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Axos Financial, Inc.（AX）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Axos Financial, Inc.的1.2倍（$464.1M vs $392.2M），Axos Financial, Inc.净利率更高（31.8% vs 8.3%，领先23.4%），过去两年Axos Financial, Inc.的营收复合增速更高（16.1% vs 7.0%）
Axos Financial是总部位于美国内华达州拉斯维加斯的银行控股公司，旗下拥有直销银行Axos Bank，同时提供注册投资顾问服务及电子交易平台，深耕数字化金融赛道，可为用户提供多元便捷的金融服务解决方案。
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。
AX vs OSIS — 直观对比
营收规模更大
OSIS
是对方的1.2倍
$392.2M
净利率更高
AX
高出23.4%
8.3%
两年增速更快
AX
近两年复合增速
7.0%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $464.1M |
| 净利润 | $124.7M | $38.7M |
| 毛利率 | — | 32.7% |
| 营业利润率 | — | 12.7% |
| 净利率 | 31.8% | 8.3% |
| 营收同比 | — | 10.5% |
| 净利润同比 | 18.5% | 2.3% |
| 每股收益（稀释后） | $2.15 | $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AXOSIS
| Q1 26 | $392.2M | — | ||
| Q4 25 | $385.1M | $464.1M | ||
| Q3 25 | $323.4M | $384.6M | ||
| Q2 25 | $321.4M | $505.0M | ||
| Q1 25 | $308.8M | $444.4M | ||
| Q4 24 | $307.9M | $419.8M | ||
| Q3 24 | $320.7M | $344.0M | ||
| Q2 24 | $290.9M | $480.9M |
净利润AXOSIS
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | $38.7M | ||
| Q3 25 | $112.4M | $20.6M | ||
| Q2 25 | $110.7M | $52.7M | ||
| Q1 25 | $105.2M | $41.1M | ||
| Q4 24 | $104.7M | $37.8M | ||
| Q3 24 | $112.3M | $17.9M | ||
| Q2 24 | $104.9M | $44.7M |
毛利率AXOSIS
| Q1 26 | — | — | ||
| 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% |
营业利润率AXOSIS
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | 12.7% | ||
| Q3 25 | 46.3% | 8.6% | ||
| Q2 25 | 48.5% | 14.5% | ||
| Q1 25 | 47.9% | 12.7% | ||
| Q4 24 | 48.8% | 13.8% | ||
| Q3 24 | 49.6% | 8.8% | ||
| Q2 24 | 49.6% | 13.1% |
净利率AXOSIS
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | 8.3% | ||
| Q3 25 | 34.7% | 5.3% | ||
| Q2 25 | 34.4% | 10.4% | ||
| Q1 25 | 34.1% | 9.3% | ||
| Q4 24 | 34.0% | 9.0% | ||
| Q3 24 | 35.0% | 5.2% | ||
| Q2 24 | 36.0% | 9.3% |
每股收益（稀释后）AXOSIS
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $2.22 | ||
| Q3 25 | $1.94 | $1.18 | ||
| Q2 25 | $1.89 | $3.04 | ||
| Q1 25 | $1.81 | $2.40 | ||
| Q4 24 | $1.80 | $2.22 | ||
| Q3 24 | $1.93 | $1.05 | ||
| Q2 24 | $1.75 | $2.57 |
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 | — | $336.7M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $3.1B | $845.5M |
| 总资产 | $29.2B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资AXOSIS
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $336.7M | ||
| Q3 25 | $2.6B | $124.4M | ||
| Q2 25 | $1.9B | $106.4M | ||
| Q1 25 | $2.0B | $95.8M | ||
| Q4 24 | $2.4B | $101.6M | ||
| Q3 24 | $2.6B | $85.1M | ||
| Q2 24 | $2.0B | $95.4M |
总债务AXOSIS
| Q1 26 | — | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $442.2M | ||
| Q2 25 | $312.7M | $471.6M | ||
| Q1 25 | $377.4M | $473.2M | ||
| Q4 24 | $358.7M | $474.8M | ||
| Q3 24 | $313.5M | $476.3M | ||
| Q2 24 | $325.7M | $137.6M |
股东权益AXOSIS
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | $845.5M | ||
| Q3 25 | $2.8B | $946.0M | ||
| Q2 25 | $2.7B | $951.1M | ||
| Q1 25 | $2.6B | $879.3M | ||
| Q4 24 | $2.5B | $825.8M | ||
| Q3 24 | $2.4B | $786.5M | ||
| Q2 24 | $2.3B | $863.5M |
总资产AXOSIS
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $2.5B | ||
| Q3 25 | $27.4B | $2.3B | ||
| Q2 25 | $24.8B | $2.2B | ||
| Q1 25 | $24.0B | $2.1B | ||
| Q4 24 | $23.7B | $2.1B | ||
| Q3 24 | $23.6B | $2.1B | ||
| Q2 24 | $22.9B | $1.9B |
负债/权益比AXOSIS
| Q1 26 | — | — | ||
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | 0.12× | 0.50× | ||
| Q1 25 | 0.14× | 0.54× | ||
| Q4 24 | 0.14× | 0.57× | ||
| Q3 24 | 0.13× | 0.61× | ||
| Q2 24 | 0.14× | 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 | — | $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AXOSIS
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $62.2M | ||
| Q3 25 | $118.4M | $17.1M | ||
| Q2 25 | $490.3M | $562.0K | ||
| Q1 25 | $73.7M | $81.6M | ||
| Q4 24 | $162.5M | $52.5M | ||
| Q3 24 | $70.8M | $-37.2M | ||
| Q2 24 | $305.5M | $-29.0M |
自由现金流AXOSIS
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $55.5M | ||
| Q3 25 | $109.3M | $10.1M | ||
| Q2 25 | $436.1M | $-5.6M | ||
| Q1 25 | $65.1M | $77.1M | ||
| Q4 24 | $156.4M | $47.1M | ||
| Q3 24 | $53.0M | $-44.9M | ||
| Q2 24 | $269.5M | $-37.5M |
自由现金流率AXOSIS
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | 12.0% | ||
| Q3 25 | 33.8% | 2.6% | ||
| Q2 25 | 135.7% | -1.1% | ||
| Q1 25 | 21.1% | 17.4% | ||
| Q4 24 | 50.8% | 11.2% | ||
| Q3 24 | 16.5% | -13.0% | ||
| Q2 24 | 92.6% | -7.8% |
资本支出强度AXOSIS
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 1.4% | ||
| Q3 25 | 2.8% | 1.8% | ||
| Q2 25 | 16.9% | 1.2% | ||
| Q1 25 | 2.8% | 1.0% | ||
| Q4 24 | 2.0% | 1.3% | ||
| Q3 24 | 5.5% | 2.2% | ||
| Q2 24 | 12.4% | 1.8% |
现金转化率AXOSIS
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 1.61× | ||
| Q3 25 | 1.05× | 0.83× | ||
| Q2 25 | 4.43× | 0.01× | ||
| Q1 25 | 0.70× | 1.98× | ||
| Q4 24 | 1.55× | 1.39× | ||
| Q3 24 | 0.63× | -2.07× | ||
| Q2 24 | 2.91× | -0.65× |
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
AX
| Net Interest Income | $306.3M | 78% |
| Noninterest Income | $86.0M | 22% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
