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OSI SYSTEMS INC(OSIS)与Revvity(RVTY)财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是OSI SYSTEMS INC的1.7倍($772.1M vs $464.1M),Revvity净利率更高(12.7% vs 8.3%,领先4.4%),OSI SYSTEMS INC同比增速更快(10.5% vs 5.9%),Revvity自由现金流更多($161.8M vs $55.5M),过去两年Revvity的营收复合增速更高(9.0% 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。
Revvity是一家美国生命科学与诊断领域企业,主要服务制药、生物技术行业客户,重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案,其前身为业务布局多元的老牌企业珀金埃尔默。
OSIS vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.7倍
$464.1M
营收增速更快
OSIS
高出4.7%
5.9%
净利率更高
RVTY
高出4.4%
8.3%
自由现金流更多
RVTY
多$106.3M
$55.5M
两年增速更快
RVTY
近两年复合增速
7.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $464.1M | $772.1M |
| 净利润 | $38.7M | $98.4M |
| 毛利率 | 32.7% | — |
| 营业利润率 | 12.7% | 14.5% |
| 净利率 | 8.3% | 12.7% |
| 营收同比 | 10.5% | 5.9% |
| 净利润同比 | 2.3% | 3.9% |
| 每股收益(稀释后) | $2.22 | $0.86 |
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
OSIS
RVTY
| Q4 25 | $464.1M | $772.1M | ||
| Q3 25 | $384.6M | $698.9M | ||
| Q2 25 | $505.0M | $720.3M | ||
| Q1 25 | $444.4M | $664.8M | ||
| Q4 24 | $419.8M | $729.4M | ||
| Q3 24 | $344.0M | $684.0M | ||
| Q2 24 | $480.9M | $691.7M | ||
| Q1 24 | $405.4M | $649.9M |
净利润
OSIS
RVTY
| Q4 25 | $38.7M | $98.4M | ||
| Q3 25 | $20.6M | $46.7M | ||
| Q2 25 | $52.7M | $53.9M | ||
| Q1 25 | $41.1M | $42.2M | ||
| Q4 24 | $37.8M | $94.6M | ||
| Q3 24 | $17.9M | $94.4M | ||
| Q2 24 | $44.7M | $55.4M | ||
| Q1 24 | $34.0M | $26.0M |
毛利率
OSIS
RVTY
| Q4 25 | 32.7% | — | ||
| Q3 25 | 32.0% | 53.6% | ||
| Q2 25 | 33.3% | 54.5% | ||
| Q1 25 | 33.8% | 56.5% | ||
| Q4 24 | 35.1% | — | ||
| Q3 24 | 35.3% | 56.3% | ||
| Q2 24 | 32.1% | 55.7% | ||
| Q1 24 | 33.6% | 54.6% |
营业利润率
OSIS
RVTY
| Q4 25 | 12.7% | 14.5% | ||
| Q3 25 | 8.6% | 11.7% | ||
| Q2 25 | 14.5% | 12.6% | ||
| Q1 25 | 12.7% | 10.9% | ||
| Q4 24 | 13.8% | 16.3% | ||
| Q3 24 | 8.8% | 14.3% | ||
| Q2 24 | 13.1% | 12.4% | ||
| Q1 24 | 12.7% | 6.8% |
净利率
OSIS
RVTY
| Q4 25 | 8.3% | 12.7% | ||
| Q3 25 | 5.3% | 6.7% | ||
| Q2 25 | 10.4% | 7.5% | ||
| Q1 25 | 9.3% | 6.4% | ||
| Q4 24 | 9.0% | 13.0% | ||
| Q3 24 | 5.2% | 13.8% | ||
| Q2 24 | 9.3% | 8.0% | ||
| Q1 24 | 8.4% | 4.0% |
每股收益(稀释后)
OSIS
RVTY
| Q4 25 | $2.22 | $0.86 | ||
| Q3 25 | $1.18 | $0.40 | ||
| Q2 25 | $3.04 | $0.46 | ||
| Q1 25 | $2.40 | $0.35 | ||
| Q4 24 | $2.22 | $0.77 | ||
| Q3 24 | $1.05 | $0.77 | ||
| Q2 24 | $2.57 | $0.45 | ||
| Q1 24 | $1.95 | $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 | $336.7M | $919.9M |
| 总债务越低越好 | $1.0B | — |
| 股东权益账面价值 | $845.5M | $7.3B |
| 总资产 | $2.5B | $12.2B |
| 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
OSIS
RVTY
| Q4 25 | $336.7M | $919.9M | ||
| Q3 25 | $124.4M | $931.4M | ||
| Q2 25 | $106.4M | $991.8M | ||
| Q1 25 | $95.8M | $1.1B | ||
| Q4 24 | $101.6M | $1.2B | ||
| Q3 24 | $85.1M | $1.2B | ||
| Q2 24 | $95.4M | $2.0B | ||
| Q1 24 | $101.4M | $1.7B |
总债务
OSIS
RVTY
| 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
OSIS
RVTY
| Q4 25 | $845.5M | $7.3B | ||
| Q3 25 | $946.0M | $7.4B | ||
| Q2 25 | $951.1M | $7.6B | ||
| Q1 25 | $879.3M | $7.6B | ||
| Q4 24 | $825.8M | $7.7B | ||
| Q3 24 | $786.5M | $7.9B | ||
| Q2 24 | $863.5M | $7.9B | ||
| Q1 24 | $813.4M | $7.8B |
总资产
OSIS
RVTY
| Q4 25 | $2.5B | $12.2B | ||
| Q3 25 | $2.3B | $12.1B | ||
| Q2 25 | $2.2B | $12.4B | ||
| Q1 25 | $2.1B | $12.4B | ||
| Q4 24 | $2.1B | $12.4B | ||
| Q3 24 | $2.1B | $12.8B | ||
| Q2 24 | $1.9B | $13.4B | ||
| Q1 24 | $1.8B | $13.4B |
负债/权益比
OSIS
RVTY
| 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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $55.5M | $161.8M |
| 自由现金流率自由现金流/营收 | 12.0% | 21.0% |
| 资本支出强度资本支出/营收 | 1.4% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.61× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $137.2M | $509.4M |
8季度趋势,按日历期对齐
经营现金流
OSIS
RVTY
| Q4 25 | $62.2M | $182.0M | ||
| Q3 25 | $17.1M | $138.5M | ||
| Q2 25 | $562.0K | $134.3M | ||
| Q1 25 | $81.6M | $128.2M | ||
| Q4 24 | $52.5M | $174.2M | ||
| Q3 24 | $-37.2M | $147.9M | ||
| Q2 24 | $-29.0M | $158.6M | ||
| Q1 24 | $-52.1M | $147.6M |
自由现金流
OSIS
RVTY
| Q4 25 | $55.5M | $161.8M | ||
| Q3 25 | $10.1M | $120.0M | ||
| Q2 25 | $-5.6M | $115.5M | ||
| Q1 25 | $77.1M | $112.2M | ||
| Q4 24 | $47.1M | $149.8M | ||
| Q3 24 | $-44.9M | $125.6M | ||
| Q2 24 | $-37.5M | $136.6M | ||
| Q1 24 | $-57.0M | $129.7M |
自由现金流率
OSIS
RVTY
| Q4 25 | 12.0% | 21.0% | ||
| Q3 25 | 2.6% | 17.2% | ||
| Q2 25 | -1.1% | 16.0% | ||
| Q1 25 | 17.4% | 16.9% | ||
| Q4 24 | 11.2% | 20.5% | ||
| Q3 24 | -13.0% | 18.4% | ||
| Q2 24 | -7.8% | 19.7% | ||
| Q1 24 | -14.1% | 20.0% |
资本支出强度
OSIS
RVTY
| Q4 25 | 1.4% | 2.6% | ||
| Q3 25 | 1.8% | 2.6% | ||
| Q2 25 | 1.2% | 2.6% | ||
| Q1 25 | 1.0% | 2.4% | ||
| Q4 24 | 1.3% | 3.4% | ||
| Q3 24 | 2.2% | 3.3% | ||
| Q2 24 | 1.8% | 3.2% | ||
| Q1 24 | 1.2% | 2.7% |
现金转化率
OSIS
RVTY
| Q4 25 | 1.61× | 1.85× | ||
| Q3 25 | 0.83× | 2.97× | ||
| Q2 25 | 0.01× | 2.49× | ||
| Q1 25 | 1.98× | 3.03× | ||
| Q4 24 | 1.39× | 1.84× | ||
| Q3 24 | -2.07× | 1.57× | ||
| Q2 24 | -0.65× | 2.87× | ||
| Q1 24 | -1.53× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |