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NATIONAL HEALTH INVESTORS INC（NHI）与Ribbon Communications Inc.（RBBN）财务数据对比。点击上方公司名可切换其他公司
Ribbon Communications Inc.的季度营收约是NATIONAL HEALTH INVESTORS INC的1.5倍（$162.6M vs $105.8M），Ribbon Communications Inc.净利率更高（54.8% vs 36.1%，领先18.7%），NATIONAL HEALTH INVESTORS INC同比增速更快（23.4% vs -10.3%），过去两年NATIONAL HEALTH INVESTORS INC的营收复合增速更高（13.9% vs -8.1%）
Oscar Health是美国营利性健康保险公司，2012年由约书亚·库什纳、凯文·纳泽米和马里奥·施洛瑟创立，总部位于纽约市。公司深耕健康保险领域，通过远程医疗、医疗专用技术界面及透明的理赔定价体系，降低患者的服务使用难度。
睿宾通信公司（Ribbon Communications Inc.）主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立，总部位于美国得克萨斯州普莱诺，是一家上市科技企业。
NHI vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.5倍
$105.8M
营收增速更快
NHI
高出33.7%
-10.3%
净利率更高
RBBN
高出18.7%
36.1%
两年增速更快
NHI
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $105.8M | $162.6M |
| 净利润 | $38.2M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | — | 37.6% |
| 净利率 | 36.1% | 54.8% |
| 营收同比 | 23.4% | -10.3% |
| 净利润同比 | -11.7% | — |
| 每股收益（稀释后） | $0.80 | $0.50 |
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NHIRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $105.8M | $227.3M | ||
| Q3 25 | $89.8M | $215.4M | ||
| Q2 25 | $90.7M | $220.6M | ||
| Q1 25 | $89.3M | $181.3M | ||
| Q4 24 | $85.8M | $251.4M | ||
| Q3 24 | $82.9M | $210.2M | ||
| Q2 24 | $85.0M | $192.6M |
净利润NHIRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $38.2M | — | ||
| Q3 25 | $32.9M | $-12.1M | ||
| Q2 25 | $37.0M | $-11.1M | ||
| Q1 25 | $34.2M | $-26.2M | ||
| Q4 24 | $43.2M | — | ||
| Q3 24 | $28.5M | $-13.4M | ||
| Q2 24 | $35.3M | $-16.8M |
毛利率NHIRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 50.1% | ||
| Q2 25 | — | 49.6% | ||
| Q1 25 | — | 45.4% | ||
| Q4 24 | — | 55.7% | ||
| Q3 24 | — | 52.1% | ||
| Q2 24 | — | 50.8% |
营业利润率NHIRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | — | -10.8% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | — | -0.4% | ||
| Q2 24 | — | -1.0% |
净利率NHIRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 36.1% | — | ||
| Q3 25 | 36.6% | -5.6% | ||
| Q2 25 | 40.8% | -5.0% | ||
| Q1 25 | 38.3% | -14.5% | ||
| Q4 24 | 50.4% | — | ||
| Q3 24 | 34.4% | -6.4% | ||
| Q2 24 | 41.5% | -8.7% |
每股收益（稀释后）NHIRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.80 | $0.50 | ||
| Q3 25 | $0.69 | $-0.07 | ||
| Q2 25 | $0.79 | $-0.06 | ||
| Q1 25 | $0.74 | $-0.15 | ||
| Q4 24 | $0.96 | $0.05 | ||
| Q3 24 | $0.65 | $-0.08 | ||
| Q2 24 | $0.81 | $-0.10 |
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 | $19.6M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $419.1M |
| 总资产 | $2.8B | — |
| 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NHIRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $19.6M | $96.4M | ||
| Q3 25 | $81.6M | $74.8M | ||
| Q2 25 | $18.6M | $60.5M | ||
| Q1 25 | $135.0M | $71.2M | ||
| Q4 24 | $24.3M | $87.8M | ||
| Q3 24 | $15.6M | $37.2M | ||
| Q2 24 | $14.8M | $64.6M |
总债务NHIRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
股东权益NHIRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $1.5B | $449.0M | ||
| Q3 25 | $1.5B | $360.1M | ||
| Q2 25 | $1.5B | $370.4M | ||
| Q1 25 | $1.4B | $381.8M | ||
| Q4 24 | $1.4B | $404.6M | ||
| Q3 24 | $1.2B | $395.5M | ||
| Q2 24 | $1.2B | $405.0M |
总资产NHIRBBN
| Q1 26 | — | — | ||
| Q4 25 | $2.8B | $1.2B | ||
| Q3 25 | $2.7B | $1.1B | ||
| Q2 25 | $2.7B | $1.1B | ||
| Q1 25 | $2.8B | $1.1B | ||
| Q4 24 | $2.6B | $1.2B | ||
| Q3 24 | $2.5B | $1.1B | ||
| Q2 24 | $2.5B | $1.1B |
负债/权益比NHIRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 0.86× |
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 | $236.6M | — |
| 自由现金流经营现金流 - 资本支出 | $-57.5M | — |
| 自由现金流率自由现金流/营收 | -54.3% | — |
| 资本支出强度资本支出/营收 | 277.9% | — |
| 现金转化率经营现金流/净利润 | 6.20× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流NHIRBBN
| Q1 26 | — | — | ||
| Q4 25 | $236.6M | $29.2M | ||
| Q3 25 | $62.5M | $26.5M | ||
| Q2 25 | $59.8M | $-795.0K | ||
| Q1 25 | $46.5M | $-3.5M | ||
| Q4 24 | $207.8M | $61.8M | ||
| Q3 24 | $48.6M | $-14.8M | ||
| Q2 24 | $60.7M | $-9.8M |
自由现金流NHIRBBN
| Q1 26 | — | — | ||
| Q4 25 | $-57.5M | $27.3M | ||
| Q3 25 | $-88.2M | $21.0M | ||
| Q2 25 | — | $-6.5M | ||
| Q1 25 | — | $-15.7M | ||
| Q4 24 | $49.8M | $53.8M | ||
| Q3 24 | $1.5M | $-23.7M | ||
| Q2 24 | — | $-12.9M |
自由现金流率NHIRBBN
| Q1 26 | — | — | ||
| Q4 25 | -54.3% | 12.0% | ||
| Q3 25 | -98.2% | 9.7% | ||
| Q2 25 | — | -2.9% | ||
| Q1 25 | — | -8.7% | ||
| Q4 24 | 58.1% | 21.4% | ||
| Q3 24 | 1.9% | -11.3% | ||
| Q2 24 | — | -6.7% |
资本支出强度NHIRBBN
| Q1 26 | — | — | ||
| Q4 25 | 277.9% | 0.9% | ||
| Q3 25 | 167.8% | 2.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 6.7% | ||
| Q4 24 | 184.2% | 3.2% | ||
| Q3 24 | 56.8% | 4.2% | ||
| Q2 24 | — | 1.6% |
现金转化率NHIRBBN
| Q1 26 | — | — | ||
| Q4 25 | 6.20× | — | ||
| Q3 25 | 1.90× | — | ||
| Q2 25 | 1.62× | — | ||
| Q1 25 | 1.36× | — | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.70× | — | ||
| Q2 24 | 1.72× | — |
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
NHI
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
