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AvalonBay Communities（AVB）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
AvalonBay Communitiesの直近四半期売上が大きい（$767.9M vs $464.1M、OSI SYSTEMS INCの約1.7倍）。AvalonBay Communitiesの純利益率が高く（9040.6% vs 8.3%、差は9032.2%）。OSI SYSTEMS INCの前年同期比売上増加率が高い（10.5% vs 3.7%）。AvalonBay Communitiesの直近四半期フリーキャッシュフローが多い（$1.4B 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 3.8%）
アバロンベイ・コミュニティーズは上場不動産投資信託（REIT）で、アパート物件を中心に投資事業を展開している。優れた立地のアパートを多数保有・運営し、入居者に高品質な居住サービスを提供しており、北米の住宅不動産投資分野で高い知名度と専門的評価を得ている。
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。
AVB vs OSIS — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $767.9M | $464.1M |
| 純利益 | $166.0M | $38.7M |
| 粗利率 | — | 32.7% |
| 営業利益率 | 64.2% | 12.7% |
| 純利益率 | 9040.6% | 8.3% |
| 売上前年比 | 3.7% | 10.5% |
| 純利益前年比 | -41.2% | 2.3% |
| EPS（希薄化後） | $1.18 | $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 | $767.9M | $464.1M | ||
| Q3 25 | $766.8M | $384.6M | ||
| Q2 25 | $760.2M | $505.0M | ||
| Q1 25 | $745.9M | $444.4M | ||
| Q4 24 | $740.5M | $419.8M | ||
| Q3 24 | $734.3M | $344.0M | ||
| Q2 24 | $726.0M | $480.9M | ||
| Q1 24 | $712.9M | $405.4M |
| Q4 25 | $166.0M | $38.7M | ||
| Q3 25 | $381.3M | $20.6M | ||
| Q2 25 | $268.7M | $52.7M | ||
| Q1 25 | $236.6M | $41.1M | ||
| Q4 24 | $282.1M | $37.8M | ||
| Q3 24 | $372.5M | $17.9M | ||
| Q2 24 | $253.9M | $44.7M | ||
| Q1 24 | $173.4M | $34.0M |
| Q4 25 | — | 32.7% | ||
| Q3 25 | — | 32.0% | ||
| Q2 25 | — | 33.3% | ||
| Q1 25 | — | 33.8% | ||
| Q4 24 | — | 35.1% | ||
| Q3 24 | — | 35.3% | ||
| Q2 24 | — | 32.1% | ||
| Q1 24 | — | 33.6% |
| Q4 25 | 64.2% | 12.7% | ||
| Q3 25 | 65.7% | 8.6% | ||
| Q2 25 | 67.6% | 14.5% | ||
| Q1 25 | 68.5% | 12.7% | ||
| Q4 24 | 63.1% | 13.8% | ||
| Q3 24 | 65.4% | 8.8% | ||
| Q2 24 | 66.6% | 13.1% | ||
| Q1 24 | 67.2% | 12.7% |
| Q4 25 | 9040.6% | 8.3% | ||
| Q3 25 | 49.7% | 5.3% | ||
| Q2 25 | 35.3% | 10.4% | ||
| Q1 25 | 31.7% | 9.3% | ||
| Q4 24 | 38.1% | 9.0% | ||
| Q3 24 | 50.7% | 5.2% | ||
| Q2 24 | 35.0% | 9.3% | ||
| Q1 24 | 24.3% | 8.4% |
| Q4 25 | $1.18 | $2.22 | ||
| Q3 25 | $2.68 | $1.18 | ||
| Q2 25 | $1.88 | $3.04 | ||
| Q1 25 | $1.66 | $2.40 | ||
| Q4 24 | $1.99 | $2.22 | ||
| Q3 24 | $2.61 | $1.05 | ||
| Q2 24 | $1.78 | $2.57 | ||
| Q1 24 | $1.22 | $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 | $187.2M | $336.7M |
| 総負債低いほど良い | $9.3B | $1.0B |
| 株主資本純資産 | $11.6B | $845.5M |
| 総資産 | $22.2B | $2.5B |
| 負債/資本比率低いほどレバレッジが低い | 0.80× | 1.19× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $187.2M | $336.7M | ||
| Q3 25 | $123.3M | $124.4M | ||
| Q2 25 | $102.8M | $106.4M | ||
| Q1 25 | $53.3M | $95.8M | ||
| Q4 24 | $108.6M | $101.6M | ||
| Q3 24 | $552.4M | $85.1M | ||
| Q2 24 | $545.8M | $95.4M | ||
| Q1 24 | $287.9M | $101.4M |
| Q4 25 | $9.3B | $1.0B | ||
| Q3 25 | $8.7B | $442.2M | ||
| Q2 25 | $8.7B | $471.6M | ||
| Q1 25 | $8.3B | $473.2M | ||
| Q4 24 | $8.1B | $474.8M | ||
| Q3 24 | $8.4B | $476.3M | ||
| Q2 24 | $8.4B | $137.6M | ||
| Q1 24 | $8.0B | — |
| Q4 25 | $11.6B | $845.5M | ||
| Q3 25 | $11.9B | $946.0M | ||
| Q2 25 | $11.9B | $951.1M | ||
| Q1 25 | $11.9B | $879.3M | ||
| Q4 24 | $11.9B | $825.8M | ||
| Q3 24 | $11.9B | $786.5M | ||
| Q2 24 | $11.7B | $863.5M | ||
| Q1 24 | $11.7B | $813.4M |
| Q4 25 | $22.2B | $2.5B | ||
| Q3 25 | $21.9B | $2.3B | ||
| Q2 25 | $21.8B | $2.2B | ||
| Q1 25 | $21.2B | $2.1B | ||
| Q4 24 | $21.0B | $2.1B | ||
| Q3 24 | $21.3B | $2.1B | ||
| Q2 24 | $21.0B | $1.9B | ||
| Q1 24 | $20.6B | $1.8B |
| Q4 25 | 0.80× | 1.19× | ||
| Q3 25 | 0.73× | 0.47× | ||
| Q2 25 | 0.72× | 0.50× | ||
| Q1 25 | 0.70× | 0.54× | ||
| Q4 24 | 0.68× | 0.57× | ||
| Q3 24 | 0.70× | 0.61× | ||
| Q2 24 | 0.71× | 0.16× | ||
| Q1 24 | 0.68× | — |
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 | $1.7B | $62.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $1.4B | $55.5M |
| FCFマージンFCF / 売上 | 183.5% | 12.0% |
| 設備投資強度設備投資 / 売上 | 34.1% | 1.4% |
| キャッシュ転換率営業CF / 純利益 | 10.07× | 1.61× |
| 直近12ヶ月FCF直近4四半期 | $2.5B | $137.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.7B | $62.2M | ||
| Q3 25 | $477.0M | $17.1M | ||
| Q2 25 | $377.8M | $562.0K | ||
| Q1 25 | $415.9M | $81.6M | ||
| Q4 24 | $1.6B | $52.5M | ||
| Q3 24 | $486.2M | $-37.2M | ||
| Q2 24 | $380.0M | $-29.0M | ||
| Q1 24 | $412.9M | $-52.1M |
| Q4 25 | $1.4B | $55.5M | ||
| Q3 25 | $402.2M | $10.1M | ||
| Q2 25 | $317.1M | $-5.6M | ||
| Q1 25 | $367.5M | $77.1M | ||
| Q4 24 | $1.4B | $47.1M | ||
| Q3 24 | $434.2M | $-44.9M | ||
| Q2 24 | $333.0M | $-37.5M | ||
| Q1 24 | $375.4M | $-57.0M |
| Q4 25 | 183.5% | 12.0% | ||
| Q3 25 | 52.5% | 2.6% | ||
| Q2 25 | 41.7% | -1.1% | ||
| Q1 25 | 49.3% | 17.4% | ||
| Q4 24 | 191.0% | 11.2% | ||
| Q3 24 | 59.1% | -13.0% | ||
| Q2 24 | 45.9% | -7.8% | ||
| Q1 24 | 52.7% | -14.1% |
| Q4 25 | 34.1% | 1.4% | ||
| Q3 25 | 9.8% | 1.8% | ||
| Q2 25 | 8.0% | 1.2% | ||
| Q1 25 | 6.5% | 1.0% | ||
| Q4 24 | 26.1% | 1.3% | ||
| Q3 24 | 7.1% | 2.2% | ||
| Q2 24 | 6.5% | 1.8% | ||
| Q1 24 | 5.3% | 1.2% |
| Q4 25 | 10.07× | 1.61× | ||
| Q3 25 | 1.25× | 0.83× | ||
| Q2 25 | 1.41× | 0.01× | ||
| Q1 25 | 1.76× | 1.98× | ||
| Q4 24 | 5.70× | 1.39× | ||
| Q3 24 | 1.31× | -2.07× | ||
| Q2 24 | 1.50× | -0.65× | ||
| Q1 24 | 2.38× | -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
AVB
セグメントデータなし
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
