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OSI SYSTEMS INC（OSIS）とBristow Group Inc.（VTOL）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 $377.3M、Bristow Group Inc.の約1.2倍）。OSI SYSTEMS INCの純利益率が高く（8.3% vs 4.9%、差は3.5%）。OSI SYSTEMS INCの前年同期比売上増加率が高い（10.5% vs 6.7%）。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 $47.8M）。過去8四半期でOSI SYSTEMS INCの売上複合成長率が高い（7.0% vs 5.8%）
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。
ブリストウ・グループ傘下のブリストウ・ヘリコプターズ・リミテッドはイギリスの民間ヘリコプター運営企業で、当初はスコットランドのアバディーン空港を拠点としていました。現在は本社を米国テキサス州ヒューストンに置き、2020年に米国の大手民間ヘリコプター運営企業であるエラ・ヘリコプターズと合併し、合併後もブリストウの名称で事業を展開しています。
OSIS vs VTOL — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $464.1M | $377.3M |
| 純利益 | $38.7M | $18.4M |
| 粗利率 | 32.7% | — |
| 営業利益率 | 12.7% | 8.5% |
| 純利益率 | 8.3% | 4.9% |
| 売上前年比 | 10.5% | 6.7% |
| 純利益前年比 | 2.3% | -42.1% |
| EPS（希薄化後） | $2.22 | $0.61 |
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 | $377.3M | ||
| Q3 25 | $384.6M | $386.3M | ||
| Q2 25 | $505.0M | $376.4M | ||
| Q1 25 | $444.4M | $350.5M | ||
| Q4 24 | $419.8M | $353.5M | ||
| Q3 24 | $344.0M | $365.1M | ||
| Q2 24 | $480.9M | $359.7M | ||
| Q1 24 | $405.4M | $337.1M |
| Q4 25 | $38.7M | $18.4M | ||
| Q3 25 | $20.6M | $51.5M | ||
| Q2 25 | $52.7M | $31.7M | ||
| Q1 25 | $41.1M | $27.4M | ||
| Q4 24 | $37.8M | $31.8M | ||
| Q3 24 | $17.9M | $28.2M | ||
| Q2 24 | $44.7M | $28.2M | ||
| Q1 24 | $34.0M | $6.6M |
| Q4 25 | 32.7% | — | ||
| Q3 25 | 32.0% | — | ||
| Q2 25 | 33.3% | — | ||
| Q1 25 | 33.8% | — | ||
| Q4 24 | 35.1% | — | ||
| Q3 24 | 35.3% | — | ||
| Q2 24 | 32.1% | — | ||
| Q1 24 | 33.6% | — |
| Q4 25 | 12.7% | 8.5% | ||
| Q3 25 | 8.6% | 13.1% | ||
| Q2 25 | 14.5% | 11.3% | ||
| Q1 25 | 12.7% | 9.6% | ||
| Q4 24 | 13.8% | 9.0% | ||
| Q3 24 | 8.8% | 9.1% | ||
| Q2 24 | 13.1% | 12.4% | ||
| Q1 24 | 12.7% | 6.8% |
| Q4 25 | 8.3% | 4.9% | ||
| Q3 25 | 5.3% | 13.3% | ||
| Q2 25 | 10.4% | 8.4% | ||
| Q1 25 | 9.3% | 7.8% | ||
| Q4 24 | 9.0% | 9.0% | ||
| Q3 24 | 5.2% | 7.7% | ||
| Q2 24 | 9.3% | 7.8% | ||
| Q1 24 | 8.4% | 2.0% |
| Q4 25 | $2.22 | $0.61 | ||
| Q3 25 | $1.18 | $1.72 | ||
| Q2 25 | $3.04 | $1.07 | ||
| Q1 25 | $2.40 | $0.92 | ||
| Q4 24 | $2.22 | $1.07 | ||
| Q3 24 | $1.05 | $0.95 | ||
| Q2 24 | $2.57 | $0.96 | ||
| Q1 24 | $1.95 | $0.23 |
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 | $286.2M |
| 総負債低いほど良い | $1.0B | $671.5M |
| 株主資本純資産 | $845.5M | $1.1B |
| 総資産 | $2.5B | $2.3B |
| 負債/資本比率低いほどレバレッジが低い | 1.19× | 0.63× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $336.7M | $286.2M | ||
| Q3 25 | $124.4M | $245.5M | ||
| Q2 25 | $106.4M | $251.8M | ||
| Q1 25 | $95.8M | $191.1M | ||
| Q4 24 | $101.6M | $247.5M | ||
| Q3 24 | $85.1M | $200.3M | ||
| Q2 24 | $95.4M | $178.6M | ||
| Q1 24 | $101.4M | $140.6M |
| Q4 25 | $1.0B | $671.5M | ||
| Q3 25 | $442.2M | $675.0M | ||
| Q2 25 | $471.6M | $705.2M | ||
| Q1 25 | $473.2M | $701.9M | ||
| Q4 24 | $474.8M | $689.8M | ||
| Q3 24 | $476.3M | $629.1M | ||
| Q2 24 | $137.6M | $594.2M | ||
| Q1 24 | — | $544.1M |
| Q4 25 | $845.5M | $1.1B | ||
| Q3 25 | $946.0M | $1.0B | ||
| Q2 25 | $951.1M | $984.4M | ||
| Q1 25 | $879.3M | $931.7M | ||
| Q4 24 | $825.8M | $891.7M | ||
| Q3 24 | $786.5M | $899.2M | ||
| Q2 24 | $863.5M | $849.1M | ||
| Q1 24 | $813.4M | $820.7M |
| Q4 25 | $2.5B | $2.3B | ||
| Q3 25 | $2.3B | $2.3B | ||
| Q2 25 | $2.2B | $2.3B | ||
| Q1 25 | $2.1B | $2.2B | ||
| Q4 24 | $2.1B | $2.1B | ||
| Q3 24 | $2.1B | $2.1B | ||
| Q2 24 | $1.9B | $2.0B | ||
| Q1 24 | $1.8B | $1.9B |
| Q4 25 | 1.19× | 0.63× | ||
| Q3 25 | 0.47× | 0.65× | ||
| Q2 25 | 0.50× | 0.72× | ||
| Q1 25 | 0.54× | 0.75× | ||
| Q4 24 | 0.57× | 0.77× | ||
| Q3 24 | 0.61× | 0.70× | ||
| Q2 24 | 0.16× | 0.70× | ||
| Q1 24 | — | 0.66× |
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 | $76.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $55.5M | $47.8M |
| FCFマージンFCF / 売上 | 12.0% | 12.7% |
| 設備投資強度設備投資 / 売上 | 1.4% | 7.7% |
| キャッシュ転換率営業CF / 純利益 | 1.61× | 4.17× |
| 直近12ヶ月FCF直近4四半期 | $137.2M | $56.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $62.2M | $76.9M | ||
| Q3 25 | $17.1M | $23.1M | ||
| Q2 25 | $562.0K | $99.0M | ||
| Q1 25 | $81.6M | $-603.0K | ||
| Q4 24 | $52.5M | $51.1M | ||
| Q3 24 | $-37.2M | $66.0M | ||
| Q2 24 | $-29.0M | $33.7M | ||
| Q1 24 | $-52.1M | $26.7M |
| Q4 25 | $55.5M | $47.8M | ||
| Q3 25 | $10.1M | $-6.2M | ||
| Q2 25 | $-5.6M | $67.4M | ||
| Q1 25 | $77.1M | $-52.7M | ||
| Q4 24 | $47.1M | $-32.4M | ||
| Q3 24 | $-44.9M | $9.0M | ||
| Q2 24 | $-37.5M | $-16.7M | ||
| Q1 24 | $-57.0M | $-37.9M |
| Q4 25 | 12.0% | 12.7% | ||
| Q3 25 | 2.6% | -1.6% | ||
| Q2 25 | -1.1% | 17.9% | ||
| Q1 25 | 17.4% | -15.0% | ||
| Q4 24 | 11.2% | -9.2% | ||
| Q3 24 | -13.0% | 2.5% | ||
| Q2 24 | -7.8% | -4.6% | ||
| Q1 24 | -14.1% | -11.2% |
| Q4 25 | 1.4% | 7.7% | ||
| Q3 25 | 1.8% | 7.6% | ||
| Q2 25 | 1.2% | 8.4% | ||
| Q1 25 | 1.0% | 14.9% | ||
| Q4 24 | 1.3% | 23.6% | ||
| Q3 24 | 2.2% | 15.6% | ||
| Q2 24 | 1.8% | 14.0% | ||
| Q1 24 | 1.2% | 19.2% |
| Q4 25 | 1.61× | 4.17× | ||
| Q3 25 | 0.83× | 0.45× | ||
| Q2 25 | 0.01× | 3.12× | ||
| Q1 25 | 1.98× | -0.02× | ||
| Q4 24 | 1.39× | 1.61× | ||
| Q3 24 | -2.07× | 2.34× | ||
| Q2 24 | -0.65× | 1.20× | ||
| Q1 24 | -1.53× | 4.04× |
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% |
VTOL
| Offshore Energy Services | $247.5M | 66% |
| Government Services | $100.1M | 27% |
| Other | $21.9M | 6% |
| Related Party | $7.8M | 2% |
