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Oscar Health, Inc.（OSCR）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
Oscar Health, Inc.的季度营收约是瑞思迈的2.0倍（$2.8B vs $1.4B），瑞思迈净利率更高（27.6% vs -3933.2%，领先3960.8%），Oscar Health, Inc.同比增速更快（17.3% vs 11.0%），Oscar Health, Inc.自由现金流更多（$1.1B vs $311.2M），过去两年Oscar Health, Inc.的营收复合增速更高（14.4% vs 9.0%）
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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
OSCR vs RMD — 直观对比
营收规模更大
OSCR
是对方的2.0倍
$1.4B
营收增速更快
OSCR
高出6.3%
11.0%
净利率更高
RMD
高出3960.8%
-3933.2%
自由现金流更多
OSCR
多$747.3M
$311.2M
两年增速更快
OSCR
近两年复合增速
9.0%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $1.4B |
| 净利润 | $-352.6M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | -3722.8% | 34.6% |
| 净利率 | -3933.2% | 27.6% |
| 营收同比 | 17.3% | 11.0% |
| 净利润同比 | -129.6% | 13.9% |
| 每股收益（稀释后） | $-1.19 | $2.68 |
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OSCRRMD
| Q4 25 | $2.8B | $1.4B | ||
| Q3 25 | $3.0B | $1.3B | ||
| Q2 25 | $2.9B | $1.3B | ||
| Q1 25 | $3.0B | $1.3B | ||
| Q4 24 | $2.4B | $1.3B | ||
| Q3 24 | $2.4B | $1.2B | ||
| Q2 24 | $2.2B | $1.2B | ||
| Q1 24 | $2.1B | $1.2B |
净利润OSCRRMD
| Q4 25 | $-352.6M | $392.6M | ||
| Q3 25 | $-137.4M | $348.5M | ||
| Q2 25 | $-228.4M | $379.7M | ||
| Q1 25 | $275.3M | $365.0M | ||
| Q4 24 | $-153.5M | $344.6M | ||
| Q3 24 | $-54.6M | $311.4M | ||
| Q2 24 | $56.2M | $292.2M | ||
| Q1 24 | $177.4M | $300.5M |
毛利率OSCRRMD
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% | ||
| Q2 24 | — | 58.5% | ||
| Q1 24 | — | 57.9% |
营业利润率OSCRRMD
| Q4 25 | -3722.8% | 34.6% | ||
| Q3 25 | -4.3% | 33.4% | ||
| Q2 25 | -8.0% | 33.7% | ||
| Q1 25 | 9.8% | 33.0% | ||
| Q4 24 | -3070.1% | 32.5% | ||
| Q3 24 | -2.0% | 31.6% | ||
| Q2 24 | 3.1% | 31.2% | ||
| Q1 24 | 8.7% | 31.3% |
净利率OSCRRMD
| Q4 25 | -3933.2% | 27.6% | ||
| Q3 25 | -4.6% | 26.1% | ||
| Q2 25 | -8.0% | 28.2% | ||
| Q1 25 | 9.0% | 28.3% | ||
| Q4 24 | -3190.9% | 26.9% | ||
| Q3 24 | -2.3% | 25.4% | ||
| Q2 24 | 2.5% | 23.9% | ||
| Q1 24 | 8.3% | 25.1% |
每股收益（稀释后）OSCRRMD
| Q4 25 | $-1.19 | $2.68 | ||
| Q3 25 | $-0.53 | $2.37 | ||
| Q2 25 | $-0.89 | $2.58 | ||
| Q1 25 | $0.92 | $2.48 | ||
| Q4 24 | $-0.50 | $2.34 | ||
| Q3 24 | $-0.22 | $2.11 | ||
| Q2 24 | $0.20 | $1.97 | ||
| Q1 24 | $0.62 | $2.04 |
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 | $1.4B |
| 总债务越低越好 | $430.1M | $403.9M |
| 股东权益账面价值 | $977.6M | $6.3B |
| 总资产 | $6.3B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.44× | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资OSCRRMD
| Q4 25 | $2.8B | $1.4B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.6B | $1.2B | ||
| Q1 25 | $2.2B | $932.7M | ||
| Q4 24 | $2.2B | $521.9M | ||
| Q3 24 | $1.2B | $426.4M | ||
| Q2 24 | $2.3B | $238.4M | ||
| Q1 24 | $2.2B | $237.9M |
总债务OSCRRMD
| Q4 25 | $430.1M | $403.9M | ||
| Q3 25 | $686.3M | $408.7M | ||
| Q2 25 | $299.9M | $658.4M | ||
| Q1 25 | $299.7M | $663.1M | ||
| Q4 24 | $299.6M | $662.9M | ||
| Q3 24 | $299.4M | $667.6M | ||
| Q2 24 | $299.2M | $697.3M | ||
| Q1 24 | $299.0M | $997.0M |
股东权益OSCRRMD
| Q4 25 | $977.6M | $6.3B | ||
| Q3 25 | $1.0B | $6.1B | ||
| Q2 25 | $1.2B | $6.0B | ||
| Q1 25 | $1.3B | $5.5B | ||
| Q4 24 | $1.0B | $5.3B | ||
| Q3 24 | $1.2B | $5.2B | ||
| Q2 24 | $1.1B | $4.9B | ||
| Q1 24 | $1.0B | $4.6B |
总资产OSCRRMD
| Q4 25 | $6.3B | $8.5B | ||
| Q3 25 | $5.7B | $8.3B | ||
| Q2 25 | $6.4B | $8.2B | ||
| Q1 25 | $5.8B | $7.6B | ||
| Q4 24 | $4.8B | $7.1B | ||
| Q3 24 | $4.5B | $7.2B | ||
| Q2 24 | $5.0B | $6.9B | ||
| Q1 24 | $4.4B | $6.8B |
负债/权益比OSCRRMD
| Q4 25 | 0.44× | 0.06× | ||
| Q3 25 | 0.67× | 0.07× | ||
| Q2 25 | 0.26× | 0.11× | ||
| Q1 25 | 0.22× | 0.12× | ||
| Q4 24 | 0.30× | 0.13× | ||
| Q3 24 | 0.26× | 0.13× | ||
| Q2 24 | 0.26× | 0.14× | ||
| Q1 24 | 0.29× | 0.22× |
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 | $1.1B | $339.7M |
| 自由现金流经营现金流 - 资本支出 | $1.1B | $311.2M |
| 自由现金流率自由现金流/营收 | 37.7% | 21.9% |
| 资本支出强度资本支出/营收 | 1.3% | 2.0% |
| 现金转化率经营现金流/净利润 | — | 0.87× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $1.8B |
8季度趋势，按日历期对齐
经营现金流OSCRRMD
| Q4 25 | $1.1B | $339.7M | ||
| Q3 25 | $-964.7M | $457.3M | ||
| Q2 25 | $509.1M | $538.8M | ||
| Q1 25 | $878.5M | $578.7M | ||
| Q4 24 | $978.2M | $308.6M | ||
| Q3 24 | $-500.1M | $325.5M | ||
| Q2 24 | $497.2M | $440.1M | ||
| Q1 24 | $634.4M | $402.0M |
自由现金流OSCRRMD
| Q4 25 | $1.1B | $311.2M | ||
| Q3 25 | $-973.7M | $414.4M | ||
| Q2 25 | $499.8M | $508.2M | ||
| Q1 25 | $869.5M | $557.9M | ||
| Q4 24 | $950.3M | $288.0M | ||
| Q3 24 | $-507.7M | $307.7M | ||
| Q2 24 | $489.6M | $415.2M | ||
| Q1 24 | $628.4M | $380.8M |
自由现金流率OSCRRMD
| Q4 25 | 37.7% | 21.9% | ||
| Q3 25 | -32.6% | 31.0% | ||
| Q2 25 | 17.5% | 37.7% | ||
| Q1 25 | 28.5% | 43.2% | ||
| Q4 24 | 39.7% | 22.5% | ||
| Q3 24 | -20.9% | 25.1% | ||
| Q2 24 | 22.1% | 33.9% | ||
| Q1 24 | 29.3% | 31.8% |
资本支出强度OSCRRMD
| Q4 25 | 1.3% | 2.0% | ||
| Q3 25 | 0.3% | 3.2% | ||
| Q2 25 | 0.3% | 2.3% | ||
| Q1 25 | 0.3% | 1.6% | ||
| Q4 24 | 1.2% | 1.6% | ||
| Q3 24 | 0.3% | 1.5% | ||
| Q2 24 | 0.3% | 2.0% | ||
| Q1 24 | 0.3% | 1.8% |
现金转化率OSCRRMD
| Q4 25 | — | 0.87× | ||
| Q3 25 | — | 1.31× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | 3.19× | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 1.05× | ||
| Q2 24 | 8.85× | 1.51× | ||
| Q1 24 | 3.58× | 1.34× |
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
OSCR
暂无分部数据
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |
