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Concentrix Corp（CNXC）与Oscar Health, Inc.（OSCR）财务数据对比。点击上方公司名可切换其他公司
Oscar Health, Inc.的季度营收约是Concentrix Corp的1.1倍（$2.8B vs $2.6B），Concentrix Corp净利率更高（-57.9% vs -3933.2%，领先3875.2%），Oscar Health, Inc.同比增速更快（17.3% vs 4.3%），Oscar Health, Inc.自由现金流更多（$1.1B vs $281.2M），过去两年Oscar Health, Inc.的营收复合增速更高（14.4% vs 3.1%）
Concentrix是总部位于美国加利福尼亚州纽瓦克的业务流程外包服务商，2006年起成为SYNNEX集团旗下子公司，2020年12月1日独立上市，2025年位列《财富》美国500强第426位，为全球客户提供专业的外包解决方案支持。
奥斯卡健康（Oscar Health, Inc.）是美国营利性健康保险公司，2012年由约书亚·库什纳、凯文·纳泽米与马里奥·施洛瑟联合创立，总部设于纽约市。公司深耕健康保险领域，依托远程医疗、医疗专属技术界面及透明的理赔定价体系，帮助患者更便捷地享受医疗相关服务。
CNXC vs OSCR — 直观对比
营收规模更大
OSCR
是对方的1.1倍
$2.6B
营收增速更快
OSCR
高出13.0%
4.3%
净利率更高
CNXC
高出3875.2%
-3933.2%
自由现金流更多
OSCR
多$777.3M
$281.2M
两年增速更快
OSCR
近两年复合增速
3.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $2.8B |
| 净利润 | $-1.5B | $-352.6M |
| 毛利率 | 34.3% | — |
| 营业利润率 | -54.1% | -3722.8% |
| 净利率 | -57.9% | -3933.2% |
| 营收同比 | 4.3% | 17.3% |
| 净利润同比 | -1379.2% | -129.6% |
| 每股收益（稀释后） | $-23.37 | $-1.19 |
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CNXCOSCR
| Q4 25 | $2.6B | $2.8B | ||
| Q3 25 | $2.5B | $3.0B | ||
| Q2 25 | $2.4B | $2.9B | ||
| Q1 25 | $2.4B | $3.0B | ||
| Q4 24 | $2.4B | $2.4B | ||
| Q3 24 | $2.4B | $2.4B | ||
| Q2 24 | $2.4B | $2.2B | ||
| Q1 24 | $2.4B | $2.1B |
净利润CNXCOSCR
| Q4 25 | $-1.5B | $-352.6M | ||
| Q3 25 | $88.1M | $-137.4M | ||
| Q2 25 | $42.1M | $-228.4M | ||
| Q1 25 | $70.3M | $275.3M | ||
| Q4 24 | $115.7M | $-153.5M | ||
| Q3 24 | $16.6M | $-54.6M | ||
| Q2 24 | $66.8M | $56.2M | ||
| Q1 24 | $52.1M | $177.4M |
毛利率CNXCOSCR
| Q4 25 | 34.3% | — | ||
| Q3 25 | 34.4% | — | ||
| Q2 25 | 35.1% | — | ||
| Q1 25 | 36.1% | — | ||
| Q4 24 | 35.6% | — | ||
| Q3 24 | 36.2% | — | ||
| Q2 24 | 36.0% | — | ||
| Q1 24 | 35.6% | — |
营业利润率CNXCOSCR
| Q4 25 | -54.1% | -3722.8% | ||
| Q3 25 | 5.9% | -4.3% | ||
| Q2 25 | 6.1% | -8.0% | ||
| Q1 25 | 7.1% | 9.8% | ||
| Q4 24 | 5.9% | -3070.1% | ||
| Q3 24 | 6.4% | -2.0% | ||
| Q2 24 | 6.3% | 3.1% | ||
| Q1 24 | 6.2% | 8.7% |
净利率CNXCOSCR
| Q4 25 | -57.9% | -3933.2% | ||
| Q3 25 | 3.5% | -4.6% | ||
| Q2 25 | 1.7% | -8.0% | ||
| Q1 25 | 3.0% | 9.0% | ||
| Q4 24 | 4.7% | -3190.9% | ||
| Q3 24 | 0.7% | -2.3% | ||
| Q2 24 | 2.8% | 2.5% | ||
| Q1 24 | 2.2% | 8.3% |
每股收益（稀释后）CNXCOSCR
| Q4 25 | $-23.37 | $-1.19 | ||
| Q3 25 | $1.34 | $-0.53 | ||
| Q2 25 | $0.63 | $-0.89 | ||
| Q1 25 | $1.04 | $0.92 | ||
| Q4 24 | $1.72 | $-0.50 | ||
| Q3 24 | $0.25 | $-0.22 | ||
| Q2 24 | $0.98 | $0.20 | ||
| Q1 24 | $0.76 | $0.62 |
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 | $327.3M | $2.8B |
| 总债务越低越好 | $4.6B | $430.1M |
| 股东权益账面价值 | $2.7B | $977.6M |
| 总资产 | $10.8B | $6.3B |
| 负债/权益比越低杠杆越低 | 1.67× | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资CNXCOSCR
| Q4 25 | $327.3M | $2.8B | ||
| Q3 25 | $350.3M | $2.1B | ||
| Q2 25 | $342.8M | $2.6B | ||
| Q1 25 | $308.0M | $2.2B | ||
| Q4 24 | $240.6M | $2.2B | ||
| Q3 24 | $246.2M | $1.2B | ||
| Q2 24 | $207.3M | $2.3B | ||
| Q1 24 | $234.8M | $2.2B |
总债务CNXCOSCR
| Q4 25 | $4.6B | $430.1M | ||
| Q3 25 | $4.8B | $686.3M | ||
| Q2 25 | $4.9B | $299.9M | ||
| Q1 25 | $4.9B | $299.7M | ||
| Q4 24 | $4.7B | $299.6M | ||
| Q3 24 | $4.9B | $299.4M | ||
| Q2 24 | $4.9B | $299.2M | ||
| Q1 24 | $5.0B | $299.0M |
股东权益CNXCOSCR
| Q4 25 | $2.7B | $977.6M | ||
| Q3 25 | $4.3B | $1.0B | ||
| Q2 25 | $4.3B | $1.2B | ||
| Q1 25 | $4.0B | $1.3B | ||
| Q4 24 | $4.0B | $1.0B | ||
| Q3 24 | $4.2B | $1.2B | ||
| Q2 24 | $4.1B | $1.1B | ||
| Q1 24 | $4.1B | $1.0B |
总资产CNXCOSCR
| Q4 25 | $10.8B | $6.3B | ||
| Q3 25 | $12.4B | $5.7B | ||
| Q2 25 | $12.4B | $6.4B | ||
| Q1 25 | $11.9B | $5.8B | ||
| Q4 24 | $12.0B | $4.8B | ||
| Q3 24 | $12.2B | $4.5B | ||
| Q2 24 | $12.1B | $5.0B | ||
| Q1 24 | $12.2B | $4.4B |
负债/权益比CNXCOSCR
| Q4 25 | 1.67× | 0.44× | ||
| Q3 25 | 1.10× | 0.67× | ||
| Q2 25 | 1.14× | 0.26× | ||
| Q1 25 | 1.22× | 0.22× | ||
| Q4 24 | 1.17× | 0.30× | ||
| Q3 24 | 1.18× | 0.26× | ||
| Q2 24 | 1.21× | 0.26× | ||
| Q1 24 | 1.23× | 0.29× |
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 | $344.2M | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $281.2M | $1.1B |
| 自由现金流率自由现金流/营收 | 11.0% | 37.7% |
| 资本支出强度资本支出/营收 | 2.5% | 1.3% |
| 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 | $572.5M | $1.5B |
8季度趋势，按日历期对齐
经营现金流CNXCOSCR
| Q4 25 | $344.2M | $1.1B | ||
| Q3 25 | $224.8M | $-964.7M | ||
| Q2 25 | $236.5M | $509.1M | ||
| Q1 25 | $1.4M | $878.5M | ||
| Q4 24 | $284.4M | $978.2M | ||
| Q3 24 | $191.6M | $-500.1M | ||
| Q2 24 | $238.3M | $497.2M | ||
| Q1 24 | $-46.9M | $634.4M |
自由现金流CNXCOSCR
| Q4 25 | $281.2M | $1.1B | ||
| Q3 25 | $159.7M | $-973.7M | ||
| Q2 25 | $180.7M | $499.8M | ||
| Q1 25 | $-49.2M | $869.5M | ||
| Q4 24 | $224.5M | $950.3M | ||
| Q3 24 | $128.9M | $-507.7M | ||
| Q2 24 | $178.3M | $489.6M | ||
| Q1 24 | $-102.9M | $628.4M |
自由现金流率CNXCOSCR
| Q4 25 | 11.0% | 37.7% | ||
| Q3 25 | 6.4% | -32.6% | ||
| Q2 25 | 7.5% | 17.5% | ||
| Q1 25 | -2.1% | 28.5% | ||
| Q4 24 | 9.2% | 39.7% | ||
| Q3 24 | 5.4% | -20.9% | ||
| Q2 24 | 7.5% | 22.1% | ||
| Q1 24 | -4.3% | 29.3% |
资本支出强度CNXCOSCR
| Q4 25 | 2.5% | 1.3% | ||
| Q3 25 | 2.6% | 0.3% | ||
| Q2 25 | 2.3% | 0.3% | ||
| Q1 25 | 2.1% | 0.3% | ||
| Q4 24 | 2.4% | 1.2% | ||
| Q3 24 | 2.6% | 0.3% | ||
| Q2 24 | 2.5% | 0.3% | ||
| Q1 24 | 2.3% | 0.3% |
现金转化率CNXCOSCR
| Q4 25 | — | — | ||
| Q3 25 | 2.55× | — | ||
| Q2 25 | 5.62× | — | ||
| Q1 25 | 0.02× | 3.19× | ||
| Q4 24 | 2.46× | — | ||
| Q3 24 | 11.52× | — | ||
| Q2 24 | 3.57× | 8.85× | ||
| Q1 24 | -0.90× | 3.58× |
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
CNXC
| Technology And Consumer Electronics | $675.1M | 26% |
| Retail Travel And Ecommerce | $643.4M | 25% |
| Communications And Media | $417.2M | 16% |
| Banking Financial Services And Insurance | $402.6M | 16% |
| Other Industries | $229.7M | 9% |
| Other | $185.0M | 7% |
OSCR
暂无分部数据
