vs
Andersons, Inc.（ANDE）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
Andersons, Inc.的季度营收约是Orthofix Medical Inc.的1.5倍（$329.5M vs $219.9M），Andersons, Inc.净利率更高（20.5% vs -1.0%，领先21.5%），Orthofix Medical Inc.同比增速更快（2.0% vs -2.4%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $-77.1M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs -1.8%）
安德森公司（The Andersons, Inc.）是1947年成立的美国农业企业，总部位于俄亥俄州莫米。公司起源于1940年代服务粮食行业的安德森货运站，是深耕农业领域的多元化企业，业务覆盖大宗商品贸易、可再生能源以及植物营养板块。
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。
ANDE vs OFIX — 直观对比
营收规模更大
ANDE
是对方的1.5倍
$219.9M
营收增速更快
OFIX
高出4.3%
-2.4%
净利率更高
ANDE
高出21.5%
-1.0%
自由现金流更多
OFIX
多$93.9M
$-77.1M
两年增速更快
OFIX
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $329.5M | $219.9M |
| 净利润 | $67.4M | $-2.2M |
| 毛利率 | 70.3% | 71.1% |
| 营业利润率 | 26.6% | 0.2% |
| 净利率 | 20.5% | -1.0% |
| 营收同比 | -2.4% | 2.0% |
| 净利润同比 | 49.6% | 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ANDEOFIX
| Q4 25 | $329.5M | $219.9M | ||
| Q3 25 | $295.8M | $205.6M | ||
| Q2 25 | $535.0M | $203.1M | ||
| Q1 25 | $370.8M | $193.6M | ||
| Q4 24 | $337.5M | $215.7M | ||
| Q3 24 | $231.9M | $196.6M | ||
| Q2 24 | $492.5M | $198.6M | ||
| Q1 24 | $341.4M | $188.6M |
净利润ANDEOFIX
| Q4 25 | $67.4M | $-2.2M | ||
| Q3 25 | $20.1M | $-22.8M | ||
| Q2 25 | $7.9M | $-14.1M | ||
| Q1 25 | $284.0K | $-53.1M | ||
| Q4 24 | $45.1M | $-29.1M | ||
| Q3 24 | $27.4M | $-27.4M | ||
| Q2 24 | $36.0M | $-33.4M | ||
| Q1 24 | $5.6M | $-36.0M |
毛利率ANDEOFIX
| Q4 25 | 70.3% | 71.1% | ||
| Q3 25 | 57.8% | 72.2% | ||
| Q2 25 | 29.6% | 68.7% | ||
| Q1 25 | 41.2% | 62.8% | ||
| Q4 24 | 63.1% | 69.0% | ||
| Q3 24 | 76.4% | 68.7% | ||
| Q2 24 | 35.6% | 67.8% | ||
| Q1 24 | 37.6% | 67.5% |
营业利润率ANDEOFIX
| Q4 25 | 26.6% | 0.2% | ||
| Q3 25 | 8.7% | -8.3% | ||
| Q2 25 | 4.6% | -7.9% | ||
| Q1 25 | 0.9% | -25.2% | ||
| Q4 24 | 19.9% | -5.3% | ||
| Q3 24 | 26.8% | -9.6% | ||
| Q2 24 | 11.6% | -12.5% | ||
| Q1 24 | 4.1% | -15.6% |
净利率ANDEOFIX
| Q4 25 | 20.5% | -1.0% | ||
| Q3 25 | 6.8% | -11.1% | ||
| Q2 25 | 1.5% | -6.9% | ||
| Q1 25 | 0.1% | -27.4% | ||
| Q4 24 | 13.4% | -13.5% | ||
| Q3 24 | 11.8% | -13.9% | ||
| Q2 24 | 7.3% | -16.8% | ||
| Q1 24 | 1.6% | -19.1% |
每股收益（稀释后）ANDEOFIX
| Q4 25 | — | $-0.05 | ||
| Q3 25 | $0.59 | $-0.57 | ||
| Q2 25 | $0.23 | $-0.36 | ||
| Q1 25 | $0.01 | $-1.35 | ||
| Q4 24 | $1.31 | $-0.76 | ||
| Q3 24 | $0.80 | $-0.71 | ||
| Q2 24 | $1.05 | $-0.88 | ||
| Q1 24 | $0.16 | $-0.95 |
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 | $98.3M | $82.0M |
| 总债务越低越好 | $560.0M | — |
| 股东权益账面价值 | $1.2B | $450.0M |
| 总资产 | $3.7B | $850.6M |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势，按日历期对齐
现金及短期投资ANDEOFIX
| Q4 25 | $98.3M | $82.0M | ||
| Q3 25 | — | $62.9M | ||
| Q2 25 | — | $65.6M | ||
| Q1 25 | — | $58.0M | ||
| Q4 24 | $561.8M | $83.2M | ||
| Q3 24 | — | $30.1M | ||
| Q2 24 | — | $26.4M | ||
| Q1 24 | — | $27.0M |
总债务ANDEOFIX
| Q4 25 | $560.0M | — | ||
| Q3 25 | — | $157.2M | ||
| Q2 25 | — | $157.0M | ||
| Q1 25 | — | $156.9M | ||
| Q4 24 | $608.2M | $157.0M | ||
| Q3 24 | — | $118.5M | ||
| Q2 24 | — | $118.0M | ||
| Q1 24 | — | $118.2M |
股东权益ANDEOFIX
| Q4 25 | $1.2B | $450.0M | ||
| Q3 25 | $1.2B | $442.5M | ||
| Q2 25 | $1.4B | $458.3M | ||
| Q1 25 | $1.4B | $458.3M | ||
| Q4 24 | $1.4B | $503.1M | ||
| Q3 24 | $1.3B | $525.9M | ||
| Q2 24 | $1.3B | $546.0M | ||
| Q1 24 | $1.3B | $570.3M |
总资产ANDEOFIX
| Q4 25 | $3.7B | $850.6M | ||
| Q3 25 | $3.3B | $832.6M | ||
| Q2 25 | $3.4B | $837.2M | ||
| Q1 25 | $3.8B | $823.1M | ||
| Q4 24 | $4.1B | $893.3M | ||
| Q3 24 | $3.4B | $867.9M | ||
| Q2 24 | $3.3B | $882.0M | ||
| Q1 24 | $3.3B | $906.0M |
负债/权益比ANDEOFIX
| Q4 25 | 0.45× | — | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | 0.45× | 0.31× | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.22× | ||
| Q1 24 | — | 0.21× |
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 | $-6.2M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $-77.1M | $16.8M |
| 自由现金流率自由现金流/营收 | -23.4% | 7.6% |
| 资本支出强度资本支出/营收 | 21.5% | 4.9% |
| 现金转化率经营现金流/净利润 | -0.09× | — |
| 过去12个月自由现金流最近4个季度 | $-56.1M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流ANDEOFIX
| Q4 25 | $-6.2M | $27.7M | ||
| Q3 25 | $233.9M | $12.4M | ||
| Q2 25 | $299.3M | $11.6M | ||
| Q1 25 | $-350.0M | $-18.4M | ||
| Q4 24 | $268.8M | $23.7M | ||
| Q3 24 | $-2.1M | $11.7M | ||
| Q2 24 | $304.4M | $9.0M | ||
| Q1 24 | $-239.6M | $-18.6M |
自由现金流ANDEOFIX
| Q4 25 | $-77.1M | $16.8M | ||
| Q3 25 | $167.0M | $2.5M | ||
| Q2 25 | $250.5M | $4.5M | ||
| Q1 25 | $-396.6M | $-25.1M | ||
| Q4 24 | $212.9M | $15.2M | ||
| Q3 24 | $-40.0M | $6.3M | ||
| Q2 24 | $275.8M | $-360.0K | ||
| Q1 24 | $-266.4M | $-29.1M |
自由现金流率ANDEOFIX
| Q4 25 | -23.4% | 7.6% | ||
| Q3 25 | 56.5% | 1.2% | ||
| Q2 25 | 46.8% | 2.2% | ||
| Q1 25 | -106.9% | -13.0% | ||
| Q4 24 | 63.1% | 7.0% | ||
| Q3 24 | -17.2% | 3.2% | ||
| Q2 24 | 56.0% | -0.2% | ||
| Q1 24 | -78.0% | -15.4% |
资本支出强度ANDEOFIX
| Q4 25 | 21.5% | 4.9% | ||
| Q3 25 | 22.6% | 4.8% | ||
| Q2 25 | 9.1% | 3.5% | ||
| Q1 25 | 12.6% | 3.5% | ||
| Q4 24 | 16.6% | 4.0% | ||
| Q3 24 | 16.3% | 2.7% | ||
| Q2 24 | 5.8% | 4.7% | ||
| Q1 24 | 7.8% | 5.6% |
现金转化率ANDEOFIX
| Q4 25 | -0.09× | — | ||
| Q3 25 | 11.61× | — | ||
| Q2 25 | 38.10× | — | ||
| Q1 25 | -1232.46× | — | ||
| Q4 24 | 5.96× | — | ||
| Q3 24 | -0.08× | — | ||
| Q2 24 | 8.46× | — | ||
| Q1 24 | -42.94× | — |
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
ANDE
| Specialty And Primary Nutrients | $137.1M | 42% |
| Premium Ingredients | $66.1M | 20% |
| Segment Reporting Reconciling Item Other | $63.2M | 19% |
| Other | $63.1M | 19% |
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% |
