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Side-by-side financial comparison of Brookdale Senior Living Inc. (BKD) and OSI SYSTEMS INC (OSIS). Click either name above to swap in a different company.
Brookdale Senior Living Inc. is the larger business by last-quarter revenue ($754.1M vs $464.1M, roughly 1.6× OSI SYSTEMS INC). OSI SYSTEMS INC runs the higher net margin — 8.3% vs -5.3%, a 13.6% gap on every dollar of revenue. On growth, OSI SYSTEMS INC posted the faster year-over-year revenue change (10.5% vs -3.4%). OSI SYSTEMS INC produced more free cash flow last quarter ($55.5M vs $-29.1M). Over the past eight quarters, OSI SYSTEMS INC's revenue compounded faster (7.0% CAGR vs -1.9%).
Brookdale Senior Living Solutions owns and operates retirement homes across the United States. The company was established in 1978 and is based in Brentwood, Tennessee. It is the largest operator of senior housing in the United States, with over 60,000 residents.
OSI Systems, Inc. is an American company based in California that develops and markets security and inspection systems such as airport security X-ray machines and metal detectors, medical monitoring and anesthesia systems, and optoelectronic devices. As of June 2010, the company employs approximately 3,180 personnel globally and includes subsidiary companies Spacelabs Healthcare, Rapiscan Systems and OSI Optoelectronics.
BKD vs OSIS — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $754.1M | $464.1M |
| Net Profit | $-40.0M | $38.7M |
| Gross Margin | 24.9% | 32.7% |
| Operating Margin | 3.0% | 12.7% |
| Net Margin | -5.3% | 8.3% |
| Revenue YoY | -3.4% | 10.5% |
| Net Profit YoY | 52.4% | 2.3% |
| EPS (diluted) | $-0.18 | $2.22 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $754.1M | $464.1M | ||
| Q3 25 | $813.2M | $384.6M | ||
| Q2 25 | $812.9M | $505.0M | ||
| Q1 25 | $813.9M | $444.4M | ||
| Q4 24 | $780.9M | $419.8M | ||
| Q3 24 | $784.2M | $344.0M | ||
| Q2 24 | $777.5M | $480.9M | ||
| Q1 24 | $782.8M | $405.4M |
| Q4 25 | $-40.0M | $38.7M | ||
| Q3 25 | $-114.7M | $20.6M | ||
| Q2 25 | $-43.0M | $52.7M | ||
| Q1 25 | $-65.0M | $41.1M | ||
| Q4 24 | $-83.9M | $37.8M | ||
| Q3 24 | $-50.7M | $17.9M | ||
| Q2 24 | $-37.7M | $44.7M | ||
| Q1 24 | $-29.6M | $34.0M |
| Q4 25 | 24.9% | 32.7% | ||
| Q3 25 | 25.9% | 32.0% | ||
| Q2 25 | 26.6% | 33.3% | ||
| Q1 25 | 27.4% | 33.8% | ||
| Q4 24 | 24.6% | 35.1% | ||
| Q3 24 | 25.3% | 35.3% | ||
| Q2 24 | 26.3% | 32.1% | ||
| Q1 24 | 26.1% | 33.6% |
| Q4 25 | 3.0% | 12.7% | ||
| Q3 25 | -6.6% | 8.6% | ||
| Q2 25 | 1.8% | 14.5% | ||
| Q1 25 | 3.6% | 12.7% | ||
| Q4 24 | -0.3% | 13.8% | ||
| Q3 24 | 1.3% | 8.8% | ||
| Q2 24 | 2.5% | 13.1% | ||
| Q1 24 | 2.5% | 12.7% |
| Q4 25 | -5.3% | 8.3% | ||
| Q3 25 | -14.1% | 5.3% | ||
| Q2 25 | -5.3% | 10.4% | ||
| Q1 25 | -8.0% | 9.3% | ||
| Q4 24 | -10.7% | 9.0% | ||
| Q3 24 | -6.5% | 5.2% | ||
| Q2 24 | -4.9% | 9.3% | ||
| Q1 24 | -3.8% | 8.4% |
| Q4 25 | $-0.18 | $2.22 | ||
| Q3 25 | $-0.48 | $1.18 | ||
| Q2 25 | $-0.18 | $3.04 | ||
| Q1 25 | $-0.28 | $2.40 | ||
| Q4 24 | $-0.37 | $2.22 | ||
| Q3 24 | $-0.22 | $1.05 | ||
| Q2 24 | $-0.17 | $2.57 | ||
| Q1 24 | $-0.13 | $1.95 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $279.1M | $336.7M |
| Total DebtLower is stronger | $4.3B | $1.0B |
| Stockholders' EquityBook value | $-44.8M | $845.5M |
| Total Assets | $6.0B | $2.5B |
| Debt / EquityLower = less leverage | — | 1.19× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $279.1M | $336.7M | ||
| Q3 25 | $253.4M | $124.4M | ||
| Q2 25 | $251.9M | $106.4M | ||
| Q1 25 | $239.7M | $95.8M | ||
| Q4 24 | $328.8M | $101.6M | ||
| Q3 24 | $284.4M | $85.1M | ||
| Q2 24 | $309.7M | $95.4M | ||
| Q1 24 | $318.5M | $101.4M |
| Q4 25 | $4.3B | $1.0B | ||
| Q3 25 | $4.3B | $442.2M | ||
| Q2 25 | $4.3B | $471.6M | ||
| Q1 25 | $4.3B | $473.2M | ||
| Q4 24 | $4.1B | $474.8M | ||
| Q3 24 | $3.7B | $476.3M | ||
| Q2 24 | $3.7B | $137.6M | ||
| Q1 24 | $3.8B | — |
| Q4 25 | $-44.8M | $845.5M | ||
| Q3 25 | $-6.7M | $946.0M | ||
| Q2 25 | $105.4M | $951.1M | ||
| Q1 25 | $146.7M | $879.3M | ||
| Q4 24 | $212.5M | $825.8M | ||
| Q3 24 | $292.9M | $786.5M | ||
| Q2 24 | $340.2M | $863.5M | ||
| Q1 24 | $374.0M | $813.4M |
| Q4 25 | $6.0B | $2.5B | ||
| Q3 25 | $6.0B | $2.3B | ||
| Q2 25 | $6.1B | $2.2B | ||
| Q1 25 | $6.2B | $2.1B | ||
| Q4 24 | $6.3B | $2.1B | ||
| Q3 24 | $5.9B | $2.1B | ||
| Q2 24 | $5.5B | $1.9B | ||
| Q1 24 | $5.5B | $1.8B |
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | 40.72× | 0.50× | ||
| Q1 25 | 29.39× | 0.54× | ||
| Q4 24 | 19.12× | 0.57× | ||
| Q3 24 | 12.65× | 0.61× | ||
| Q2 24 | 10.99× | 0.16× | ||
| Q1 24 | 10.05× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $34.5M | $62.2M |
| Free Cash FlowOCF − Capex | $-29.1M | $55.5M |
| FCF MarginFCF / Revenue | -3.9% | 12.0% |
| Capex IntensityCapex / Revenue | 8.4% | 1.4% |
| Cash ConversionOCF / Net Profit | — | 1.61× |
| TTM Free Cash FlowTrailing 4 quarters | $16.5M | $137.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.5M | $62.2M | ||
| Q3 25 | $76.5M | $17.1M | ||
| Q2 25 | $83.6M | $562.0K | ||
| Q1 25 | $23.4M | $81.6M | ||
| Q4 24 | $45.2M | $52.5M | ||
| Q3 24 | $66.5M | $-37.2M | ||
| Q2 24 | $55.7M | $-29.0M | ||
| Q1 24 | $-1.1M | $-52.1M |
| Q4 25 | $-29.1M | $55.5M | ||
| Q3 25 | $34.9M | $10.1M | ||
| Q2 25 | $29.1M | $-5.6M | ||
| Q1 25 | $-18.4M | $77.1M | ||
| Q4 24 | $-5.1M | $47.1M | ||
| Q3 24 | $11.5M | $-44.9M | ||
| Q2 24 | $4.1M | $-37.5M | ||
| Q1 24 | $-45.5M | $-57.0M |
| Q4 25 | -3.9% | 12.0% | ||
| Q3 25 | 4.3% | 2.6% | ||
| Q2 25 | 3.6% | -1.1% | ||
| Q1 25 | -2.3% | 17.4% | ||
| Q4 24 | -0.7% | 11.2% | ||
| Q3 24 | 1.5% | -13.0% | ||
| Q2 24 | 0.5% | -7.8% | ||
| Q1 24 | -5.8% | -14.1% |
| Q4 25 | 8.4% | 1.4% | ||
| Q3 25 | 5.1% | 1.8% | ||
| Q2 25 | 6.7% | 1.2% | ||
| Q1 25 | 5.1% | 1.0% | ||
| Q4 24 | 6.4% | 1.3% | ||
| Q3 24 | 7.0% | 2.2% | ||
| Q2 24 | 6.6% | 1.8% | ||
| Q1 24 | 5.7% | 1.2% |
| Q4 25 | — | 1.61× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 1.98× | ||
| Q4 24 | — | 1.39× | ||
| Q3 24 | — | -2.07× | ||
| Q2 24 | — | -0.65× | ||
| Q1 24 | — | -1.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BKD
| Assisted Living And Memory Care | $506.7M | 67% |
| Independent Living | $121.6M | 16% |
| Ccrcs Rental | $86.3M | 11% |
| Reimbursement Costs Managed Communities | $36.7M | 5% |
| Management Service | $2.9M | 0% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
