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OMEGA HEALTHCARE INVESTORS INC（OHI）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是OMEGA HEALTHCARE INVESTORS INC的1.1倍（$362.7M vs $323.0M），OMEGA HEALTHCARE INVESTORS INC净利率更高（49.1% vs -10.7%，领先59.8%），过去两年世纪互联的营收复合增速更高（17.4% 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。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
OHI vs VNET — 直观对比
营收规模更大
VNET
是对方的1.1倍
$323.0M
净利率更高
OHI
高出59.8%
-10.7%
两年增速更快
VNET
近两年复合增速
13.0%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $323.0M | $362.7M |
| 净利润 | $158.6M | $-38.7M |
| 毛利率 | — | 20.9% |
| 营业利润率 | — | 0.5% |
| 净利率 | 49.1% | -10.7% |
| 营收同比 | 16.7% | — |
| 净利润同比 | 41.5% | — |
| 每股收益（稀释后） | — | — |
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OHIVNET
| Q1 26 | $323.0M | — | ||
| Q4 25 | $319.2M | — | ||
| Q3 25 | $311.6M | $362.7M | ||
| Q2 25 | $282.5M | — | ||
| Q1 25 | $276.8M | $309.5M | ||
| Q4 24 | $279.3M | — | ||
| Q3 24 | $276.0M | $302.2M | ||
| Q2 24 | $252.7M | $274.4M |
净利润OHIVNET
| Q1 26 | $158.6M | — | ||
| Q4 25 | $172.0M | — | ||
| Q3 25 | $179.7M | $-38.7M | ||
| Q2 25 | $136.6M | — | ||
| Q1 25 | $109.0M | $-2.4M | ||
| Q4 24 | $116.5M | — | ||
| Q3 24 | $111.8M | $-2.1M | ||
| Q2 24 | $113.9M | $-1.1M |
毛利率OHIVNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 25.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.2% | ||
| Q2 24 | — | 21.3% |
营业利润率OHIVNET
| Q1 26 | — | — | ||
| Q4 25 | 53.7% | — | ||
| Q3 25 | 61.4% | 0.5% | ||
| Q2 25 | 52.1% | — | ||
| Q1 25 | 41.4% | 0.1% | ||
| Q4 24 | 42.5% | — | ||
| Q3 24 | 40.3% | 24.5% | ||
| Q2 24 | 47.1% | 0.2% |
净利率OHIVNET
| Q1 26 | 49.1% | — | ||
| Q4 25 | 53.9% | — | ||
| Q3 25 | 57.7% | -10.7% | ||
| Q2 25 | 48.4% | — | ||
| Q1 25 | 39.4% | -0.8% | ||
| Q4 24 | 41.7% | — | ||
| Q3 24 | 40.5% | -0.7% | ||
| Q2 24 | 45.1% | -0.4% |
每股收益（稀释后）OHIVNET
| Q1 26 | — | — | ||
| Q4 25 | $0.56 | — | ||
| Q3 25 | $0.59 | — | ||
| Q2 25 | $0.46 | — | ||
| Q1 25 | $0.33 | — | ||
| Q4 24 | $0.41 | — | ||
| Q3 24 | $0.42 | — | ||
| Q2 24 | $0.45 | — |
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 | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.2B | $890.8M |
| 总资产 | $10.2B | $6.1B |
| 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OHIVNET
| Q1 26 | $26.1M | — | ||
| Q4 25 | $27.0M | — | ||
| Q3 25 | $737.2M | $492.1M | ||
| Q2 25 | $734.2M | — | ||
| Q1 25 | $368.0M | $544.3M | ||
| Q4 24 | $518.3M | — | ||
| Q3 24 | $342.4M | $219.5M | ||
| Q2 24 | $35.2M | $247.2M |
总债务OHIVNET
| 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 | $1.2B | ||
| Q2 24 | $4.7B | — |
股东权益OHIVNET
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | — | ||
| Q3 25 | $5.0B | $890.8M | ||
| Q2 25 | $5.0B | — | ||
| Q1 25 | $4.7B | $927.8M | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $4.2B | $902.9M | ||
| Q2 24 | $3.7B | $900.6M |
总资产OHIVNET
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.0B | — | ||
| Q3 25 | $10.6B | $6.1B | ||
| Q2 25 | $10.5B | — | ||
| Q1 25 | $9.7B | $5.4B | ||
| Q4 24 | $9.9B | — | ||
| Q3 24 | $9.6B | $4.3B | ||
| Q2 24 | $8.8B | $4.0B |
负债/权益比OHIVNET
| 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× | 1.28× | ||
| 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 | — | $113.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-193.1M |
| 自由现金流率自由现金流/营收 | — | -53.2% |
| 资本支出强度资本支出/营收 | — | 84.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-589.7M |
8季度趋势，按日历期对齐
经营现金流OHIVNET
| Q1 26 | — | — | ||
| Q4 25 | $878.6M | — | ||
| Q3 25 | $226.7M | $113.8M | ||
| Q2 25 | $239.3M | — | ||
| Q1 25 | $182.0M | $27.0M | ||
| Q4 24 | $749.4M | — | ||
| Q3 24 | $184.9M | $108.3M | ||
| Q2 24 | $184.1M | $55.8M |
自由现金流OHIVNET
| Q1 26 | — | — | ||
| Q4 25 | $797.7M | — | ||
| Q3 25 | $205.5M | $-193.1M | ||
| Q2 25 | $226.5M | — | ||
| Q1 25 | $161.8M | $-220.0M | ||
| Q4 24 | $711.7M | — | ||
| Q3 24 | $176.6M | $-95.0M | ||
| Q2 24 | $177.0M | $-81.6M |
自由现金流率OHIVNET
| Q1 26 | — | — | ||
| Q4 25 | 249.9% | — | ||
| Q3 25 | 65.9% | -53.2% | ||
| Q2 25 | 80.2% | — | ||
| Q1 25 | 58.4% | -71.1% | ||
| Q4 24 | 254.8% | — | ||
| Q3 24 | 64.0% | -31.4% | ||
| Q2 24 | 70.0% | -29.8% |
资本支出强度OHIVNET
| Q1 26 | — | — | ||
| Q4 25 | 25.3% | — | ||
| Q3 25 | 6.8% | 84.6% | ||
| Q2 25 | 4.5% | — | ||
| Q1 25 | 7.3% | 79.8% | ||
| Q4 24 | 13.5% | — | ||
| Q3 24 | 3.0% | 67.3% | ||
| Q2 24 | 2.8% | 50.1% |
现金转化率OHIVNET
| Q1 26 | — | — | ||
| Q4 25 | 5.11× | — | ||
| Q3 25 | 1.26× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 1.67× | — | ||
| Q4 24 | 6.43× | — | ||
| Q3 24 | 1.65× | — | ||
| Q2 24 | 1.62× | — |
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% |
VNET
暂无分部数据
