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ALKAMI TECHNOLOGY, INC.（ALKT）与Orthofix Medical Inc.（OFIX）财务数据对比。点击上方公司名可切换其他公司
Orthofix Medical Inc.的季度营收约是ALKAMI TECHNOLOGY, INC.的1.7倍（$219.9M vs $126.1M），Orthofix Medical Inc.净利率更高（-1.0% vs -7.9%，领先6.9%），ALKAMI TECHNOLOGY, INC.同比增速更快（28.9% vs 2.0%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $-7.4M），过去两年ALKAMI TECHNOLOGY, INC.的营收复合增速更高（23.9% vs 8.0%）
Alkami科技是一家面向美国市场的云原生数字银行解决方案提供商，主要为社区银行、信用合作社等金融机构提供在线及移动银行系统、支付处理工具、数据分析模块与客户互动功能，助力合作机构优化终端用户的数字银行使用体验。
Orthofix医疗是全球知名骨科医疗器械企业，专注于研发、生产及销售脊柱植入物、骨科创伤产品、骨生长刺激治疗设备及再生医疗产品，服务全球多地的骨科医师与医疗机构，致力于提升肌肉骨骼疾病患者的诊疗效果。
ALKT vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.7倍
$126.1M
营收增速更快
ALKT
高出27.0%
2.0%
净利率更高
OFIX
高出6.9%
-7.9%
自由现金流更多
OFIX
多$24.2M
$-7.4M
两年增速更快
ALKT
近两年复合增速
8.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $126.1M | $219.9M |
| 净利润 | $-10.0M | $-2.2M |
| 毛利率 | 58.6% | 71.1% |
| 营业利润率 | 36.9% | 0.2% |
| 净利率 | -7.9% | -1.0% |
| 营收同比 | 28.9% | 2.0% |
| 净利润同比 | -27.5% | 92.4% |
| 每股收益（稀释后） | — | $-0.05 |
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ALKTOFIX
| Q1 26 | $126.1M | — | ||
| Q4 25 | $120.8M | $219.9M | ||
| Q3 25 | $113.0M | $205.6M | ||
| Q2 25 | $112.1M | $203.1M | ||
| Q1 25 | $97.8M | $193.6M | ||
| Q4 24 | $89.7M | $215.7M | ||
| Q3 24 | $85.9M | $196.6M | ||
| Q2 24 | $82.2M | $198.6M |
净利润ALKTOFIX
| Q1 26 | $-10.0M | — | ||
| Q4 25 | — | $-2.2M | ||
| Q3 25 | $-14.8M | $-22.8M | ||
| Q2 25 | $-13.6M | $-14.1M | ||
| Q1 25 | — | $-53.1M | ||
| Q4 24 | — | $-29.1M | ||
| Q3 24 | $-9.4M | $-27.4M | ||
| Q2 24 | $-12.3M | $-33.4M |
毛利率ALKTOFIX
| Q1 26 | 58.6% | — | ||
| Q4 25 | 57.2% | 71.1% | ||
| Q3 25 | 56.8% | 72.2% | ||
| Q2 25 | 58.6% | 68.7% | ||
| Q1 25 | 59.0% | 62.8% | ||
| Q4 24 | 59.3% | 69.0% | ||
| Q3 24 | 58.9% | 68.7% | ||
| Q2 24 | 59.4% | 67.8% |
营业利润率ALKTOFIX
| Q1 26 | 36.9% | — | ||
| Q4 25 | -7.9% | 0.2% | ||
| Q3 25 | -11.4% | -8.3% | ||
| Q2 25 | -14.2% | -7.9% | ||
| Q1 25 | -15.7% | -25.2% | ||
| Q4 24 | -9.6% | -5.3% | ||
| Q3 24 | -12.1% | -9.6% | ||
| Q2 24 | -16.1% | -12.5% |
净利率ALKTOFIX
| Q1 26 | -7.9% | — | ||
| Q4 25 | — | -1.0% | ||
| Q3 25 | -13.1% | -11.1% | ||
| Q2 25 | -12.1% | -6.9% | ||
| Q1 25 | — | -27.4% | ||
| Q4 24 | — | -13.5% | ||
| Q3 24 | -11.0% | -13.9% | ||
| Q2 24 | -15.0% | -16.8% |
每股收益（稀释后）ALKTOFIX
| Q1 26 | — | — | ||
| Q4 25 | $-0.11 | $-0.05 | ||
| Q3 25 | $-0.14 | $-0.57 | ||
| Q2 25 | $-0.13 | $-0.36 | ||
| Q1 25 | $-0.08 | $-1.35 | ||
| Q4 24 | $-0.07 | $-0.76 | ||
| Q3 24 | $-0.09 | $-0.71 | ||
| Q2 24 | $-0.13 | $-0.88 |
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 | $40.4M | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $370.7M | $450.0M |
| 总资产 | $829.3M | $850.6M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ALKTOFIX
| Q1 26 | $40.4M | — | ||
| Q4 25 | $63.5M | $82.0M | ||
| Q3 25 | $57.3M | $62.9M | ||
| Q2 25 | $52.4M | $65.6M | ||
| Q1 25 | $61.7M | $58.0M | ||
| Q4 24 | $94.4M | $83.2M | ||
| Q3 24 | $81.0M | $30.1M | ||
| Q2 24 | $61.4M | $26.4M |
总债务ALKTOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $157.2M | ||
| Q2 25 | — | $157.0M | ||
| Q1 25 | — | $156.9M | ||
| Q4 24 | — | $157.0M | ||
| Q3 24 | — | $118.5M | ||
| Q2 24 | — | $118.0M |
股东权益ALKTOFIX
| Q1 26 | $370.7M | — | ||
| Q4 25 | $362.0M | $450.0M | ||
| Q3 25 | $350.1M | $442.5M | ||
| Q2 25 | $344.0M | $458.3M | ||
| Q1 25 | $334.0M | $458.3M | ||
| Q4 24 | $357.0M | $503.1M | ||
| Q3 24 | $338.5M | $525.9M | ||
| Q2 24 | $327.2M | $546.0M |
总资产ALKTOFIX
| Q1 26 | $829.3M | — | ||
| Q4 25 | $847.2M | $850.6M | ||
| Q3 25 | $835.2M | $832.6M | ||
| Q2 25 | $840.4M | $837.2M | ||
| Q1 25 | $837.2M | $823.1M | ||
| Q4 24 | $437.3M | $893.3M | ||
| Q3 24 | $422.2M | $867.9M | ||
| Q2 24 | $403.9M | $882.0M |
负债/权益比ALKTOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | — | 0.31× | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.22× |
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 | $-4.8M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $-7.4M | $16.8M |
| 自由现金流率自由现金流/营收 | -5.8% | 7.6% |
| 资本支出强度资本支出/营收 | — | 4.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $40.1M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流ALKTOFIX
| Q1 26 | $-4.8M | — | ||
| Q4 25 | $16.6M | $27.7M | ||
| Q3 25 | $30.8M | $12.4M | ||
| Q2 25 | $1.2M | $11.6M | ||
| Q1 25 | $-5.7M | $-18.4M | ||
| Q4 24 | $6.1M | $23.7M | ||
| Q3 24 | $11.0M | $11.7M | ||
| Q2 24 | $548.0K | $9.0M |
自由现金流ALKTOFIX
| Q1 26 | $-7.4M | — | ||
| Q4 25 | $16.2M | $16.8M | ||
| Q3 25 | $30.5M | $2.5M | ||
| Q2 25 | $760.0K | $4.5M | ||
| Q1 25 | $-6.1M | $-25.1M | ||
| Q4 24 | $6.0M | $15.2M | ||
| Q3 24 | $10.7M | $6.3M | ||
| Q2 24 | $123.0K | $-360.0K |
自由现金流率ALKTOFIX
| Q1 26 | -5.8% | — | ||
| Q4 25 | 13.4% | 7.6% | ||
| Q3 25 | 27.0% | 1.2% | ||
| Q2 25 | 0.7% | 2.2% | ||
| Q1 25 | -6.3% | -13.0% | ||
| Q4 24 | 6.6% | 7.0% | ||
| Q3 24 | 12.4% | 3.2% | ||
| Q2 24 | 0.1% | -0.2% |
资本支出强度ALKTOFIX
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 4.9% | ||
| Q3 25 | 0.2% | 4.8% | ||
| Q2 25 | 0.4% | 3.5% | ||
| Q1 25 | 0.5% | 3.5% | ||
| Q4 24 | 0.2% | 4.0% | ||
| Q3 24 | 0.4% | 2.7% | ||
| Q2 24 | 0.5% | 4.7% |
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
ALKT
暂无分部数据
OFIX
| Spinal Implants Biologics And Enabling Technologies | $113.6M | 52% |
| Bone Growth Therapies | $68.3M | 31% |
| Other | $22.7M | 10% |
| IT | $5.9M | 3% |
| GB | $3.5M | 2% |
| FR | $3.5M | 2% |
| DE | $2.3M | 1% |
