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OSI SYSTEMS INC（OSIS）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是OSI SYSTEMS INC的1.3倍（$622.0M vs $464.1M），Royalty Pharma plc净利率更高（34.4% vs 8.3%，领先26.1%），OSI SYSTEMS INC同比增速更快（10.5% vs 4.8%），过去两年OSI SYSTEMS INC的营收复合增速更高（7.0% vs 4.6%）
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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
OSIS vs RPRX — 直观对比
营收规模更大
RPRX
是对方的1.3倍
$464.1M
营收增速更快
OSIS
高出5.8%
4.8%
净利率更高
RPRX
高出26.1%
8.3%
两年增速更快
OSIS
近两年复合增速
4.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $464.1M | $622.0M |
| 净利润 | $38.7M | $214.2M |
| 毛利率 | 32.7% | — |
| 营业利润率 | 12.7% | 62.4% |
| 净利率 | 8.3% | 34.4% |
| 营收同比 | 10.5% | 4.8% |
| 净利润同比 | 2.3% | 2.9% |
| 每股收益（稀释后） | $2.22 | $0.49 |
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OSISRPRX
| Q4 25 | $464.1M | $622.0M | ||
| Q3 25 | $384.6M | $609.3M | ||
| Q2 25 | $505.0M | $578.7M | ||
| Q1 25 | $444.4M | $568.2M | ||
| Q4 24 | $419.8M | $593.6M | ||
| Q3 24 | $344.0M | $564.7M | ||
| Q2 24 | $480.9M | $537.3M | ||
| Q1 24 | $405.4M | $568.0M |
净利润OSISRPRX
| Q4 25 | $38.7M | $214.2M | ||
| Q3 25 | $20.6M | $288.2M | ||
| Q2 25 | $52.7M | $30.2M | ||
| Q1 25 | $41.1M | $238.3M | ||
| Q4 24 | $37.8M | $208.2M | ||
| Q3 24 | $17.9M | $544.0M | ||
| Q2 24 | $44.7M | $102.0M | ||
| Q1 24 | $34.0M | $4.8M |
毛利率OSISRPRX
| 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% | — | ||
| Q1 24 | 33.6% | — |
营业利润率OSISRPRX
| Q4 25 | 12.7% | 62.4% | ||
| Q3 25 | 8.6% | 70.1% | ||
| Q2 25 | 14.5% | 36.3% | ||
| Q1 25 | 12.7% | 94.0% | ||
| Q4 24 | 13.8% | 60.9% | ||
| Q3 24 | 8.8% | — | ||
| Q2 24 | 13.1% | 50.2% | ||
| Q1 24 | 12.7% | -13.0% |
净利率OSISRPRX
| Q4 25 | 8.3% | 34.4% | ||
| Q3 25 | 5.3% | 47.3% | ||
| Q2 25 | 10.4% | 5.2% | ||
| Q1 25 | 9.3% | 41.9% | ||
| Q4 24 | 9.0% | 35.1% | ||
| Q3 24 | 5.2% | 96.3% | ||
| Q2 24 | 9.3% | 19.0% | ||
| Q1 24 | 8.4% | 0.8% |
每股收益（稀释后）OSISRPRX
| Q4 25 | $2.22 | $0.49 | ||
| Q3 25 | $1.18 | $0.67 | ||
| Q2 25 | $3.04 | $0.07 | ||
| Q1 25 | $2.40 | $0.55 | ||
| Q4 24 | $2.22 | $0.46 | ||
| Q3 24 | $1.05 | $1.21 | ||
| Q2 24 | $2.57 | $0.23 | ||
| Q1 24 | $1.95 | $0.01 |
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 | $618.7M |
| 总债务越低越好 | $1.0B | $9.0B |
| 股东权益账面价值 | $845.5M | $9.7B |
| 总资产 | $2.5B | $19.6B |
| 负债/权益比越低杠杆越低 | 1.19× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资OSISRPRX
| Q4 25 | $336.7M | $618.7M | ||
| Q3 25 | $124.4M | $938.9M | ||
| Q2 25 | $106.4M | $631.9M | ||
| Q1 25 | $95.8M | $1.1B | ||
| Q4 24 | $101.6M | $929.0M | ||
| Q3 24 | $85.1M | $950.1M | ||
| Q2 24 | $95.4M | $1.8B | ||
| Q1 24 | $101.4M | $843.0M |
总债务OSISRPRX
| Q4 25 | $1.0B | $9.0B | ||
| Q3 25 | $442.2M | $8.9B | ||
| Q2 25 | $471.6M | $8.0B | ||
| Q1 25 | $473.2M | $7.6B | ||
| Q4 24 | $474.8M | $7.6B | ||
| Q3 24 | $476.3M | $7.6B | ||
| Q2 24 | $137.6M | $7.6B | ||
| Q1 24 | — | $6.1B |
股东权益OSISRPRX
| Q4 25 | $845.5M | $9.7B | ||
| Q3 25 | $946.0M | $9.6B | ||
| Q2 25 | $951.1M | $9.5B | ||
| Q1 25 | $879.3M | $9.8B | ||
| Q4 24 | $825.8M | $10.3B | ||
| Q3 24 | $786.5M | $10.3B | ||
| Q2 24 | $863.5M | $9.8B | ||
| Q1 24 | $813.4M | $9.9B |
总资产OSISRPRX
| Q4 25 | $2.5B | $19.6B | ||
| Q3 25 | $2.3B | $19.3B | ||
| Q2 25 | $2.2B | $18.3B | ||
| Q1 25 | $2.1B | $17.6B | ||
| Q4 24 | $2.1B | $18.2B | ||
| Q3 24 | $2.1B | $18.0B | ||
| Q2 24 | $1.9B | $17.7B | ||
| Q1 24 | $1.8B | $16.1B |
负债/权益比OSISRPRX
| Q4 25 | 1.19× | 0.92× | ||
| Q3 25 | 0.47× | 0.93× | ||
| Q2 25 | 0.50× | 0.84× | ||
| Q1 25 | 0.54× | 0.78× | ||
| Q4 24 | 0.57× | 0.74× | ||
| Q3 24 | 0.61× | 0.74× | ||
| Q2 24 | 0.16× | 0.78× | ||
| Q1 24 | — | 0.62× |
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 | $827.1M |
| 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× | 3.86× |
| 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OSISRPRX
| Q4 25 | $62.2M | $827.1M | ||
| Q3 25 | $17.1M | $702.6M | ||
| Q2 25 | $562.0K | $364.0M | ||
| Q1 25 | $81.6M | $596.1M | ||
| Q4 24 | $52.5M | $742.5M | ||
| Q3 24 | $-37.2M | $703.6M | ||
| Q2 24 | $-29.0M | $658.2M | ||
| Q1 24 | $-52.1M | $664.6M |
自由现金流OSISRPRX
| 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 | — | ||
| Q1 24 | $-57.0M | — |
自由现金流率OSISRPRX
| 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% | — | ||
| Q1 24 | -14.1% | — |
资本支出强度OSISRPRX
| 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% | — | ||
| Q1 24 | 1.2% | — |
现金转化率OSISRPRX
| Q4 25 | 1.61× | 3.86× | ||
| Q3 25 | 0.83× | 2.44× | ||
| Q2 25 | 0.01× | 12.06× | ||
| Q1 25 | 1.98× | 2.50× | ||
| Q4 24 | 1.39× | 3.57× | ||
| Q3 24 | -2.07× | 1.29× | ||
| Q2 24 | -0.65× | 6.45× | ||
| Q1 24 | -1.53× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
