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OLD REPUBLIC INTERNATIONAL CORP(ORI)与Ventas(VTR)财务数据对比。点击上方公司名可切换其他公司
OLD REPUBLIC INTERNATIONAL CORP的季度营收约是Ventas的1.4倍($2.4B vs $1.7B),OLD REPUBLIC INTERNATIONAL CORP净利率更高(13.8% vs 3.6%,领先10.2%),Ventas同比增速更快(22.0% vs 6.7%),过去两年Ventas的营收复合增速更高(17.5% vs 13.2%)
Old Republic International Corp是一家总部位于美国伊利诺伊州芝加哥的保险企业,核心业务覆盖财产保险、产权保险两大领域,深耕行业多年,具备成熟的风险防控能力与完善的服务体系,可为各类客户提供专业可靠的保险产品及相关解决方案。
Ventas是一家领先的医疗地产投资信托企业,旗下资产涵盖养老社区、医疗办公楼、生命科学研究设施及康复医疗中心等,主要在北美、英国地区运营,为医疗服务及生命科学机构提供专业物业解决方案。
ORI vs VTR — 直观对比
营收规模更大
ORI
是对方的1.4倍
$1.7B
营收增速更快
VTR
高出15.3%
6.7%
净利率更高
ORI
高出10.2%
3.6%
两年增速更快
VTR
近两年复合增速
13.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.4B | $1.7B |
| 净利润 | $330.0M | $59.0M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 13.8% | 3.6% |
| 营收同比 | 6.7% | 22.0% |
| 净利润同比 | 34.7% | 19.0% |
| 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
ORI
VTR
| Q1 26 | $2.4B | $1.7B | ||
| Q4 25 | $2.4B | $1.6B | ||
| Q3 25 | $2.4B | $1.5B | ||
| Q2 25 | $2.2B | $1.4B | ||
| Q1 25 | $2.1B | $1.4B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.3B | $1.2B | ||
| Q2 24 | $1.9B | $1.2B |
净利润
ORI
VTR
| Q1 26 | $330.0M | $59.0M | ||
| Q4 25 | $206.5M | $73.0M | ||
| Q3 25 | $279.5M | $68.7M | ||
| Q2 25 | $204.4M | $71.5M | ||
| Q1 25 | $245.0M | $48.4M | ||
| Q4 24 | $105.3M | $58.7M | ||
| Q3 24 | $338.9M | $21.0M | ||
| Q2 24 | $91.8M | $21.2M |
营业利润率
ORI
VTR
| Q1 26 | — | — | ||
| Q4 25 | — | 4.9% | ||
| Q3 25 | 14.6% | 3.0% | ||
| Q2 25 | 11.8% | 3.0% | ||
| Q1 25 | 14.6% | 3.0% | ||
| Q4 24 | — | -0.0% | ||
| Q3 24 | 18.2% | 1.5% | ||
| Q2 24 | 6.1% | -1.6% |
净利率
ORI
VTR
| Q1 26 | 13.8% | 3.6% | ||
| Q4 25 | 8.6% | 4.7% | ||
| Q3 25 | 11.5% | 4.6% | ||
| Q2 25 | 9.3% | 5.0% | ||
| Q1 25 | 11.6% | 3.6% | ||
| Q4 24 | 5.3% | 4.6% | ||
| Q3 24 | 14.5% | 1.7% | ||
| Q2 24 | 4.9% | 1.8% |
每股收益(稀释后)
ORI
VTR
| Q1 26 | — | — | ||
| Q4 25 | $0.82 | $0.15 | ||
| Q3 25 | $1.11 | $0.14 | ||
| Q2 25 | $0.81 | $0.15 | ||
| Q1 25 | $0.98 | $0.10 | ||
| Q4 24 | $0.42 | $0.13 | ||
| Q3 24 | $1.32 | $0.05 | ||
| Q2 24 | $0.35 | $0.05 |
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 | — | $183.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.9M | $13.2B |
| 总资产 | $29.6M | $27.7B |
| 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
ORI
VTR
| Q1 26 | — | $183.6M | ||
| Q4 25 | — | $741.1M | ||
| Q3 25 | — | $188.6M | ||
| Q2 25 | — | $614.2M | ||
| Q1 25 | — | $182.3M | ||
| Q4 24 | — | $897.9M | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $557.1M |
总债务
ORI
VTR
| Q1 26 | — | — | ||
| Q4 25 | — | $13.0B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $13.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
ORI
VTR
| Q1 26 | $5.9M | $13.2B | ||
| Q4 25 | $5.9B | $12.5B | ||
| Q3 25 | $6.4B | $12.4B | ||
| Q2 25 | $6.2B | $11.5B | ||
| Q1 25 | $5.9B | $11.5B | ||
| Q4 24 | $5.6B | $10.8B | ||
| Q3 24 | $6.4B | $9.8B | ||
| Q2 24 | $6.0B | $9.6B |
总资产
ORI
VTR
| Q1 26 | $29.6M | $27.7B | ||
| Q4 25 | $29.9B | $27.6B | ||
| Q3 25 | $30.3B | $26.9B | ||
| Q2 25 | $29.3B | $26.5B | ||
| Q1 25 | $28.0B | $26.0B | ||
| Q4 24 | $27.8B | $26.2B | ||
| Q3 24 | $28.8B | $25.3B | ||
| Q2 24 | $27.5B | $24.5B |
负债/权益比
ORI
VTR
| Q1 26 | — | — | ||
| Q4 25 | — | 1.04× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.26× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
ORI
| operating | $2.2B | 92% |
| Other | $201.8M | 8% |
VTR
| Resident fees and services | $1.3B | 78% |
| Outpatient medical and research portfolio | $230.1M | 14% |
| Triple-net leased properties | $123.1M | 7% |
| Third-party capital management revenues | $4.4M | 0% |