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OSI SYSTEMS INC（OSIS）とUbiquiti Inc.（UI）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
Ubiquiti Inc.の直近四半期売上が大きい（$814.9M vs $464.1M、OSI SYSTEMS INCの約1.8倍）。Ubiquiti Inc.の純利益率が高く（28.7% vs 8.3%、差は20.3%）。Ubiquiti Inc.の前年同期比売上増加率が高い（35.8% vs 10.5%）。Ubiquiti Inc.の直近四半期フリーキャッシュフローが多い（$260.3M vs $55.5M）。過去8四半期でUbiquiti Inc.の売上複合成長率が高い（28.6% 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。
Ubiquiti Inc.は2003年に米国カリフォルニア州サンノゼで設立されたテクノロジー企業で、現在はニューヨークに本社を置いています。複数のブランドを展開し、企業および一般家庭向けの有線・無線データ通信機器の製造・販売を事業の柱としています。
OSIS vs UI — 直接比較
損益計算書 — Q2 FY2026 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $464.1M | $814.9M |
| 純利益 | $38.7M | $233.6M |
| 粗利率 | 32.7% | 45.9% |
| 営業利益率 | 12.7% | 35.9% |
| 純利益率 | 8.3% | 28.7% |
| 売上前年比 | 10.5% | 35.8% |
| 純利益前年比 | 2.3% | 70.8% |
| EPS（希薄化後） | $2.22 | $3.86 |
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 | $814.9M | ||
| Q3 25 | $384.6M | $733.8M | ||
| Q2 25 | $505.0M | $759.2M | ||
| Q1 25 | $444.4M | $664.2M | ||
| Q4 24 | $419.8M | $599.9M | ||
| Q3 24 | $344.0M | $550.3M | ||
| Q2 24 | $480.9M | $507.5M | ||
| Q1 24 | $405.4M | $493.0M |
| Q4 25 | $38.7M | $233.6M | ||
| Q3 25 | $20.6M | $207.9M | ||
| Q2 25 | $52.7M | $266.7M | ||
| Q1 25 | $41.1M | $180.4M | ||
| Q4 24 | $37.8M | $136.8M | ||
| Q3 24 | $17.9M | $128.0M | ||
| Q2 24 | $44.7M | $103.8M | ||
| Q1 24 | $34.0M | $76.3M |
| Q4 25 | 32.7% | 45.9% | ||
| Q3 25 | 32.0% | 46.0% | ||
| Q2 25 | 33.3% | 45.1% | ||
| Q1 25 | 33.8% | 44.5% | ||
| Q4 24 | 35.1% | 41.2% | ||
| Q3 24 | 35.3% | 42.1% | ||
| Q2 24 | 32.1% | 40.2% | ||
| Q1 24 | 33.6% | 35.3% |
| Q4 25 | 12.7% | 35.9% | ||
| Q3 25 | 8.6% | 35.7% | ||
| Q2 25 | 14.5% | 34.4% | ||
| Q1 25 | 12.7% | 34.2% | ||
| Q4 24 | 13.8% | 29.8% | ||
| Q3 24 | 8.8% | 30.7% | ||
| Q2 24 | 13.1% | 27.3% | ||
| Q1 24 | 12.7% | 22.6% |
| Q4 25 | 8.3% | 28.7% | ||
| Q3 25 | 5.3% | 28.3% | ||
| Q2 25 | 10.4% | 35.1% | ||
| Q1 25 | 9.3% | 27.2% | ||
| Q4 24 | 9.0% | 22.8% | ||
| Q3 24 | 5.2% | 23.3% | ||
| Q2 24 | 9.3% | 20.5% | ||
| Q1 24 | 8.4% | 15.5% |
| Q4 25 | $2.22 | $3.86 | ||
| Q3 25 | $1.18 | $3.43 | ||
| Q2 25 | $3.04 | $4.40 | ||
| Q1 25 | $2.40 | $2.98 | ||
| Q4 24 | $2.22 | $2.26 | ||
| Q3 24 | $1.05 | $2.12 | ||
| Q2 24 | $2.57 | $1.72 | ||
| Q1 24 | $1.95 | $1.26 |
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 | $302.8M |
| 総負債低いほど良い | $1.0B | $47.5M |
| 株主資本純資産 | $845.5M | $1.0B |
| 総資産 | $2.5B | $1.6B |
| 負債/資本比率低いほどレバレッジが低い | 1.19× | 0.05× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $336.7M | $302.8M | ||
| Q3 25 | $124.4M | $177.2M | ||
| Q2 25 | $106.4M | $149.7M | ||
| Q1 25 | $95.8M | $151.0M | ||
| Q4 24 | $101.6M | $133.1M | ||
| Q3 24 | $85.1M | $165.2M | ||
| Q2 24 | $95.4M | $126.3M | ||
| Q1 24 | $101.4M | $102.5M |
| Q4 25 | $1.0B | $47.5M | ||
| Q3 25 | $442.2M | $133.8M | ||
| Q2 25 | $471.6M | $250.0M | ||
| Q1 25 | $473.2M | $340.0M | ||
| Q4 24 | $474.8M | $406.3M | ||
| Q3 24 | $476.3M | $552.5M | ||
| Q2 24 | $137.6M | $708.1M | ||
| Q1 24 | — | $877.5M |
| Q4 25 | $845.5M | $1.0B | ||
| Q3 25 | $946.0M | $828.4M | ||
| Q2 25 | $951.1M | $668.3M | ||
| Q1 25 | $879.3M | $436.1M | ||
| Q4 24 | $825.8M | $290.4M | ||
| Q3 24 | $786.5M | $188.1M | ||
| Q2 24 | $863.5M | $95.1M | ||
| Q1 24 | $813.4M | $25.9M |
| Q4 25 | $2.5B | $1.6B | ||
| Q3 25 | $2.3B | $1.5B | ||
| Q2 25 | $2.2B | $1.5B | ||
| Q1 25 | $2.1B | $1.3B | ||
| Q4 24 | $2.1B | $1.2B | ||
| Q3 24 | $2.1B | $1.2B | ||
| Q2 24 | $1.9B | $1.2B | ||
| Q1 24 | $1.8B | $1.2B |
| Q4 25 | 1.19× | 0.05× | ||
| Q3 25 | 0.47× | 0.16× | ||
| Q2 25 | 0.50× | 0.37× | ||
| Q1 25 | 0.54× | 0.78× | ||
| Q4 24 | 0.57× | 1.40× | ||
| Q3 24 | 0.61× | 2.94× | ||
| Q2 24 | 0.16× | 7.45× | ||
| Q1 24 | — | 33.92× |
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 | $263.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $55.5M | $260.3M |
| FCFマージンFCF / 売上 | 12.0% | 31.9% |
| 設備投資強度設備投資 / 売上 | 1.4% | 0.4% |
| キャッシュ転換率営業CF / 純利益 | 1.61× | 1.13× |
| 直近12ヶ月FCF直近4四半期 | $137.2M | $699.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $62.2M | $263.9M | ||
| Q3 25 | $17.1M | $198.5M | ||
| Q2 25 | $562.0K | $130.4M | ||
| Q1 25 | $81.6M | $123.6M | ||
| Q4 24 | $52.5M | $152.4M | ||
| Q3 24 | $-37.2M | $233.7M | ||
| Q2 24 | $-29.0M | $231.4M | ||
| Q1 24 | $-52.1M | $163.9M |
| Q4 25 | $55.5M | $260.3M | ||
| Q3 25 | $10.1M | $193.3M | ||
| Q2 25 | $-5.6M | $125.2M | ||
| Q1 25 | $77.1M | $120.7M | ||
| Q4 24 | $47.1M | $150.4M | ||
| Q3 24 | $-44.9M | $231.1M | ||
| Q2 24 | $-37.5M | $229.5M | ||
| Q1 24 | $-57.0M | $160.6M |
| Q4 25 | 12.0% | 31.9% | ||
| Q3 25 | 2.6% | 26.3% | ||
| Q2 25 | -1.1% | 16.5% | ||
| Q1 25 | 17.4% | 18.2% | ||
| Q4 24 | 11.2% | 25.1% | ||
| Q3 24 | -13.0% | 42.0% | ||
| Q2 24 | -7.8% | 45.2% | ||
| Q1 24 | -14.1% | 32.6% |
| Q4 25 | 1.4% | 0.4% | ||
| Q3 25 | 1.8% | 0.7% | ||
| Q2 25 | 1.2% | 0.7% | ||
| Q1 25 | 1.0% | 0.4% | ||
| Q4 24 | 1.3% | 0.3% | ||
| Q3 24 | 2.2% | 0.5% | ||
| Q2 24 | 1.8% | 0.4% | ||
| Q1 24 | 1.2% | 0.7% |
| Q4 25 | 1.61× | 1.13× | ||
| Q3 25 | 0.83× | 0.95× | ||
| Q2 25 | 0.01× | 0.49× | ||
| Q1 25 | 1.98× | 0.68× | ||
| Q4 24 | 1.39× | 1.11× | ||
| Q3 24 | -2.07× | 1.83× | ||
| Q2 24 | -0.65× | 2.23× | ||
| Q1 24 | -1.53× | 2.15× |
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% |
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
