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AMN HEALTHCARE SERVICES INC（AMN）とOSI SYSTEMS INC（OSIS）の財務データ比較。上の社名をクリックして会社を切り替えられます
AMN HEALTHCARE SERVICES INCの直近四半期売上が大きい（$748.2M vs $464.1M、OSI SYSTEMS INCの約1.6倍）。OSI SYSTEMS INCの純利益率が高く（8.3% vs -1.0%、差は9.4%）。OSI SYSTEMS INCの前年同期比売上増加率が高い（10.5% vs 1.8%）。AMN HEALTHCARE SERVICES INCの直近四半期フリーキャッシュフローが多い（$67.6M vs $55.5M）。過去8四半期でOSI SYSTEMS INCの売上複合成長率が高い（7.0% vs -4.5%）
AMNヘルスケアサービス社は米国の代表的な医療人材ソリューション企業で、病院・診療所などの医療機関に対し看護師、医師、医療技術者をはじめ臨床・非臨床スタッフの雇用紹介を行うほか、人材管理支援やコンサルティングサービスも提供している。
OSIシステムズ社は米国カリフォルニア州に本社を置く企業で、空港保安用X線検査装置・金属探知機などのセキュリティ検査システム、医療用モニタリング・麻酔システム、光電子デバイスの開発・販売を手がけ、子会社にSpacelabs Healthcare、Rapiscan Systems、OSI Optoelectronicsがあり、全世界で約3180人の従業員を擁する。
AMN vs OSIS — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $748.2M | $464.1M |
| 純利益 | $-7.7M | $38.7M |
| 粗利率 | 26.1% | 32.7% |
| 営業利益率 | 1.1% | 12.7% |
| 純利益率 | -1.0% | 8.3% |
| 売上前年比 | 1.8% | 10.5% |
| 純利益前年比 | 95.9% | 2.3% |
| EPS（希薄化後） | $-0.19 | $2.22 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $748.2M | $464.1M | ||
| Q3 25 | $634.5M | $384.6M | ||
| Q2 25 | $658.2M | $505.0M | ||
| Q1 25 | $689.5M | $444.4M | ||
| Q4 24 | $734.7M | $419.8M | ||
| Q3 24 | $687.5M | $344.0M | ||
| Q2 24 | $740.7M | $480.9M | ||
| Q1 24 | $820.9M | $405.4M |
| Q4 25 | $-7.7M | $38.7M | ||
| Q3 25 | $29.3M | $20.6M | ||
| Q2 25 | $-116.2M | $52.7M | ||
| Q1 25 | $-1.1M | $41.1M | ||
| Q4 24 | $-187.5M | $37.8M | ||
| Q3 24 | $7.0M | $17.9M | ||
| Q2 24 | $16.2M | $44.7M | ||
| Q1 24 | $17.3M | $34.0M |
| Q4 25 | 26.1% | 32.7% | ||
| Q3 25 | 29.1% | 32.0% | ||
| Q2 25 | 29.8% | 33.3% | ||
| Q1 25 | 28.7% | 33.8% | ||
| Q4 24 | 29.8% | 35.1% | ||
| Q3 24 | 31.0% | 35.3% | ||
| Q2 24 | 31.0% | 32.1% | ||
| Q1 24 | 31.4% | 33.6% |
| Q4 25 | 1.1% | 12.7% | ||
| Q3 25 | 7.5% | 8.6% | ||
| Q2 25 | -18.8% | 14.5% | ||
| Q1 25 | 1.8% | 12.7% | ||
| Q4 24 | -27.6% | 13.8% | ||
| Q3 24 | 3.2% | 8.8% | ||
| Q2 24 | 5.1% | 13.1% | ||
| Q1 24 | 4.9% | 12.7% |
| Q4 25 | -1.0% | 8.3% | ||
| Q3 25 | 4.6% | 5.3% | ||
| Q2 25 | -17.7% | 10.4% | ||
| Q1 25 | -0.2% | 9.3% | ||
| Q4 24 | -25.5% | 9.0% | ||
| Q3 24 | 1.0% | 5.2% | ||
| Q2 24 | 2.2% | 9.3% | ||
| Q1 24 | 2.1% | 8.4% |
| Q4 25 | $-0.19 | $2.22 | ||
| Q3 25 | $0.76 | $1.18 | ||
| Q2 25 | $-3.02 | $3.04 | ||
| Q1 25 | $-0.03 | $2.40 | ||
| Q4 24 | $-4.90 | $2.22 | ||
| Q3 24 | $0.18 | $1.05 | ||
| Q2 24 | $0.42 | $2.57 | ||
| Q1 24 | $0.45 | $1.95 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $34.0M | $336.7M |
| 総負債低いほど良い | $767.1M | $1.0B |
| 株主資本純資産 | $642.1M | $845.5M |
| 総資産 | $2.1B | $2.5B |
| 負債/資本比率低いほどレバレッジが低い | 1.19× | 1.19× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $34.0M | $336.7M | ||
| Q3 25 | $52.6M | $124.4M | ||
| Q2 25 | $41.5M | $106.4M | ||
| Q1 25 | $55.8M | $95.8M | ||
| Q4 24 | $10.6M | $101.6M | ||
| Q3 24 | $30.6M | $85.1M | ||
| Q2 24 | $48.0M | $95.4M | ||
| Q1 24 | $50.6M | $101.4M |
| Q4 25 | $767.1M | $1.0B | ||
| Q3 25 | — | $442.2M | ||
| Q2 25 | — | $471.6M | ||
| Q1 25 | — | $473.2M | ||
| Q4 24 | $1.1B | $474.8M | ||
| Q3 24 | — | $476.3M | ||
| Q2 24 | — | $137.6M | ||
| Q1 24 | — | — |
| Q4 25 | $642.1M | $845.5M | ||
| Q3 25 | $644.4M | $946.0M | ||
| Q2 25 | $607.6M | $951.1M | ||
| Q1 25 | $715.1M | $879.3M | ||
| Q4 24 | $706.6M | $825.8M | ||
| Q3 24 | $890.7M | $786.5M | ||
| Q2 24 | $876.9M | $863.5M | ||
| Q1 24 | $854.2M | $813.4M |
| Q4 25 | $2.1B | $2.5B | ||
| Q3 25 | $2.1B | $2.3B | ||
| Q2 25 | $2.2B | $2.2B | ||
| Q1 25 | $2.4B | $2.1B | ||
| Q4 24 | $2.4B | $2.1B | ||
| Q3 24 | $2.7B | $2.1B | ||
| Q2 24 | $2.8B | $1.9B | ||
| Q1 24 | $2.9B | $1.8B |
| Q4 25 | 1.19× | 1.19× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.54× | ||
| Q4 24 | 1.49× | 0.57× | ||
| Q3 24 | — | 0.61× | ||
| Q2 24 | — | 0.16× | ||
| Q1 24 | — | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $75.6M | $62.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $67.6M | $55.5M |
| FCFマージンFCF / 売上 | 9.0% | 12.0% |
| 設備投資強度設備投資 / 売上 | 1.1% | 1.4% |
| キャッシュ転換率営業CF / 純利益 | — | 1.61× |
| 直近12ヶ月FCF直近4四半期 | $233.8M | $137.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $75.6M | $62.2M | ||
| Q3 25 | $22.7M | $17.1M | ||
| Q2 25 | $78.5M | $562.0K | ||
| Q1 25 | $92.7M | $81.6M | ||
| Q4 24 | $72.8M | $52.5M | ||
| Q3 24 | $66.7M | $-37.2M | ||
| Q2 24 | $99.5M | $-29.0M | ||
| Q1 24 | $81.4M | $-52.1M |
| Q4 25 | $67.6M | $55.5M | ||
| Q3 25 | $14.8M | $10.1M | ||
| Q2 25 | $68.7M | $-5.6M | ||
| Q1 25 | $82.7M | $77.1M | ||
| Q4 24 | $56.6M | $47.1M | ||
| Q3 24 | $47.4M | $-44.9M | ||
| Q2 24 | $72.2M | $-37.5M | ||
| Q1 24 | $63.2M | $-57.0M |
| Q4 25 | 9.0% | 12.0% | ||
| Q3 25 | 2.3% | 2.6% | ||
| Q2 25 | 10.4% | -1.1% | ||
| Q1 25 | 12.0% | 17.4% | ||
| Q4 24 | 7.7% | 11.2% | ||
| Q3 24 | 6.9% | -13.0% | ||
| Q2 24 | 9.8% | -7.8% | ||
| Q1 24 | 7.7% | -14.1% |
| Q4 25 | 1.1% | 1.4% | ||
| Q3 25 | 1.2% | 1.8% | ||
| Q2 25 | 1.5% | 1.2% | ||
| Q1 25 | 1.4% | 1.0% | ||
| Q4 24 | 2.2% | 1.3% | ||
| Q3 24 | 2.8% | 2.2% | ||
| Q2 24 | 3.7% | 1.8% | ||
| Q1 24 | 2.2% | 1.2% |
| Q4 25 | — | 1.61× | ||
| Q3 25 | 0.77× | 0.83× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 1.98× | ||
| Q4 24 | — | 1.39× | ||
| Q3 24 | 9.54× | -2.07× | ||
| Q2 24 | 6.13× | -0.65× | ||
| Q1 24 | 4.70× | -1.53× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
AMN
| Travel Nurse Staffing | $208.3M | 28% |
| Allied Staffing | $146.9M | 20% |
| Labor Disruption Services | $124.3M | 17% |
| Technology And Workforce Solutions | $88.0M | 12% |
| Language Services | $69.9M | 9% |
| Other | $29.6M | 4% |
| International Nurse Staffing | $29.6M | 4% |
| Interim Leadership Staffing | $24.1M | 3% |
| Vendor Management Systems | $16.3M | 2% |
| Local Staffing | $8.6M | 1% |
| International Nurse Permanent Placement | $2.6M | 0% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
