vs
NATIONAL HEALTH INVESTORS INC（NHI）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
ROGERS CORP的季度营收约是NATIONAL HEALTH INVESTORS INC的1.9倍（$200.5M vs $105.8M），NATIONAL HEALTH INVESTORS INC净利率更高（36.1% vs 2.2%，领先33.8%），NATIONAL HEALTH INVESTORS INC同比增速更快（23.4% vs 5.2%），ROGERS CORP自由现金流更多（$1.1M vs $-57.5M），过去两年NATIONAL HEALTH INVESTORS INC的营收复合增速更高（13.9% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
NHI vs ROG — 直观对比
营收规模更大
ROG
是对方的1.9倍
$105.8M
营收增速更快
NHI
高出18.2%
5.2%
净利率更高
NHI
高出33.8%
2.2%
自由现金流更多
ROG
多$58.6M
$-57.5M
两年增速更快
NHI
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $105.8M | $200.5M |
| 净利润 | $38.2M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | — | — |
| 净利率 | 36.1% | 2.2% |
| 营收同比 | 23.4% | 5.2% |
| 净利润同比 | -11.7% | 421.4% |
| 每股收益（稀释后） | $0.80 | $0.25 |
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NHIROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $105.8M | $201.5M | ||
| Q3 25 | $89.8M | $216.0M | ||
| Q2 25 | $90.7M | $202.8M | ||
| Q1 25 | $89.3M | $190.5M | ||
| Q4 24 | $85.8M | $192.2M | ||
| Q3 24 | $82.9M | $210.3M | ||
| Q2 24 | $85.0M | $214.2M |
净利润NHIROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $38.2M | $4.6M | ||
| Q3 25 | $32.9M | $8.6M | ||
| Q2 25 | $37.0M | $-73.6M | ||
| Q1 25 | $34.2M | $-1.4M | ||
| Q4 24 | $43.2M | $-500.0K | ||
| Q3 24 | $28.5M | $10.7M | ||
| Q2 24 | $35.3M | $8.1M |
毛利率NHIROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
营业利润率NHIROG
| Q1 26 | — | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 7.3% | ||
| Q2 25 | — | -33.3% | ||
| Q1 25 | — | -0.2% | ||
| Q4 24 | — | -6.6% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | — | 5.3% |
净利率NHIROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 36.1% | 2.3% | ||
| Q3 25 | 36.6% | 4.0% | ||
| Q2 25 | 40.8% | -36.3% | ||
| Q1 25 | 38.3% | -0.7% | ||
| Q4 24 | 50.4% | -0.3% | ||
| Q3 24 | 34.4% | 5.1% | ||
| Q2 24 | 41.5% | 3.8% |
每股收益（稀释后）NHIROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.80 | $0.20 | ||
| Q3 25 | $0.69 | $0.48 | ||
| Q2 25 | $0.79 | $-4.00 | ||
| Q1 25 | $0.74 | $-0.08 | ||
| Q4 24 | $0.96 | $-0.04 | ||
| Q3 24 | $0.65 | $0.58 | ||
| Q2 24 | $0.81 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $1.2B |
| 总资产 | $2.8B | $1.4B |
| 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NHIROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $19.6M | $197.0M | ||
| Q3 25 | $81.6M | $167.8M | ||
| Q2 25 | $18.6M | $157.2M | ||
| Q1 25 | $135.0M | $175.6M | ||
| Q4 24 | $24.3M | $159.8M | ||
| Q3 24 | $15.6M | $146.4M | ||
| Q2 24 | $14.8M | $119.9M |
股东权益NHIROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.5B | $1.2B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.2B | $1.3B | ||
| Q2 24 | $1.2B | $1.3B |
总资产NHIROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.8B | $1.4B | ||
| Q3 25 | $2.7B | $1.4B | ||
| Q2 25 | $2.7B | $1.5B | ||
| Q1 25 | $2.8B | $1.5B | ||
| Q4 24 | $2.6B | $1.5B | ||
| Q3 24 | $2.5B | $1.5B | ||
| Q2 24 | $2.5B | $1.5B |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-57.5M | $1.1M |
| 自由现金流率自由现金流/营收 | -54.3% | 0.5% |
| 资本支出强度资本支出/营收 | 277.9% | 2.3% |
| 现金转化率经营现金流/净利润 | 6.20× | 1.29× |
| 过去12个月自由现金流最近4个季度 | — | $70.1M |
8季度趋势，按日历期对齐
经营现金流NHIROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $236.6M | $46.9M | ||
| Q3 25 | $62.5M | $28.9M | ||
| Q2 25 | $59.8M | $13.7M | ||
| Q1 25 | $46.5M | $11.7M | ||
| Q4 24 | $207.8M | $33.7M | ||
| Q3 24 | $48.6M | $42.4M | ||
| Q2 24 | $60.7M | $22.9M |
自由现金流NHIROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-57.5M | $42.2M | ||
| Q3 25 | $-88.2M | $21.2M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | $49.8M | $18.3M | ||
| Q3 24 | $1.5M | $25.2M | ||
| Q2 24 | — | $8.8M |
自由现金流率NHIROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -54.3% | 20.9% | ||
| Q3 25 | -98.2% | 9.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | 58.1% | 9.5% | ||
| Q3 24 | 1.9% | 12.0% | ||
| Q2 24 | — | 4.1% |
资本支出强度NHIROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 277.9% | 2.3% | ||
| Q3 25 | 167.8% | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | 184.2% | 8.0% | ||
| Q3 24 | 56.8% | 8.2% | ||
| Q2 24 | — | 6.6% |
现金转化率NHIROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 6.20× | 10.20× | ||
| Q3 25 | 1.90× | 3.36× | ||
| Q2 25 | 1.62× | — | ||
| Q1 25 | 1.36× | — | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.70× | 3.96× | ||
| Q2 24 | 1.72× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
