vs
CSW INDUSTRIALS, INC.（CSW）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
OSI SYSTEMS INCの直近四半期売上が大きい（$464.1M vs $233.0M、CSW INDUSTRIALS, INC.の約2.0倍）。OSI SYSTEMS INCの純利益率が高く（8.3% vs 4.4%、差は3.9%）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs 10.5%）。OSI SYSTEMS INCの直近四半期フリーキャッシュフローが多い（$55.5M vs $22.7M）。過去8四半期でOSI SYSTEMS INCの売上複合成長率が高い（7.0% vs 5.1%）
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。
CSW vs OSIS — 直接比較
売上が大きい
OSIS
2.0倍大きい
$233.0M
売上成長率が高い
CSW
+9.8%の差
10.5%
純利益率が高い
OSIS
純利益率が3.9%高い
4.4%
フリーキャッシュフローが多い
OSIS
FCF $32.8M多い
$22.7M
2年売上CAGRが高い
OSIS
2年複合成長率
5.1%
損益計算書 — Q3 FY2026 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $233.0M | $464.1M |
| 純利益 | $10.3M | $38.7M |
| 粗利率 | 39.7% | 32.7% |
| 営業利益率 | 7.4% | 12.7% |
| 純利益率 | 4.4% | 8.3% |
| 売上前年比 | 20.3% | 10.5% |
| 純利益前年比 | -61.9% | 2.3% |
| EPS（希薄化後） | $0.62 | $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
売上CSWOSIS
| Q4 25 | $233.0M | $464.1M | ||
| Q3 25 | $277.0M | $384.6M | ||
| Q2 25 | $263.6M | $505.0M | ||
| Q1 25 | $230.5M | $444.4M | ||
| Q4 24 | $193.6M | $419.8M | ||
| Q3 24 | $227.9M | $344.0M | ||
| Q2 24 | $226.2M | $480.9M | ||
| Q1 24 | $210.9M | $405.4M |
純利益CSWOSIS
| Q4 25 | $10.3M | $38.7M | ||
| Q3 25 | $40.7M | $20.6M | ||
| Q2 25 | $40.9M | $52.7M | ||
| Q1 25 | $35.1M | $41.1M | ||
| Q4 24 | $26.9M | $37.8M | ||
| Q3 24 | $36.1M | $17.9M | ||
| Q2 24 | $38.6M | $44.7M | ||
| Q1 24 | $31.8M | $34.0M |
粗利率CSWOSIS
| Q4 25 | 39.7% | 32.7% | ||
| Q3 25 | 43.0% | 32.0% | ||
| Q2 25 | 43.8% | 33.3% | ||
| Q1 25 | 44.2% | 33.8% | ||
| Q4 24 | 41.4% | 35.1% | ||
| Q3 24 | 45.6% | 35.3% | ||
| Q2 24 | 47.5% | 32.1% | ||
| Q1 24 | 44.4% | 33.6% |
営業利益率CSWOSIS
| Q4 25 | 7.4% | 12.7% | ||
| Q3 25 | 20.5% | 8.6% | ||
| Q2 25 | 20.8% | 14.5% | ||
| Q1 25 | 19.5% | 12.7% | ||
| Q4 24 | 15.3% | 13.8% | ||
| Q3 24 | 22.6% | 8.8% | ||
| Q2 24 | 24.3% | 13.1% | ||
| Q1 24 | 21.0% | 12.7% |
純利益率CSWOSIS
| Q4 25 | 4.4% | 8.3% | ||
| Q3 25 | 14.7% | 5.3% | ||
| Q2 25 | 15.5% | 10.4% | ||
| Q1 25 | 15.2% | 9.3% | ||
| Q4 24 | 13.9% | 9.0% | ||
| Q3 24 | 15.8% | 5.2% | ||
| Q2 24 | 17.1% | 9.3% | ||
| Q1 24 | 15.1% | 8.4% |
EPS（希薄化後）CSWOSIS
| Q4 25 | $0.62 | $2.22 | ||
| Q3 25 | $2.41 | $1.18 | ||
| Q2 25 | $2.43 | $3.04 | ||
| Q1 25 | $2.05 | $2.40 | ||
| Q4 24 | $1.60 | $2.22 | ||
| Q3 24 | $2.26 | $1.05 | ||
| Q2 24 | $2.47 | $2.57 | ||
| Q1 24 | $2.03 | $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 | $40.2M | $336.7M |
| 総負債低いほど良い | — | $1.0B |
| 株主資本純資産 | $1.1B | $845.5M |
| 総資産 | $2.3B | $2.5B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.19× |
8四半期トレンド — 暦四半期で整列
現金・短期投資CSWOSIS
| Q4 25 | $40.2M | $336.7M | ||
| Q3 25 | $31.5M | $124.4M | ||
| Q2 25 | $38.0M | $106.4M | ||
| Q1 25 | $225.8M | $95.8M | ||
| Q4 24 | $213.8M | $101.6M | ||
| Q3 24 | $273.2M | $85.1M | ||
| Q2 24 | $18.9M | $95.4M | ||
| Q1 24 | $22.2M | $101.4M |
総負債CSWOSIS
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $442.2M | ||
| Q2 25 | — | $471.6M | ||
| Q1 25 | $800.1M | $473.2M | ||
| Q4 24 | — | $474.8M | ||
| Q3 24 | — | $476.3M | ||
| Q2 24 | — | $137.6M | ||
| Q1 24 | $166.0M | — |
株主資本CSWOSIS
| Q4 25 | $1.1B | $845.5M | ||
| Q3 25 | $1.1B | $946.0M | ||
| Q2 25 | $1.1B | $951.1M | ||
| Q1 25 | $1.1B | $879.3M | ||
| Q4 24 | $1.0B | $825.8M | ||
| Q3 24 | $1.0B | $786.5M | ||
| Q2 24 | $650.2M | $863.5M | ||
| Q1 24 | $615.7M | $813.4M |
総資産CSWOSIS
| Q4 25 | $2.3B | $2.5B | ||
| Q3 25 | $1.5B | $2.3B | ||
| Q2 25 | $1.5B | $2.2B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.1B | $1.9B | ||
| Q1 24 | $1.0B | $1.8B |
負債/資本比率CSWOSIS
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | 0.75× | 0.54× | ||
| Q4 24 | — | 0.57× | ||
| Q3 24 | — | 0.61× | ||
| Q2 24 | — | 0.16× | ||
| Q1 24 | 0.27× | — |
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 | $28.9M | $62.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.7M | $55.5M |
| FCFマージンFCF / 売上 | 9.8% | 12.0% |
| 設備投資強度設備投資 / 売上 | 2.6% | 1.4% |
| キャッシュ転換率営業CF / 純利益 | 2.81× | 1.61× |
| 直近12ヶ月FCF直近4四半期 | $162.0M | $137.2M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローCSWOSIS
| Q4 25 | $28.9M | $62.2M | ||
| Q3 25 | $61.8M | $17.1M | ||
| Q2 25 | $60.6M | $562.0K | ||
| Q1 25 | $27.3M | $81.6M | ||
| Q4 24 | $11.6M | $52.5M | ||
| Q3 24 | $66.8M | $-37.2M | ||
| Q2 24 | $62.7M | $-29.0M | ||
| Q1 24 | $22.4M | $-52.1M |
フリーキャッシュフローCSWOSIS
| Q4 25 | $22.7M | $55.5M | ||
| Q3 25 | $58.7M | $10.1M | ||
| Q2 25 | $57.7M | $-5.6M | ||
| Q1 25 | $22.8M | $77.1M | ||
| Q4 24 | $8.5M | $47.1M | ||
| Q3 24 | $61.3M | $-44.9M | ||
| Q2 24 | $59.6M | $-37.5M | ||
| Q1 24 | $17.5M | $-57.0M |
FCFマージンCSWOSIS
| Q4 25 | 9.8% | 12.0% | ||
| Q3 25 | 21.2% | 2.6% | ||
| Q2 25 | 21.9% | -1.1% | ||
| Q1 25 | 9.9% | 17.4% | ||
| Q4 24 | 4.4% | 11.2% | ||
| Q3 24 | 26.9% | -13.0% | ||
| Q2 24 | 26.3% | -7.8% | ||
| Q1 24 | 8.3% | -14.1% |
設備投資強度CSWOSIS
| Q4 25 | 2.6% | 1.4% | ||
| Q3 25 | 1.1% | 1.8% | ||
| Q2 25 | 1.1% | 1.2% | ||
| Q1 25 | 2.0% | 1.0% | ||
| Q4 24 | 1.6% | 1.3% | ||
| Q3 24 | 2.4% | 2.2% | ||
| Q2 24 | 1.4% | 1.8% | ||
| Q1 24 | 2.3% | 1.2% |
キャッシュ転換率CSWOSIS
| Q4 25 | 2.81× | 1.61× | ||
| Q3 25 | 1.52× | 0.83× | ||
| Q2 25 | 1.48× | 0.01× | ||
| Q1 25 | 0.78× | 1.98× | ||
| Q4 24 | 0.43× | 1.39× | ||
| Q3 24 | 1.85× | -2.07× | ||
| Q2 24 | 1.62× | -0.65× | ||
| Q1 24 | 0.71× | -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
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
