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Oscar Health, Inc.（OSCR）与RXO, Inc.（RXO）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RXO, Inc.的1.9倍（$2.8B vs $1.5B），RXO, Inc.净利率更高（-3.1% vs -3933.2%，领先3930.1%），Oscar Health, Inc.同比增速更快（17.3% vs -11.9%），Oscar Health, Inc.自由现金流更多（$1.1B vs $-9.0M），过去两年RXO, Inc.的营收复合增速更高（26.8% vs 14.4%）
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。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
OSCR vs RXO — 直观对比
营收规模更大
OSCR
是对方的1.9倍
$1.5B
营收增速更快
OSCR
高出29.1%
-11.9%
净利率更高
RXO
高出3930.1%
-3933.2%
自由现金流更多
OSCR
多$1.1B
$-9.0M
两年增速更快
RXO
近两年复合增速
14.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $1.5B |
| 净利润 | $-352.6M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | -3722.8% | -2.9% |
| 净利率 | -3933.2% | -3.1% |
| 营收同比 | 17.3% | -11.9% |
| 净利润同比 | -129.6% | -84.0% |
| 每股收益（稀释后） | $-1.19 | $-0.28 |
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OSCRRXO
| Q4 25 | $2.8B | $1.5B | ||
| Q3 25 | $3.0B | $1.4B | ||
| Q2 25 | $2.9B | $1.4B | ||
| Q1 25 | $3.0B | $1.4B | ||
| Q4 24 | $2.4B | $1.7B | ||
| Q3 24 | $2.4B | $1.0B | ||
| Q2 24 | $2.2B | $930.0M | ||
| Q1 24 | $2.1B | $913.0M |
净利润OSCRRXO
| Q4 25 | $-352.6M | $-46.0M | ||
| Q3 25 | $-137.4M | $-14.0M | ||
| Q2 25 | $-228.4M | $-9.0M | ||
| Q1 25 | $275.3M | $-31.0M | ||
| Q4 24 | $-153.5M | $-25.0M | ||
| Q3 24 | $-54.6M | $-243.0M | ||
| Q2 24 | $56.2M | $-7.0M | ||
| Q1 24 | $177.4M | $-15.0M |
营业利润率OSCRRXO
| Q4 25 | -3722.8% | -2.9% | ||
| Q3 25 | -4.3% | -0.5% | ||
| Q2 25 | -8.0% | — | ||
| Q1 25 | 9.8% | -2.1% | ||
| Q4 24 | -3070.1% | -1.4% | ||
| Q3 24 | -2.0% | -1.9% | ||
| Q2 24 | 3.1% | — | ||
| Q1 24 | 8.7% | -1.3% |
净利率OSCRRXO
| Q4 25 | -3933.2% | -3.1% | ||
| Q3 25 | -4.6% | -1.0% | ||
| Q2 25 | -8.0% | -0.6% | ||
| Q1 25 | 9.0% | -2.2% | ||
| Q4 24 | -3190.9% | -1.5% | ||
| Q3 24 | -2.3% | -23.4% | ||
| Q2 24 | 2.5% | -0.8% | ||
| Q1 24 | 8.3% | -1.6% |
每股收益（稀释后）OSCRRXO
| Q4 25 | $-1.19 | $-0.28 | ||
| Q3 25 | $-0.53 | $-0.08 | ||
| Q2 25 | $-0.89 | $-0.05 | ||
| Q1 25 | $0.92 | $-0.18 | ||
| Q4 24 | $-0.50 | $-0.17 | ||
| Q3 24 | $-0.22 | $-1.81 | ||
| Q2 24 | $0.20 | $-0.06 | ||
| Q1 24 | $0.62 | $-0.13 |
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 | $17.0M |
| 总债务越低越好 | $430.1M | $387.0M |
| 股东权益账面价值 | $977.6M | $1.5B |
| 总资产 | $6.3B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.44× | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资OSCRRXO
| Q4 25 | $2.8B | $17.0M | ||
| Q3 25 | $2.1B | $25.0M | ||
| Q2 25 | $2.6B | $18.0M | ||
| Q1 25 | $2.2B | $16.0M | ||
| Q4 24 | $2.2B | $35.0M | ||
| Q3 24 | $1.2B | $55.0M | ||
| Q2 24 | $2.3B | $7.0M | ||
| Q1 24 | $2.2B | $7.0M |
总债务OSCRRXO
| Q4 25 | $430.1M | $387.0M | ||
| Q3 25 | $686.3M | $387.0M | ||
| Q2 25 | $299.9M | $387.0M | ||
| Q1 25 | $299.7M | $387.0M | ||
| Q4 24 | $299.6M | $351.0M | ||
| Q3 24 | $299.4M | $352.0M | ||
| Q2 24 | $299.2M | $370.0M | ||
| Q1 24 | $299.0M | $351.0M |
股东权益OSCRRXO
| Q4 25 | $977.6M | $1.5B | ||
| Q3 25 | $1.0B | $1.6B | ||
| Q2 25 | $1.2B | $1.6B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.0B | $1.6B | ||
| Q3 24 | $1.2B | $1.7B | ||
| Q2 24 | $1.1B | $579.0M | ||
| Q1 24 | $1.0B | $582.0M |
总资产OSCRRXO
| Q4 25 | $6.3B | $3.3B | ||
| Q3 25 | $5.7B | $3.2B | ||
| Q2 25 | $6.4B | $3.2B | ||
| Q1 25 | $5.8B | $3.3B | ||
| Q4 24 | $4.8B | $3.4B | ||
| Q3 24 | $4.5B | $3.4B | ||
| Q2 24 | $5.0B | $1.8B | ||
| Q1 24 | $4.4B | $1.8B |
负债/权益比OSCRRXO
| Q4 25 | 0.44× | 0.25× | ||
| Q3 25 | 0.67× | 0.24× | ||
| Q2 25 | 0.26× | 0.24× | ||
| Q1 25 | 0.22× | 0.24× | ||
| Q4 24 | 0.30× | 0.22× | ||
| Q3 24 | 0.26× | 0.21× | ||
| Q2 24 | 0.26× | 0.64× | ||
| Q1 24 | 0.29× | 0.60× |
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 | $7.0M |
| 自由现金流经营现金流 - 资本支出 | $1.1B | $-9.0M |
| 自由现金流率自由现金流/营收 | 37.7% | -0.6% |
| 资本支出强度资本支出/营收 | 1.3% | 1.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $1.5B | $-8.0M |
8季度趋势，按日历期对齐
经营现金流OSCRRXO
| Q4 25 | $1.1B | $7.0M | ||
| Q3 25 | $-964.7M | $23.0M | ||
| Q2 25 | $509.1M | $23.0M | ||
| Q1 25 | $878.5M | $-2.0M | ||
| Q4 24 | $978.2M | $-7.0M | ||
| Q3 24 | $-500.1M | $-7.0M | ||
| Q2 24 | $497.2M | $-5.0M | ||
| Q1 24 | $634.4M | $7.0M |
自由现金流OSCRRXO
| Q4 25 | $1.1B | $-9.0M | ||
| Q3 25 | $-973.7M | $9.0M | ||
| Q2 25 | $499.8M | $9.0M | ||
| Q1 25 | $869.5M | $-17.0M | ||
| Q4 24 | $950.3M | $-19.0M | ||
| Q3 24 | $-507.7M | $-18.0M | ||
| Q2 24 | $489.6M | $-16.0M | ||
| Q1 24 | $628.4M | $-4.0M |
自由现金流率OSCRRXO
| Q4 25 | 37.7% | -0.6% | ||
| Q3 25 | -32.6% | 0.6% | ||
| Q2 25 | 17.5% | 0.6% | ||
| Q1 25 | 28.5% | -1.2% | ||
| Q4 24 | 39.7% | -1.1% | ||
| Q3 24 | -20.9% | -1.7% | ||
| Q2 24 | 22.1% | -1.7% | ||
| Q1 24 | 29.3% | -0.4% |
资本支出强度OSCRRXO
| Q4 25 | 1.3% | 1.1% | ||
| Q3 25 | 0.3% | 1.0% | ||
| Q2 25 | 0.3% | 1.0% | ||
| Q1 25 | 0.3% | 1.0% | ||
| Q4 24 | 1.2% | 0.7% | ||
| Q3 24 | 0.3% | 1.1% | ||
| Q2 24 | 0.3% | 1.2% | ||
| Q1 24 | 0.3% | 1.2% |
现金转化率OSCRRXO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.19× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 8.85× | — | ||
| Q1 24 | 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
OSCR
暂无分部数据
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
