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APPIAN CORP（APPN）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APPIAN CORP的1.1倍（$219.9M vs $202.9M），Orthofix Medical Inc.净利率更高（-1.0% vs -2.5%，领先1.5%），APPIAN CORP同比增速更快（21.7% vs 2.0%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $270.0K），过去两年APPIAN CORP的营收复合增速更高（16.4% vs 8.0%）
Appian是总部位于美国弗吉尼亚州麦克莱恩的云计算与企业软件厂商，身处杜勒斯科技走廊产业带。公司提供平台即服务（PaaS）产品，支持企业级软件开发，业务覆盖北美、欧洲、中东及东南亚市场，深耕低代码开发、流程挖掘、业务流程管理和案例管理领域。
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。
APPN vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.1倍
$202.9M
营收增速更快
APPN
高出19.7%
2.0%
净利率更高
OFIX
高出1.5%
-2.5%
自由现金流更多
OFIX
多$16.6M
$270.0K
两年增速更快
APPN
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $202.9M | $219.9M |
| 净利润 | $-5.1M | $-2.2M |
| 毛利率 | 64.8% | 71.1% |
| 营业利润率 | -0.3% | 0.2% |
| 净利率 | -2.5% | -1.0% |
| 营收同比 | 21.7% | 2.0% |
| 净利润同比 | 62.6% | 92.4% |
| 每股收益（稀释后） | $-0.06 | $-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APPNOFIX
| Q4 25 | $202.9M | $219.9M | ||
| Q3 25 | $187.0M | $205.6M | ||
| Q2 25 | $170.6M | $203.1M | ||
| Q1 25 | $166.4M | $193.6M | ||
| Q4 24 | $166.7M | $215.7M | ||
| Q3 24 | $154.1M | $196.6M | ||
| Q2 24 | $146.4M | $198.6M | ||
| Q1 24 | $149.8M | $188.6M |
净利润APPNOFIX
| Q4 25 | $-5.1M | $-2.2M | ||
| Q3 25 | $7.8M | $-22.8M | ||
| Q2 25 | $-312.0K | $-14.1M | ||
| Q1 25 | $-1.2M | $-53.1M | ||
| Q4 24 | $-13.6M | $-29.1M | ||
| Q3 24 | $-2.1M | $-27.4M | ||
| Q2 24 | $-43.6M | $-33.4M | ||
| Q1 24 | $-32.9M | $-36.0M |
毛利率APPNOFIX
| Q4 25 | 64.8% | 71.1% | ||
| Q3 25 | 75.8% | 72.2% | ||
| Q2 25 | 74.3% | 68.7% | ||
| Q1 25 | 76.6% | 62.8% | ||
| Q4 24 | 67.8% | 69.0% | ||
| Q3 24 | 75.9% | 68.7% | ||
| Q2 24 | 73.1% | 67.8% | ||
| Q1 24 | 74.6% | 67.5% |
营业利润率APPNOFIX
| Q4 25 | -0.3% | 0.2% | ||
| Q3 25 | 7.0% | -8.3% | ||
| Q2 25 | -6.4% | -7.9% | ||
| Q1 25 | -0.5% | -25.2% | ||
| Q4 24 | 3.0% | -5.3% | ||
| Q3 24 | -4.6% | -9.6% | ||
| Q2 24 | -26.8% | -12.5% | ||
| Q1 24 | -13.0% | -15.6% |
净利率APPNOFIX
| Q4 25 | -2.5% | -1.0% | ||
| Q3 25 | 4.2% | -11.1% | ||
| Q2 25 | -0.2% | -6.9% | ||
| Q1 25 | -0.7% | -27.4% | ||
| Q4 24 | -8.2% | -13.5% | ||
| Q3 24 | -1.4% | -13.9% | ||
| Q2 24 | -29.8% | -16.8% | ||
| Q1 24 | -22.0% | -19.1% |
每股收益（稀释后）APPNOFIX
| Q4 25 | $-0.06 | $-0.05 | ||
| Q3 25 | $0.10 | $-0.57 | ||
| Q2 25 | $0.00 | $-0.36 | ||
| Q1 25 | $-0.02 | $-1.35 | ||
| Q4 24 | $-0.18 | $-0.76 | ||
| Q3 24 | $-0.03 | $-0.71 | ||
| Q2 24 | $-0.60 | $-0.88 | ||
| Q1 24 | $-0.45 | $-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 | $187.2M | $82.0M |
| 总债务越低越好 | $240.8M | — |
| 股东权益账面价值 | $-47.0M | $450.0M |
| 总资产 | $691.4M | $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APPNOFIX
| Q4 25 | $187.2M | $82.0M | ||
| Q3 25 | $191.6M | $62.9M | ||
| Q2 25 | $184.8M | $65.6M | ||
| Q1 25 | $199.7M | $58.0M | ||
| Q4 24 | $159.9M | $83.2M | ||
| Q3 24 | $99.2M | $30.1M | ||
| Q2 24 | $120.8M | $26.4M | ||
| Q1 24 | $170.1M | $27.0M |
总债务APPNOFIX
| Q4 25 | $240.8M | — | ||
| Q3 25 | $245.7M | $157.2M | ||
| Q2 25 | $245.6M | $157.0M | ||
| Q1 25 | $248.0M | $156.9M | ||
| Q4 24 | $250.4M | $157.0M | ||
| Q3 24 | $252.8M | $118.5M | ||
| Q2 24 | $254.0M | $118.0M | ||
| Q1 24 | $255.1M | $118.2M |
股东权益APPNOFIX
| Q4 25 | $-47.0M | $450.0M | ||
| Q3 25 | $-48.5M | $442.5M | ||
| Q2 25 | $-53.7M | $458.3M | ||
| Q1 25 | $-31.7M | $458.3M | ||
| Q4 24 | $-32.6M | $503.1M | ||
| Q3 24 | $-49.8M | $525.9M | ||
| Q2 24 | $-45.7M | $546.0M | ||
| Q1 24 | $-9.7M | $570.3M |
总资产APPNOFIX
| Q4 25 | $691.4M | $850.6M | ||
| Q3 25 | $611.7M | $832.6M | ||
| Q2 25 | $590.7M | $837.2M | ||
| Q1 25 | $592.9M | $823.1M | ||
| Q4 24 | $621.0M | $893.3M | ||
| Q3 24 | $549.9M | $867.9M | ||
| Q2 24 | $554.6M | $882.0M | ||
| Q1 24 | $595.4M | $906.0M |
负债/权益比APPNOFIX
| 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× | ||
| 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 | $1.1M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $270.0K | $16.8M |
| 自由现金流率自由现金流/营收 | 0.1% | 7.6% |
| 资本支出强度资本支出/营收 | 0.4% | 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 | $59.6M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流APPNOFIX
| Q4 25 | $1.1M | $27.7M | ||
| Q3 25 | $18.7M | $12.4M | ||
| Q2 25 | $-1.9M | $11.6M | ||
| Q1 25 | $45.0M | $-18.4M | ||
| Q4 24 | $13.9M | $23.7M | ||
| Q3 24 | $-8.2M | $11.7M | ||
| Q2 24 | $-17.6M | $9.0M | ||
| Q1 24 | $18.9M | $-18.6M |
自由现金流APPNOFIX
| Q4 25 | $270.0K | $16.8M | ||
| Q3 25 | $18.1M | $2.5M | ||
| Q2 25 | $-3.1M | $4.5M | ||
| Q1 25 | $44.3M | $-25.1M | ||
| Q4 24 | $13.4M | $15.2M | ||
| Q3 24 | $-8.6M | $6.3M | ||
| Q2 24 | $-18.3M | $-360.0K | ||
| Q1 24 | $16.7M | $-29.1M |
自由现金流率APPNOFIX
| Q4 25 | 0.1% | 7.6% | ||
| Q3 25 | 9.7% | 1.2% | ||
| Q2 25 | -1.8% | 2.2% | ||
| Q1 25 | 26.6% | -13.0% | ||
| Q4 24 | 8.0% | 7.0% | ||
| Q3 24 | -5.6% | 3.2% | ||
| Q2 24 | -12.5% | -0.2% | ||
| Q1 24 | 11.1% | -15.4% |
资本支出强度APPNOFIX
| Q4 25 | 0.4% | 4.9% | ||
| Q3 25 | 0.3% | 4.8% | ||
| Q2 25 | 0.7% | 3.5% | ||
| Q1 25 | 0.4% | 3.5% | ||
| Q4 24 | 0.3% | 4.0% | ||
| Q3 24 | 0.2% | 2.7% | ||
| Q2 24 | 0.5% | 4.7% | ||
| Q1 24 | 1.5% | 5.6% |
现金转化率APPNOFIX
| Q4 25 | — | — | ||
| Q3 25 | 2.39× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
APPN
| Subscriptions Software And Support | $162.3M | 80% |
| Professional Services | $40.6M | 20% |
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% |
