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MultiSensor AI Holdings, Inc.（MSAI）与Optex Systems Holdings Inc（OPXS）财务数据对比。点击上方公司名可切换其他公司
Optex Systems Holdings Inc的季度营收约是MultiSensor AI Holdings, Inc.的6.6倍（$9.1M vs $1.4M）。Optex Systems Holdings Inc净利率更高（2.6% vs -164.1%，领先166.8%）。Optex Systems Holdings Inc同比增速更快（11.6% vs -0.9%）。Optex Systems Holdings Inc自由现金流更多（$-548.0K vs $-2.6M）。过去两年Optex Systems Holdings Inc的营收复合增速更高（3.6% vs -21.9%）
Figure AI是一家美国机器人技术企业，专注于开发人工智能驱动的人形机器人，由布雷特·阿德科克于2022年创立，阿德科克同时也是知名企业Archer Aviation与Vettery的创始人。
Optex Systems Holdings Inc.是一家专业光学光电产品制造商，主营高性能军用瞄准系统、激光防护方案、精密光学组件等产品，主要服务于国防、航空航天及工业制造领域，客户遍布全球多个国家和地区。
MSAI vs OPXS — 直观对比
营收规模更大
OPXS
是对方的6.6倍
$1.4M
营收增速更快
OPXS
高出12.4%
-0.9%
净利率更高
OPXS
高出166.8%
-164.1%
自由现金流更多
OPXS
多$2.1M
$-2.6M
两年增速更快
OPXS
近两年复合增速
-21.9%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4M | $9.1M |
| 净利润 | $-2.3M | $242.0K |
| 毛利率 | — | 22.9% |
| 营业利润率 | -171.6% | 1.6% |
| 净利率 | -164.1% | 2.6% |
| 营收同比 | -0.9% | 11.6% |
| 净利润同比 | 23.7% | -71.3% |
| 每股收益（稀释后） | $-0.02 | $0.03 |
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MSAIOPXS
| Q4 25 | $1.4M | $9.1M | ||
| Q3 25 | $1.6M | $11.3M | ||
| Q2 25 | $1.4M | $11.1M | ||
| Q1 25 | $1.2M | $10.7M | ||
| Q4 24 | $1.4M | $8.2M | ||
| Q3 24 | $1.6M | $9.4M | ||
| Q2 24 | $2.1M | $9.1M | ||
| Q1 24 | $2.3M | $8.5M |
净利润MSAIOPXS
| Q4 25 | $-2.3M | $242.0K | ||
| Q3 25 | $-1.7M | $1.0M | ||
| Q2 25 | $-3.3M | $1.5M | ||
| Q1 25 | $-4.4M | $1.8M | ||
| Q4 24 | $-3.0M | $844.0K | ||
| Q3 24 | $-8.2M | $1.0M | ||
| Q2 24 | $-6.4M | $1.3M | ||
| Q1 24 | $-3.9M | $1.1M |
毛利率MSAIOPXS
| Q4 25 | — | 22.9% | ||
| Q3 25 | — | 30.1% | ||
| Q2 25 | — | 28.5% | ||
| Q1 25 | — | 31.3% | ||
| Q4 24 | — | 26.0% | ||
| Q3 24 | — | 25.5% | ||
| Q2 24 | — | 31.8% | ||
| Q1 24 | — | 30.0% |
营业利润率MSAIOPXS
| Q4 25 | -171.6% | 1.6% | ||
| Q3 25 | -107.6% | 18.3% | ||
| Q2 25 | -233.8% | 17.2% | ||
| Q1 25 | -394.6% | 20.8% | ||
| Q4 24 | -199.6% | 11.2% | ||
| Q3 24 | -541.5% | 13.7% | ||
| Q2 24 | -228.1% | 17.8% | ||
| Q1 24 | -112.7% | 15.9% |
净利率MSAIOPXS
| Q4 25 | -164.1% | 2.6% | ||
| Q3 25 | -106.5% | 9.1% | ||
| Q2 25 | -234.1% | 13.6% | ||
| Q1 25 | -379.1% | 16.5% | ||
| Q4 24 | -213.2% | 10.3% | ||
| Q3 24 | -511.5% | 10.7% | ||
| Q2 24 | -300.8% | 13.9% | ||
| Q1 24 | -172.4% | 12.5% |
每股收益（稀释后）MSAIOPXS
| Q4 25 | $-0.02 | $0.03 | ||
| Q3 25 | $-0.05 | $0.14 | ||
| Q2 25 | $-0.10 | $0.22 | ||
| Q1 25 | $-0.14 | $0.26 | ||
| Q4 24 | $0.07 | $0.12 | ||
| Q3 24 | $-0.34 | $0.15 | ||
| Q2 24 | $-0.47 | $0.18 | ||
| Q1 24 | $-0.33 | $0.16 |
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 | $24.4M | $5.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $32.0M | $24.7M |
| 总资产 | $35.5M | $30.2M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资MSAIOPXS
| Q4 25 | $24.4M | $5.8M | ||
| Q3 25 | $1.1M | $6.4M | ||
| Q2 25 | $3.2M | $4.9M | ||
| Q1 25 | $4.7M | $3.5M | ||
| Q4 24 | $4.4M | $2.5M | ||
| Q3 24 | $8.6M | $1.0M | ||
| Q2 24 | $234.0K | $486.0K | ||
| Q1 24 | $491.0K | $321.0K |
总债务MSAIOPXS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $642.0K | — | ||
| Q1 24 | $2.8M | — |
股东权益MSAIOPXS
| Q4 25 | $32.0M | $24.7M | ||
| Q3 25 | $8.3M | $24.3M | ||
| Q2 25 | $9.8M | $23.1M | ||
| Q1 25 | $12.9M | $21.6M | ||
| Q4 24 | $12.3M | $19.7M | ||
| Q3 24 | $15.6M | $18.8M | ||
| Q2 24 | $1.6M | $17.7M | ||
| Q1 24 | $1.4M | $16.5M |
总资产MSAIOPXS
| Q4 25 | $35.5M | $30.2M | ||
| Q3 25 | $11.9M | $30.1M | ||
| Q2 25 | $14.6M | $29.2M | ||
| Q1 25 | $16.4M | $27.5M | ||
| Q4 24 | $15.5M | $24.8M | ||
| Q3 24 | $18.9M | $25.5M | ||
| Q2 24 | $16.4M | $24.9M | ||
| Q1 24 | $14.1M | $23.8M |
负债/权益比MSAIOPXS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.41× | — | ||
| Q1 24 | 2.04× | — |
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 | $-2.2M | $-92.0K |
| 自由现金流经营现金流 - 资本支出 | $-2.6M | $-548.0K |
| 自由现金流率自由现金流/营收 | -187.3% | -6.0% |
| 资本支出强度资本支出/营收 | 26.2% | 5.0% |
| 现金转化率经营现金流/净利润 | — | -0.38× |
| 过去12个月自由现金流最近4个季度 | $-9.7M | — |
8季度趋势，按日历期对齐
经营现金流MSAIOPXS
| Q4 25 | $-2.2M | $-92.0K | ||
| Q3 25 | $-1.8M | $1.6M | ||
| Q2 25 | $-804.0K | $1.4M | ||
| Q1 25 | $-3.2M | $1.2M | ||
| Q4 24 | $-3.1M | $2.8M | ||
| Q3 24 | $-12.7M | $753.0K | ||
| Q2 24 | $-303.0K | $50.0K | ||
| Q1 24 | $492.0K | $-1.3M |
自由现金流MSAIOPXS
| Q4 25 | $-2.6M | $-548.0K | ||
| Q3 25 | $-2.1M | $1.5M | ||
| Q2 25 | $-1.3M | — | ||
| Q1 25 | $-3.6M | $1.1M | ||
| Q4 24 | $-4.1M | $2.5M | ||
| Q3 24 | $-13.2M | $545.0K | ||
| Q2 24 | $-844.0K | $-256.0K | ||
| Q1 24 | $-79.0K | $-1.4M |
自由现金流率MSAIOPXS
| Q4 25 | -187.3% | -6.0% | ||
| Q3 25 | -136.1% | 13.5% | ||
| Q2 25 | -91.5% | — | ||
| Q1 25 | -308.6% | 9.8% | ||
| Q4 24 | -294.6% | 30.3% | ||
| Q3 24 | -823.2% | 5.8% | ||
| Q2 24 | -39.7% | -2.8% | ||
| Q1 24 | -3.5% | -16.3% |
资本支出强度MSAIOPXS
| Q4 25 | 26.2% | 5.0% | ||
| Q3 25 | 21.5% | 0.4% | ||
| Q2 25 | 34.8% | 0.0% | ||
| Q1 25 | 37.2% | 1.2% | ||
| Q4 24 | 76.2% | 3.9% | ||
| Q3 24 | 30.5% | 2.2% | ||
| Q2 24 | 25.5% | 3.4% | ||
| Q1 24 | 25.1% | 1.3% |
现金转化率MSAIOPXS
| Q4 25 | — | -0.38× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | — | 0.92× | ||
| Q1 25 | — | 0.67× | ||
| Q4 24 | — | 3.32× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.04× | ||
| Q1 24 | — | -1.20× |
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
MSAI
暂无分部数据
OPXS
| Optex Systems OPX Richardson Texas | $5.3M | 58% |
| Applied Optics Center AOC Dallas | $4.0M | 44% |
