vs
美国艺电（EA）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.的季度营收约是美国艺电的1.5倍（$2.8B vs $1.9B），美国艺电净利率更高（4.6% vs -3933.2%，领先3937.8%），Oscar Health, Inc.同比增速更快（17.3% vs 1.0%），过去两年Oscar Health, Inc.的营收复合增速更高（14.4% vs 3.4%）
美国艺电（EA）是总部位于美国加利福尼亚州雷德伍德城的电子游戏企业，1982年5月由前苹果员工特里普·霍金斯创立。作为早期家用电脑游戏行业的先驱，公司将旗下游戏设计师与程序员称作“软件艺术家”，是全球知名的游戏厂商。
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。
EA vs OSCR — 直观对比
营收规模更大
OSCR
是对方的1.5倍
$1.9B
营收增速更快
OSCR
高出16.3%
1.0%
净利率更高
EA
高出3937.8%
-3933.2%
两年增速更快
OSCR
近两年复合增速
3.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $2.8B |
| 净利润 | $88.0M | $-352.6M |
| 毛利率 | 73.8% | — |
| 营业利润率 | 6.7% | -3722.8% |
| 净利率 | 4.6% | -3933.2% |
| 营收同比 | 1.0% | 17.3% |
| 净利润同比 | -70.0% | -129.6% |
| 每股收益（稀释后） | $0.35 | $-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EAOSCR
| Q4 25 | $1.9B | $2.8B | ||
| Q3 25 | $1.8B | $3.0B | ||
| Q2 25 | $1.7B | $2.9B | ||
| Q1 25 | $1.9B | $3.0B | ||
| Q4 24 | $1.9B | $2.4B | ||
| Q3 24 | $2.0B | $2.4B | ||
| Q2 24 | $1.7B | $2.2B | ||
| Q1 24 | $1.8B | $2.1B |
净利润EAOSCR
| Q4 25 | $88.0M | $-352.6M | ||
| Q3 25 | $137.0M | $-137.4M | ||
| Q2 25 | $201.0M | $-228.4M | ||
| Q1 25 | $254.0M | $275.3M | ||
| Q4 24 | $293.0M | $-153.5M | ||
| Q3 24 | $294.0M | $-54.6M | ||
| Q2 24 | $280.0M | $56.2M | ||
| Q1 24 | $182.0M | $177.4M |
毛利率EAOSCR
| Q4 25 | 73.8% | — | ||
| Q3 25 | 75.9% | — | ||
| Q2 25 | 83.3% | — | ||
| Q1 25 | 80.6% | — | ||
| Q4 24 | 75.8% | — | ||
| Q3 24 | 77.5% | — | ||
| Q2 24 | 84.2% | — | ||
| Q1 24 | 79.9% | — |
营业利润率EAOSCR
| Q4 25 | 6.7% | -3722.8% | ||
| Q3 25 | 10.9% | -4.3% | ||
| Q2 25 | 16.2% | -8.0% | ||
| Q1 25 | 20.8% | 9.8% | ||
| Q4 24 | 20.0% | -3070.1% | ||
| Q3 24 | 19.0% | -2.0% | ||
| Q2 24 | 21.9% | 3.1% | ||
| Q1 24 | 13.2% | 8.7% |
净利率EAOSCR
| Q4 25 | 4.6% | -3933.2% | ||
| Q3 25 | 7.4% | -4.6% | ||
| Q2 25 | 12.0% | -8.0% | ||
| Q1 25 | 13.4% | 9.0% | ||
| Q4 24 | 15.6% | -3190.9% | ||
| Q3 24 | 14.5% | -2.3% | ||
| Q2 24 | 16.9% | 2.5% | ||
| Q1 24 | 10.2% | 8.3% |
每股收益（稀释后）EAOSCR
| Q4 25 | $0.35 | $-1.19 | ||
| Q3 25 | $0.54 | $-0.53 | ||
| Q2 25 | $0.79 | $-0.89 | ||
| Q1 25 | $0.99 | $0.92 | ||
| Q4 24 | $1.11 | $-0.50 | ||
| Q3 24 | $1.11 | $-0.22 | ||
| Q2 24 | $1.04 | $0.20 | ||
| Q1 24 | $0.67 | $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 | $2.8B | $2.8B |
| 总债务越低越好 | — | $430.1M |
| 股东权益账面价值 | $6.2B | $977.6M |
| 总资产 | $13.3B | $6.3B |
| 负债/权益比越低杠杆越低 | — | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资EAOSCR
| Q4 25 | $2.8B | $2.8B | ||
| Q3 25 | $1.1B | $2.1B | ||
| Q2 25 | $1.5B | $2.6B | ||
| Q1 25 | $2.1B | $2.2B | ||
| Q4 24 | $2.8B | $2.2B | ||
| Q3 24 | $2.2B | $1.2B | ||
| Q2 24 | $2.4B | $2.3B | ||
| Q1 24 | $2.9B | $2.2B |
总债务EAOSCR
| Q4 25 | — | $430.1M | ||
| Q3 25 | — | $686.3M | ||
| Q2 25 | — | $299.9M | ||
| Q1 25 | — | $299.7M | ||
| Q4 24 | — | $299.6M | ||
| Q3 24 | — | $299.4M | ||
| Q2 24 | — | $299.2M | ||
| Q1 24 | — | $299.0M |
股东权益EAOSCR
| Q4 25 | $6.2B | $977.6M | ||
| Q3 25 | $6.0B | $1.0B | ||
| Q2 25 | $6.1B | $1.2B | ||
| Q1 25 | $6.4B | $1.3B | ||
| Q4 24 | $7.4B | $1.0B | ||
| Q3 24 | $7.4B | $1.2B | ||
| Q2 24 | $7.4B | $1.1B | ||
| Q1 24 | $7.5B | $1.0B |
总资产EAOSCR
| Q4 25 | $13.3B | $6.3B | ||
| Q3 25 | $11.9B | $5.7B | ||
| Q2 25 | $11.7B | $6.4B | ||
| Q1 25 | $12.4B | $5.8B | ||
| Q4 24 | $13.5B | $4.8B | ||
| Q3 24 | $13.1B | $4.5B | ||
| Q2 24 | $12.7B | $5.0B | ||
| Q1 24 | $13.4B | $4.4B |
负债/权益比EAOSCR
| Q4 25 | — | 0.44× | ||
| Q3 25 | — | 0.67× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | — | 0.30× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 0.26× | ||
| Q1 24 | — | 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 | $1.8B | $1.1B |
| 自由现金流经营现金流 - 资本支出 | — | $1.1B |
| 自由现金流率自由现金流/营收 | — | 37.7% |
| 资本支出强度资本支出/营收 | — | 1.3% |
| 现金转化率经营现金流/净利润 | 20.75× | — |
| 过去12个月自由现金流最近4个季度 | — | $1.5B |
8季度趋势，按日历期对齐
经营现金流EAOSCR
| Q4 25 | $1.8B | $1.1B | ||
| Q3 25 | $130.0M | $-964.7M | ||
| Q2 25 | $17.0M | $509.1M | ||
| Q1 25 | $549.0M | $878.5M | ||
| Q4 24 | $1.2B | $978.2M | ||
| Q3 24 | $234.0M | $-500.1M | ||
| Q2 24 | $120.0M | $497.2M | ||
| Q1 24 | $580.0M | $634.4M |
自由现金流EAOSCR
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $-973.7M | ||
| Q2 25 | — | $499.8M | ||
| Q1 25 | — | $869.5M | ||
| Q4 24 | — | $950.3M | ||
| Q3 24 | — | $-507.7M | ||
| Q2 24 | — | $489.6M | ||
| Q1 24 | — | $628.4M |
自由现金流率EAOSCR
| Q4 25 | — | 37.7% | ||
| Q3 25 | — | -32.6% | ||
| Q2 25 | — | 17.5% | ||
| Q1 25 | — | 28.5% | ||
| Q4 24 | — | 39.7% | ||
| Q3 24 | — | -20.9% | ||
| Q2 24 | — | 22.1% | ||
| Q1 24 | — | 29.3% |
资本支出强度EAOSCR
| Q4 25 | — | 1.3% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 1.2% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | 0.3% |
现金转化率EAOSCR
| Q4 25 | 20.75× | — | ||
| Q3 25 | 0.95× | — | ||
| Q2 25 | 0.08× | — | ||
| Q1 25 | 2.16× | 3.19× | ||
| Q4 24 | 4.01× | — | ||
| Q3 24 | 0.80× | — | ||
| Q2 24 | 0.43× | 8.85× | ||
| Q1 24 | 3.19× | 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
EA
| Live Services And Other Net Revenue | $1.3B | 67% |
| PC And Other Net Revenue | $465.0M | 24% |
| Packaged Goods Net Revenue | $86.0M | 5% |
| Other | $56.0M | 3% |
| Estimated Service Offering Period | $25.0M | 1% |
OSCR
暂无分部数据
