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Enact Holdings, Inc.（ACT）与OSI SYSTEMS INC（OSIS）财务数据对比。点击上方公司名可切换其他公司
OSI SYSTEMS INC的季度营收约是Enact Holdings, Inc.的1.5倍（$464.1M vs $312.7M），OSI SYSTEMS INC同比增速更快（10.5% vs 3.6%），过去两年OSI SYSTEMS INC的营收复合增速更高（7.0% vs 3.6%）
Enact Holdings, Inc.是美国领先的私人抵押贷款保险服务商，为银行、信用社等各类住宅抵押贷款机构提供风险缓释解决方案，帮助首付较低的购房者获得可负担的住房贷款，助力更多美国普通消费者实现安居需求。
OSI系统公司是总部位于美国加利福尼亚州的企业，主营安全检测系统、医疗设备及光电器件三大业务板块，产品涵盖机场安检X光机、金属探测器、医疗监护与麻醉系统等，旗下拥有Spacelabs Healthcare、Rapiscan Systems、OSI Optoelectronics等子公司，全球员工规模约3180人。
ACT vs OSIS — 直观对比
营收规模更大
OSIS
是对方的1.5倍
$312.7M
营收增速更快
OSIS
高出6.9%
3.6%
两年增速更快
OSIS
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $464.1M |
| 净利润 | — | $38.7M |
| 毛利率 | — | 32.7% |
| 营业利润率 | 71.3% | 12.7% |
| 净利率 | — | 8.3% |
| 营收同比 | 3.6% | 10.5% |
| 净利润同比 | — | 2.3% |
| 每股收益（稀释后） | $1.23 | $2.22 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ACTOSIS
| Q4 25 | $312.7M | $464.1M | ||
| Q3 25 | $311.5M | $384.6M | ||
| Q2 25 | $304.9M | $505.0M | ||
| Q1 25 | $306.8M | $444.4M | ||
| Q4 24 | $301.8M | $419.8M | ||
| Q3 24 | $309.6M | $344.0M | ||
| Q2 24 | $298.8M | $480.9M | ||
| Q1 24 | $291.6M | $405.4M |
净利润ACTOSIS
| Q4 25 | — | $38.7M | ||
| Q3 25 | — | $20.6M | ||
| Q2 25 | — | $52.7M | ||
| Q1 25 | — | $41.1M | ||
| Q4 24 | — | $37.8M | ||
| Q3 24 | — | $17.9M | ||
| Q2 24 | — | $44.7M | ||
| Q1 24 | — | $34.0M |
毛利率ACTOSIS
| 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% |
营业利润率ACTOSIS
| Q4 25 | 71.3% | 12.7% | ||
| Q3 25 | 67.4% | 8.6% | ||
| Q2 25 | 70.4% | 14.5% | ||
| Q1 25 | 68.9% | 12.7% | ||
| Q4 24 | 68.9% | 13.8% | ||
| Q3 24 | 74.1% | 8.8% | ||
| Q2 24 | 78.6% | 13.1% | ||
| Q1 24 | 70.6% | 12.7% |
净利率ACTOSIS
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | — | 10.4% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 5.2% | ||
| Q2 24 | — | 9.3% | ||
| Q1 24 | — | 8.4% |
每股收益（稀释后）ACTOSIS
| Q4 25 | $1.23 | $2.22 | ||
| Q3 25 | $1.10 | $1.18 | ||
| Q2 25 | $1.11 | $3.04 | ||
| Q1 25 | $1.08 | $2.40 | ||
| Q4 24 | $1.05 | $2.22 | ||
| Q3 24 | $1.15 | $1.05 | ||
| Q2 24 | $1.16 | $2.57 | ||
| Q1 24 | $1.01 | $1.95 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $582.5M | $336.7M |
| 总债务越低越好 | $744.5M | $1.0B |
| 股东权益账面价值 | $5.4B | $845.5M |
| 总资产 | $6.9B | $2.5B |
| 负债/权益比越低杠杆越低 | 0.14× | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资ACTOSIS
| Q4 25 | $582.5M | $336.7M | ||
| Q3 25 | $545.6M | $124.4M | ||
| Q2 25 | $616.0M | $106.4M | ||
| Q1 25 | $639.0M | $95.8M | ||
| Q4 24 | $602.8M | $101.6M | ||
| Q3 24 | $674.9M | $85.1M | ||
| Q2 24 | $711.3M | $95.4M | ||
| Q1 24 | $624.3M | $101.4M |
总债务ACTOSIS
| Q4 25 | $744.5M | $1.0B | ||
| Q3 25 | $744.1M | $442.2M | ||
| Q2 25 | $743.8M | $471.6M | ||
| Q1 25 | $743.4M | $473.2M | ||
| Q4 24 | $743.0M | $474.8M | ||
| Q3 24 | $742.7M | $476.3M | ||
| Q2 24 | $742.4M | $137.6M | ||
| Q1 24 | $746.1M | — |
股东权益ACTOSIS
| Q4 25 | $5.4B | $845.5M | ||
| Q3 25 | $5.3B | $946.0M | ||
| Q2 25 | $5.2B | $951.1M | ||
| Q1 25 | $5.1B | $879.3M | ||
| Q4 24 | $5.0B | $825.8M | ||
| Q3 24 | $5.0B | $786.5M | ||
| Q2 24 | $4.8B | $863.5M | ||
| Q1 24 | $4.7B | $813.4M |
总资产ACTOSIS
| Q4 25 | $6.9B | $2.5B | ||
| Q3 25 | $6.9B | $2.3B | ||
| Q2 25 | $6.8B | $2.2B | ||
| Q1 25 | $6.7B | $2.1B | ||
| Q4 24 | $6.5B | $2.1B | ||
| Q3 24 | $6.6B | $2.1B | ||
| Q2 24 | $6.3B | $1.9B | ||
| Q1 24 | $6.3B | $1.8B |
负债/权益比ACTOSIS
| Q4 25 | 0.14× | 1.19× | ||
| Q3 25 | 0.14× | 0.47× | ||
| Q2 25 | 0.14× | 0.50× | ||
| Q1 25 | 0.15× | 0.54× | ||
| Q4 24 | 0.15× | 0.57× | ||
| Q3 24 | 0.15× | 0.61× | ||
| Q2 24 | 0.15× | 0.16× | ||
| Q1 24 | 0.16× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $724.5M | $62.2M |
| 自由现金流经营现金流 - 资本支出 | — | $55.5M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 现金转化率经营现金流/净利润 | — | 1.61× |
| 过去12个月自由现金流最近4个季度 | — | $137.2M |
8季度趋势，按日历期对齐
经营现金流ACTOSIS
| Q4 25 | $724.5M | $62.2M | ||
| Q3 25 | $192.0M | $17.1M | ||
| Q2 25 | $119.5M | $562.0K | ||
| Q1 25 | $226.7M | $81.6M | ||
| Q4 24 | $686.3M | $52.5M | ||
| Q3 24 | $188.1M | $-37.2M | ||
| Q2 24 | $144.7M | $-29.0M | ||
| Q1 24 | $187.3M | $-52.1M |
自由现金流ACTOSIS
| Q4 25 | — | $55.5M | ||
| Q3 25 | — | $10.1M | ||
| Q2 25 | — | $-5.6M | ||
| Q1 25 | — | $77.1M | ||
| Q4 24 | — | $47.1M | ||
| Q3 24 | — | $-44.9M | ||
| Q2 24 | — | $-37.5M | ||
| Q1 24 | — | $-57.0M |
自由现金流率ACTOSIS
| Q4 25 | — | 12.0% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | -1.1% | ||
| Q1 25 | — | 17.4% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | -13.0% | ||
| Q2 24 | — | -7.8% | ||
| Q1 24 | — | -14.1% |
资本支出强度ACTOSIS
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | 1.8% | ||
| Q1 24 | — | 1.2% |
现金转化率ACTOSIS
| Q4 25 | — | 1.61× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 1.98× | ||
| Q4 24 | — | 1.39× | ||
| Q3 24 | — | -2.07× | ||
| Q2 24 | — | -0.65× | ||
| Q1 24 | — | -1.53× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ACT
暂无分部数据
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
