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CSW INDUSTRIALS, INC.（CSW）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CSW INDUSTRIALS, INC.的2.0倍（$464.1M vs $233.0M），OSI SYSTEMS INC净利率更高（8.3% vs 4.4%，领先3.9%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs 10.5%），OSI SYSTEMS INC自由现金流更多（$55.5M vs $22.7M），过去两年OSI SYSTEMS INC的营收复合增速更高（7.0% vs 5.1%）
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。
CSW vs OSIS — 直观对比
营收规模更大
OSIS
是对方的2.0倍
$233.0M
营收增速更快
CSW
高出9.8%
10.5%
净利率更高
OSIS
高出3.9%
4.4%
自由现金流更多
OSIS
多$32.8M
$22.7M
两年增速更快
OSIS
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $464.1M |
| 净利润 | $10.3M | $38.7M |
| 毛利率 | 39.7% | 32.7% |
| 营业利润率 | 7.4% | 12.7% |
| 净利率 | 4.4% | 8.3% |
| 营收同比 | 20.3% | 10.5% |
| 净利润同比 | -61.9% | 2.3% |
| 每股收益（稀释后） | $0.62 | $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CSWOSIS
| Q4 25 | $233.0M | $464.1M | ||
| Q3 25 | $277.0M | $384.6M | ||
| Q2 25 | $263.6M | $505.0M | ||
| Q1 25 | $230.5M | $444.4M | ||
| Q4 24 | $193.6M | $419.8M | ||
| Q3 24 | $227.9M | $344.0M | ||
| Q2 24 | $226.2M | $480.9M | ||
| Q1 24 | $210.9M | $405.4M |
净利润CSWOSIS
| Q4 25 | $10.3M | $38.7M | ||
| Q3 25 | $40.7M | $20.6M | ||
| Q2 25 | $40.9M | $52.7M | ||
| Q1 25 | $35.1M | $41.1M | ||
| Q4 24 | $26.9M | $37.8M | ||
| Q3 24 | $36.1M | $17.9M | ||
| Q2 24 | $38.6M | $44.7M | ||
| Q1 24 | $31.8M | $34.0M |
毛利率CSWOSIS
| Q4 25 | 39.7% | 32.7% | ||
| Q3 25 | 43.0% | 32.0% | ||
| Q2 25 | 43.8% | 33.3% | ||
| Q1 25 | 44.2% | 33.8% | ||
| Q4 24 | 41.4% | 35.1% | ||
| Q3 24 | 45.6% | 35.3% | ||
| Q2 24 | 47.5% | 32.1% | ||
| Q1 24 | 44.4% | 33.6% |
营业利润率CSWOSIS
| Q4 25 | 7.4% | 12.7% | ||
| Q3 25 | 20.5% | 8.6% | ||
| Q2 25 | 20.8% | 14.5% | ||
| Q1 25 | 19.5% | 12.7% | ||
| Q4 24 | 15.3% | 13.8% | ||
| Q3 24 | 22.6% | 8.8% | ||
| Q2 24 | 24.3% | 13.1% | ||
| Q1 24 | 21.0% | 12.7% |
净利率CSWOSIS
| Q4 25 | 4.4% | 8.3% | ||
| Q3 25 | 14.7% | 5.3% | ||
| Q2 25 | 15.5% | 10.4% | ||
| Q1 25 | 15.2% | 9.3% | ||
| Q4 24 | 13.9% | 9.0% | ||
| Q3 24 | 15.8% | 5.2% | ||
| Q2 24 | 17.1% | 9.3% | ||
| Q1 24 | 15.1% | 8.4% |
每股收益（稀释后）CSWOSIS
| Q4 25 | $0.62 | $2.22 | ||
| Q3 25 | $2.41 | $1.18 | ||
| Q2 25 | $2.43 | $3.04 | ||
| Q1 25 | $2.05 | $2.40 | ||
| Q4 24 | $1.60 | $2.22 | ||
| Q3 24 | $2.26 | $1.05 | ||
| Q2 24 | $2.47 | $2.57 | ||
| Q1 24 | $2.03 | $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 | $40.2M | $336.7M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $1.1B | $845.5M |
| 总资产 | $2.3B | $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CSWOSIS
| Q4 25 | $40.2M | $336.7M | ||
| Q3 25 | $31.5M | $124.4M | ||
| Q2 25 | $38.0M | $106.4M | ||
| Q1 25 | $225.8M | $95.8M | ||
| Q4 24 | $213.8M | $101.6M | ||
| Q3 24 | $273.2M | $85.1M | ||
| Q2 24 | $18.9M | $95.4M | ||
| Q1 24 | $22.2M | $101.4M |
总债务CSWOSIS
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $442.2M | ||
| Q2 25 | — | $471.6M | ||
| Q1 25 | $800.1M | $473.2M | ||
| Q4 24 | — | $474.8M | ||
| Q3 24 | — | $476.3M | ||
| Q2 24 | — | $137.6M | ||
| Q1 24 | $166.0M | — |
股东权益CSWOSIS
| Q4 25 | $1.1B | $845.5M | ||
| Q3 25 | $1.1B | $946.0M | ||
| Q2 25 | $1.1B | $951.1M | ||
| Q1 25 | $1.1B | $879.3M | ||
| Q4 24 | $1.0B | $825.8M | ||
| Q3 24 | $1.0B | $786.5M | ||
| Q2 24 | $650.2M | $863.5M | ||
| Q1 24 | $615.7M | $813.4M |
总资产CSWOSIS
| Q4 25 | $2.3B | $2.5B | ||
| Q3 25 | $1.5B | $2.3B | ||
| Q2 25 | $1.5B | $2.2B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.1B | $1.9B | ||
| Q1 24 | $1.0B | $1.8B |
负债/权益比CSWOSIS
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | 0.75× | 0.54× | ||
| Q4 24 | — | 0.57× | ||
| Q3 24 | — | 0.61× | ||
| Q2 24 | — | 0.16× | ||
| Q1 24 | 0.27× | — |
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 | $28.9M | $62.2M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $55.5M |
| 自由现金流率自由现金流/营收 | 9.8% | 12.0% |
| 资本支出强度资本支出/营收 | 2.6% | 1.4% |
| 现金转化率经营现金流/净利润 | 2.81× | 1.61× |
| 过去12个月自由现金流最近4个季度 | $162.0M | $137.2M |
8季度趋势，按日历期对齐
经营现金流CSWOSIS
| Q4 25 | $28.9M | $62.2M | ||
| Q3 25 | $61.8M | $17.1M | ||
| Q2 25 | $60.6M | $562.0K | ||
| Q1 25 | $27.3M | $81.6M | ||
| Q4 24 | $11.6M | $52.5M | ||
| Q3 24 | $66.8M | $-37.2M | ||
| Q2 24 | $62.7M | $-29.0M | ||
| Q1 24 | $22.4M | $-52.1M |
自由现金流CSWOSIS
| Q4 25 | $22.7M | $55.5M | ||
| Q3 25 | $58.7M | $10.1M | ||
| Q2 25 | $57.7M | $-5.6M | ||
| Q1 25 | $22.8M | $77.1M | ||
| Q4 24 | $8.5M | $47.1M | ||
| Q3 24 | $61.3M | $-44.9M | ||
| Q2 24 | $59.6M | $-37.5M | ||
| Q1 24 | $17.5M | $-57.0M |
自由现金流率CSWOSIS
| Q4 25 | 9.8% | 12.0% | ||
| Q3 25 | 21.2% | 2.6% | ||
| Q2 25 | 21.9% | -1.1% | ||
| Q1 25 | 9.9% | 17.4% | ||
| Q4 24 | 4.4% | 11.2% | ||
| Q3 24 | 26.9% | -13.0% | ||
| Q2 24 | 26.3% | -7.8% | ||
| Q1 24 | 8.3% | -14.1% |
资本支出强度CSWOSIS
| Q4 25 | 2.6% | 1.4% | ||
| Q3 25 | 1.1% | 1.8% | ||
| Q2 25 | 1.1% | 1.2% | ||
| Q1 25 | 2.0% | 1.0% | ||
| Q4 24 | 1.6% | 1.3% | ||
| Q3 24 | 2.4% | 2.2% | ||
| Q2 24 | 1.4% | 1.8% | ||
| Q1 24 | 2.3% | 1.2% |
现金转化率CSWOSIS
| Q4 25 | 2.81× | 1.61× | ||
| Q3 25 | 1.52× | 0.83× | ||
| Q2 25 | 1.48× | 0.01× | ||
| Q1 25 | 0.78× | 1.98× | ||
| Q4 24 | 0.43× | 1.39× | ||
| Q3 24 | 1.85× | -2.07× | ||
| Q2 24 | 1.62× | -0.65× | ||
| Q1 24 | 0.71× | -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
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
