vs
Oscar Health, Inc.(OSCR)与希捷科技(STX)财务数据对比。点击上方公司名可切换其他公司
希捷科技的季度营收约是Oscar Health, Inc.的1.1倍($3.1B vs $2.8B),希捷科技净利率更高(24.0% vs -3933.2%,领先3957.2%),希捷科技同比增速更快(44.1% vs 17.3%),Oscar Health, Inc.自由现金流更多($1.1B vs $953.0M),过去两年希捷科技的营收复合增速更高(28.4% 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。
希捷科技是全球知名的美国数据存储企业,1978年注册成立时名为舒加特科技,1979年正式开展业务,2010年起注册地变更为爱尔兰都柏林,运营总部设在美国加利福尼亚州弗里蒙特,面向全球市场提供专业的数据存储产品与解决方案。
OSCR vs STX — 直观对比
营收规模更大
STX
是对方的1.1倍
$2.8B
营收增速更快
STX
高出26.8%
17.3%
净利率更高
STX
高出3957.2%
-3933.2%
自由现金流更多
OSCR
多$105.5M
$953.0M
两年增速更快
STX
近两年复合增速
14.4%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.8B | $3.1B |
| 净利润 | $-352.6M | $748.0M |
| 毛利率 | — | 46.5% |
| 营业利润率 | -3722.8% | 32.1% |
| 净利率 | -3933.2% | 24.0% |
| 营收同比 | 17.3% | 44.1% |
| 净利润同比 | -129.6% | -23.8% |
| 每股收益(稀释后) | $-1.19 | $3.27 |
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
OSCR
STX
| Q3 26 | — | $3.1B | ||
| Q1 26 | — | $2.8B | ||
| Q4 25 | $2.8B | $2.6B | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $2.9B | $2.4B | ||
| Q1 25 | $3.0B | $2.2B | ||
| Q4 24 | $2.4B | $2.3B | ||
| Q3 24 | $2.4B | $2.2B |
净利润
OSCR
STX
| Q3 26 | — | $748.0M | ||
| Q1 26 | — | $593.0M | ||
| Q4 25 | $-352.6M | $549.0M | ||
| Q3 25 | $-137.4M | — | ||
| Q2 25 | $-228.4M | $488.0M | ||
| Q1 25 | $275.3M | $340.0M | ||
| Q4 24 | $-153.5M | $336.0M | ||
| Q3 24 | $-54.6M | $305.0M |
毛利率
OSCR
STX
| Q3 26 | — | 46.5% | ||
| Q1 26 | — | 41.6% | ||
| Q4 25 | — | 39.4% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 37.4% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 34.9% | ||
| Q3 24 | — | 32.9% |
营业利润率
OSCR
STX
| Q3 26 | — | 32.1% | ||
| Q1 26 | — | 29.8% | ||
| Q4 25 | -3722.8% | 26.4% | ||
| Q3 25 | -4.3% | — | ||
| Q2 25 | -8.0% | 23.2% | ||
| Q1 25 | 9.8% | 20.0% | ||
| Q4 24 | -3070.1% | 21.0% | ||
| Q3 24 | -2.0% | 18.6% |
净利率
OSCR
STX
| Q3 26 | — | 24.0% | ||
| Q1 26 | — | 21.0% | ||
| Q4 25 | -3933.2% | 20.9% | ||
| Q3 25 | -4.6% | — | ||
| Q2 25 | -8.0% | 20.0% | ||
| Q1 25 | 9.0% | 15.7% | ||
| Q4 24 | -3190.9% | 14.5% | ||
| Q3 24 | -2.3% | 14.1% |
每股收益(稀释后)
OSCR
STX
| Q3 26 | — | $3.27 | ||
| Q1 26 | — | $2.60 | ||
| Q4 25 | $-1.19 | $2.43 | ||
| Q3 25 | $-0.53 | — | ||
| Q2 25 | $-0.89 | $2.24 | ||
| Q1 25 | $0.92 | $1.57 | ||
| Q4 24 | $-0.50 | $1.55 | ||
| Q3 24 | $-0.22 | $1.41 |
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 | $1.1B |
| 总债务越低越好 | $430.1M | $3.9B |
| 股东权益账面价值 | $977.6M | — |
| 总资产 | $6.3B | $8.9B |
| 负债/权益比越低杠杆越低 | 0.44× | — |
8季度趋势,按日历期对齐
现金及短期投资
OSCR
STX
| Q3 26 | — | $1.1B | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | $2.8B | $1.1B | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.6B | $891.0M | ||
| Q1 25 | $2.2B | $814.0M | ||
| Q4 24 | $2.2B | $1.2B | ||
| Q3 24 | $1.2B | $1.2B |
总债务
OSCR
STX
| Q3 26 | — | $3.9B | ||
| Q1 26 | — | — | ||
| Q4 25 | $430.1M | — | ||
| Q3 25 | $686.3M | — | ||
| Q2 25 | $299.9M | — | ||
| Q1 25 | $299.7M | — | ||
| Q4 24 | $299.6M | — | ||
| Q3 24 | $299.4M | — |
股东权益
OSCR
STX
| Q3 26 | — | — | ||
| Q1 26 | — | $459.0M | ||
| Q4 25 | $977.6M | $-63.0M | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.2B | $-453.0M | ||
| Q1 25 | $1.3B | $-829.0M | ||
| Q4 24 | $1.0B | $-1.1B | ||
| Q3 24 | $1.2B | $-1.3B |
总资产
OSCR
STX
| Q3 26 | — | $8.9B | ||
| Q1 26 | — | $8.7B | ||
| Q4 25 | $6.3B | $8.4B | ||
| Q3 25 | $5.7B | — | ||
| Q2 25 | $6.4B | $8.0B | ||
| Q1 25 | $5.8B | $7.6B | ||
| Q4 24 | $4.8B | $8.0B | ||
| Q3 24 | $4.5B | $8.0B |
负债/权益比
OSCR
STX
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.44× | — | ||
| Q3 25 | 0.67× | — | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 0.30× | — | ||
| Q3 24 | 0.26× | — |
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 | $2.4B |
| 自由现金流经营现金流 - 资本支出 | $1.1B | $953.0M |
| 自由现金流率自由现金流/营收 | 37.7% | 30.6% |
| 资本支出强度资本支出/营收 | 1.3% | — |
| 现金转化率经营现金流/净利润 | — | 3.17× |
| 过去12个月自由现金流最近4个季度 | $1.5B | — |
8季度趋势,按日历期对齐
经营现金流
OSCR
STX
| Q3 26 | — | $2.4B | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $532.0M | ||
| Q3 25 | $-964.7M | — | ||
| Q2 25 | $509.1M | $508.0M | ||
| Q1 25 | $878.5M | $259.0M | ||
| Q4 24 | $978.2M | $221.0M | ||
| Q3 24 | $-500.1M | $95.0M |
自由现金流
OSCR
STX
| Q3 26 | — | $953.0M | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $427.0M | ||
| Q3 25 | $-973.7M | — | ||
| Q2 25 | $499.8M | $425.0M | ||
| Q1 25 | $869.5M | $216.0M | ||
| Q4 24 | $950.3M | $150.0M | ||
| Q3 24 | $-507.7M | $27.0M |
自由现金流率
OSCR
STX
| Q3 26 | — | 30.6% | ||
| Q1 26 | — | — | ||
| Q4 25 | 37.7% | 16.2% | ||
| Q3 25 | -32.6% | — | ||
| Q2 25 | 17.5% | 17.4% | ||
| Q1 25 | 28.5% | 10.0% | ||
| Q4 24 | 39.7% | 6.5% | ||
| Q3 24 | -20.9% | 1.2% |
资本支出强度
OSCR
STX
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 4.0% | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 0.3% | 3.4% | ||
| Q1 25 | 0.3% | 2.0% | ||
| Q4 24 | 1.2% | 3.1% | ||
| Q3 24 | 0.3% | 3.1% |
现金转化率
OSCR
STX
| Q3 26 | — | 3.17× | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 0.97× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.04× | ||
| Q1 25 | 3.19× | 0.76× | ||
| Q4 24 | — | 0.66× | ||
| Q3 24 | — | 0.31× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图