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エサブ（ESAB）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
エサブの直近四半期売上が大きい（$727.8M 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 7.5%、差は0.8%）。OSI SYSTEMS INCの前年同期比売上増加率が高い（10.5% vs 8.5%）。エサブの直近四半期フリーキャッシュフローが多い（$70.3M 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 2.8%）
ESAB（正式名称はElektriska Svetsnings-Aktiebolaget）は米国とスウェーデンに拠点を置く産業企業で、溶接・切断装置や消耗品の開発・販売を主力事業とし、世界中のさまざまな業界の顧客に高品質なソリューションを提供している業界の有力企業です。
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。
ESAB vs OSIS — 直接比較
損益計算書 — Q3 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $727.8M | $464.1M |
| 純利益 | $54.8M | $38.7M |
| 粗利率 | 37.0% | 32.7% |
| 営業利益率 | 14.6% | 12.7% |
| 純利益率 | 7.5% | 8.3% |
| 売上前年比 | 8.5% | 10.5% |
| 純利益前年比 | 2.1% | 2.3% |
| EPS（希薄化後） | $0.90 | $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 | $727.8M | $464.1M | ||
| Q3 25 | $715.6M | $384.6M | ||
| Q2 25 | $678.1M | $505.0M | ||
| Q1 25 | — | $444.4M | ||
| Q4 24 | $670.8M | $419.8M | ||
| Q3 24 | $673.3M | $344.0M | ||
| Q2 24 | $707.1M | $480.9M | ||
| Q1 24 | $689.7M | $405.4M |
| Q4 25 | $54.8M | $38.7M | ||
| Q3 25 | $66.9M | $20.6M | ||
| Q2 25 | $67.4M | $52.7M | ||
| Q1 25 | — | $41.1M | ||
| Q4 24 | $53.7M | $37.8M | ||
| Q3 24 | $68.2M | $17.9M | ||
| Q2 24 | $82.9M | $44.7M | ||
| Q1 24 | $60.0M | $34.0M |
| Q4 25 | 37.0% | 32.7% | ||
| Q3 25 | 37.2% | 32.0% | ||
| Q2 25 | 37.6% | 33.3% | ||
| Q1 25 | — | 33.8% | ||
| Q4 24 | 38.5% | 35.1% | ||
| Q3 24 | 37.7% | 35.3% | ||
| Q2 24 | 38.2% | 32.1% | ||
| Q1 24 | 37.0% | 33.6% |
| Q4 25 | 14.6% | 12.7% | ||
| Q3 25 | 15.2% | 8.6% | ||
| Q2 25 | 16.2% | 14.5% | ||
| Q1 25 | — | 12.7% | ||
| Q4 24 | 16.6% | 13.8% | ||
| Q3 24 | 15.7% | 8.8% | ||
| Q2 24 | 16.9% | 13.1% | ||
| Q1 24 | 16.0% | 12.7% |
| Q4 25 | 7.5% | 8.3% | ||
| Q3 25 | 9.3% | 5.3% | ||
| Q2 25 | 9.9% | 10.4% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | 8.0% | 9.0% | ||
| Q3 24 | 10.1% | 5.2% | ||
| Q2 24 | 11.7% | 9.3% | ||
| Q1 24 | 8.7% | 8.4% |
| Q4 25 | $0.90 | $2.22 | ||
| Q3 25 | $1.09 | $1.18 | ||
| Q2 25 | $1.10 | $3.04 | ||
| Q1 25 | — | $2.40 | ||
| Q4 24 | $0.87 | $2.22 | ||
| Q3 24 | $1.11 | $1.05 | ||
| Q2 24 | $1.35 | $2.57 | ||
| Q1 24 | $0.98 | $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 | $218.2M | $336.7M |
| 総負債低いほど良い | $1.3B | $1.0B |
| 株主資本純資産 | $2.1B | $845.5M |
| 総資産 | $4.9B | $2.5B |
| 負債/資本比率低いほどレバレッジが低い | 0.63× | 1.19× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $218.2M | $336.7M | ||
| Q3 25 | $258.2M | $124.4M | ||
| Q2 25 | $291.3M | $106.4M | ||
| Q1 25 | — | $95.8M | ||
| Q4 24 | $249.4M | $101.6M | ||
| Q3 24 | $253.7M | $85.1M | ||
| Q2 24 | $228.5M | $95.4M | ||
| Q1 24 | $76.5M | $101.4M |
| Q4 25 | $1.3B | $1.0B | ||
| Q3 25 | $1.1B | $442.2M | ||
| Q2 25 | $1.1B | $471.6M | ||
| Q1 25 | — | $473.2M | ||
| Q4 24 | $1.1B | $474.8M | ||
| Q3 24 | $1.1B | $476.3M | ||
| Q2 24 | $1.1B | $137.6M | ||
| Q1 24 | $992.8M | — |
| Q4 25 | $2.1B | $845.5M | ||
| Q3 25 | $2.1B | $946.0M | ||
| Q2 25 | $1.9B | $951.1M | ||
| Q1 25 | — | $879.3M | ||
| Q4 24 | $1.8B | $825.8M | ||
| Q3 24 | $1.8B | $786.5M | ||
| Q2 24 | $1.7B | $863.5M | ||
| Q1 24 | $1.6B | $813.4M |
| Q4 25 | $4.9B | $2.5B | ||
| Q3 25 | $4.4B | $2.3B | ||
| Q2 25 | $4.2B | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $4.0B | $2.1B | ||
| Q3 24 | $4.1B | $2.1B | ||
| Q2 24 | $4.0B | $1.9B | ||
| Q1 24 | $3.8B | $1.8B |
| Q4 25 | 0.63× | 1.19× | ||
| Q3 25 | 0.51× | 0.47× | ||
| Q2 25 | 0.55× | 0.50× | ||
| Q1 25 | — | 0.54× | ||
| Q4 24 | 0.60× | 0.57× | ||
| Q3 24 | 0.59× | 0.61× | ||
| Q2 24 | 0.63× | 0.16× | ||
| Q1 24 | 0.61× | — |
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 | $81.5M | $62.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $70.3M | $55.5M |
| FCFマージンFCF / 売上 | 9.7% | 12.0% |
| 設備投資強度設備投資 / 売上 | 1.5% | 1.4% |
| キャッシュ転換率営業CF / 純利益 | 1.49× | 1.61× |
| 直近12ヶ月FCF直近4四半期 | $238.0M | $137.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $81.5M | $62.2M | ||
| Q3 25 | $46.6M | $17.1M | ||
| Q2 25 | $35.4M | $562.0K | ||
| Q1 25 | — | $81.6M | ||
| Q4 24 | $126.9M | $52.5M | ||
| Q3 24 | $101.0M | $-37.2M | ||
| Q2 24 | $83.0M | $-29.0M | ||
| Q1 24 | $44.5M | $-52.1M |
| Q4 25 | $70.3M | $55.5M | ||
| Q3 25 | $37.4M | $10.1M | ||
| Q2 25 | $28.1M | $-5.6M | ||
| Q1 25 | — | $77.1M | ||
| Q4 24 | $102.2M | $47.1M | ||
| Q3 24 | $90.4M | $-44.9M | ||
| Q2 24 | $74.0M | $-37.5M | ||
| Q1 24 | $37.1M | $-57.0M |
| Q4 25 | 9.7% | 12.0% | ||
| Q3 25 | 5.2% | 2.6% | ||
| Q2 25 | 4.1% | -1.1% | ||
| Q1 25 | — | 17.4% | ||
| Q4 24 | 15.2% | 11.2% | ||
| Q3 24 | 13.4% | -13.0% | ||
| Q2 24 | 10.5% | -7.8% | ||
| Q1 24 | 5.4% | -14.1% |
| Q4 25 | 1.5% | 1.4% | ||
| Q3 25 | 1.3% | 1.8% | ||
| Q2 25 | 1.1% | 1.2% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | 3.7% | 1.3% | ||
| Q3 24 | 1.6% | 2.2% | ||
| Q2 24 | 1.3% | 1.8% | ||
| Q1 24 | 1.1% | 1.2% |
| Q4 25 | 1.49× | 1.61× | ||
| Q3 25 | 0.70× | 0.83× | ||
| Q2 25 | 0.53× | 0.01× | ||
| Q1 25 | — | 1.98× | ||
| Q4 24 | 2.36× | 1.39× | ||
| Q3 24 | 1.48× | -2.07× | ||
| Q2 24 | 1.00× | -0.65× | ||
| Q1 24 | 0.74× | -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
ESAB
| Consumable Products | $477.9M | 66% |
| Equipment Products | $249.9M | 34% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
