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Guardant Health, Inc.（GH）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Guardant Health, Inc.的1.6倍（$464.1M vs $281.3M），OSI SYSTEMS INC净利率更高（8.3% vs -45.7%，领先54.0%），Guardant Health, Inc.同比增速更快（39.4% vs 10.5%），OSI SYSTEMS INC自由现金流更多（$55.5M vs $-54.2M），过去两年Guardant Health, Inc.的营收复合增速更高（29.2% vs 7.0%）
Guardant Health, Inc.是总部位于美国加利福尼亚州帕洛阿尔托的生物技术企业，由Helmy Eltoukhy与AmirAli Talasaz联合创立，目前二人共同出任公司首席执行官，统筹公司战略规划与日常运营管理工作。
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。
GH vs OSIS — 直观对比
营收规模更大
OSIS
是对方的1.6倍
$281.3M
营收增速更快
GH
高出28.8%
10.5%
净利率更高
OSIS
高出54.0%
-45.7%
自由现金流更多
OSIS
多$109.7M
$-54.2M
两年增速更快
GH
近两年复合增速
7.0%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $281.3M | $464.1M |
| 净利润 | $-128.5M | $38.7M |
| 毛利率 | 64.6% | 32.7% |
| 营业利润率 | -43.0% | 12.7% |
| 净利率 | -45.7% | 8.3% |
| 营收同比 | 39.4% | 10.5% |
| 净利润同比 | -15.8% | 2.3% |
| 每股收益（稀释后） | $-1.01 | $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GHOSIS
| Q4 25 | $281.3M | $464.1M | ||
| Q3 25 | $265.2M | $384.6M | ||
| Q2 25 | $232.1M | $505.0M | ||
| Q1 25 | $203.5M | $444.4M | ||
| Q4 24 | $201.8M | $419.8M | ||
| Q3 24 | $191.5M | $344.0M | ||
| Q2 24 | $177.2M | $480.9M | ||
| Q1 24 | $168.5M | $405.4M |
净利润GHOSIS
| Q4 25 | $-128.5M | $38.7M | ||
| Q3 25 | $-92.7M | $20.6M | ||
| Q2 25 | $-99.9M | $52.7M | ||
| Q1 25 | $-95.2M | $41.1M | ||
| Q4 24 | $-111.0M | $37.8M | ||
| Q3 24 | $-107.8M | $17.9M | ||
| Q2 24 | $-102.6M | $44.7M | ||
| Q1 24 | $-115.0M | $34.0M |
毛利率GHOSIS
| Q4 25 | 64.6% | 32.7% | ||
| Q3 25 | 64.7% | 32.0% | ||
| Q2 25 | 65.0% | 33.3% | ||
| Q1 25 | 63.3% | 33.8% | ||
| Q4 24 | 61.6% | 35.1% | ||
| Q3 24 | 61.1% | 35.3% | ||
| Q2 24 | 59.1% | 32.1% | ||
| Q1 24 | 61.2% | 33.6% |
营业利润率GHOSIS
| Q4 25 | -43.0% | 12.7% | ||
| Q3 25 | -37.3% | 8.6% | ||
| Q2 25 | -45.9% | 14.5% | ||
| Q1 25 | -54.6% | 12.7% | ||
| Q4 24 | -62.4% | 13.8% | ||
| Q3 24 | -61.3% | 8.8% | ||
| Q2 24 | -56.8% | 13.1% | ||
| Q1 24 | -59.2% | 12.7% |
净利率GHOSIS
| Q4 25 | -45.7% | 8.3% | ||
| Q3 25 | -35.0% | 5.3% | ||
| Q2 25 | -43.0% | 10.4% | ||
| Q1 25 | -46.8% | 9.3% | ||
| Q4 24 | -55.0% | 9.0% | ||
| Q3 24 | -56.3% | 5.2% | ||
| Q2 24 | -57.9% | 9.3% | ||
| Q1 24 | -68.2% | 8.4% |
每股收益（稀释后）GHOSIS
| Q4 25 | $-1.01 | $2.22 | ||
| Q3 25 | $-0.74 | $1.18 | ||
| Q2 25 | $-0.80 | $3.04 | ||
| Q1 25 | $-0.77 | $2.40 | ||
| Q4 24 | $-0.90 | $2.22 | ||
| Q3 24 | $-0.88 | $1.05 | ||
| Q2 24 | $-0.84 | $2.57 | ||
| Q1 24 | $-0.94 | $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 | $378.2M | $336.7M |
| 总债务越低越好 | $1.5B | $1.0B |
| 股东权益账面价值 | $-99.3M | $845.5M |
| 总资产 | $2.0B | $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GHOSIS
| Q4 25 | $378.2M | $336.7M | ||
| Q3 25 | $580.0M | $124.4M | ||
| Q2 25 | $629.1M | $106.4M | ||
| Q1 25 | $698.6M | $95.8M | ||
| Q4 24 | $525.5M | $101.6M | ||
| Q3 24 | $585.0M | $85.1M | ||
| Q2 24 | $933.7M | $95.4M | ||
| Q1 24 | $1.0B | $101.4M |
总债务GHOSIS
| Q4 25 | $1.5B | $1.0B | ||
| Q3 25 | $1.1B | $442.2M | ||
| Q2 25 | $1.1B | $471.6M | ||
| Q1 25 | $1.1B | $473.2M | ||
| Q4 24 | $1.1B | $474.8M | ||
| Q3 24 | — | $476.3M | ||
| Q2 24 | — | $137.6M | ||
| Q1 24 | — | — |
股东权益GHOSIS
| Q4 25 | $-99.3M | $845.5M | ||
| Q3 25 | $-354.5M | $946.0M | ||
| Q2 25 | $-305.5M | $951.1M | ||
| Q1 25 | $-250.8M | $879.3M | ||
| Q4 24 | $-139.6M | $825.8M | ||
| Q3 24 | $-60.1M | $786.5M | ||
| Q2 24 | $-1.6M | $863.5M | ||
| Q1 24 | $68.3M | $813.4M |
总资产GHOSIS
| Q4 25 | $2.0B | $2.5B | ||
| Q3 25 | $1.3B | $2.3B | ||
| Q2 25 | $1.3B | $2.2B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | $1.5B | $2.1B | ||
| Q3 24 | $1.5B | $2.1B | ||
| Q2 24 | $1.6B | $1.9B | ||
| Q1 24 | $1.7B | $1.8B |
负债/权益比GHOSIS
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.54× | ||
| Q4 24 | — | 0.57× | ||
| Q3 24 | — | 0.61× | ||
| Q2 24 | — | 0.16× | ||
| Q1 24 | — | — |
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 | $-26.4M | $62.2M |
| 自由现金流经营现金流 - 资本支出 | $-54.2M | $55.5M |
| 自由现金流率自由现金流/营收 | -19.3% | 12.0% |
| 资本支出强度资本支出/营收 | 9.9% | 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 | $-233.1M | $137.2M |
8季度趋势，按日历期对齐
经营现金流GHOSIS
| Q4 25 | $-26.4M | $62.2M | ||
| Q3 25 | $-35.4M | $17.1M | ||
| Q2 25 | $-60.3M | $562.0K | ||
| Q1 25 | $-62.7M | $81.6M | ||
| Q4 24 | $-64.5M | $52.5M | ||
| Q3 24 | $-51.1M | $-37.2M | ||
| Q2 24 | $-94.0M | $-29.0M | ||
| Q1 24 | $-30.3M | $-52.1M |
自由现金流GHOSIS
| Q4 25 | $-54.2M | $55.5M | ||
| Q3 25 | $-45.8M | $10.1M | ||
| Q2 25 | $-65.9M | $-5.6M | ||
| Q1 25 | $-67.1M | $77.1M | ||
| Q4 24 | $-83.4M | $47.1M | ||
| Q3 24 | $-55.3M | $-44.9M | ||
| Q2 24 | $-99.1M | $-37.5M | ||
| Q1 24 | $-37.2M | $-57.0M |
自由现金流率GHOSIS
| Q4 25 | -19.3% | 12.0% | ||
| Q3 25 | -17.3% | 2.6% | ||
| Q2 25 | -28.4% | -1.1% | ||
| Q1 25 | -33.0% | 17.4% | ||
| Q4 24 | -41.3% | 11.2% | ||
| Q3 24 | -28.9% | -13.0% | ||
| Q2 24 | -55.9% | -7.8% | ||
| Q1 24 | -22.1% | -14.1% |
资本支出强度GHOSIS
| Q4 25 | 9.9% | 1.4% | ||
| Q3 25 | 3.9% | 1.8% | ||
| Q2 25 | 2.4% | 1.2% | ||
| Q1 25 | 2.2% | 1.0% | ||
| Q4 24 | 9.4% | 1.3% | ||
| Q3 24 | 2.2% | 2.2% | ||
| Q2 24 | 2.9% | 1.8% | ||
| Q1 24 | 4.1% | 1.2% |
现金转化率GHOSIS
| 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
GH
| Oncology | $189.9M | 68% |
| Biopharma Data | $54.0M | 19% |
| Screening | $35.1M | 12% |
| Licensing Other | $2.2M | 1% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
