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OMEGA HEALTHCARE INVESTORS INC（OHI）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是OMEGA HEALTHCARE INVESTORS INC的1.9倍（$622.0M vs $323.0M），OMEGA HEALTHCARE INVESTORS INC净利率更高（49.1% vs 34.4%，领先14.7%），OMEGA HEALTHCARE INVESTORS INC同比增速更快（16.7% vs 4.8%），过去两年OMEGA HEALTHCARE INVESTORS INC的营收复合增速更高（13.0% vs 4.6%）
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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
OHI vs RPRX — 直观对比
营收规模更大
RPRX
是对方的1.9倍
$323.0M
营收增速更快
OHI
高出11.9%
4.8%
净利率更高
OHI
高出14.7%
34.4%
两年增速更快
OHI
近两年复合增速
4.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $323.0M | $622.0M |
| 净利润 | $158.6M | $214.2M |
| 毛利率 | — | — |
| 营业利润率 | — | 62.4% |
| 净利率 | 49.1% | 34.4% |
| 营收同比 | 16.7% | 4.8% |
| 净利润同比 | 41.5% | 2.9% |
| 每股收益（稀释后） | — | $0.49 |
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OHIRPRX
| Q1 26 | $323.0M | — | ||
| Q4 25 | $319.2M | $622.0M | ||
| Q3 25 | $311.6M | $609.3M | ||
| Q2 25 | $282.5M | $578.7M | ||
| Q1 25 | $276.8M | $568.2M | ||
| Q4 24 | $279.3M | $593.6M | ||
| Q3 24 | $276.0M | $564.7M | ||
| Q2 24 | $252.7M | $537.3M |
净利润OHIRPRX
| Q1 26 | $158.6M | — | ||
| Q4 25 | $172.0M | $214.2M | ||
| Q3 25 | $179.7M | $288.2M | ||
| Q2 25 | $136.6M | $30.2M | ||
| Q1 25 | $109.0M | $238.3M | ||
| Q4 24 | $116.5M | $208.2M | ||
| Q3 24 | $111.8M | $544.0M | ||
| Q2 24 | $113.9M | $102.0M |
营业利润率OHIRPRX
| Q1 26 | — | — | ||
| Q4 25 | 53.7% | 62.4% | ||
| Q3 25 | 61.4% | 70.1% | ||
| Q2 25 | 52.1% | 36.3% | ||
| Q1 25 | 41.4% | 94.0% | ||
| Q4 24 | 42.5% | 60.9% | ||
| Q3 24 | 40.3% | — | ||
| Q2 24 | 47.1% | 50.2% |
净利率OHIRPRX
| Q1 26 | 49.1% | — | ||
| Q4 25 | 53.9% | 34.4% | ||
| Q3 25 | 57.7% | 47.3% | ||
| Q2 25 | 48.4% | 5.2% | ||
| Q1 25 | 39.4% | 41.9% | ||
| Q4 24 | 41.7% | 35.1% | ||
| Q3 24 | 40.5% | 96.3% | ||
| Q2 24 | 45.1% | 19.0% |
每股收益（稀释后）OHIRPRX
| Q1 26 | — | — | ||
| Q4 25 | $0.56 | $0.49 | ||
| Q3 25 | $0.59 | $0.67 | ||
| Q2 25 | $0.46 | $0.07 | ||
| Q1 25 | $0.33 | $0.55 | ||
| Q4 24 | $0.41 | $0.46 | ||
| Q3 24 | $0.42 | $1.21 | ||
| Q2 24 | $0.45 | $0.23 |
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 | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $5.2B | $9.7B |
| 总资产 | $10.2B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资OHIRPRX
| Q1 26 | $26.1M | — | ||
| Q4 25 | $27.0M | $618.7M | ||
| Q3 25 | $737.2M | $938.9M | ||
| Q2 25 | $734.2M | $631.9M | ||
| Q1 25 | $368.0M | $1.1B | ||
| Q4 24 | $518.3M | $929.0M | ||
| Q3 24 | $342.4M | $950.1M | ||
| Q2 24 | $35.2M | $1.8B |
总债务OHIRPRX
| Q1 26 | — | — | ||
| Q4 25 | $4.3B | $9.0B | ||
| Q3 25 | $5.0B | $8.9B | ||
| Q2 25 | $5.0B | $8.0B | ||
| Q1 25 | $4.4B | $7.6B | ||
| Q4 24 | $4.8B | $7.6B | ||
| Q3 24 | $4.9B | $7.6B | ||
| Q2 24 | $4.7B | $7.6B |
股东权益OHIRPRX
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $9.7B | ||
| Q3 25 | $5.0B | $9.6B | ||
| Q2 25 | $5.0B | $9.5B | ||
| Q1 25 | $4.7B | $9.8B | ||
| Q4 24 | $4.5B | $10.3B | ||
| Q3 24 | $4.2B | $10.3B | ||
| Q2 24 | $3.7B | $9.8B |
总资产OHIRPRX
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.0B | $19.6B | ||
| Q3 25 | $10.6B | $19.3B | ||
| Q2 25 | $10.5B | $18.3B | ||
| Q1 25 | $9.7B | $17.6B | ||
| Q4 24 | $9.9B | $18.2B | ||
| Q3 24 | $9.6B | $18.0B | ||
| Q2 24 | $8.8B | $17.7B |
负债/权益比OHIRPRX
| Q1 26 | — | — | ||
| Q4 25 | 0.82× | 0.92× | ||
| Q3 25 | 0.99× | 0.93× | ||
| Q2 25 | 1.00× | 0.84× | ||
| Q1 25 | 0.94× | 0.78× | ||
| Q4 24 | 1.07× | 0.74× | ||
| Q3 24 | 1.15× | 0.74× | ||
| Q2 24 | 1.26× | 0.78× |
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 | — | $827.1M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 3.86× |
| 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OHIRPRX
| Q1 26 | — | — | ||
| Q4 25 | $878.6M | $827.1M | ||
| Q3 25 | $226.7M | $702.6M | ||
| Q2 25 | $239.3M | $364.0M | ||
| Q1 25 | $182.0M | $596.1M | ||
| Q4 24 | $749.4M | $742.5M | ||
| Q3 24 | $184.9M | $703.6M | ||
| Q2 24 | $184.1M | $658.2M |
自由现金流OHIRPRX
| Q1 26 | — | — | ||
| Q4 25 | $797.7M | — | ||
| Q3 25 | $205.5M | — | ||
| Q2 25 | $226.5M | — | ||
| Q1 25 | $161.8M | — | ||
| Q4 24 | $711.7M | — | ||
| Q3 24 | $176.6M | — | ||
| Q2 24 | $177.0M | — |
自由现金流率OHIRPRX
| Q1 26 | — | — | ||
| Q4 25 | 249.9% | — | ||
| Q3 25 | 65.9% | — | ||
| Q2 25 | 80.2% | — | ||
| Q1 25 | 58.4% | — | ||
| Q4 24 | 254.8% | — | ||
| Q3 24 | 64.0% | — | ||
| Q2 24 | 70.0% | — |
资本支出强度OHIRPRX
| Q1 26 | — | — | ||
| Q4 25 | 25.3% | — | ||
| Q3 25 | 6.8% | — | ||
| Q2 25 | 4.5% | — | ||
| Q1 25 | 7.3% | — | ||
| Q4 24 | 13.5% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 2.8% | — |
现金转化率OHIRPRX
| Q1 26 | — | — | ||
| Q4 25 | 5.11× | 3.86× | ||
| Q3 25 | 1.26× | 2.44× | ||
| Q2 25 | 1.75× | 12.06× | ||
| Q1 25 | 1.67× | 2.50× | ||
| Q4 24 | 6.43× | 3.57× | ||
| Q3 24 | 1.65× | 1.29× | ||
| Q2 24 | 1.62× | 6.45× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
