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AeroVironment Inc（AVAV）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
AeroVironment Inc的季度营收约是OSI SYSTEMS INC的1.0倍（$472.5M vs $464.1M），OSI SYSTEMS INC净利率更高（8.3% vs -3.6%，领先12.0%），AeroVironment Inc同比增速更快（181.9% vs 10.5%），OSI SYSTEMS INC自由现金流更多（$55.5M vs $-55.9M），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs 7.0%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
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。
AVAV vs OSIS — 直观对比
营收规模更大
AVAV
是对方的1.0倍
$464.1M
营收增速更快
AVAV
高出171.3%
10.5%
净利率更高
OSIS
高出12.0%
-3.6%
自由现金流更多
OSIS
多$111.4M
$-55.9M
两年增速更快
AVAV
近两年复合增速
7.0%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $464.1M |
| 净利润 | $-17.1M | $38.7M |
| 毛利率 | 22.0% | 32.7% |
| 营业利润率 | -6.4% | 12.7% |
| 净利率 | -3.6% | 8.3% |
| 营收同比 | 181.9% | 10.5% |
| 净利润同比 | -875.1% | 2.3% |
| 每股收益（稀释后） | $-0.34 | $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AVAVOSIS
| Q4 25 | $472.5M | $464.1M | ||
| Q3 25 | $454.7M | $384.6M | ||
| Q2 25 | $275.1M | $505.0M | ||
| Q1 25 | $167.6M | $444.4M | ||
| Q4 24 | $188.5M | $419.8M | ||
| Q3 24 | $189.5M | $344.0M | ||
| Q2 24 | $197.0M | $480.9M | ||
| Q1 24 | $186.6M | $405.4M |
净利润AVAVOSIS
| Q4 25 | $-17.1M | $38.7M | ||
| Q3 25 | $-67.4M | $20.6M | ||
| Q2 25 | $16.7M | $52.7M | ||
| Q1 25 | $-1.8M | $41.1M | ||
| Q4 24 | $7.5M | $37.8M | ||
| Q3 24 | $21.2M | $17.9M | ||
| Q2 24 | $6.0M | $44.7M | ||
| Q1 24 | $13.9M | $34.0M |
毛利率AVAVOSIS
| Q4 25 | 22.0% | 32.7% | ||
| Q3 25 | 20.9% | 32.0% | ||
| Q2 25 | 36.5% | 33.3% | ||
| Q1 25 | 37.7% | 33.8% | ||
| Q4 24 | 39.1% | 35.1% | ||
| Q3 24 | 43.0% | 35.3% | ||
| Q2 24 | 38.4% | 32.1% | ||
| Q1 24 | 36.1% | 33.6% |
营业利润率AVAVOSIS
| Q4 25 | -6.4% | 12.7% | ||
| Q3 25 | -15.2% | 8.6% | ||
| Q2 25 | 5.0% | 14.5% | ||
| Q1 25 | -1.8% | 12.7% | ||
| Q4 24 | 3.7% | 13.8% | ||
| Q3 24 | 12.2% | 8.8% | ||
| Q2 24 | 3.0% | 13.1% | ||
| Q1 24 | 7.7% | 12.7% |
净利率AVAVOSIS
| Q4 25 | -3.6% | 8.3% | ||
| Q3 25 | -14.8% | 5.3% | ||
| Q2 25 | 6.1% | 10.4% | ||
| Q1 25 | -1.0% | 9.3% | ||
| Q4 24 | 4.0% | 9.0% | ||
| Q3 24 | 11.2% | 5.2% | ||
| Q2 24 | 3.1% | 9.3% | ||
| Q1 24 | 7.4% | 8.4% |
每股收益（稀释后）AVAVOSIS
| Q4 25 | $-0.34 | $2.22 | ||
| Q3 25 | $-1.44 | $1.18 | ||
| Q2 25 | $0.59 | $3.04 | ||
| Q1 25 | $-0.06 | $2.40 | ||
| Q4 24 | $0.27 | $2.22 | ||
| Q3 24 | $0.75 | $1.05 | ||
| Q2 24 | $0.18 | $2.57 | ||
| Q1 24 | $0.50 | $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 | $588.5M | $336.7M |
| 总债务越低越好 | $747.5M | $1.0B |
| 股东权益账面价值 | $4.4B | $845.5M |
| 总资产 | $5.6B | $2.5B |
| 负债/权益比越低杠杆越低 | 0.17× | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资AVAVOSIS
| Q4 25 | $588.5M | $336.7M | ||
| Q3 25 | $685.8M | $124.4M | ||
| Q2 25 | $40.9M | $106.4M | ||
| Q1 25 | $47.0M | $95.8M | ||
| Q4 24 | $69.0M | $101.6M | ||
| Q3 24 | $81.2M | $85.1M | ||
| Q2 24 | $73.3M | $95.4M | ||
| Q1 24 | $107.7M | $101.4M |
总债务AVAVOSIS
| Q4 25 | $747.5M | $1.0B | ||
| Q3 25 | $747.5M | $442.2M | ||
| Q2 25 | $30.0M | $471.6M | ||
| Q1 25 | $25.0M | $473.2M | ||
| Q4 24 | $15.0M | $474.8M | ||
| Q3 24 | $17.5M | $476.3M | ||
| Q2 24 | $28.0M | $137.6M | ||
| Q1 24 | $40.0M | — |
股东权益AVAVOSIS
| Q4 25 | $4.4B | $845.5M | ||
| Q3 25 | $4.4B | $946.0M | ||
| Q2 25 | $886.5M | $951.1M | ||
| Q1 25 | $861.1M | $879.3M | ||
| Q4 24 | $858.4M | $825.8M | ||
| Q3 24 | $845.5M | $786.5M | ||
| Q2 24 | $822.7M | $863.5M | ||
| Q1 24 | $813.0M | $813.4M |
总资产AVAVOSIS
| Q4 25 | $5.6B | $2.5B | ||
| Q3 25 | $5.6B | $2.3B | ||
| Q2 25 | $1.1B | $2.2B | ||
| Q1 25 | $1.0B | $2.1B | ||
| Q4 24 | $1.0B | $2.1B | ||
| Q3 24 | $999.2M | $2.1B | ||
| Q2 24 | $1.0B | $1.9B | ||
| Q1 24 | $980.3M | $1.8B |
负债/权益比AVAVOSIS
| Q4 25 | 0.17× | 1.19× | ||
| Q3 25 | 0.17× | 0.47× | ||
| Q2 25 | 0.03× | 0.50× | ||
| Q1 25 | 0.03× | 0.54× | ||
| Q4 24 | 0.02× | 0.57× | ||
| Q3 24 | 0.02× | 0.61× | ||
| Q2 24 | 0.03× | 0.16× | ||
| Q1 24 | 0.05× | — |
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 | $-45.1M | $62.2M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | $55.5M |
| 自由现金流率自由现金流/营收 | -11.8% | 12.0% |
| 资本支出强度资本支出/营收 | 2.3% | 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 | $-240.7M | $137.2M |
8季度趋势，按日历期对齐
经营现金流AVAVOSIS
| Q4 25 | $-45.1M | $62.2M | ||
| Q3 25 | $-123.7M | $17.1M | ||
| Q2 25 | $-264.0K | $562.0K | ||
| Q1 25 | $-25.8M | $81.6M | ||
| Q4 24 | $-3.6M | $52.5M | ||
| Q3 24 | $28.4M | $-37.2M | ||
| Q2 24 | $-11.7M | $-29.0M | ||
| Q1 24 | $52.6M | $-52.1M |
自由现金流AVAVOSIS
| Q4 25 | $-55.9M | $55.5M | ||
| Q3 25 | $-146.5M | $10.1M | ||
| Q2 25 | $-8.8M | $-5.6M | ||
| Q1 25 | $-29.6M | $77.1M | ||
| Q4 24 | $-8.7M | $47.1M | ||
| Q3 24 | $22.9M | $-44.9M | ||
| Q2 24 | $-20.8M | $-37.5M | ||
| Q1 24 | $48.8M | $-57.0M |
自由现金流率AVAVOSIS
| Q4 25 | -11.8% | 12.0% | ||
| Q3 25 | -32.2% | 2.6% | ||
| Q2 25 | -3.2% | -1.1% | ||
| Q1 25 | -17.7% | 17.4% | ||
| Q4 24 | -4.6% | 11.2% | ||
| Q3 24 | 12.1% | -13.0% | ||
| Q2 24 | -10.5% | -7.8% | ||
| Q1 24 | 26.1% | -14.1% |
资本支出强度AVAVOSIS
| Q4 25 | 2.3% | 1.4% | ||
| Q3 25 | 5.0% | 1.8% | ||
| Q2 25 | 3.1% | 1.2% | ||
| Q1 25 | 2.3% | 1.0% | ||
| Q4 24 | 2.7% | 1.3% | ||
| Q3 24 | 2.9% | 2.2% | ||
| Q2 24 | 4.6% | 1.8% | ||
| Q1 24 | 2.0% | 1.2% |
现金转化率AVAVOSIS
| Q4 25 | — | 1.61× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | -0.02× | 0.01× | ||
| Q1 25 | — | 1.98× | ||
| Q4 24 | -0.48× | 1.39× | ||
| Q3 24 | 1.34× | -2.07× | ||
| Q2 24 | -1.93× | -0.65× | ||
| Q1 24 | 3.79× | -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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
