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OMEGA HEALTHCARE INVESTORS INC（OHI）与Rapid7, Inc.（RPD）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Rapid7, Inc.的1.5倍（$323.0M vs $217.4M），OMEGA HEALTHCARE INVESTORS INC净利率更高（49.1% vs 1.4%，领先47.7%），OMEGA HEALTHCARE INVESTORS INC同比增速更快（16.7% vs 0.5%），过去两年OMEGA HEALTHCARE INVESTORS INC的营收复合增速更高（13.0% vs 3.0%）
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。
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
OHI vs RPD — 直观对比
营收规模更大
OHI
是对方的1.5倍
$217.4M
营收增速更快
OHI
高出16.2%
0.5%
净利率更高
OHI
高出47.7%
1.4%
两年增速更快
OHI
近两年复合增速
3.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $323.0M | $217.4M |
| 净利润 | $158.6M | $3.1M |
| 毛利率 | — | 68.9% |
| 营业利润率 | — | 1.0% |
| 净利率 | 49.1% | 1.4% |
| 营收同比 | 16.7% | 0.5% |
| 净利润同比 | 41.5% | 44.1% |
| 每股收益（稀释后） | — | $0.05 |
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OHIRPD
| Q1 26 | $323.0M | — | ||
| Q4 25 | $319.2M | $217.4M | ||
| Q3 25 | $311.6M | $218.0M | ||
| Q2 25 | $282.5M | $214.2M | ||
| Q1 25 | $276.8M | $210.3M | ||
| Q4 24 | $279.3M | $216.3M | ||
| Q3 24 | $276.0M | $214.7M | ||
| Q2 24 | $252.7M | $208.0M |
净利润OHIRPD
| Q1 26 | $158.6M | — | ||
| Q4 25 | $172.0M | $3.1M | ||
| Q3 25 | $179.7M | $9.8M | ||
| Q2 25 | $136.6M | $8.3M | ||
| Q1 25 | $109.0M | $2.1M | ||
| Q4 24 | $116.5M | $2.2M | ||
| Q3 24 | $111.8M | $15.4M | ||
| Q2 24 | $113.9M | $6.5M |
毛利率OHIRPD
| Q1 26 | — | — | ||
| Q4 25 | — | 68.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.6% | ||
| Q1 25 | — | 71.7% | ||
| Q4 24 | — | 69.5% | ||
| Q3 24 | — | 70.6% | ||
| Q2 24 | — | 70.7% |
营业利润率OHIRPD
| Q1 26 | — | — | ||
| Q4 25 | 53.7% | 1.0% | ||
| Q3 25 | 61.4% | 2.7% | ||
| Q2 25 | 52.1% | 1.6% | ||
| Q1 25 | 41.4% | -0.0% | ||
| Q4 24 | 42.5% | 3.4% | ||
| Q3 24 | 40.3% | 6.0% | ||
| Q2 24 | 47.1% | 2.5% |
净利率OHIRPD
| Q1 26 | 49.1% | — | ||
| Q4 25 | 53.9% | 1.4% | ||
| Q3 25 | 57.7% | 4.5% | ||
| Q2 25 | 48.4% | 3.9% | ||
| Q1 25 | 39.4% | 1.0% | ||
| Q4 24 | 41.7% | 1.0% | ||
| Q3 24 | 40.5% | 7.2% | ||
| Q2 24 | 45.1% | 3.1% |
每股收益（稀释后）OHIRPD
| Q1 26 | — | — | ||
| Q4 25 | $0.56 | $0.05 | ||
| Q3 25 | $0.59 | $0.15 | ||
| Q2 25 | $0.46 | $0.13 | ||
| Q1 25 | $0.33 | $0.03 | ||
| Q4 24 | $0.41 | $0.08 | ||
| Q3 24 | $0.42 | $0.21 | ||
| Q2 24 | $0.45 | $0.09 |
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 | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.2B | $154.7M |
| 总资产 | $10.2B | $1.7B |
| 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OHIRPD
| Q1 26 | $26.1M | — | ||
| Q4 25 | $27.0M | $474.7M | ||
| Q3 25 | $737.2M | $407.1M | ||
| Q2 25 | $734.2M | $511.7M | ||
| Q1 25 | $368.0M | $493.5M | ||
| Q4 24 | $518.3M | $521.7M | ||
| Q3 24 | $342.4M | $443.7M | ||
| Q2 24 | $35.2M | $442.6M |
总债务OHIRPD
| 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OHIRPD
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $154.7M | ||
| Q3 25 | $5.0B | $127.2M | ||
| Q2 25 | $5.0B | $90.4M | ||
| Q1 25 | $4.7B | $52.7M | ||
| Q4 24 | $4.5B | $17.7M | ||
| Q3 24 | $4.2B | $-5.1M | ||
| Q2 24 | $3.7B | $-52.6M |
总资产OHIRPD
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.0B | $1.7B | ||
| Q3 25 | $10.6B | $1.7B | ||
| Q2 25 | $10.5B | $1.6B | ||
| Q1 25 | $9.7B | $1.6B | ||
| Q4 24 | $9.9B | $1.7B | ||
| Q3 24 | $9.6B | $1.6B | ||
| Q2 24 | $8.8B | $1.5B |
负债/权益比OHIRPD
| 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 | — | $37.6M |
| 自由现金流经营现金流 - 资本支出 | — | $36.4M |
| 自由现金流率自由现金流/营收 | — | 16.8% |
| 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 | — | 12.01× |
| 过去12个月自由现金流最近4个季度 | — | $146.2M |
8季度趋势，按日历期对齐
经营现金流OHIRPD
| Q1 26 | — | — | ||
| Q4 25 | $878.6M | $37.6M | ||
| Q3 25 | $226.7M | $39.0M | ||
| Q2 25 | $239.3M | $47.5M | ||
| Q1 25 | $182.0M | $29.8M | ||
| Q4 24 | $749.4M | $63.8M | ||
| Q3 24 | $184.9M | $44.0M | ||
| Q2 24 | $184.1M | $32.9M |
自由现金流OHIRPD
| Q1 26 | — | — | ||
| Q4 25 | $797.7M | $36.4M | ||
| Q3 25 | $205.5M | $34.8M | ||
| Q2 25 | $226.5M | $46.6M | ||
| Q1 25 | $161.8M | $28.4M | ||
| Q4 24 | $711.7M | $62.6M | ||
| Q3 24 | $176.6M | $42.6M | ||
| Q2 24 | $177.0M | $32.6M |
自由现金流率OHIRPD
| Q1 26 | — | — | ||
| Q4 25 | 249.9% | 16.8% | ||
| Q3 25 | 65.9% | 16.0% | ||
| Q2 25 | 80.2% | 21.8% | ||
| Q1 25 | 58.4% | 13.5% | ||
| Q4 24 | 254.8% | 28.9% | ||
| Q3 24 | 64.0% | 19.9% | ||
| Q2 24 | 70.0% | 15.7% |
资本支出强度OHIRPD
| Q1 26 | — | — | ||
| Q4 25 | 25.3% | 0.5% | ||
| Q3 25 | 6.8% | 1.9% | ||
| Q2 25 | 4.5% | 0.4% | ||
| Q1 25 | 7.3% | 0.6% | ||
| Q4 24 | 13.5% | 0.5% | ||
| Q3 24 | 3.0% | 0.6% | ||
| Q2 24 | 2.8% | 0.1% |
现金转化率OHIRPD
| Q1 26 | — | — | ||
| Q4 25 | 5.11× | 12.01× | ||
| Q3 25 | 1.26× | 3.97× | ||
| Q2 25 | 1.75× | 5.70× | ||
| Q1 25 | 1.67× | 14.14× | ||
| Q4 24 | 6.43× | 29.36× | ||
| Q3 24 | 1.65× | 2.85× | ||
| Q2 24 | 1.62× | 5.03× |
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% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
