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OSI SYSTEMS INC（OSIS）与Revolve Group, Inc.（RVLV）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Revolve Group, Inc.的1.4倍（$464.1M vs $324.4M），OSI SYSTEMS INC净利率更高（8.3% vs 5.7%，领先2.6%），OSI SYSTEMS INC同比增速更快（10.5% vs 10.4%），OSI SYSTEMS INC自由现金流更多（$55.5M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 7.0%）
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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
OSIS vs RVLV — 直观对比
营收规模更大
OSIS
是对方的1.4倍
$324.4M
营收增速更快
OSIS
高出0.1%
10.4%
净利率更高
OSIS
高出2.6%
5.7%
自由现金流更多
OSIS
多$68.8M
$-13.3M
两年增速更快
RVLV
近两年复合增速
7.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $464.1M | $324.4M |
| 净利润 | $38.7M | $18.6M |
| 毛利率 | 32.7% | 53.3% |
| 营业利润率 | 12.7% | 6.3% |
| 净利率 | 8.3% | 5.7% |
| 营收同比 | 10.5% | 10.4% |
| 净利润同比 | 2.3% | 50.4% |
| 每股收益（稀释后） | $2.22 | $0.27 |
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OSISRVLV
| Q4 25 | $464.1M | $324.4M | ||
| Q3 25 | $384.6M | $295.6M | ||
| Q2 25 | $505.0M | $309.0M | ||
| Q1 25 | $444.4M | $296.7M | ||
| Q4 24 | $419.8M | $293.7M | ||
| Q3 24 | $344.0M | $283.1M | ||
| Q2 24 | $480.9M | $282.5M | ||
| Q1 24 | $405.4M | $270.6M |
净利润OSISRVLV
| Q4 25 | $38.7M | $18.6M | ||
| Q3 25 | $20.6M | $21.2M | ||
| Q2 25 | $52.7M | $10.2M | ||
| Q1 25 | $41.1M | $11.8M | ||
| Q4 24 | $37.8M | $12.3M | ||
| Q3 24 | $17.9M | $11.0M | ||
| Q2 24 | $44.7M | $15.4M | ||
| Q1 24 | $34.0M | $10.9M |
毛利率OSISRVLV
| Q4 25 | 32.7% | 53.3% | ||
| Q3 25 | 32.0% | 54.6% | ||
| Q2 25 | 33.3% | 54.1% | ||
| Q1 25 | 33.8% | 52.0% | ||
| Q4 24 | 35.1% | 52.5% | ||
| Q3 24 | 35.3% | 51.2% | ||
| Q2 24 | 32.1% | 54.0% | ||
| Q1 24 | 33.6% | 52.3% |
营业利润率OSISRVLV
| Q4 25 | 12.7% | 6.3% | ||
| Q3 25 | 8.6% | 7.1% | ||
| Q2 25 | 14.5% | 5.8% | ||
| Q1 25 | 12.7% | 5.0% | ||
| Q4 24 | 13.8% | 3.9% | ||
| Q3 24 | 8.8% | 5.0% | ||
| Q2 24 | 13.1% | 5.8% | ||
| Q1 24 | 12.7% | 3.4% |
净利率OSISRVLV
| Q4 25 | 8.3% | 5.7% | ||
| Q3 25 | 5.3% | 7.2% | ||
| Q2 25 | 10.4% | 3.3% | ||
| Q1 25 | 9.3% | 4.0% | ||
| Q4 24 | 9.0% | 4.2% | ||
| Q3 24 | 5.2% | 3.9% | ||
| Q2 24 | 9.3% | 5.4% | ||
| Q1 24 | 8.4% | 4.0% |
每股收益（稀释后）OSISRVLV
| Q4 25 | $2.22 | $0.27 | ||
| Q3 25 | $1.18 | $0.29 | ||
| Q2 25 | $3.04 | $0.14 | ||
| Q1 25 | $2.40 | $0.16 | ||
| Q4 24 | $2.22 | $0.18 | ||
| Q3 24 | $1.05 | $0.15 | ||
| Q2 24 | $2.57 | $0.21 | ||
| Q1 24 | $1.95 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | $1.0B | — |
| 股东权益账面价值 | $845.5M | $512.5M |
| 总资产 | $2.5B | $765.0M |
| 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OSISRVLV
| Q4 25 | $336.7M | $292.3M | ||
| Q3 25 | $124.4M | $315.4M | ||
| Q2 25 | $106.4M | $310.7M | ||
| Q1 25 | $95.8M | $300.8M | ||
| Q4 24 | $101.6M | $256.6M | ||
| Q3 24 | $85.1M | $252.8M | ||
| Q2 24 | $95.4M | $244.7M | ||
| Q1 24 | $101.4M | $273.4M |
总债务OSISRVLV
| Q4 25 | $1.0B | — | ||
| Q3 25 | $442.2M | — | ||
| Q2 25 | $471.6M | — | ||
| Q1 25 | $473.2M | — | ||
| Q4 24 | $474.8M | — | ||
| Q3 24 | $476.3M | — | ||
| Q2 24 | $137.6M | — | ||
| Q1 24 | — | — |
股东权益OSISRVLV
| Q4 25 | $845.5M | $512.5M | ||
| Q3 25 | $946.0M | $490.2M | ||
| Q2 25 | $951.1M | $468.6M | ||
| Q1 25 | $879.3M | $453.4M | ||
| Q4 24 | $825.8M | $437.8M | ||
| Q3 24 | $786.5M | $420.8M | ||
| Q2 24 | $863.5M | $405.8M | ||
| Q1 24 | $813.4M | $389.9M |
总资产OSISRVLV
| Q4 25 | $2.5B | $765.0M | ||
| Q3 25 | $2.3B | $751.3M | ||
| Q2 25 | $2.2B | $722.9M | ||
| Q1 25 | $2.1B | $713.9M | ||
| Q4 24 | $2.1B | $665.5M | ||
| Q3 24 | $2.1B | $670.9M | ||
| Q2 24 | $1.9B | $657.8M | ||
| Q1 24 | $1.8B | $650.0M |
负债/权益比OSISRVLV
| Q4 25 | 1.19× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.50× | — | ||
| Q1 25 | 0.54× | — | ||
| Q4 24 | 0.57× | — | ||
| Q3 24 | 0.61× | — | ||
| Q2 24 | 0.16× | — | ||
| Q1 24 | — | — |
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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $55.5M | $-13.3M |
| 自由现金流率自由现金流/营收 | 12.0% | -4.1% |
| 资本支出强度资本支出/营收 | 1.4% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.61× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $137.2M | $48.0M |
8季度趋势，按日历期对齐
经营现金流OSISRVLV
| Q4 25 | $62.2M | $-10.2M | ||
| Q3 25 | $17.1M | $11.8M | ||
| Q2 25 | $562.0K | $12.6M | ||
| Q1 25 | $81.6M | $45.1M | ||
| Q4 24 | $52.5M | $3.9M | ||
| Q3 24 | $-37.2M | $9.1M | ||
| Q2 24 | $-29.0M | $-24.7M | ||
| Q1 24 | $-52.1M | $38.4M |
自由现金流OSISRVLV
| Q4 25 | $55.5M | $-13.3M | ||
| Q3 25 | $10.1M | $7.5M | ||
| Q2 25 | $-5.6M | $10.4M | ||
| Q1 25 | $77.1M | $43.4M | ||
| Q4 24 | $47.1M | $2.1M | ||
| Q3 24 | $-44.9M | $8.0M | ||
| Q2 24 | $-37.5M | $-25.7M | ||
| Q1 24 | $-57.0M | $36.7M |
自由现金流率OSISRVLV
| Q4 25 | 12.0% | -4.1% | ||
| Q3 25 | 2.6% | 2.5% | ||
| Q2 25 | -1.1% | 3.4% | ||
| Q1 25 | 17.4% | 14.6% | ||
| Q4 24 | 11.2% | 0.7% | ||
| Q3 24 | -13.0% | 2.8% | ||
| Q2 24 | -7.8% | -9.1% | ||
| Q1 24 | -14.1% | 13.5% |
资本支出强度OSISRVLV
| Q4 25 | 1.4% | 1.0% | ||
| Q3 25 | 1.8% | 1.5% | ||
| Q2 25 | 1.2% | 0.7% | ||
| Q1 25 | 1.0% | 0.6% | ||
| Q4 24 | 1.3% | 0.6% | ||
| Q3 24 | 2.2% | 0.4% | ||
| Q2 24 | 1.8% | 0.4% | ||
| Q1 24 | 1.2% | 0.6% |
现金转化率OSISRVLV
| Q4 25 | 1.61× | -0.55× | ||
| Q3 25 | 0.83× | 0.56× | ||
| Q2 25 | 0.01× | 1.24× | ||
| Q1 25 | 1.98× | 3.82× | ||
| Q4 24 | 1.39× | 0.32× | ||
| Q3 24 | -2.07× | 0.83× | ||
| Q2 24 | -0.65× | -1.60× | ||
| Q1 24 | -1.53× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
