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Embecta Corp.（EMBC）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 $261.2M、Embecta Corp.の約1.8倍）。Embecta Corp.の純利益率が高く（16.9% vs 8.3%、差は8.5%）。OSI SYSTEMS INCの前年同期比売上増加率が高い（10.5% vs -0.3%）。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 $16.6M）。過去8四半期でOSI SYSTEMS INCの売上複合成長率が高い（7.0% vs -4.6%）
Embecta Corp.は糖尿病ケアソリューションを専門とするグローバル医療テクノロジー企業です。インスリンペンニードル、注射器、輸液セット部品などを開発・製造・販売し、北米、欧州、アジア太平洋地域の患者、医療従事者、製薬企業にサービスを提供しています。
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。
EMBC vs OSIS — 直接比較
損益計算書 — Q1 FY2026 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $261.2M | $464.1M |
| 純利益 | $44.1M | $38.7M |
| 粗利率 | 61.9% | 32.7% |
| 営業利益率 | 31.9% | 12.7% |
| 純利益率 | 16.9% | 8.3% |
| 売上前年比 | -0.3% | 10.5% |
| 純利益前年比 | — | 2.3% |
| EPS（希薄化後） | $0.74 | $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 | $261.2M | $464.1M | ||
| Q3 25 | $264.0M | $384.6M | ||
| Q2 25 | $295.5M | $505.0M | ||
| Q1 25 | $259.0M | $444.4M | ||
| Q4 24 | $261.9M | $419.8M | ||
| Q3 24 | $286.1M | $344.0M | ||
| Q2 24 | $272.5M | $480.9M | ||
| Q1 24 | $287.2M | $405.4M |
| Q4 25 | $44.1M | $38.7M | ||
| Q3 25 | $26.4M | $20.6M | ||
| Q2 25 | $45.5M | $52.7M | ||
| Q1 25 | $23.5M | $41.1M | ||
| Q4 24 | $0 | $37.8M | ||
| Q3 24 | $14.6M | $17.9M | ||
| Q2 24 | $14.7M | $44.7M | ||
| Q1 24 | $28.9M | $34.0M |
| Q4 25 | 61.9% | 32.7% | ||
| Q3 25 | 60.0% | 32.0% | ||
| Q2 25 | 66.7% | 33.3% | ||
| Q1 25 | 63.4% | 33.8% | ||
| Q4 24 | 60.0% | 35.1% | ||
| Q3 24 | 60.7% | 35.3% | ||
| Q2 24 | 69.8% | 32.1% | ||
| Q1 24 | 64.6% | 33.6% |
| Q4 25 | 31.9% | 12.7% | ||
| Q3 25 | 21.4% | 8.6% | ||
| Q2 25 | 31.8% | 14.5% | ||
| Q1 25 | 24.3% | 12.7% | ||
| Q4 24 | 11.0% | 13.8% | ||
| Q3 24 | 9.2% | 8.8% | ||
| Q2 24 | 20.5% | 13.1% | ||
| Q1 24 | 13.6% | 12.7% |
| Q4 25 | 16.9% | 8.3% | ||
| Q3 25 | 10.0% | 5.3% | ||
| Q2 25 | 15.4% | 10.4% | ||
| Q1 25 | 9.1% | 9.3% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | 5.1% | 5.2% | ||
| Q2 24 | 5.4% | 9.3% | ||
| Q1 24 | 10.1% | 8.4% |
| Q4 25 | $0.74 | $2.22 | ||
| Q3 25 | $0.44 | $1.18 | ||
| Q2 25 | $0.78 | $3.04 | ||
| Q1 25 | $0.40 | $2.40 | ||
| Q4 24 | $0.00 | $2.22 | ||
| Q3 24 | $0.24 | $1.05 | ||
| Q2 24 | $0.25 | $2.57 | ||
| Q1 24 | $0.50 | $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 | $201.3M | $336.7M |
| 総負債低いほど良い | — | $1.0B |
| 株主資本純資産 | $-613.1M | $845.5M |
| 総資産 | $1.1B | $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
| Q4 25 | $201.3M | $336.7M | ||
| Q3 25 | $225.5M | $124.4M | ||
| Q2 25 | $230.6M | $106.4M | ||
| Q1 25 | $209.3M | $95.8M | ||
| Q4 24 | $210.0M | $101.6M | ||
| Q3 24 | $267.5M | $85.1M | ||
| Q2 24 | $275.1M | $95.4M | ||
| Q1 24 | $299.8M | $101.4M |
| Q4 25 | — | $1.0B | ||
| Q3 25 | $1.4B | $442.2M | ||
| Q2 25 | — | $471.6M | ||
| Q1 25 | — | $473.2M | ||
| Q4 24 | — | $474.8M | ||
| Q3 24 | $1.6B | $476.3M | ||
| Q2 24 | — | $137.6M | ||
| Q1 24 | — | — |
| Q4 25 | $-613.1M | $845.5M | ||
| Q3 25 | $-650.6M | $946.0M | ||
| Q2 25 | $-669.6M | $951.1M | ||
| Q1 25 | $-736.2M | $879.3M | ||
| Q4 24 | $-768.8M | $825.8M | ||
| Q3 24 | $-738.3M | $786.5M | ||
| Q2 24 | $-763.7M | $863.5M | ||
| Q1 24 | $-769.6M | $813.4M |
| Q4 25 | $1.1B | $2.5B | ||
| Q3 25 | $1.1B | $2.3B | ||
| Q2 25 | $1.2B | $2.2B | ||
| Q1 25 | $1.1B | $2.1B | ||
| Q4 24 | $1.1B | $2.1B | ||
| Q3 24 | $1.3B | $2.1B | ||
| Q2 24 | $1.3B | $1.9B | ||
| Q1 24 | $1.2B | $1.8B |
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.54× | ||
| Q4 24 | — | 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 | $17.2M | $62.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $16.6M | $55.5M |
| FCFマージンFCF / 売上 | 6.4% | 12.0% |
| 設備投資強度設備投資 / 売上 | 0.2% | 1.4% |
| キャッシュ転換率営業CF / 純利益 | 0.39× | 1.61× |
| 直近12ヶ月FCF直近4四半期 | $205.8M | $137.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $17.2M | $62.2M | ||
| Q3 25 | $84.0M | $17.1M | ||
| Q2 25 | $81.2M | $562.0K | ||
| Q1 25 | $31.8M | $81.6M | ||
| Q4 24 | $-5.3M | $52.5M | ||
| Q3 24 | $26.6M | $-37.2M | ||
| Q2 24 | $-2.1M | $-29.0M | ||
| Q1 24 | $24.3M | $-52.1M |
| Q4 25 | $16.6M | $55.5M | ||
| Q3 25 | $76.7M | $10.1M | ||
| Q2 25 | $80.8M | $-5.6M | ||
| Q1 25 | $31.7M | $77.1M | ||
| Q4 24 | $-6.8M | $47.1M | ||
| Q3 24 | — | $-44.9M | ||
| Q2 24 | $-11.8M | $-37.5M | ||
| Q1 24 | $20.9M | $-57.0M |
| Q4 25 | 6.4% | 12.0% | ||
| Q3 25 | 29.1% | 2.6% | ||
| Q2 25 | 27.3% | -1.1% | ||
| Q1 25 | 12.2% | 17.4% | ||
| Q4 24 | -2.6% | 11.2% | ||
| Q3 24 | — | -13.0% | ||
| Q2 24 | -4.3% | -7.8% | ||
| Q1 24 | 7.3% | -14.1% |
| Q4 25 | 0.2% | 1.4% | ||
| Q3 25 | 2.8% | 1.8% | ||
| Q2 25 | 0.1% | 1.2% | ||
| Q1 25 | 0.0% | 1.0% | ||
| Q4 24 | 0.6% | 1.3% | ||
| Q3 24 | 0.0% | 2.2% | ||
| Q2 24 | 3.6% | 1.8% | ||
| Q1 24 | 1.2% | 1.2% |
| Q4 25 | 0.39× | 1.61× | ||
| Q3 25 | 3.18× | 0.83× | ||
| Q2 25 | 1.78× | 0.01× | ||
| Q1 25 | 1.35× | 1.98× | ||
| Q4 24 | — | 1.39× | ||
| Q3 24 | 1.82× | -2.07× | ||
| Q2 24 | -0.14× | -0.65× | ||
| Q1 24 | 0.84× | -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
EMBC
| Pen Needles | $185.5M | 71% |
| Safety | $37.3M | 14% |
| Syringes | $30.7M | 12% |
| Manufacturing Facility | $4.1M | 2% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
