vs
OSI SYSTEMS INC（OSIS）与RBC Bearings INC（RBC）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RBC Bearings INC的1.0倍（$464.1M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs 8.3%，领先6.3%），RBC Bearings INC同比增速更快（17.0% vs 10.5%），RBC Bearings INC自由现金流更多（$99.1M vs $55.5M），过去两年OSI SYSTEMS INC的营收复合增速更高（7.0% vs 5.6%）
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。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
OSIS vs RBC — 直观对比
营收规模更大
OSIS
是对方的1.0倍
$461.6M
营收增速更快
RBC
高出6.5%
10.5%
净利率更高
RBC
高出6.3%
8.3%
自由现金流更多
RBC
多$43.6M
$55.5M
两年增速更快
OSIS
近两年复合增速
5.6%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $464.1M | $461.6M |
| 净利润 | $38.7M | $67.4M |
| 毛利率 | 32.7% | 44.3% |
| 营业利润率 | 12.7% | 22.3% |
| 净利率 | 8.3% | 14.6% |
| 营收同比 | 10.5% | 17.0% |
| 净利润同比 | 2.3% | 16.4% |
| 每股收益（稀释后） | $2.22 | $2.13 |
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OSISRBC
| Q4 25 | $464.1M | $461.6M | ||
| Q3 25 | $384.6M | $455.3M | ||
| Q2 25 | $505.0M | $436.0M | ||
| Q1 25 | $444.4M | $437.7M | ||
| Q4 24 | $419.8M | $394.4M | ||
| Q3 24 | $344.0M | $397.9M | ||
| Q2 24 | $480.9M | $406.3M | ||
| Q1 24 | $405.4M | $413.7M |
净利润OSISRBC
| Q4 25 | $38.7M | $67.4M | ||
| Q3 25 | $20.6M | $60.0M | ||
| Q2 25 | $52.7M | $68.5M | ||
| Q1 25 | $41.1M | $72.7M | ||
| Q4 24 | $37.8M | $57.9M | ||
| Q3 24 | $17.9M | $54.2M | ||
| Q2 24 | $44.7M | $61.4M | ||
| Q1 24 | $34.0M | — |
毛利率OSISRBC
| Q4 25 | 32.7% | 44.3% | ||
| Q3 25 | 32.0% | 44.1% | ||
| Q2 25 | 33.3% | 44.8% | ||
| Q1 25 | 33.8% | 44.2% | ||
| Q4 24 | 35.1% | 44.3% | ||
| Q3 24 | 35.3% | 43.7% | ||
| Q2 24 | 32.1% | 45.3% | ||
| Q1 24 | 33.6% | 43.1% |
营业利润率OSISRBC
| Q4 25 | 12.7% | 22.3% | ||
| Q3 25 | 8.6% | 21.5% | ||
| Q2 25 | 14.5% | 23.2% | ||
| Q1 25 | 12.7% | 23.0% | ||
| Q4 24 | 13.8% | 21.7% | ||
| Q3 24 | 8.8% | 21.6% | ||
| Q2 24 | 13.1% | 24.0% | ||
| Q1 24 | 12.7% | 22.8% |
净利率OSISRBC
| Q4 25 | 8.3% | 14.6% | ||
| Q3 25 | 5.3% | 13.2% | ||
| Q2 25 | 10.4% | 15.7% | ||
| Q1 25 | 9.3% | 16.6% | ||
| Q4 24 | 9.0% | 14.7% | ||
| Q3 24 | 5.2% | 13.6% | ||
| Q2 24 | 9.3% | 15.1% | ||
| Q1 24 | 8.4% | — |
每股收益（稀释后）OSISRBC
| Q4 25 | $2.22 | $2.13 | ||
| Q3 25 | $1.18 | $1.90 | ||
| Q2 25 | $3.04 | $2.17 | ||
| Q1 25 | $2.40 | $2.33 | ||
| Q4 24 | $2.22 | $1.82 | ||
| Q3 24 | $1.05 | $1.65 | ||
| Q2 24 | $2.57 | $1.90 | ||
| Q1 24 | $1.95 | $1.92 |
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 | $336.7M | $107.6M |
| 总债务越低越好 | $1.0B | $990.2M |
| 股东权益账面价值 | $845.5M | $3.3B |
| 总资产 | $2.5B | $5.1B |
| 负债/权益比越低杠杆越低 | 1.19× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资OSISRBC
| Q4 25 | $336.7M | $107.6M | ||
| Q3 25 | $124.4M | $91.2M | ||
| Q2 25 | $106.4M | $132.9M | ||
| Q1 25 | $95.8M | $36.8M | ||
| Q4 24 | $101.6M | — | ||
| Q3 24 | $85.1M | — | ||
| Q2 24 | $95.4M | $76.8M | ||
| Q1 24 | $101.4M | $63.5M |
总债务OSISRBC
| Q4 25 | $1.0B | $990.2M | ||
| Q3 25 | $442.2M | $1.1B | ||
| Q2 25 | $471.6M | $915.6M | ||
| Q1 25 | $473.2M | $920.1M | ||
| Q4 24 | $474.8M | — | ||
| Q3 24 | $476.3M | — | ||
| Q2 24 | $137.6M | — | ||
| Q1 24 | — | $1.2B |
股东权益OSISRBC
| Q4 25 | $845.5M | $3.3B | ||
| Q3 25 | $946.0M | $3.2B | ||
| Q2 25 | $951.1M | $3.1B | ||
| Q1 25 | $879.3M | $3.0B | ||
| Q4 24 | $825.8M | $2.9B | ||
| Q3 24 | $786.5M | $2.9B | ||
| Q2 24 | $863.5M | $2.8B | ||
| Q1 24 | $813.4M | $2.8B |
总资产OSISRBC
| Q4 25 | $2.5B | $5.1B | ||
| Q3 25 | $2.3B | $5.1B | ||
| Q2 25 | $2.2B | $4.8B | ||
| Q1 25 | $2.1B | $4.7B | ||
| Q4 24 | $2.1B | $4.7B | ||
| Q3 24 | $2.1B | $4.7B | ||
| Q2 24 | $1.9B | $4.7B | ||
| Q1 24 | $1.8B | $4.7B |
负债/权益比OSISRBC
| Q4 25 | 1.19× | 0.30× | ||
| Q3 25 | 0.47× | 0.34× | ||
| Q2 25 | 0.50× | 0.29× | ||
| Q1 25 | 0.54× | 0.30× | ||
| Q4 24 | 0.57× | — | ||
| Q3 24 | 0.61× | — | ||
| Q2 24 | 0.16× | — | ||
| Q1 24 | — | 0.43× |
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 | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $55.5M | $99.1M |
| 自由现金流率自由现金流/营收 | 12.0% | 21.5% |
| 资本支出强度资本支出/营收 | 1.4% | 5.0% |
| 现金转化率经营现金流/净利润 | 1.61× | 1.81× |
| 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OSISRBC
| Q4 25 | $62.2M | $122.1M | ||
| Q3 25 | $17.1M | $88.4M | ||
| Q2 25 | $562.0K | $120.0M | ||
| Q1 25 | $81.6M | — | ||
| Q4 24 | $52.5M | $84.0M | ||
| Q3 24 | $-37.2M | — | ||
| Q2 24 | $-29.0M | $97.4M | ||
| Q1 24 | $-52.1M | — |
自由现金流OSISRBC
| Q4 25 | $55.5M | $99.1M | ||
| Q3 25 | $10.1M | $71.7M | ||
| Q2 25 | $-5.6M | $104.3M | ||
| Q1 25 | $77.1M | — | ||
| Q4 24 | $47.1M | $73.6M | ||
| Q3 24 | $-44.9M | — | ||
| Q2 24 | $-37.5M | $88.4M | ||
| Q1 24 | $-57.0M | — |
自由现金流率OSISRBC
| Q4 25 | 12.0% | 21.5% | ||
| Q3 25 | 2.6% | 15.7% | ||
| Q2 25 | -1.1% | 23.9% | ||
| Q1 25 | 17.4% | — | ||
| Q4 24 | 11.2% | 18.7% | ||
| Q3 24 | -13.0% | — | ||
| Q2 24 | -7.8% | 21.8% | ||
| Q1 24 | -14.1% | — |
资本支出强度OSISRBC
| Q4 25 | 1.4% | 5.0% | ||
| Q3 25 | 1.8% | 3.7% | ||
| Q2 25 | 1.2% | 3.6% | ||
| Q1 25 | 1.0% | 3.2% | ||
| Q4 24 | 1.3% | 2.6% | ||
| Q3 24 | 2.2% | 4.1% | ||
| Q2 24 | 1.8% | 2.2% | ||
| Q1 24 | 1.2% | — |
现金转化率OSISRBC
| Q4 25 | 1.61× | 1.81× | ||
| Q3 25 | 0.83× | 1.47× | ||
| Q2 25 | 0.01× | 1.75× | ||
| Q1 25 | 1.98× | — | ||
| Q4 24 | 1.39× | 1.45× | ||
| Q3 24 | -2.07× | — | ||
| Q2 24 | -0.65× | 1.59× | ||
| Q1 24 | -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
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
