vs
Bandwidth Inc.（BAND）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Bandwidth Inc.的1.1倍（$219.9M vs $208.8M），Bandwidth Inc.净利率更高（1.9% vs -1.0%，领先2.9%），Bandwidth Inc.同比增速更快（20.1% vs 2.0%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $-1.0M），过去两年Bandwidth Inc.的营收复合增速更高（9.7% vs 8.0%）
Bandwidth Inc.是一家通信平台即服务提供商，依托自有全球IP语音网络，为客户提供语音、短信及应急服务相关的软件API产品，帮助开发者便捷集成通信功能，全球客户可借助其方案快速搭建符合需求的通信服务体系。
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。
BAND vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.1倍
$208.8M
营收增速更快
BAND
高出18.1%
2.0%
净利率更高
BAND
高出2.9%
-1.0%
自由现金流更多
OFIX
多$17.8M
$-1.0M
两年增速更快
BAND
近两年复合增速
8.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $219.9M |
| 净利润 | $4.0M | $-2.2M |
| 毛利率 | 37.3% | 71.1% |
| 营业利润率 | 60.5% | 0.2% |
| 净利率 | 1.9% | -1.0% |
| 营收同比 | 20.1% | 2.0% |
| 净利润同比 | 200.0% | 92.4% |
| 每股收益（稀释后） | $-0.08 | $-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BANDOFIX
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | $219.9M | ||
| Q3 25 | $191.9M | $205.6M | ||
| Q2 25 | $180.0M | $203.1M | ||
| Q1 25 | $174.2M | $193.6M | ||
| Q4 24 | $210.0M | $215.7M | ||
| Q3 24 | $193.9M | $196.6M | ||
| Q2 24 | $173.6M | $198.6M |
净利润BANDOFIX
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $-2.2M | ||
| Q3 25 | $-1.2M | $-22.8M | ||
| Q2 25 | $-4.9M | $-14.1M | ||
| Q1 25 | $-3.7M | $-53.1M | ||
| Q4 24 | — | $-29.1M | ||
| Q3 24 | $413.0K | $-27.4M | ||
| Q2 24 | $4.1M | $-33.4M |
毛利率BANDOFIX
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | 71.1% | ||
| Q3 25 | 38.5% | 72.2% | ||
| Q2 25 | 39.8% | 68.7% | ||
| Q1 25 | 41.0% | 62.8% | ||
| Q4 24 | 36.4% | 69.0% | ||
| Q3 24 | 37.7% | 68.7% | ||
| Q2 24 | 37.3% | 67.8% |
营业利润率BANDOFIX
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | 0.2% | ||
| Q3 25 | -1.0% | -8.3% | ||
| Q2 25 | -2.1% | -7.9% | ||
| Q1 25 | -2.7% | -25.2% | ||
| Q4 24 | -1.3% | -5.3% | ||
| Q3 24 | -0.5% | -9.6% | ||
| Q2 24 | -3.5% | -12.5% |
净利率BANDOFIX
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | -1.0% | ||
| Q3 25 | -0.6% | -11.1% | ||
| Q2 25 | -2.7% | -6.9% | ||
| Q1 25 | -2.1% | -27.4% | ||
| Q4 24 | — | -13.5% | ||
| Q3 24 | 0.2% | -13.9% | ||
| Q2 24 | 2.3% | -16.8% |
每股收益（稀释后）BANDOFIX
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $-0.05 | ||
| Q3 25 | $-0.04 | $-0.57 | ||
| Q2 25 | $-0.16 | $-0.36 | ||
| Q1 25 | $-0.13 | $-1.35 | ||
| Q4 24 | $0.27 | $-0.76 | ||
| Q3 24 | $0.01 | $-0.71 | ||
| Q2 24 | $-0.17 | $-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 | $47.3M | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $405.7M | $450.0M |
| 总资产 | $984.2M | $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BANDOFIX
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $82.0M | ||
| Q3 25 | $80.4M | $62.9M | ||
| Q2 25 | $68.1M | $65.6M | ||
| Q1 25 | $41.7M | $58.0M | ||
| Q4 24 | $83.8M | $83.2M | ||
| Q3 24 | $79.9M | $30.1M | ||
| Q2 24 | $76.4M | $26.4M |
总债务BANDOFIX
| 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BANDOFIX
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $450.0M | ||
| Q3 25 | $392.7M | $442.5M | ||
| Q2 25 | $384.5M | $458.3M | ||
| Q1 25 | $345.4M | $458.3M | ||
| Q4 24 | $312.5M | $503.1M | ||
| Q3 24 | $336.6M | $525.9M | ||
| Q2 24 | $307.4M | $546.0M |
总资产BANDOFIX
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $850.6M | ||
| Q3 25 | $1.0B | $832.6M | ||
| Q2 25 | $1.0B | $837.2M | ||
| Q1 25 | $964.4M | $823.1M | ||
| Q4 24 | $989.2M | $893.3M | ||
| Q3 24 | $1.0B | $867.9M | ||
| Q2 24 | $1.0B | $882.0M |
负债/权益比BANDOFIX
| 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 | — | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | $16.8M |
| 自由现金流率自由现金流/营收 | -0.5% | 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 | — | $-1.3M |
8季度趋势，按日历期对齐
经营现金流BANDOFIX
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $27.7M | ||
| Q3 25 | $22.2M | $12.4M | ||
| Q2 25 | $31.7M | $11.6M | ||
| Q1 25 | $-3.1M | $-18.4M | ||
| Q4 24 | $36.5M | $23.7M | ||
| Q3 24 | $20.5M | $11.7M | ||
| Q2 24 | $24.4M | $9.0M |
自由现金流BANDOFIX
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | $16.8M | ||
| Q3 25 | — | $2.5M | ||
| Q2 25 | — | $4.5M | ||
| Q1 25 | — | $-25.1M | ||
| Q4 24 | — | $15.2M | ||
| Q3 24 | — | $6.3M | ||
| Q2 24 | — | $-360.0K |
自由现金流率BANDOFIX
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | -13.0% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | -0.2% |
资本支出强度BANDOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | 4.7% |
现金转化率BANDOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 49.55× | — | ||
| Q2 24 | 6.03× | — |
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
BAND
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% |
