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OMEGA HEALTHCARE INVESTORS INC（OHI）与ROGERS CORP（ROG）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ROGERS CORP的1.6倍（$323.0M vs $200.5M），OMEGA HEALTHCARE INVESTORS INC净利率更高（49.1% vs 2.2%，领先46.9%），OMEGA HEALTHCARE INVESTORS INC同比增速更快（16.7% vs 5.2%），过去两年OMEGA HEALTHCARE INVESTORS INC的营收复合增速更高（13.0% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
OHI vs ROG — 直观对比
营收规模更大
OHI
是对方的1.6倍
$200.5M
营收增速更快
OHI
高出11.4%
5.2%
净利率更高
OHI
高出46.9%
2.2%
两年增速更快
OHI
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $323.0M | $200.5M |
| 净利润 | $158.6M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | — | — |
| 净利率 | 49.1% | 2.2% |
| 营收同比 | 16.7% | 5.2% |
| 净利润同比 | 41.5% | 421.4% |
| 每股收益（稀释后） | — | $0.25 |
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OHIROG
| Q1 26 | $323.0M | $200.5M | ||
| Q4 25 | $319.2M | $201.5M | ||
| Q3 25 | $311.6M | $216.0M | ||
| Q2 25 | $282.5M | $202.8M | ||
| Q1 25 | $276.8M | $190.5M | ||
| Q4 24 | $279.3M | $192.2M | ||
| Q3 24 | $276.0M | $210.3M | ||
| Q2 24 | $252.7M | $214.2M |
净利润OHIROG
| Q1 26 | $158.6M | $4.5M | ||
| Q4 25 | $172.0M | $4.6M | ||
| Q3 25 | $179.7M | $8.6M | ||
| Q2 25 | $136.6M | $-73.6M | ||
| Q1 25 | $109.0M | $-1.4M | ||
| Q4 24 | $116.5M | $-500.0K | ||
| Q3 24 | $111.8M | $10.7M | ||
| Q2 24 | $113.9M | $8.1M |
毛利率OHIROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
营业利润率OHIROG
| Q1 26 | — | — | ||
| Q4 25 | 53.7% | 3.5% | ||
| Q3 25 | 61.4% | 7.3% | ||
| Q2 25 | 52.1% | -33.3% | ||
| Q1 25 | 41.4% | -0.2% | ||
| Q4 24 | 42.5% | -6.6% | ||
| Q3 24 | 40.3% | 6.9% | ||
| Q2 24 | 47.1% | 5.3% |
净利率OHIROG
| Q1 26 | 49.1% | 2.2% | ||
| Q4 25 | 53.9% | 2.3% | ||
| Q3 25 | 57.7% | 4.0% | ||
| Q2 25 | 48.4% | -36.3% | ||
| Q1 25 | 39.4% | -0.7% | ||
| Q4 24 | 41.7% | -0.3% | ||
| Q3 24 | 40.5% | 5.1% | ||
| Q2 24 | 45.1% | 3.8% |
每股收益（稀释后）OHIROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.56 | $0.20 | ||
| Q3 25 | $0.59 | $0.48 | ||
| Q2 25 | $0.46 | $-4.00 | ||
| Q1 25 | $0.33 | $-0.08 | ||
| Q4 24 | $0.41 | $-0.04 | ||
| Q3 24 | $0.42 | $0.58 | ||
| Q2 24 | $0.45 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.2B | $1.2B |
| 总资产 | $10.2B | $1.4B |
| 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OHIROG
| Q1 26 | $26.1M | $195.8M | ||
| Q4 25 | $27.0M | $197.0M | ||
| Q3 25 | $737.2M | $167.8M | ||
| Q2 25 | $734.2M | $157.2M | ||
| Q1 25 | $368.0M | $175.6M | ||
| Q4 24 | $518.3M | $159.8M | ||
| Q3 24 | $342.4M | $146.4M | ||
| Q2 24 | $35.2M | $119.9M |
总债务OHIROG
| 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OHIROG
| Q1 26 | $5.2B | $1.2B | ||
| Q4 25 | $5.2B | $1.2B | ||
| Q3 25 | $5.0B | $1.2B | ||
| Q2 25 | $5.0B | $1.2B | ||
| Q1 25 | $4.7B | $1.3B | ||
| Q4 24 | $4.5B | $1.3B | ||
| Q3 24 | $4.2B | $1.3B | ||
| Q2 24 | $3.7B | $1.3B |
总资产OHIROG
| Q1 26 | $10.2B | $1.4B | ||
| Q4 25 | $10.0B | $1.4B | ||
| Q3 25 | $10.6B | $1.4B | ||
| Q2 25 | $10.5B | $1.5B | ||
| Q1 25 | $9.7B | $1.5B | ||
| Q4 24 | $9.9B | $1.5B | ||
| Q3 24 | $9.6B | $1.5B | ||
| Q2 24 | $8.8B | $1.5B |
负债/权益比OHIROG
| 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 | — | $5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 0.5% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | — | $70.1M |
8季度趋势，按日历期对齐
经营现金流OHIROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $878.6M | $46.9M | ||
| Q3 25 | $226.7M | $28.9M | ||
| Q2 25 | $239.3M | $13.7M | ||
| Q1 25 | $182.0M | $11.7M | ||
| Q4 24 | $749.4M | $33.7M | ||
| Q3 24 | $184.9M | $42.4M | ||
| Q2 24 | $184.1M | $22.9M |
自由现金流OHIROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $797.7M | $42.2M | ||
| Q3 25 | $205.5M | $21.2M | ||
| Q2 25 | $226.5M | $5.6M | ||
| Q1 25 | $161.8M | $2.1M | ||
| Q4 24 | $711.7M | $18.3M | ||
| Q3 24 | $176.6M | $25.2M | ||
| Q2 24 | $177.0M | $8.8M |
自由现金流率OHIROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 249.9% | 20.9% | ||
| Q3 25 | 65.9% | 9.8% | ||
| Q2 25 | 80.2% | 2.8% | ||
| Q1 25 | 58.4% | 1.1% | ||
| Q4 24 | 254.8% | 9.5% | ||
| Q3 24 | 64.0% | 12.0% | ||
| Q2 24 | 70.0% | 4.1% |
资本支出强度OHIROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 25.3% | 2.3% | ||
| Q3 25 | 6.8% | 3.6% | ||
| Q2 25 | 4.5% | 4.0% | ||
| Q1 25 | 7.3% | 5.0% | ||
| Q4 24 | 13.5% | 8.0% | ||
| Q3 24 | 3.0% | 8.2% | ||
| Q2 24 | 2.8% | 6.6% |
现金转化率OHIROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 5.11× | 10.20× | ||
| Q3 25 | 1.26× | 3.36× | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 1.67× | — | ||
| Q4 24 | 6.43× | — | ||
| Q3 24 | 1.65× | 3.96× | ||
| Q2 24 | 1.62× | 2.83× |
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% |
ROG
暂无分部数据
