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Lantheus Holdings, Inc.（LNTH）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Lantheus Holdings, Inc.的1.1倍（$464.1M vs $406.8M），Lantheus Holdings, Inc.净利率更高（13.3% vs 8.3%，领先5.0%），OSI SYSTEMS INC同比增速更快（10.5% vs 4.0%），Lantheus Holdings, Inc.自由现金流更多（$81.4M vs $55.5M），过去两年OSI SYSTEMS INC的营收复合增速更高（7.0% vs 4.9%）
Lantheus Holdings是一家全球性医疗保健企业，专注于研发、生产及商业化创新诊断显像剂与相关解决方案，产品覆盖肿瘤学、心脏病学、泌尿学等核心医疗领域，主要市场遍及北美及全球其他重点地区。
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。
LNTH vs OSIS — 直观对比
营收规模更大
OSIS
是对方的1.1倍
$406.8M
营收增速更快
OSIS
高出6.5%
4.0%
净利率更高
LNTH
高出5.0%
8.3%
自由现金流更多
LNTH
多$25.9M
$55.5M
两年增速更快
OSIS
近两年复合增速
4.9%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $406.8M | $464.1M |
| 净利润 | $54.1M | $38.7M |
| 毛利率 | 59.2% | 32.7% |
| 营业利润率 | 19.0% | 12.7% |
| 净利率 | 13.3% | 8.3% |
| 营收同比 | 4.0% | 10.5% |
| 净利润同比 | 558.8% | 2.3% |
| 每股收益（稀释后） | $0.86 | $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LNTHOSIS
| Q4 25 | $406.8M | $464.1M | ||
| Q3 25 | $384.0M | $384.6M | ||
| Q2 25 | $378.0M | $505.0M | ||
| Q1 25 | $372.8M | $444.4M | ||
| Q4 24 | $391.1M | $419.8M | ||
| Q3 24 | $378.7M | $344.0M | ||
| Q2 24 | $394.1M | $480.9M | ||
| Q1 24 | $370.0M | $405.4M |
净利润LNTHOSIS
| Q4 25 | $54.1M | $38.7M | ||
| Q3 25 | $27.8M | $20.6M | ||
| Q2 25 | $78.8M | $52.7M | ||
| Q1 25 | $72.9M | $41.1M | ||
| Q4 24 | $-11.8M | $37.8M | ||
| Q3 24 | $131.1M | $17.9M | ||
| Q2 24 | $62.1M | $44.7M | ||
| Q1 24 | $131.1M | $34.0M |
毛利率LNTHOSIS
| Q4 25 | 59.2% | 32.7% | ||
| Q3 25 | 57.9% | 32.0% | ||
| Q2 25 | 63.8% | 33.3% | ||
| Q1 25 | 63.8% | 33.8% | ||
| Q4 24 | 63.5% | 35.1% | ||
| Q3 24 | 63.9% | 35.3% | ||
| Q2 24 | 64.9% | 32.1% | ||
| Q1 24 | 65.4% | 33.6% |
营业利润率LNTHOSIS
| Q4 25 | 19.0% | 12.7% | ||
| Q3 25 | 11.4% | 8.6% | ||
| Q2 25 | 23.3% | 14.5% | ||
| Q1 25 | 27.4% | 12.7% | ||
| Q4 24 | 29.1% | 13.8% | ||
| Q3 24 | 35.3% | 8.8% | ||
| Q2 24 | 26.1% | 13.1% | ||
| Q1 24 | 28.8% | 12.7% |
净利率LNTHOSIS
| Q4 25 | 13.3% | 8.3% | ||
| Q3 25 | 7.2% | 5.3% | ||
| Q2 25 | 20.8% | 10.4% | ||
| Q1 25 | 19.6% | 9.3% | ||
| Q4 24 | -3.0% | 9.0% | ||
| Q3 24 | 34.6% | 5.2% | ||
| Q2 24 | 15.8% | 9.3% | ||
| Q1 24 | 35.4% | 8.4% |
每股收益（稀释后）LNTHOSIS
| Q4 25 | $0.86 | $2.22 | ||
| Q3 25 | $0.41 | $1.18 | ||
| Q2 25 | $1.12 | $3.04 | ||
| Q1 25 | $1.02 | $2.40 | ||
| Q4 24 | $-0.18 | $2.22 | ||
| Q3 24 | $1.79 | $1.05 | ||
| Q2 24 | $0.88 | $2.57 | ||
| Q1 24 | $1.87 | $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 | $359.1M | $336.7M |
| 总债务越低越好 | $568.7M | $1.0B |
| 股东权益账面价值 | $1.1B | $845.5M |
| 总资产 | $2.2B | $2.5B |
| 负债/权益比越低杠杆越低 | 0.52× | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资LNTHOSIS
| Q4 25 | $359.1M | $336.7M | ||
| Q3 25 | $382.0M | $124.4M | ||
| Q2 25 | $695.6M | $106.4M | ||
| Q1 25 | $938.5M | $95.8M | ||
| Q4 24 | $912.8M | $101.6M | ||
| Q3 24 | $866.4M | $85.1M | ||
| Q2 24 | $757.0M | $95.4M | ||
| Q1 24 | $718.3M | $101.4M |
总债务LNTHOSIS
| Q4 25 | $568.7M | $1.0B | ||
| Q3 25 | $567.9M | $442.2M | ||
| Q2 25 | $566.8M | $471.6M | ||
| Q1 25 | $566.1M | $473.2M | ||
| Q4 24 | $565.3M | $474.8M | ||
| Q3 24 | $613.0K | $476.3M | ||
| Q2 24 | $563.2M | $137.6M | ||
| Q1 24 | $562.5M | — |
股东权益LNTHOSIS
| Q4 25 | $1.1B | $845.5M | ||
| Q3 25 | $1.1B | $946.0M | ||
| Q2 25 | $1.2B | $951.1M | ||
| Q1 25 | $1.2B | $879.3M | ||
| Q4 24 | $1.1B | $825.8M | ||
| Q3 24 | $1.2B | $786.5M | ||
| Q2 24 | $1.0B | $863.5M | ||
| Q1 24 | $945.5M | $813.4M |
总资产LNTHOSIS
| Q4 25 | $2.2B | $2.5B | ||
| Q3 25 | $2.3B | $2.3B | ||
| Q2 25 | $2.1B | $2.2B | ||
| Q1 25 | $2.1B | $2.1B | ||
| Q4 24 | $2.0B | $2.1B | ||
| Q3 24 | $2.0B | $2.1B | ||
| Q2 24 | $1.9B | $1.9B | ||
| Q1 24 | $1.8B | $1.8B |
负债/权益比LNTHOSIS
| Q4 25 | 0.52× | 1.19× | ||
| Q3 25 | 0.51× | 0.47× | ||
| Q2 25 | 0.49× | 0.50× | ||
| Q1 25 | 0.49× | 0.54× | ||
| Q4 24 | 0.52× | 0.57× | ||
| Q3 24 | 0.00× | 0.61× | ||
| Q2 24 | 0.55× | 0.16× | ||
| Q1 24 | 0.59× | — |
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 | $90.2M | $62.2M |
| 自由现金流经营现金流 - 资本支出 | $81.4M | $55.5M |
| 自由现金流率自由现金流/营收 | 20.0% | 12.0% |
| 资本支出强度资本支出/营收 | 2.2% | 1.4% |
| 现金转化率经营现金流/净利润 | 1.67× | 1.61× |
| 过去12个月自由现金流最近4个季度 | $354.1M | $137.2M |
8季度趋势，按日历期对齐
经营现金流LNTHOSIS
| Q4 25 | $90.2M | $62.2M | ||
| Q3 25 | $105.3M | $17.1M | ||
| Q2 25 | $87.1M | $562.0K | ||
| Q1 25 | $107.6M | $81.6M | ||
| Q4 24 | $157.7M | $52.5M | ||
| Q3 24 | $175.1M | $-37.2M | ||
| Q2 24 | $84.7M | $-29.0M | ||
| Q1 24 | $127.2M | $-52.1M |
自由现金流LNTHOSIS
| Q4 25 | $81.4M | $55.5M | ||
| Q3 25 | $94.7M | $10.1M | ||
| Q2 25 | $79.1M | $-5.6M | ||
| Q1 25 | $98.8M | $77.1M | ||
| Q4 24 | $141.4M | $47.1M | ||
| Q3 24 | $159.3M | $-44.9M | ||
| Q2 24 | $73.5M | $-37.5M | ||
| Q1 24 | $119.0M | $-57.0M |
自由现金流率LNTHOSIS
| Q4 25 | 20.0% | 12.0% | ||
| Q3 25 | 24.7% | 2.6% | ||
| Q2 25 | 20.9% | -1.1% | ||
| Q1 25 | 26.5% | 17.4% | ||
| Q4 24 | 36.1% | 11.2% | ||
| Q3 24 | 42.0% | -13.0% | ||
| Q2 24 | 18.7% | -7.8% | ||
| Q1 24 | 32.2% | -14.1% |
资本支出强度LNTHOSIS
| Q4 25 | 2.2% | 1.4% | ||
| Q3 25 | 2.8% | 1.8% | ||
| Q2 25 | 2.1% | 1.2% | ||
| Q1 25 | 2.3% | 1.0% | ||
| Q4 24 | 4.2% | 1.3% | ||
| Q3 24 | 4.2% | 2.2% | ||
| Q2 24 | 2.8% | 1.8% | ||
| Q1 24 | 2.2% | 1.2% |
现金转化率LNTHOSIS
| Q4 25 | 1.67× | 1.61× | ||
| Q3 25 | 3.79× | 0.83× | ||
| Q2 25 | 1.11× | 0.01× | ||
| Q1 25 | 1.47× | 1.98× | ||
| Q4 24 | — | 1.39× | ||
| Q3 24 | 1.34× | -2.07× | ||
| Q2 24 | 1.36× | -0.65× | ||
| Q1 24 | 0.97× | -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
LNTH
| Radiopharmaceutical Oncology | $240.2M | 59% |
| Definity | $85.3M | 21% |
| Strategic Partnerships And Other | $23.3M | 6% |
| Techne Lite | $21.0M | 5% |
| Licenseand Royalty Revenues | $17.4M | 4% |
| Other | $13.6M | 3% |
| Other Precision Diagnostics | $5.9M | 1% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
