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NATIONAL HEALTH INVESTORS INC（NHI）与RMR GROUP INC.（RMR）财务数据对比。点击上方公司名可切换其他公司
NATIONAL HEALTH INVESTORS INC的季度营收约是RMR GROUP INC.的1.6倍（$105.8M vs $66.7M），NATIONAL HEALTH INVESTORS INC净利率更高（36.1% vs 18.3%，领先17.8%），RMR GROUP INC.同比增速更快（40.8% vs 23.4%）
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。
RMR集团是总部位于美国的另类资产管理企业，核心业务聚焦不动产及相关投资，覆盖商业地产、住宅物业、基础设施等赛道，服务全球核心市场的机构投资者、高净值人士及零售客户。
NHI vs RMR — 直观对比
营收规模更大
NHI
是对方的1.6倍
$66.7M
营收增速更快
RMR
高出17.4%
23.4%
净利率更高
NHI
高出17.8%
18.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $105.8M | $66.7M |
| 净利润 | $38.2M | $12.2M |
| 毛利率 | — | — |
| 营业利润率 | — | 48.1% |
| 净利率 | 36.1% | 18.3% |
| 营收同比 | 23.4% | 40.8% |
| 净利润同比 | -11.7% | 91.1% |
| 每股收益（稀释后） | $0.80 | $0.71 |
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NHIRMR
| Q4 25 | $105.8M | $66.7M | ||
| Q3 25 | $89.8M | — | ||
| Q2 25 | $90.7M | — | ||
| Q1 25 | $89.3M | — | ||
| Q4 24 | $85.8M | — | ||
| Q3 24 | $82.9M | — | ||
| Q2 24 | $85.0M | — | ||
| Q1 24 | $81.5M | — |
净利润NHIRMR
| Q4 25 | $38.2M | $12.2M | ||
| Q3 25 | $32.9M | — | ||
| Q2 25 | $37.0M | — | ||
| Q1 25 | $34.2M | — | ||
| Q4 24 | $43.2M | — | ||
| Q3 24 | $28.5M | — | ||
| Q2 24 | $35.3M | — | ||
| Q1 24 | $30.9M | — |
营业利润率NHIRMR
| Q4 25 | — | 48.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
净利率NHIRMR
| Q4 25 | 36.1% | 18.3% | ||
| Q3 25 | 36.6% | — | ||
| Q2 25 | 40.8% | — | ||
| Q1 25 | 38.3% | — | ||
| Q4 24 | 50.4% | — | ||
| Q3 24 | 34.4% | — | ||
| Q2 24 | 41.5% | — | ||
| Q1 24 | 38.0% | — |
每股收益（稀释后）NHIRMR
| Q4 25 | $0.80 | $0.71 | ||
| Q3 25 | $0.69 | — | ||
| Q2 25 | $0.79 | — | ||
| Q1 25 | $0.74 | — | ||
| Q4 24 | $0.96 | — | ||
| Q3 24 | $0.65 | — | ||
| Q2 24 | $0.81 | — | ||
| Q1 24 | $0.71 | — |
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 | $49.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $232.7M |
| 总资产 | $2.8B | $687.1M |
| 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NHIRMR
| Q4 25 | $19.6M | $49.3M | ||
| Q3 25 | $81.6M | — | ||
| Q2 25 | $18.6M | — | ||
| Q1 25 | $135.0M | — | ||
| Q4 24 | $24.3M | — | ||
| Q3 24 | $15.6M | — | ||
| Q2 24 | $14.8M | — | ||
| Q1 24 | $11.4M | — |
股东权益NHIRMR
| Q4 25 | $1.5B | $232.7M | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.2B | — |
总资产NHIRMR
| Q4 25 | $2.8B | $687.1M | ||
| Q3 25 | $2.7B | — | ||
| Q2 25 | $2.7B | — | ||
| Q1 25 | $2.8B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.5B | — |
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 | $10.7M |
| 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× | 0.88× |
| 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NHIRMR
| Q4 25 | $236.6M | $10.7M | ||
| Q3 25 | $62.5M | — | ||
| Q2 25 | $59.8M | — | ||
| Q1 25 | $46.5M | — | ||
| Q4 24 | $207.8M | — | ||
| Q3 24 | $48.6M | — | ||
| Q2 24 | $60.7M | — | ||
| Q1 24 | $40.8M | — |
自由现金流NHIRMR
| Q4 25 | $-57.5M | — | ||
| Q3 25 | $-88.2M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $49.8M | — | ||
| Q3 24 | $1.5M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率NHIRMR
| Q4 25 | -54.3% | — | ||
| Q3 25 | -98.2% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 58.1% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度NHIRMR
| Q4 25 | 277.9% | — | ||
| Q3 25 | 167.8% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 184.2% | — | ||
| Q3 24 | 56.8% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率NHIRMR
| Q4 25 | 6.20× | 0.88× | ||
| Q3 25 | 1.90× | — | ||
| Q2 25 | 1.62× | — | ||
| Q1 25 | 1.36× | — | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.70× | — | ||
| Q2 24 | 1.72× | — | ||
| Q1 24 | 1.32× | — |
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
RMR
| Management Service Incentive | $23.6M | 35% |
| Industrial Logistics Properties Trust | $15.1M | 23% |
| Managed Private Real Estate Capital | $11.1M | 17% |
| Office Properties Income Trust | $5.6M | 8% |
| Other Private Entities | $5.3M | 8% |
| RMR Residential | $3.4M | 5% |
| Sonesta International Hotels Corporation | $2.1M | 3% |
| Investment Advisory Management And Administrative Service | $1.2M | 2% |
