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ORION ENERGY SYSTEMS, INC.（OESX）与REDWOOD TRUST INC（RWT）财务数据对比。点击上方公司名可切换其他公司
REDWOOD TRUST INC的季度营收约是ORION ENERGY SYSTEMS, INC.的1.2倍（$25.9M vs $21.1M），REDWOOD TRUST INC净利率更高（77.2% vs 0.8%，领先76.5%），ORION ENERGY SYSTEMS, INC.同比增速更快（7.7% vs -6.1%），过去两年ORION ENERGY SYSTEMS, INC.的营收复合增速更高（-10.6% vs -41.0%）
猎户座能源系统公司是一家美国企业，主营LED照明产品与智能控制系统，公司最初创立于威斯康星州普利茅斯，目前总部设于威斯康星州马尼托沃克。
Redwood Trust Inc是总部位于美国的专业房地产投资信托公司，主营住宅与商业抵押贷款、抵押贷款支持证券及房地产信贷类资产的投资管理，核心业务覆盖住宅抵押贷款发放、商业地产信贷和投资服务，客户以机构投资者和房地产市场参与者为主。
OESX vs RWT — 直观对比
营收规模更大
RWT
是对方的1.2倍
$21.1M
营收增速更快
OESX
高出13.8%
-6.1%
净利率更高
RWT
高出76.5%
0.8%
两年增速更快
OESX
近两年复合增速
-41.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $21.1M | $25.9M |
| 净利润 | $160.0K | $20.0M |
| 毛利率 | 30.9% | — |
| 营业利润率 | 1.8% | — |
| 净利率 | 0.8% | 77.2% |
| 营收同比 | 7.7% | -6.1% |
| 净利润同比 | 110.6% | 402.6% |
| 每股收益（稀释后） | $0.04 | $0.11 |
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OESXRWT
| Q4 25 | $21.1M | $25.9M | ||
| Q3 25 | $19.9M | $15.0M | ||
| Q2 25 | $19.6M | $13.8M | ||
| Q1 25 | $20.9M | $27.9M | ||
| Q4 24 | $19.6M | $27.6M | ||
| Q3 24 | $19.4M | $25.5M | ||
| Q2 24 | $19.9M | $67.4M | ||
| Q1 24 | $26.4M | $74.5M |
净利润OESXRWT
| Q4 25 | $160.0K | $20.0M | ||
| Q3 25 | $-581.0K | $-7.7M | ||
| Q2 25 | $-1.2M | $-98.5M | ||
| Q1 25 | $-2.9M | $16.1M | ||
| Q4 24 | $-1.5M | $-6.6M | ||
| Q3 24 | $-3.6M | $14.8M | ||
| Q2 24 | $-3.8M | $15.5M | ||
| Q1 24 | $1.6M | $30.3M |
毛利率OESXRWT
| Q4 25 | 30.9% | — | ||
| Q3 25 | 31.0% | — | ||
| Q2 25 | 30.1% | — | ||
| Q1 25 | 27.4% | — | ||
| Q4 24 | 29.4% | — | ||
| Q3 24 | 23.1% | — | ||
| Q2 24 | 21.6% | — | ||
| Q1 24 | 25.8% | — |
营业利润率OESXRWT
| Q4 25 | 1.8% | — | ||
| Q3 25 | -1.2% | -9.0% | ||
| Q2 25 | -5.2% | -679.0% | ||
| Q1 25 | -12.7% | 80.2% | ||
| Q4 24 | -6.4% | -1.3% | ||
| Q3 24 | -16.9% | 86.1% | ||
| Q2 24 | -17.2% | 30.3% | ||
| Q1 24 | 6.8% | 41.3% |
净利率OESXRWT
| Q4 25 | 0.8% | 77.2% | ||
| Q3 25 | -2.9% | -51.4% | ||
| Q2 25 | -6.4% | -712.0% | ||
| Q1 25 | -13.9% | 57.8% | ||
| Q4 24 | -7.7% | -24.0% | ||
| Q3 24 | -18.7% | 58.1% | ||
| Q2 24 | -18.9% | 23.0% | ||
| Q1 24 | 6.1% | 40.6% |
每股收益（稀释后）OESXRWT
| Q4 25 | $0.04 | $0.11 | ||
| Q3 25 | $-0.17 | $-0.08 | ||
| Q2 25 | $-0.04 | $-0.76 | ||
| Q1 25 | $1.32 | $0.10 | ||
| Q4 24 | $-0.46 | $-0.08 | ||
| Q3 24 | $-1.10 | $0.09 | ||
| Q2 24 | $-0.12 | $0.10 | ||
| Q1 24 | $0.06 | $0.21 |
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 | $4.7M | $255.7M |
| 总债务越低越好 | $9.8M | — |
| 股东权益账面价值 | $11.8M | $982.6M |
| 总资产 | $48.3M | $23.7B |
| 负债/权益比越低杠杆越低 | 0.83× | — |
8季度趋势，按日历期对齐
现金及短期投资OESXRWT
| Q4 25 | $4.7M | $255.7M | ||
| Q3 25 | $5.2M | $226.3M | ||
| Q2 25 | $3.6M | $302.0M | ||
| Q1 25 | $6.0M | $259.9M | ||
| Q4 24 | $7.5M | $245.2M | ||
| Q3 24 | $5.4M | $253.7M | ||
| Q2 24 | $5.7M | $275.6M | ||
| Q1 24 | $5.2M | $275.4M |
总债务OESXRWT
| Q4 25 | $9.8M | — | ||
| Q3 25 | $9.9M | — | ||
| Q2 25 | $8.5M | — | ||
| Q1 25 | $10.3M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $12.5M | — | ||
| Q2 24 | $13.5M | — | ||
| Q1 24 | $10.0M | $1.7B |
股东权益OESXRWT
| Q4 25 | $11.8M | $982.6M | ||
| Q3 25 | $11.4M | $999.0M | ||
| Q2 25 | $10.8M | $1.1B | ||
| Q1 25 | $11.9M | $1.2B | ||
| Q4 24 | $14.5M | $1.2B | ||
| Q3 24 | $15.8M | $1.2B | ||
| Q2 24 | $19.1M | $1.2B | ||
| Q1 24 | $22.5M | $1.2B |
总资产OESXRWT
| Q4 25 | $48.3M | $23.7B | ||
| Q3 25 | $47.9M | $22.6B | ||
| Q2 25 | $49.0M | $21.3B | ||
| Q1 25 | $52.5M | $19.9B | ||
| Q4 24 | $52.7M | $18.3B | ||
| Q3 24 | $56.3M | $18.4B | ||
| Q2 24 | $59.8M | $16.5B | ||
| Q1 24 | $63.2M | $15.1B |
负债/权益比OESXRWT
| Q4 25 | 0.83× | — | ||
| Q3 25 | 0.87× | — | ||
| Q2 25 | 0.79× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.79× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.44× | 1.39× |
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 | $-897.0K | $-10.1B |
| 自由现金流经营现金流 - 资本支出 | $-1.1M | — |
| 自由现金流率自由现金流/营收 | -5.4% | — |
| 资本支出强度资本支出/营收 | 1.2% | — |
| 现金转化率经营现金流/净利润 | -5.61× | -504.15× |
| 过去12个月自由现金流最近4个季度 | $-905.0K | — |
8季度趋势，按日历期对齐
经营现金流OESXRWT
| Q4 25 | $-897.0K | $-10.1B | ||
| Q3 25 | $1.8M | $-2.7B | ||
| Q2 25 | $-515.0K | $-2.1B | ||
| Q1 25 | $-699.0K | $-2.0B | ||
| Q4 24 | $3.8M | $-5.9B | ||
| Q3 24 | $498.0K | $-2.1B | ||
| Q2 24 | $-3.0M | $-2.0B | ||
| Q1 24 | $175.0K | $-954.2M |
自由现金流OESXRWT
| Q4 25 | $-1.1M | — | ||
| Q3 25 | $1.6M | — | ||
| Q2 25 | $-570.0K | — | ||
| Q1 25 | $-750.0K | — | ||
| Q4 24 | $3.7M | — | ||
| Q3 24 | $493.0K | — | ||
| Q2 24 | $-3.0M | — | ||
| Q1 24 | $144.0K | — |
自由现金流率OESXRWT
| Q4 25 | -5.4% | — | ||
| Q3 25 | 7.9% | — | ||
| Q2 25 | -2.9% | — | ||
| Q1 25 | -3.6% | — | ||
| Q4 24 | 19.1% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | -15.0% | — | ||
| Q1 24 | 0.5% | — |
资本支出强度OESXRWT
| Q4 25 | 1.2% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 0.3% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.1% | — | ||
| Q1 24 | 0.1% | — |
现金转化率OESXRWT
| Q4 25 | -5.61× | -504.15× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -120.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -140.86× | ||
| Q2 24 | — | -126.56× | ||
| Q1 24 | 0.11× | -31.53× |
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
OESX
| Lighting Product And Installation | $11.9M | 56% |
| Electric Vehicle Charging Systems | $4.7M | 22% |
| Maintenance Services | $4.4M | 21% |
RWT
暂无分部数据
