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AMERICAN WOODMARK CORP（AMWD）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AMERICAN WOODMARK CORP的1.2倍（$464.1M vs $394.6M），OSI SYSTEMS INC净利率更高（8.3% vs 1.5%，领先6.8%），OSI SYSTEMS INC同比增速更快（10.5% vs -12.8%），OSI SYSTEMS INC自由现金流更多（$55.5M vs $638.0K），过去两年OSI SYSTEMS INC的营收复合增速更高（7.0% vs -3.3%）
美国木标公司是一家厨卫橱柜制造商，总部位于弗吉尼亚州温彻斯特。公司在美国多地设有多家生产基地与服务中心，其中生产基地分布在亚利桑那州、佐治亚州、印第安纳州、肯塔基州、马里兰州、田纳西州、弗吉尼亚州以及西弗吉尼亚州，服务网点覆盖全美各地。
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。
AMWD vs OSIS — 直观对比
营收规模更大
OSIS
是对方的1.2倍
$394.6M
营收增速更快
OSIS
高出23.3%
-12.8%
净利率更高
OSIS
高出6.8%
1.5%
自由现金流更多
OSIS
多$54.9M
$638.0K
两年增速更快
OSIS
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $464.1M |
| 净利润 | $6.1M | $38.7M |
| 毛利率 | 15.2% | 32.7% |
| 营业利润率 | 3.1% | 12.7% |
| 净利率 | 1.5% | 8.3% |
| 营收同比 | -12.8% | 10.5% |
| 净利润同比 | -78.0% | 2.3% |
| 每股收益（稀释后） | $0.42 | $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AMWDOSIS
| Q4 25 | $394.6M | $464.1M | ||
| Q3 25 | $403.0M | $384.6M | ||
| Q2 25 | $400.4M | $505.0M | ||
| Q1 25 | $397.6M | $444.4M | ||
| Q4 24 | $452.5M | $419.8M | ||
| Q3 24 | $459.1M | $344.0M | ||
| Q2 24 | $453.3M | $480.9M | ||
| Q1 24 | $422.1M | $405.4M |
净利润AMWDOSIS
| Q4 25 | $6.1M | $38.7M | ||
| Q3 25 | $14.6M | $20.6M | ||
| Q2 25 | $25.6M | $52.7M | ||
| Q1 25 | $16.6M | $41.1M | ||
| Q4 24 | $27.7M | $37.8M | ||
| Q3 24 | $29.6M | $17.9M | ||
| Q2 24 | $26.8M | $44.7M | ||
| Q1 24 | $21.2M | $34.0M |
毛利率AMWDOSIS
| Q4 25 | 15.2% | 32.7% | ||
| Q3 25 | 16.7% | 32.0% | ||
| Q2 25 | 17.0% | 33.3% | ||
| Q1 25 | 15.0% | 33.8% | ||
| Q4 24 | 18.9% | 35.1% | ||
| Q3 24 | 20.2% | 35.3% | ||
| Q2 24 | 18.6% | 32.1% | ||
| Q1 24 | 19.2% | 33.6% |
营业利润率AMWDOSIS
| Q4 25 | 3.1% | 12.7% | ||
| Q3 25 | 5.0% | 8.6% | ||
| Q2 25 | 7.4% | 14.5% | ||
| Q1 25 | 5.3% | 12.7% | ||
| Q4 24 | 9.4% | 13.8% | ||
| Q3 24 | 10.2% | 8.8% | ||
| Q2 24 | 8.4% | 13.1% | ||
| Q1 24 | 6.6% | 12.7% |
净利率AMWDOSIS
| Q4 25 | 1.5% | 8.3% | ||
| Q3 25 | 3.6% | 5.3% | ||
| Q2 25 | 6.4% | 10.4% | ||
| Q1 25 | 4.2% | 9.3% | ||
| Q4 24 | 6.1% | 9.0% | ||
| Q3 24 | 6.5% | 5.2% | ||
| Q2 24 | 5.9% | 9.3% | ||
| Q1 24 | 5.0% | 8.4% |
每股收益（稀释后）AMWDOSIS
| Q4 25 | $0.42 | $2.22 | ||
| Q3 25 | $1.00 | $1.18 | ||
| Q2 25 | $1.73 | $3.04 | ||
| Q1 25 | $1.09 | $2.40 | ||
| Q4 24 | $1.79 | $2.22 | ||
| Q3 24 | $1.89 | $1.05 | ||
| Q2 24 | $1.70 | $2.57 | ||
| Q1 24 | $1.32 | $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 | $52.1M | $336.7M |
| 总债务越低越好 | $363.3M | $1.0B |
| 股东权益账面价值 | $928.2M | $845.5M |
| 总资产 | $1.6B | $2.5B |
| 负债/权益比越低杠杆越低 | 0.39× | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资AMWDOSIS
| Q4 25 | $52.1M | $336.7M | ||
| Q3 25 | $54.9M | $124.4M | ||
| Q2 25 | $48.2M | $106.4M | ||
| Q1 25 | $43.5M | $95.8M | ||
| Q4 24 | $56.7M | $101.6M | ||
| Q3 24 | $89.3M | $85.1M | ||
| Q2 24 | $87.4M | $95.4M | ||
| Q1 24 | $97.8M | $101.4M |
总债务AMWDOSIS
| Q4 25 | $363.3M | $1.0B | ||
| Q3 25 | $364.8M | $442.2M | ||
| Q2 25 | $365.8M | $471.6M | ||
| Q1 25 | $367.3M | $473.2M | ||
| Q4 24 | $368.0M | $474.8M | ||
| Q3 24 | $372.2M | $476.3M | ||
| Q2 24 | $371.8M | $137.6M | ||
| Q1 24 | $371.3M | — |
股东权益AMWDOSIS
| Q4 25 | $928.2M | $845.5M | ||
| Q3 25 | $920.3M | $946.0M | ||
| Q2 25 | $916.0M | $951.1M | ||
| Q1 25 | $919.6M | $879.3M | ||
| Q4 24 | $915.1M | $825.8M | ||
| Q3 24 | $913.8M | $786.5M | ||
| Q2 24 | $910.4M | $863.5M | ||
| Q1 24 | $896.9M | $813.4M |
总资产AMWDOSIS
| Q4 25 | $1.6B | $2.5B | ||
| Q3 25 | $1.6B | $2.3B | ||
| Q2 25 | $1.6B | $2.2B | ||
| Q1 25 | $1.6B | $2.1B | ||
| Q4 24 | $1.6B | $2.1B | ||
| Q3 24 | $1.6B | $2.1B | ||
| Q2 24 | $1.6B | $1.9B | ||
| Q1 24 | $1.6B | $1.8B |
负债/权益比AMWDOSIS
| Q4 25 | 0.39× | 1.19× | ||
| Q3 25 | 0.40× | 0.47× | ||
| Q2 25 | 0.40× | 0.50× | ||
| Q1 25 | 0.40× | 0.54× | ||
| Q4 24 | 0.40× | 0.57× | ||
| Q3 24 | 0.41× | 0.61× | ||
| Q2 24 | 0.41× | 0.16× | ||
| Q1 24 | 0.41× | — |
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 | $11.2M | $62.2M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $55.5M |
| 自由现金流率自由现金流/营收 | 0.2% | 12.0% |
| 资本支出强度资本支出/营收 | 2.7% | 1.4% |
| 现金转化率经营现金流/净利润 | 1.83× | 1.61× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $137.2M |
8季度趋势，按日历期对齐
经营现金流AMWDOSIS
| Q4 25 | $11.2M | $62.2M | ||
| Q3 25 | $33.1M | $17.1M | ||
| Q2 25 | $44.8M | $562.0K | ||
| Q1 25 | $11.0M | $81.6M | ||
| Q4 24 | $11.9M | $52.5M | ||
| Q3 24 | $40.8M | $-37.2M | ||
| Q2 24 | $43.3M | $-29.0M | ||
| Q1 24 | $43.7M | $-52.1M |
自由现金流AMWDOSIS
| Q4 25 | $638.0K | $55.5M | ||
| Q3 25 | $25.3M | $10.1M | ||
| Q2 25 | $35.8M | $-5.6M | ||
| Q1 25 | $2.3M | $77.1M | ||
| Q4 24 | $1.1M | $47.1M | ||
| Q3 24 | $29.5M | $-44.9M | ||
| Q2 24 | $7.2M | $-37.5M | ||
| Q1 24 | $22.1M | $-57.0M |
自由现金流率AMWDOSIS
| Q4 25 | 0.2% | 12.0% | ||
| Q3 25 | 6.3% | 2.6% | ||
| Q2 25 | 8.9% | -1.1% | ||
| Q1 25 | 0.6% | 17.4% | ||
| Q4 24 | 0.2% | 11.2% | ||
| Q3 24 | 6.4% | -13.0% | ||
| Q2 24 | 1.6% | -7.8% | ||
| Q1 24 | 5.2% | -14.1% |
资本支出强度AMWDOSIS
| Q4 25 | 2.7% | 1.4% | ||
| Q3 25 | 1.9% | 1.8% | ||
| Q2 25 | 2.2% | 1.2% | ||
| Q1 25 | 2.2% | 1.0% | ||
| Q4 24 | 2.4% | 1.3% | ||
| Q3 24 | 2.5% | 2.2% | ||
| Q2 24 | 8.0% | 1.8% | ||
| Q1 24 | 5.1% | 1.2% |
现金转化率AMWDOSIS
| Q4 25 | 1.83× | 1.61× | ||
| Q3 25 | 2.27× | 0.83× | ||
| Q2 25 | 1.75× | 0.01× | ||
| Q1 25 | 0.66× | 1.98× | ||
| Q4 24 | 0.43× | 1.39× | ||
| Q3 24 | 1.38× | -2.07× | ||
| Q2 24 | 1.62× | -0.65× | ||
| Q1 24 | 2.06× | -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
AMWD
| Home Center Retailers | $166.7M | 42% |
| Builders | $164.7M | 42% |
| Independent Dealersand Distributors | $63.2M | 16% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
