vs
美泰(MAT)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
美泰的季度营收约是OSI SYSTEMS INC的1.9倍($862.2M vs $464.1M),OSI SYSTEMS INC净利率更高(8.3% vs 7.1%,领先1.3%),OSI SYSTEMS INC同比增速更快(10.5% vs 4.3%),OSI SYSTEMS INC自由现金流更多($55.5M vs $-88.1M),过去两年OSI SYSTEMS INC的营收复合增速更高(7.0% vs -10.6%)
美泰是美国知名玩具及娱乐企业,旗下影视制作部门美泰影业运营时间为2018年9月6日至2025年6月2日。其前身为2013年10月16日成立的美泰Playground Productions,更早可追溯至美泰娱乐、美泰工作室等集团原有娱乐业务品牌。
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。
MAT vs OSIS — 直观对比
营收规模更大
MAT
是对方的1.9倍
$464.1M
营收增速更快
OSIS
高出6.2%
4.3%
净利率更高
OSIS
高出1.3%
7.1%
自由现金流更多
OSIS
多$143.6M
$-88.1M
两年增速更快
OSIS
近两年复合增速
-10.6%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $862.2M | $464.1M |
| 净利润 | $61.0M | $38.7M |
| 毛利率 | 44.9% | 32.7% |
| 营业利润率 | — | 12.7% |
| 净利率 | 7.1% | 8.3% |
| 营收同比 | 4.3% | 10.5% |
| 净利润同比 | 251.4% | 2.3% |
| 每股收益(稀释后) | $0.20 | $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
MAT
OSIS
| Q1 26 | $862.2M | — | ||
| Q4 25 | $1.8B | $464.1M | ||
| Q3 25 | $1.7B | $384.6M | ||
| Q2 25 | $1.0B | $505.0M | ||
| Q1 25 | $826.6M | $444.4M | ||
| Q4 24 | $1.6B | $419.8M | ||
| Q3 24 | $1.8B | $344.0M | ||
| Q2 24 | $1.1B | $480.9M |
净利润
MAT
OSIS
| Q1 26 | $61.0M | — | ||
| Q4 25 | $106.2M | $38.7M | ||
| Q3 25 | $278.4M | $20.6M | ||
| Q2 25 | $53.4M | $52.7M | ||
| Q1 25 | $-40.3M | $41.1M | ||
| Q4 24 | $140.9M | $37.8M | ||
| Q3 24 | $372.4M | $17.9M | ||
| Q2 24 | $56.9M | $44.7M |
毛利率
MAT
OSIS
| Q1 26 | 44.9% | — | ||
| Q4 25 | 45.9% | 32.7% | ||
| Q3 25 | 50.0% | 32.0% | ||
| Q2 25 | 50.9% | 33.3% | ||
| Q1 25 | 49.4% | 33.8% | ||
| Q4 24 | 50.7% | 35.1% | ||
| Q3 24 | 53.1% | 35.3% | ||
| Q2 24 | 49.2% | 32.1% |
营业利润率
MAT
OSIS
| Q1 26 | — | — | ||
| Q4 25 | 8.0% | 12.7% | ||
| Q3 25 | 21.9% | 8.6% | ||
| Q2 25 | 7.7% | 14.5% | ||
| Q1 25 | -6.4% | 12.7% | ||
| Q4 24 | 9.6% | 13.8% | ||
| Q3 24 | 26.5% | 8.8% | ||
| Q2 24 | 7.7% | 13.1% |
净利率
MAT
OSIS
| Q1 26 | 7.1% | — | ||
| Q4 25 | 6.0% | 8.3% | ||
| Q3 25 | 16.0% | 5.3% | ||
| Q2 25 | 5.2% | 10.4% | ||
| Q1 25 | -4.9% | 9.3% | ||
| Q4 24 | 8.6% | 9.0% | ||
| Q3 24 | 20.2% | 5.2% | ||
| Q2 24 | 5.3% | 9.3% |
每股收益(稀释后)
MAT
OSIS
| Q1 26 | $0.20 | — | ||
| Q4 25 | $0.32 | $2.22 | ||
| Q3 25 | $0.88 | $1.18 | ||
| Q2 25 | $0.16 | $3.04 | ||
| Q1 25 | $-0.12 | $2.40 | ||
| Q4 24 | $0.40 | $2.22 | ||
| Q3 24 | $1.09 | $1.05 | ||
| Q2 24 | $0.17 | $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 | $866.0M | $336.7M |
| 总债务越低越好 | $2.3B | $1.0B |
| 股东权益账面价值 | $2.1B | $845.5M |
| 总资产 | $6.3B | $2.5B |
| 负债/权益比越低杠杆越低 | 1.11× | 1.19× |
8季度趋势,按日历期对齐
现金及短期投资
MAT
OSIS
| Q1 26 | $866.0M | — | ||
| Q4 25 | $1.2B | $336.7M | ||
| Q3 25 | $691.9M | $124.4M | ||
| Q2 25 | $870.5M | $106.4M | ||
| Q1 25 | $1.2B | $95.8M | ||
| Q4 24 | $1.4B | $101.6M | ||
| Q3 24 | $723.5M | $85.1M | ||
| Q2 24 | $722.4M | $95.4M |
总债务
MAT
OSIS
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | $1.0B | ||
| Q3 25 | $2.3B | $442.2M | ||
| Q2 25 | $2.3B | $471.6M | ||
| Q1 25 | $2.3B | $473.2M | ||
| Q4 24 | $2.3B | $474.8M | ||
| Q3 24 | $2.3B | $476.3M | ||
| Q2 24 | $2.3B | $137.6M |
股东权益
MAT
OSIS
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.2B | $845.5M | ||
| Q3 25 | $2.3B | $946.0M | ||
| Q2 25 | $2.2B | $951.1M | ||
| Q1 25 | $2.1B | $879.3M | ||
| Q4 24 | $2.3B | $825.8M | ||
| Q3 24 | $2.3B | $786.5M | ||
| Q2 24 | $2.0B | $863.5M |
总资产
MAT
OSIS
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.6B | $2.5B | ||
| Q3 25 | $6.6B | $2.3B | ||
| Q2 25 | $6.2B | $2.2B | ||
| Q1 25 | $6.2B | $2.1B | ||
| Q4 24 | $6.5B | $2.1B | ||
| Q3 24 | $6.5B | $2.1B | ||
| Q2 24 | $5.9B | $1.9B |
负债/权益比
MAT
OSIS
| Q1 26 | 1.11× | — | ||
| Q4 25 | 1.04× | 1.19× | ||
| Q3 25 | 1.03× | 0.47× | ||
| Q2 25 | 1.08× | 0.50× | ||
| Q1 25 | 1.10× | 0.54× | ||
| Q4 24 | 1.03× | 0.57× | ||
| Q3 24 | 1.01× | 0.61× | ||
| Q2 24 | 1.18× | 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 | $-88.1M | $55.5M |
| 自由现金流率自由现金流/营收 | -10.2% | 12.0% |
| 资本支出强度资本支出/营收 | 7.6% | 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
MAT
OSIS
| Q1 26 | — | — | ||
| Q4 25 | $796.6M | $62.2M | ||
| Q3 25 | $72.0M | $17.1M | ||
| Q2 25 | $-300.1M | $562.0K | ||
| Q1 25 | $24.8M | $81.6M | ||
| Q4 24 | $862.1M | $52.5M | ||
| Q3 24 | $155.8M | $-37.2M | ||
| Q2 24 | $-252.9M | $-29.0M |
自由现金流
MAT
OSIS
| Q1 26 | $-88.1M | — | ||
| Q4 25 | — | $55.5M | ||
| Q3 25 | — | $10.1M | ||
| Q2 25 | — | $-5.6M | ||
| Q1 25 | — | $77.1M | ||
| Q4 24 | — | $47.1M | ||
| Q3 24 | — | $-44.9M | ||
| Q2 24 | — | $-37.5M |
自由现金流率
MAT
OSIS
| Q1 26 | -10.2% | — | ||
| Q4 25 | — | 12.0% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | -1.1% | ||
| Q1 25 | — | 17.4% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | -13.0% | ||
| Q2 24 | — | -7.8% |
资本支出强度
MAT
OSIS
| Q1 26 | 7.6% | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | 1.8% |
现金转化率
MAT
OSIS
| Q1 26 | — | — | ||
| Q4 25 | 7.50× | 1.61× | ||
| Q3 25 | 0.26× | 0.83× | ||
| Q2 25 | -5.62× | 0.01× | ||
| Q1 25 | — | 1.98× | ||
| Q4 24 | 6.12× | 1.39× | ||
| Q3 24 | 0.42× | -2.07× | ||
| Q2 24 | -4.45× | -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
MAT
暂无分部数据
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |