | ||
| Q4 24 | $0.41 | $-0.55 | ||
| Q3 24 | $0.42 | $-0.01 | ||
| Q2 24 | $0.45 | $0.06 |
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 | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $5.2B | $2.1B |
| 总资产 | $10.2B | $2.9B |
| 负债/权益比越低杠杆越低 | — | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资OHIRGEN
| Q1 26 | $26.1M | — | ||
| Q4 25 | $27.0M | $767.6M | ||
| Q3 25 | $737.2M | $748.7M | ||
| Q2 25 | $734.2M | $708.9M | ||
| Q1 25 | $368.0M | $697.2M | ||
| Q4 24 | $518.3M | $757.4M | ||
| Q3 24 | $342.4M | $784.0M | ||
| Q2 24 | $35.2M | $809.1M |
总债务OHIRGEN
| Q1 26 | — | — | ||
| Q4 25 | $4.3B | $542.2M | ||
| Q3 25 | $5.0B | $537.9M | ||
| Q2 25 | $5.0B | — | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.8B | $525.6M | ||
| Q3 24 | $4.9B | — | ||
| Q2 24 | $4.7B | — |
股东权益OHIRGEN
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $2.1B | ||
| Q3 25 | $5.0B | $2.1B | ||
| Q2 25 | $5.0B | $2.1B | ||
| Q1 25 | $4.7B | $2.0B | ||
| Q4 24 | $4.5B | $2.0B | ||
| Q3 24 | $4.2B | $2.0B | ||
| Q2 24 | $3.7B | $2.0B |
总资产OHIRGEN
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.0B | $2.9B | ||
| Q3 25 | $10.6B | $2.9B | ||
| Q2 25 | $10.5B | $2.9B | ||
| Q1 25 | $9.7B | $2.9B | ||
| Q4 24 | $9.9B | $2.8B | ||
| Q3 24 | $9.6B | $2.8B | ||
| Q2 24 | $8.8B | $2.9B |
负债/权益比OHIRGEN
| Q1 26 | — | — | ||
| Q4 25 | 0.82× | 0.26× | ||
| Q3 25 | 0.99× | 0.26× | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 1.07× | 0.27× | ||
| 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 | — | $25.7M |
| 自由现金流经营现金流 - 资本支出 | — | $17.6M |
| 自由现金流率自由现金流/营收 | — | 8.9% |
| 资本支出强度资本支出/营收 | — | 4.1% |
| 现金转化率经营现金流/净利润 | — | 1.93× |
| 过去12个月自由现金流最近4个季度 | — | $93.9M |
8季度趋势，按日历期对齐
经营现金流OHIRGEN
| Q1 26 | — | — | ||
| Q4 25 | $878.6M | $25.7M | ||
| Q3 25 | $226.7M | $48.1M | ||
| Q2 25 | $239.3M | $28.6M | ||
| Q1 25 | $182.0M | $15.0M | ||
| Q4 24 | $749.4M | $39.2M | ||
| Q3 24 | $184.9M | $49.3M | ||
| Q2 24 | $184.1M | $42.2M |
自由现金流OHIRGEN
| Q1 26 | — | — | ||
| Q4 25 | $797.7M | $17.6M | ||
| Q3 25 | $205.5M | $43.4M | ||
| Q2 25 | $226.5M | $21.5M | ||
| Q1 25 | $161.8M | $11.4M | ||
| Q4 24 | $711.7M | $33.6M | ||
| Q3 24 | $176.6M | $42.3M | ||
| Q2 24 | $177.0M | $37.4M |
自由现金流率OHIRGEN
| Q1 26 | — | — | ||
| Q4 25 | 249.9% | 8.9% | ||
| Q3 25 | 65.9% | 23.0% | ||
| Q2 25 | 80.2% | 11.8% | ||
| Q1 25 | 58.4% | 6.8% | ||
| Q4 24 | 254.8% | 19.3% | ||
| Q3 24 | 64.0% | 27.3% | ||
| Q2 24 | 70.0% | 24.3% |
资本支出强度OHIRGEN
| Q1 26 | — | — | ||
| Q4 25 | 25.3% | 4.1% | ||
| Q3 25 | 6.8% | 2.5% | ||
| Q2 25 | 4.5% | 3.9% | ||
| Q1 25 | 7.3% | 2.1% | ||
| Q4 24 | 13.5% | 3.2% | ||
| Q3 24 | 3.0% | 4.5% | ||
| Q2 24 | 2.8% | 3.1% |
现金转化率OHIRGEN
| Q1 26 | — | — | ||
| Q4 25 | 5.11× | 1.93× | ||
| Q3 25 | 1.26× | 3.23× | ||
| Q2 25 | 1.75× | 1.92× | ||
| Q1 25 | 1.67× | 2.57× | ||
| Q4 24 | 6.43× | — | ||
| Q3 24 | 1.65× | — | ||
| Q2 24 | 1.62× | 12.70× |
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% |
RGEN
暂无分部数据
