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BLACKBAUD INC(BLKB)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
BLACKBAUD INC的季度营收约是Orthofix Medical Inc.的1.3倍($281.1M vs $219.9M),BLACKBAUD INC净利率更高(11.1% vs -1.0%,领先12.1%),BLACKBAUD INC同比增速更快(4.2% vs 2.0%),BLACKBAUD INC自由现金流更多($37.0M vs $16.8M),过去两年Orthofix Medical Inc.的营收复合增速更高(8.0% vs -1.1%)
Blackbaud是全球知名的云服务提供商,专注为非营利组织、基金会、企业、教育机构、医疗机构、宗教团体及个人公益推动者提供技术支持,旗下产品覆盖筹款、网站管理、客户关系管理、数据分析、财务管理、票务系统、教育管理等多元场景。
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。
BLKB vs OFIX — 直观对比
营收规模更大
BLKB
是对方的1.3倍
$219.9M
营收增速更快
BLKB
高出2.2%
2.0%
净利率更高
BLKB
高出12.1%
-1.0%
自由现金流更多
BLKB
多$20.2M
$16.8M
两年增速更快
OFIX
近两年复合增速
-1.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $281.1M | $219.9M |
| 净利润 | $31.1M | $-2.2M |
| 毛利率 | 59.2% | 71.1% |
| 营业利润率 | 18.3% | 0.2% |
| 净利率 | 11.1% | -1.0% |
| 营收同比 | 4.2% | 2.0% |
| 净利润同比 | 620.3% | 92.4% |
| 每股收益(稀释后) | $0.67 | $-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
BLKB
OFIX
| Q1 26 | $281.1M | — | ||
| Q4 25 | $295.3M | $219.9M | ||
| Q3 25 | $281.1M | $205.6M | ||
| Q2 25 | $282.0M | $203.1M | ||
| Q1 25 | $269.9M | $193.6M | ||
| Q4 24 | $302.1M | $215.7M | ||
| Q3 24 | $286.6M | $196.6M | ||
| Q2 24 | $287.3M | $198.6M |
净利润
BLKB
OFIX
| Q1 26 | $31.1M | — | ||
| Q4 25 | $36.7M | $-2.2M | ||
| Q3 25 | $47.5M | $-22.8M | ||
| Q2 25 | $26.5M | $-14.1M | ||
| Q1 25 | $4.3M | $-53.1M | ||
| Q4 24 | $-346.4M | $-29.1M | ||
| Q3 24 | $18.3M | $-27.4M | ||
| Q2 24 | $21.2M | $-33.4M |
毛利率
BLKB
OFIX
| Q1 26 | 59.2% | — | ||
| Q4 25 | 58.3% | 71.1% | ||
| Q3 25 | 59.6% | 72.2% | ||
| Q2 25 | 59.7% | 68.7% | ||
| Q1 25 | 57.5% | 62.8% | ||
| Q4 24 | 53.8% | 69.0% | ||
| Q3 24 | 54.9% | 68.7% | ||
| Q2 24 | 56.0% | 67.8% |
营业利润率
BLKB
OFIX
| Q1 26 | 18.3% | — | ||
| Q4 25 | 20.0% | 0.2% | ||
| Q3 25 | 19.4% | -8.3% | ||
| Q2 25 | 20.3% | -7.9% | ||
| Q1 25 | 7.3% | -25.2% | ||
| Q4 24 | -121.5% | -5.3% | ||
| Q3 24 | 14.4% | -9.6% | ||
| Q2 24 | 14.4% | -12.5% |
净利率
BLKB
OFIX
| Q1 26 | 11.1% | — | ||
| Q4 25 | 12.4% | -1.0% | ||
| Q3 25 | 16.9% | -11.1% | ||
| Q2 25 | 9.4% | -6.9% | ||
| Q1 25 | 1.6% | -27.4% | ||
| Q4 24 | -114.6% | -13.5% | ||
| Q3 24 | 6.4% | -13.9% | ||
| Q2 24 | 7.4% | -16.8% |
每股收益(稀释后)
BLKB
OFIX
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.75 | $-0.05 | ||
| Q3 25 | $0.98 | $-0.57 | ||
| Q2 25 | $0.55 | $-0.36 | ||
| Q1 25 | $0.09 | $-1.35 | ||
| Q4 24 | $-6.82 | $-0.76 | ||
| Q3 24 | $0.35 | $-0.71 | ||
| Q2 24 | $0.41 | $-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 | $34.1M | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $34.6M | $450.0M |
| 总资产 | $2.1B | $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
BLKB
OFIX
| Q1 26 | $34.1M | — | ||
| Q4 25 | $38.9M | $82.0M | ||
| Q3 25 | $38.3M | $62.9M | ||
| Q2 25 | $41.6M | $65.6M | ||
| Q1 25 | $37.2M | $58.0M | ||
| Q4 24 | $67.6M | $83.2M | ||
| Q3 24 | $34.6M | $30.1M | ||
| Q2 24 | $30.4M | $26.4M |
总债务
BLKB
OFIX
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | — | $157.2M | ||
| Q2 25 | — | $157.0M | ||
| Q1 25 | — | $156.9M | ||
| Q4 24 | $1.1B | $157.0M | ||
| Q3 24 | $1.0B | $118.5M | ||
| Q2 24 | $1.0B | $118.0M |
股东权益
BLKB
OFIX
| Q1 26 | $34.6M | — | ||
| Q4 25 | $85.1M | $450.0M | ||
| Q3 25 | $108.2M | $442.5M | ||
| Q2 25 | $72.7M | $458.3M | ||
| Q1 25 | $17.5M | $458.3M | ||
| Q4 24 | $126.8M | $503.1M | ||
| Q3 24 | $544.8M | $525.9M | ||
| Q2 24 | $577.5M | $546.0M |
总资产
BLKB
OFIX
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.4B | $850.6M | ||
| Q3 25 | $2.1B | $832.6M | ||
| Q2 25 | $2.6B | $837.2M | ||
| Q1 25 | $2.1B | $823.1M | ||
| Q4 24 | $2.5B | $893.3M | ||
| Q3 24 | $2.6B | $867.9M | ||
| Q2 24 | $3.0B | $882.0M |
负债/权益比
BLKB
OFIX
| Q1 26 | — | — | ||
| Q4 25 | 13.06× | — | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | 8.50× | 0.31× | ||
| Q3 24 | 1.84× | 0.23× | ||
| Q2 24 | 1.78× | 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 | $51.5M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $37.0M | $16.8M |
| 自由现金流率自由现金流/营收 | 13.2% | 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 | 1.65× | — |
| 过去12个月自由现金流最近4个季度 | $294.1M | $-1.3M |
8季度趋势,按日历期对齐
经营现金流
BLKB
OFIX
| Q1 26 | $51.5M | — | ||
| Q4 25 | $58.0M | $27.7M | ||
| Q3 25 | $139.2M | $12.4M | ||
| Q2 25 | $66.9M | $11.6M | ||
| Q1 25 | $1.4M | $-18.4M | ||
| Q4 24 | $73.6M | $23.7M | ||
| Q3 24 | $104.0M | $11.7M | ||
| Q2 24 | $53.1M | $9.0M |
自由现金流
BLKB
OFIX
| Q1 26 | $37.0M | — | ||
| Q4 25 | $55.0M | $16.8M | ||
| Q3 25 | $135.7M | $2.5M | ||
| Q2 25 | $66.3M | $4.5M | ||
| Q1 25 | $712.0K | $-25.1M | ||
| Q4 24 | $73.4M | $15.2M | ||
| Q3 24 | $102.9M | $6.3M | ||
| Q2 24 | $48.0M | $-360.0K |
自由现金流率
BLKB
OFIX
| Q1 26 | 13.2% | — | ||
| Q4 25 | 18.6% | 7.6% | ||
| Q3 25 | 48.3% | 1.2% | ||
| Q2 25 | 23.5% | 2.2% | ||
| Q1 25 | 0.3% | -13.0% | ||
| Q4 24 | 24.3% | 7.0% | ||
| Q3 24 | 35.9% | 3.2% | ||
| Q2 24 | 16.7% | -0.2% |
资本支出强度
BLKB
OFIX
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 4.9% | ||
| Q3 25 | 1.2% | 4.8% | ||
| Q2 25 | 0.2% | 3.5% | ||
| Q1 25 | 0.3% | 3.5% | ||
| Q4 24 | 0.1% | 4.0% | ||
| Q3 24 | 0.4% | 2.7% | ||
| Q2 24 | 1.8% | 4.7% |
现金转化率
BLKB
OFIX
| Q1 26 | 1.65× | — | ||
| Q4 25 | 1.58× | — | ||
| Q3 25 | 2.93× | — | ||
| Q2 25 | 2.53× | — | ||
| Q1 25 | 0.32× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 5.69× | — | ||
| Q2 24 | 2.50× | — |
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
BLKB
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% |