vs
OSI SYSTEMS INC（OSIS）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是OSI SYSTEMS INC的1.8倍（$828.2M vs $464.1M），Rithm Capital Corp.净利率更高（13.2% vs 8.3%，领先4.9%），Rithm Capital Corp.同比增速更快（508.5% vs 10.5%），过去两年OSI SYSTEMS INC的营收复合增速更高（7.0% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
OSIS vs RITM — 直观对比
营收规模更大
RITM
是对方的1.8倍
$464.1M
营收增速更快
RITM
高出497.9%
10.5%
净利率更高
RITM
高出4.9%
8.3%
两年增速更快
OSIS
近两年复合增速
-17.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $464.1M | $828.2M |
| 净利润 | $38.7M | $109.5M |
| 毛利率 | 32.7% | — |
| 营业利润率 | 12.7% | 29.9% |
| 净利率 | 8.3% | 13.2% |
| 营收同比 | 10.5% | 508.5% |
| 净利润同比 | 2.3% | 27.7% |
| 每股收益（稀释后） | $2.22 | $0.12 |
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OSISRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $464.1M | $1.5B | ||
| Q3 25 | $384.6M | $1.1B | ||
| Q2 25 | $505.0M | $1.2B | ||
| Q1 25 | $444.4M | $768.4M | ||
| Q4 24 | $419.8M | $2.1B | ||
| Q3 24 | $344.0M | $619.5M | ||
| Q2 24 | $480.9M | $1.2B |
净利润OSISRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $38.7M | $85.0M | ||
| Q3 25 | $20.6M | $221.5M | ||
| Q2 25 | $52.7M | $311.7M | ||
| Q1 25 | $41.1M | $78.8M | ||
| Q4 24 | $37.8M | $290.2M | ||
| Q3 24 | $17.9M | $121.7M | ||
| Q2 24 | $44.7M | $235.6M |
毛利率OSISRITM
| Q1 26 | — | — | ||
| Q4 25 | 32.7% | — | ||
| Q3 25 | 32.0% | — | ||
| Q2 25 | 33.3% | — | ||
| Q1 25 | 33.8% | — | ||
| Q4 24 | 35.1% | — | ||
| Q3 24 | 35.3% | — | ||
| Q2 24 | 32.1% | — |
营业利润率OSISRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 12.7% | 13.8% | ||
| Q3 25 | 8.6% | 21.4% | ||
| Q2 25 | 14.5% | 25.2% | ||
| Q1 25 | 12.7% | 7.4% | ||
| Q4 24 | 13.8% | 23.8% | ||
| Q3 24 | 8.8% | 7.3% | ||
| Q2 24 | 13.1% | 23.6% |
净利率OSISRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 8.3% | 5.7% | ||
| Q3 25 | 5.3% | 20.0% | ||
| Q2 25 | 10.4% | 25.6% | ||
| Q1 25 | 9.3% | 10.3% | ||
| Q4 24 | 9.0% | 14.0% | ||
| Q3 24 | 5.2% | 19.7% | ||
| Q2 24 | 9.3% | 19.2% |
每股收益（稀释后）OSISRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $2.22 | $0.09 | ||
| Q3 25 | $1.18 | $0.35 | ||
| Q2 25 | $3.04 | $0.53 | ||
| Q1 25 | $2.40 | $0.07 | ||
| Q4 24 | $2.22 | $0.50 | ||
| Q3 24 | $1.05 | $0.20 | ||
| Q2 24 | $2.57 | $0.43 |
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 | — |
| 总债务越低越好 | $1.0B | — |
| 股东权益账面价值 | $845.5M | $9.1B |
| 总资产 | $2.5B | $53.4B |
| 负债/权益比越低杠杆越低 | 1.19× | — |
8季度趋势，按日历期对齐
现金及短期投资OSISRITM
| Q1 26 | — | — | ||
| Q4 25 | $336.7M | $1.8B | ||
| Q3 25 | $124.4M | $1.6B | ||
| Q2 25 | $106.4M | $1.6B | ||
| Q1 25 | $95.8M | $1.5B | ||
| Q4 24 | $101.6M | $1.5B | ||
| Q3 24 | $85.1M | $1.6B | ||
| Q2 24 | $95.4M | $1.2B |
总债务OSISRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $35.4B | ||
| Q3 25 | $442.2M | $32.2B | ||
| Q2 25 | $471.6M | $31.2B | ||
| Q1 25 | $473.2M | $32.2B | ||
| Q4 24 | $474.8M | $32.6B | ||
| Q3 24 | $476.3M | $29.6B | ||
| Q2 24 | $137.6M | $30.1B |
股东权益OSISRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $845.5M | $8.4B | ||
| Q3 25 | $946.0M | $8.5B | ||
| Q2 25 | $951.1M | $7.9B | ||
| Q1 25 | $879.3M | $7.8B | ||
| Q4 24 | $825.8M | $7.8B | ||
| Q3 24 | $786.5M | $7.7B | ||
| Q2 24 | $863.5M | $7.3B |
总资产OSISRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $2.5B | $53.1B | ||
| Q3 25 | $2.3B | $47.2B | ||
| Q2 25 | $2.2B | $44.3B | ||
| Q1 25 | $2.1B | $45.3B | ||
| Q4 24 | $2.1B | $46.0B | ||
| Q3 24 | $2.1B | $42.3B | ||
| Q2 24 | $1.9B | $42.0B |
负债/权益比OSISRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | 4.20× | ||
| Q3 25 | 0.47× | 3.79× | ||
| Q2 25 | 0.50× | 3.92× | ||
| Q1 25 | 0.54× | 4.14× | ||
| Q4 24 | 0.57× | 4.18× | ||
| Q3 24 | 0.61× | 3.87× | ||
| Q2 24 | 0.16× | 4.10× |
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 | $55.5M | — |
| 自由现金流率自由现金流/营收 | 12.0% | — |
| 资本支出强度资本支出/营收 | 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OSISRITM
| Q1 26 | — | — | ||
| Q4 25 | $62.2M | $-114.6M | ||
| Q3 25 | $17.1M | $-2.0B | ||
| Q2 25 | $562.0K | $-557.1M | ||
| Q1 25 | $81.6M | $1.4B | ||
| Q4 24 | $52.5M | $-1.8B | ||
| Q3 24 | $-37.2M | $768.1M | ||
| Q2 24 | $-29.0M | $-55.7M |
自由现金流OSISRITM
| Q1 26 | — | — | ||
| 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OSISRITM
| Q1 26 | — | — | ||
| 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OSISRITM
| Q1 26 | — | — | ||
| 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OSISRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | -1.35× | ||
| Q3 25 | 0.83× | -9.22× | ||
| Q2 25 | 0.01× | -1.79× | ||
| Q1 25 | 1.98× | 18.03× | ||
| Q4 24 | 1.39× | -6.04× | ||
| Q3 24 | -2.07× | 6.31× | ||
| Q2 24 | -0.65× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
