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MONRO, INC.（MNRO）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MONRO, INC.的1.6倍（$464.1M vs $293.4M），OSI SYSTEMS INC净利率更高（8.3% vs 3.8%，领先4.5%），OSI SYSTEMS INC同比增速更快（10.5% vs -4.0%），OSI SYSTEMS INC自由现金流更多（$55.5M vs $9.1M），过去两年OSI SYSTEMS INC的营收复合增速更高（7.0% vs -2.7%）
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
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。
MNRO vs OSIS — 直观对比
营收规模更大
OSIS
是对方的1.6倍
$293.4M
营收增速更快
OSIS
高出14.6%
-4.0%
净利率更高
OSIS
高出4.5%
3.8%
自由现金流更多
OSIS
多$46.4M
$9.1M
两年增速更快
OSIS
近两年复合增速
-2.7%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $464.1M |
| 净利润 | $11.1M | $38.7M |
| 毛利率 | 34.9% | 32.7% |
| 营业利润率 | 6.3% | 12.7% |
| 净利率 | 3.8% | 8.3% |
| 营收同比 | -4.0% | 10.5% |
| 净利润同比 | 143.1% | 2.3% |
| 每股收益（稀释后） | $0.35 | $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MNROOSIS
| Q4 25 | $293.4M | $464.1M | ||
| Q3 25 | $288.9M | $384.6M | ||
| Q2 25 | $301.0M | $505.0M | ||
| Q1 25 | $295.0M | $444.4M | ||
| Q4 24 | $305.8M | $419.8M | ||
| Q3 24 | $301.4M | $344.0M | ||
| Q2 24 | $293.2M | $480.9M | ||
| Q1 24 | $310.1M | $405.4M |
净利润MNROOSIS
| Q4 25 | $11.1M | $38.7M | ||
| Q3 25 | $5.7M | $20.6M | ||
| Q2 25 | $-8.1M | $52.7M | ||
| Q1 25 | $-21.3M | $41.1M | ||
| Q4 24 | $4.6M | $37.8M | ||
| Q3 24 | $5.6M | $17.9M | ||
| Q2 24 | $5.9M | $44.7M | ||
| Q1 24 | $3.7M | $34.0M |
毛利率MNROOSIS
| Q4 25 | 34.9% | 32.7% | ||
| Q3 25 | 35.7% | 32.0% | ||
| Q2 25 | 35.5% | 33.3% | ||
| Q1 25 | 33.0% | 33.8% | ||
| Q4 24 | 34.3% | 35.1% | ||
| Q3 24 | 35.3% | 35.3% | ||
| Q2 24 | 37.2% | 32.1% | ||
| Q1 24 | 35.5% | 33.6% |
营业利润率MNROOSIS
| Q4 25 | 6.3% | 12.7% | ||
| Q3 25 | 4.4% | 8.6% | ||
| Q2 25 | -2.0% | 14.5% | ||
| Q1 25 | -8.1% | 12.7% | ||
| Q4 24 | 3.3% | 13.8% | ||
| Q3 24 | 4.4% | 8.8% | ||
| Q2 24 | 4.5% | 13.1% | ||
| Q1 24 | 3.3% | 12.7% |
净利率MNROOSIS
| Q4 25 | 3.8% | 8.3% | ||
| Q3 25 | 2.0% | 5.3% | ||
| Q2 25 | -2.7% | 10.4% | ||
| Q1 25 | -7.2% | 9.3% | ||
| Q4 24 | 1.5% | 9.0% | ||
| Q3 24 | 1.9% | 5.2% | ||
| Q2 24 | 2.0% | 9.3% | ||
| Q1 24 | 1.2% | 8.4% |
每股收益（稀释后）MNROOSIS
| Q4 25 | $0.35 | $2.22 | ||
| Q3 25 | $0.18 | $1.18 | ||
| Q2 25 | $-0.28 | $3.04 | ||
| Q1 25 | $-0.74 | $2.40 | ||
| Q4 24 | $0.15 | $2.22 | ||
| Q3 24 | $0.18 | $1.05 | ||
| Q2 24 | $0.19 | $2.57 | ||
| Q1 24 | $0.12 | $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 | $4.9M | $336.7M |
| 总债务越低越好 | $45.0M | $1.0B |
| 股东权益账面价值 | $604.9M | $845.5M |
| 总资产 | $1.6B | $2.5B |
| 负债/权益比越低杠杆越低 | 0.07× | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资MNROOSIS
| Q4 25 | $4.9M | $336.7M | ||
| Q3 25 | $10.5M | $124.4M | ||
| Q2 25 | $7.8M | $106.4M | ||
| Q1 25 | $20.8M | $95.8M | ||
| Q4 24 | $10.2M | $101.6M | ||
| Q3 24 | $20.9M | $85.1M | ||
| Q2 24 | $18.7M | $95.4M | ||
| Q1 24 | $6.6M | $101.4M |
总债务MNROOSIS
| Q4 25 | $45.0M | $1.0B | ||
| Q3 25 | $60.0M | $442.2M | ||
| Q2 25 | $71.5M | $471.6M | ||
| Q1 25 | $61.3M | $473.2M | ||
| Q4 24 | $59.3M | $474.8M | ||
| Q3 24 | $62.0M | $476.3M | ||
| Q2 24 | $112.0M | $137.6M | ||
| Q1 24 | $102.0M | — |
股东权益MNROOSIS
| Q4 25 | $604.9M | $845.5M | ||
| Q3 25 | $601.7M | $946.0M | ||
| Q2 25 | $604.9M | $951.1M | ||
| Q1 25 | $620.8M | $879.3M | ||
| Q4 24 | $648.9M | $825.8M | ||
| Q3 24 | $651.9M | $786.5M | ||
| Q2 24 | $654.4M | $863.5M | ||
| Q1 24 | $656.8M | $813.4M |
总资产MNROOSIS
| Q4 25 | $1.6B | $2.5B | ||
| Q3 25 | $1.6B | $2.3B | ||
| Q2 25 | $1.6B | $2.2B | ||
| Q1 25 | $1.6B | $2.1B | ||
| Q4 24 | $1.7B | $2.1B | ||
| Q3 24 | $1.7B | $2.1B | ||
| Q2 24 | $1.7B | $1.9B | ||
| Q1 24 | $1.7B | $1.8B |
负债/权益比MNROOSIS
| Q4 25 | 0.07× | 1.19× | ||
| Q3 25 | 0.10× | 0.47× | ||
| Q2 25 | 0.12× | 0.50× | ||
| Q1 25 | 0.10× | 0.54× | ||
| Q4 24 | 0.09× | 0.57× | ||
| Q3 24 | 0.10× | 0.61× | ||
| Q2 24 | 0.17× | 0.16× | ||
| Q1 24 | 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 | $17.8M | $62.2M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $55.5M |
| 自由现金流率自由现金流/营收 | 3.1% | 12.0% |
| 资本支出强度资本支出/营收 | 3.0% | 1.4% |
| 现金转化率经营现金流/净利润 | 1.60× | 1.61× |
| 过去12个月自由现金流最近4个季度 | $49.6M | $137.2M |
8季度趋势，按日历期对齐
经营现金流MNROOSIS
| Q4 25 | $17.8M | $62.2M | ||
| Q3 25 | $32.3M | $17.1M | ||
| Q2 25 | $-1.9M | $562.0K | ||
| Q1 25 | $28.9M | $81.6M | ||
| Q4 24 | $14.8M | $52.5M | ||
| Q3 24 | $62.6M | $-37.2M | ||
| Q2 24 | $25.6M | $-29.0M | ||
| Q1 24 | $-5.3M | $-52.1M |
自由现金流MNROOSIS
| Q4 25 | $9.1M | $55.5M | ||
| Q3 25 | $26.6M | $10.1M | ||
| Q2 25 | $-9.3M | $-5.6M | ||
| Q1 25 | $23.2M | $77.1M | ||
| Q4 24 | $7.9M | $47.1M | ||
| Q3 24 | $57.6M | $-44.9M | ||
| Q2 24 | $16.8M | $-37.5M | ||
| Q1 24 | $-11.9M | $-57.0M |
自由现金流率MNROOSIS
| Q4 25 | 3.1% | 12.0% | ||
| Q3 25 | 9.2% | 2.6% | ||
| Q2 25 | -3.1% | -1.1% | ||
| Q1 25 | 7.9% | 17.4% | ||
| Q4 24 | 2.6% | 11.2% | ||
| Q3 24 | 19.1% | -13.0% | ||
| Q2 24 | 5.7% | -7.8% | ||
| Q1 24 | -3.8% | -14.1% |
资本支出强度MNROOSIS
| Q4 25 | 3.0% | 1.4% | ||
| Q3 25 | 2.0% | 1.8% | ||
| Q2 25 | 2.5% | 1.2% | ||
| Q1 25 | 1.9% | 1.0% | ||
| Q4 24 | 2.2% | 1.3% | ||
| Q3 24 | 1.6% | 2.2% | ||
| Q2 24 | 3.0% | 1.8% | ||
| Q1 24 | 2.1% | 1.2% |
现金转化率MNROOSIS
| Q4 25 | 1.60× | 1.61× | ||
| Q3 25 | 5.71× | 0.83× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 1.98× | ||
| Q4 24 | 3.23× | 1.39× | ||
| Q3 24 | 11.08× | -2.07× | ||
| Q2 24 | 4.37× | -0.65× | ||
| Q1 24 | -1.42× | -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
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
