vs
OSI SYSTEMS INC(OSIS)とRevvity(RVTY)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
Revvityの直近四半期売上が大きい($772.1M vs $464.1M、OSI SYSTEMS INCの約1.7倍)。Revvityの純利益率が高く(12.7% vs 8.3%、差は4.4%)。OSI SYSTEMS INCの前年同期比売上増加率が高い(10.5% vs 5.9%)。Revvityの直近四半期フリーキャッシュフローが多い($161.8M vs $55.5M)。過去8四半期でRevvityの売上複合成長率が高い(9.0% vs 7.0%)
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。
レブィティ(Revvity, Inc.)は米国のライフサイエンス・診断事業を手がける企業で、製薬およびバイオテクノロジー業界を主な顧客とし、特に新たな細胞治療や遺伝子治療の開発に関連するサービス・製品を提供している。前身は多岐にわたる事業を展開してきた老舗企業パーキンエルマーである。
OSIS vs RVTY — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $464.1M | $772.1M |
| 純利益 | $38.7M | $98.4M |
| 粗利率 | 32.7% | — |
| 営業利益率 | 12.7% | 14.5% |
| 純利益率 | 8.3% | 12.7% |
| 売上前年比 | 10.5% | 5.9% |
| 純利益前年比 | 2.3% | 3.9% |
| EPS(希薄化後) | $2.22 | $0.86 |
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 | $464.1M | $772.1M | ||
| Q3 25 | $384.6M | $698.9M | ||
| Q2 25 | $505.0M | $720.3M | ||
| Q1 25 | $444.4M | $664.8M | ||
| Q4 24 | $419.8M | $729.4M | ||
| Q3 24 | $344.0M | $684.0M | ||
| Q2 24 | $480.9M | $691.7M | ||
| Q1 24 | $405.4M | $649.9M |
| Q4 25 | $38.7M | $98.4M | ||
| Q3 25 | $20.6M | $46.7M | ||
| Q2 25 | $52.7M | $53.9M | ||
| Q1 25 | $41.1M | $42.2M | ||
| Q4 24 | $37.8M | $94.6M | ||
| Q3 24 | $17.9M | $94.4M | ||
| Q2 24 | $44.7M | $55.4M | ||
| Q1 24 | $34.0M | $26.0M |
| Q4 25 | 32.7% | — | ||
| Q3 25 | 32.0% | 53.6% | ||
| Q2 25 | 33.3% | 54.5% | ||
| Q1 25 | 33.8% | 56.5% | ||
| Q4 24 | 35.1% | — | ||
| Q3 24 | 35.3% | 56.3% | ||
| Q2 24 | 32.1% | 55.7% | ||
| Q1 24 | 33.6% | 54.6% |
| Q4 25 | 12.7% | 14.5% | ||
| Q3 25 | 8.6% | 11.7% | ||
| Q2 25 | 14.5% | 12.6% | ||
| Q1 25 | 12.7% | 10.9% | ||
| Q4 24 | 13.8% | 16.3% | ||
| Q3 24 | 8.8% | 14.3% | ||
| Q2 24 | 13.1% | 12.4% | ||
| Q1 24 | 12.7% | 6.8% |
| Q4 25 | 8.3% | 12.7% | ||
| Q3 25 | 5.3% | 6.7% | ||
| Q2 25 | 10.4% | 7.5% | ||
| Q1 25 | 9.3% | 6.4% | ||
| Q4 24 | 9.0% | 13.0% | ||
| Q3 24 | 5.2% | 13.8% | ||
| Q2 24 | 9.3% | 8.0% | ||
| Q1 24 | 8.4% | 4.0% |
| Q4 25 | $2.22 | $0.86 | ||
| Q3 25 | $1.18 | $0.40 | ||
| Q2 25 | $3.04 | $0.46 | ||
| Q1 25 | $2.40 | $0.35 | ||
| Q4 24 | $2.22 | $0.77 | ||
| Q3 24 | $1.05 | $0.77 | ||
| Q2 24 | $2.57 | $0.45 | ||
| Q1 24 | $1.95 | $0.21 |
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 | $336.7M | $919.9M |
| 総負債低いほど良い | $1.0B | — |
| 株主資本純資産 | $845.5M | $7.3B |
| 総資産 | $2.5B | $12.2B |
| 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 | $336.7M | $919.9M | ||
| Q3 25 | $124.4M | $931.4M | ||
| Q2 25 | $106.4M | $991.8M | ||
| Q1 25 | $95.8M | $1.1B | ||
| Q4 24 | $101.6M | $1.2B | ||
| Q3 24 | $85.1M | $1.2B | ||
| Q2 24 | $95.4M | $2.0B | ||
| Q1 24 | $101.4M | $1.7B |
| Q4 25 | $1.0B | — | ||
| Q3 25 | $442.2M | — | ||
| Q2 25 | $471.6M | — | ||
| Q1 25 | $473.2M | — | ||
| Q4 24 | $474.8M | — | ||
| Q3 24 | $476.3M | — | ||
| Q2 24 | $137.6M | — | ||
| Q1 24 | — | — |
| Q4 25 | $845.5M | $7.3B | ||
| Q3 25 | $946.0M | $7.4B | ||
| Q2 25 | $951.1M | $7.6B | ||
| Q1 25 | $879.3M | $7.6B | ||
| Q4 24 | $825.8M | $7.7B | ||
| Q3 24 | $786.5M | $7.9B | ||
| Q2 24 | $863.5M | $7.9B | ||
| Q1 24 | $813.4M | $7.8B |
| Q4 25 | $2.5B | $12.2B | ||
| Q3 25 | $2.3B | $12.1B | ||
| Q2 25 | $2.2B | $12.4B | ||
| Q1 25 | $2.1B | $12.4B | ||
| Q4 24 | $2.1B | $12.4B | ||
| Q3 24 | $2.1B | $12.8B | ||
| Q2 24 | $1.9B | $13.4B | ||
| Q1 24 | $1.8B | $13.4B |
| 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 | $62.2M | $182.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $55.5M | $161.8M |
| FCFマージンFCF / 売上 | 12.0% | 21.0% |
| 設備投資強度設備投資 / 売上 | 1.4% | 2.6% |
| キャッシュ転換率営業CF / 純利益 | 1.61× | 1.85× |
| 直近12ヶ月FCF直近4四半期 | $137.2M | $509.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $62.2M | $182.0M | ||
| Q3 25 | $17.1M | $138.5M | ||
| Q2 25 | $562.0K | $134.3M | ||
| Q1 25 | $81.6M | $128.2M | ||
| Q4 24 | $52.5M | $174.2M | ||
| Q3 24 | $-37.2M | $147.9M | ||
| Q2 24 | $-29.0M | $158.6M | ||
| Q1 24 | $-52.1M | $147.6M |
| Q4 25 | $55.5M | $161.8M | ||
| Q3 25 | $10.1M | $120.0M | ||
| Q2 25 | $-5.6M | $115.5M | ||
| Q1 25 | $77.1M | $112.2M | ||
| Q4 24 | $47.1M | $149.8M | ||
| Q3 24 | $-44.9M | $125.6M | ||
| Q2 24 | $-37.5M | $136.6M | ||
| Q1 24 | $-57.0M | $129.7M |
| Q4 25 | 12.0% | 21.0% | ||
| Q3 25 | 2.6% | 17.2% | ||
| Q2 25 | -1.1% | 16.0% | ||
| Q1 25 | 17.4% | 16.9% | ||
| Q4 24 | 11.2% | 20.5% | ||
| Q3 24 | -13.0% | 18.4% | ||
| Q2 24 | -7.8% | 19.7% | ||
| Q1 24 | -14.1% | 20.0% |
| Q4 25 | 1.4% | 2.6% | ||
| Q3 25 | 1.8% | 2.6% | ||
| Q2 25 | 1.2% | 2.6% | ||
| Q1 25 | 1.0% | 2.4% | ||
| Q4 24 | 1.3% | 3.4% | ||
| Q3 24 | 2.2% | 3.3% | ||
| Q2 24 | 1.8% | 3.2% | ||
| Q1 24 | 1.2% | 2.7% |
| Q4 25 | 1.61× | 1.85× | ||
| Q3 25 | 0.83× | 2.97× | ||
| Q2 25 | 0.01× | 2.49× | ||
| Q1 25 | 1.98× | 3.03× | ||
| Q4 24 | 1.39× | 1.84× | ||
| Q3 24 | -2.07× | 1.57× | ||
| Q2 24 | -0.65× | 2.87× | ||
| Q1 24 | -1.53× | 5.67× |
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
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |