vs
OMEGA HEALTHCARE INVESTORS INC（OHI）与W. P. Carey Inc.（WPC）财务数据对比。点击上方公司名可切换其他公司
W. P. Carey Inc.的季度营收约是OMEGA HEALTHCARE INVESTORS INC的1.4倍（$444.5M vs $319.2M）。OMEGA HEALTHCARE INVESTORS INC净利率更高（51.6% vs 33.4%，领先18.3%）。OMEGA HEALTHCARE INVESTORS INC同比增速更快（14.3% vs 9.4%）。过去两年OMEGA HEALTHCARE INVESTORS INC的营收复合增速更高（14.5% vs 6.8%）
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。
W.P.凯里是一家房地产投资信托企业，主打投资以三净租赁模式租予单一租户的物业。公司注册地位于美国马里兰州，核心办公地点设在纽约市，深耕商业地产投资领域，拥有成熟的运营经验与优质的项目资源。
OHI vs WPC — 直观对比
营收规模更大
WPC
是对方的1.4倍
$319.2M
营收增速更快
OHI
高出4.8%
9.4%
净利率更高
OHI
高出18.3%
33.4%
两年增速更快
OHI
近两年复合增速
6.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $319.2M | $444.5M |
| 净利润 | $164.8M | $148.3M |
| 毛利率 | — | — |
| 营业利润率 | 53.7% | 34.5% |
| 净利率 | 51.6% | 33.4% |
| 营收同比 | 14.3% | 9.4% |
| 净利润同比 | 45.4% | 215.4% |
| 每股收益（稀释后） | $0.56 | — |
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OHIWPC
| Q4 25 | $319.2M | $444.5M | ||
| Q3 25 | $311.6M | $431.3M | ||
| Q2 25 | $282.5M | $430.8M | ||
| Q1 25 | $276.8M | $409.9M | ||
| Q4 24 | $279.3M | $406.2M | ||
| Q3 24 | $276.0M | $397.4M | ||
| Q2 24 | $252.7M | $389.7M | ||
| Q1 24 | $243.3M | $389.8M |
净利润OHIWPC
| Q4 25 | $164.8M | $148.3M | ||
| Q3 25 | $179.7M | $141.0M | ||
| Q2 25 | $136.6M | $51.2M | ||
| Q1 25 | $109.0M | $125.8M | ||
| Q4 24 | $113.3M | $47.0M | ||
| Q3 24 | $111.8M | $111.7M | ||
| Q2 24 | $113.9M | $142.9M | ||
| Q1 24 | $67.4M | $159.2M |
营业利润率OHIWPC
| Q4 25 | 53.7% | 34.5% | ||
| Q3 25 | 61.4% | 34.7% | ||
| Q2 25 | 52.1% | 15.0% | ||
| Q1 25 | 41.4% | 33.5% | ||
| Q4 24 | 42.5% | 13.5% | ||
| Q3 24 | 40.3% | 30.4% | ||
| Q2 24 | 47.1% | 38.3% | ||
| Q1 24 | 29.5% | 43.0% |
净利率OHIWPC
| Q4 25 | 51.6% | 33.4% | ||
| Q3 25 | 57.7% | 32.7% | ||
| Q2 25 | 48.4% | 11.9% | ||
| Q1 25 | 39.4% | 30.7% | ||
| Q4 24 | 40.6% | 11.6% | ||
| Q3 24 | 40.5% | 28.1% | ||
| Q2 24 | 45.1% | 36.7% | ||
| Q1 24 | 27.7% | 40.8% |
每股收益（稀释后）OHIWPC
| 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 | — | ||
| Q1 24 | $0.27 | — |
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 | $27.0M | $155.3M |
| 总债务越低越好 | $4.3B | $8.7B |
| 股东权益账面价值 | $5.2B | $8.1B |
| 总资产 | $10.0B | $18.0B |
| 负债/权益比越低杠杆越低 | 0.82× | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资OHIWPC
| Q4 25 | $27.0M | $155.3M | ||
| Q3 25 | $737.2M | $249.0M | ||
| Q2 25 | $734.2M | $244.8M | ||
| Q1 25 | $368.0M | $187.8M | ||
| Q4 24 | $518.3M | $640.4M | ||
| Q3 24 | $342.4M | $818.2M | ||
| Q2 24 | $35.2M | $1.1B | ||
| Q1 24 | $361.8M | $777.0M |
总债务OHIWPC
| Q4 25 | $4.3B | $8.7B | ||
| Q3 25 | $5.0B | $8.7B | ||
| Q2 25 | $5.0B | $8.6B | ||
| Q1 25 | $4.4B | $7.9B | ||
| Q4 24 | $4.8B | $8.0B | ||
| Q3 24 | $4.9B | $8.0B | ||
| Q2 24 | $4.7B | $8.1B | ||
| Q1 24 | $5.0B | $7.9B |
股东权益OHIWPC
| Q4 25 | $5.2B | $8.1B | ||
| Q3 25 | $5.0B | $8.2B | ||
| Q2 25 | $5.0B | $8.2B | ||
| Q1 25 | $4.7B | $8.4B | ||
| Q4 24 | $4.5B | $8.4B | ||
| Q3 24 | $4.2B | $8.6B | ||
| Q2 24 | $3.7B | $8.6B | ||
| Q1 24 | $3.5B | $8.7B |
总资产OHIWPC
| Q4 25 | $10.0B | $18.0B | ||
| Q3 25 | $10.6B | $18.0B | ||
| Q2 25 | $10.5B | $18.0B | ||
| Q1 25 | $9.7B | $17.3B | ||
| Q4 24 | $9.9B | $17.5B | ||
| Q3 24 | $9.6B | $17.6B | ||
| Q2 24 | $8.8B | $17.8B | ||
| Q1 24 | $9.0B | $17.6B |
负债/权益比OHIWPC
| Q4 25 | 0.82× | 1.07× | ||
| Q3 25 | 0.99× | 1.06× | ||
| Q2 25 | 1.00× | 1.05× | ||
| Q1 25 | 0.94× | 0.94× | ||
| Q4 24 | 1.07× | 0.95× | ||
| Q3 24 | 1.15× | 0.93× | ||
| Q2 24 | 1.26× | 0.94× | ||
| Q1 24 | 1.43× | 0.91× |
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 | $230.6M | $304.6M |
| 自由现金流经营现金流 - 资本支出 | $203.9M | — |
| 自由现金流率自由现金流/营收 | 63.9% | — |
| 资本支出强度资本支出/营收 | 8.4% | — |
| 现金转化率经营现金流/净利润 | 1.40× | 2.05× |
| 过去12个月自由现金流最近4个季度 | $797.7M | — |
8季度趋势，按日历期对齐
经营现金流OHIWPC
| Q4 25 | $230.6M | $304.6M | ||
| Q3 25 | $226.7M | $300.5M | ||
| Q2 25 | $239.3M | $404.0M | ||
| Q1 25 | $182.0M | $273.2M | ||
| Q4 24 | $229.0M | $296.3M | ||
| Q3 24 | $184.9M | $280.2M | ||
| Q2 24 | $184.1M | $221.0M | ||
| Q1 24 | $151.5M | $1.0B |
自由现金流OHIWPC
| Q4 25 | $203.9M | — | ||
| Q3 25 | $205.5M | — | ||
| Q2 25 | $226.5M | — | ||
| Q1 25 | $161.8M | — | ||
| Q4 24 | $213.5M | — | ||
| Q3 24 | $176.6M | — | ||
| Q2 24 | $177.0M | — | ||
| Q1 24 | $144.5M | — |
自由现金流率OHIWPC
| Q4 25 | 63.9% | — | ||
| Q3 25 | 65.9% | — | ||
| Q2 25 | 80.2% | — | ||
| Q1 25 | 58.4% | — | ||
| Q4 24 | 76.4% | — | ||
| Q3 24 | 64.0% | — | ||
| Q2 24 | 70.0% | — | ||
| Q1 24 | 59.4% | — |
资本支出强度OHIWPC
| Q4 25 | 8.4% | — | ||
| Q3 25 | 6.8% | — | ||
| Q2 25 | 4.5% | — | ||
| Q1 25 | 7.3% | — | ||
| Q4 24 | 5.5% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 2.8% | — | ||
| Q1 24 | 2.9% | — |
现金转化率OHIWPC
| Q4 25 | 1.40× | 2.05× | ||
| Q3 25 | 1.26× | 2.13× | ||
| Q2 25 | 1.75× | 7.89× | ||
| Q1 25 | 1.67× | 2.17× | ||
| Q4 24 | 2.02× | 6.30× | ||
| Q3 24 | 1.65× | 2.51× | ||
| Q2 24 | 1.62× | 1.55× | ||
| Q1 24 | 2.25× | 6.50× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
