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BOX INC（BOX）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
BOX INC的季度营收约是Orthofix Medical Inc.的1.4倍（$301.1M vs $219.9M），BOX INC净利率更高（4.0% vs -1.0%，领先5.0%），BOX INC同比增速更快（9.1% vs 2.0%），BOX INC自由现金流更多（$71.3M vs $16.8M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs 7.0%）
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
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。
BOX vs OFIX — 直观对比
营收规模更大
BOX
是对方的1.4倍
$219.9M
营收增速更快
BOX
高出7.2%
2.0%
净利率更高
BOX
高出5.0%
-1.0%
自由现金流更多
BOX
多$54.5M
$16.8M
两年增速更快
OFIX
近两年复合增速
7.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $219.9M |
| 净利润 | $12.1M | $-2.2M |
| 毛利率 | 79.6% | 71.1% |
| 营业利润率 | 8.3% | 0.2% |
| 净利率 | 4.0% | -1.0% |
| 营收同比 | 9.1% | 2.0% |
| 净利润同比 | -6.4% | 92.4% |
| 每股收益（稀释后） | $0.05 | $-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BOXOFIX
| Q4 25 | $301.1M | $219.9M | ||
| Q3 25 | $294.0M | $205.6M | ||
| Q2 25 | $276.3M | $203.1M | ||
| Q1 25 | $279.5M | $193.6M | ||
| Q4 24 | $275.9M | $215.7M | ||
| Q3 24 | $270.0M | $196.6M | ||
| Q2 24 | $264.7M | $198.6M | ||
| Q1 24 | $262.9M | $188.6M |
净利润BOXOFIX
| Q4 25 | $12.1M | $-2.2M | ||
| Q3 25 | $13.4M | $-22.8M | ||
| Q2 25 | $8.2M | $-14.1M | ||
| Q1 25 | $194.0M | $-53.1M | ||
| Q4 24 | $12.9M | $-29.1M | ||
| Q3 24 | $20.5M | $-27.4M | ||
| Q2 24 | $17.2M | $-33.4M | ||
| Q1 24 | $99.2M | $-36.0M |
毛利率BOXOFIX
| Q4 25 | 79.6% | 71.1% | ||
| Q3 25 | 79.1% | 72.2% | ||
| Q2 25 | 78.0% | 68.7% | ||
| Q1 25 | 79.0% | 62.8% | ||
| Q4 24 | 79.9% | 69.0% | ||
| Q3 24 | 79.4% | 68.7% | ||
| Q2 24 | 78.0% | 67.8% | ||
| Q1 24 | 76.1% | 67.5% |
营业利润率BOXOFIX
| Q4 25 | 8.3% | 0.2% | ||
| Q3 25 | 7.0% | -8.3% | ||
| Q2 25 | 2.3% | -7.9% | ||
| Q1 25 | 6.4% | -25.2% | ||
| Q4 24 | 8.5% | -5.3% | ||
| Q3 24 | 7.5% | -9.6% | ||
| Q2 24 | 6.8% | -12.5% | ||
| Q1 24 | 8.1% | -15.6% |
净利率BOXOFIX
| Q4 25 | 4.0% | -1.0% | ||
| Q3 25 | 4.6% | -11.1% | ||
| Q2 25 | 3.0% | -6.9% | ||
| Q1 25 | 69.4% | -27.4% | ||
| Q4 24 | 4.7% | -13.5% | ||
| Q3 24 | 7.6% | -13.9% | ||
| Q2 24 | 6.5% | -16.8% | ||
| Q1 24 | 37.7% | -19.1% |
每股收益（稀释后）BOXOFIX
| Q4 25 | $0.05 | $-0.05 | ||
| Q3 25 | $0.05 | $-0.57 | ||
| Q2 25 | $0.02 | $-0.36 | ||
| Q1 25 | $1.13 | $-1.35 | ||
| Q4 24 | $0.05 | $-0.76 | ||
| Q3 24 | $0.10 | $-0.71 | ||
| Q2 24 | $0.08 | $-0.88 | ||
| Q1 24 | $0.57 | $-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 | $729.6M | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-286.6M | $450.0M |
| 总资产 | $1.6B | $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BOXOFIX
| Q4 25 | $729.6M | $82.0M | ||
| Q3 25 | $757.9M | $62.9M | ||
| Q2 25 | $790.4M | $65.6M | ||
| Q1 25 | $722.8M | $58.0M | ||
| Q4 24 | $697.9M | $83.2M | ||
| Q3 24 | $482.2M | $30.1M | ||
| Q2 24 | $566.1M | $26.4M | ||
| Q1 24 | $480.7M | $27.0M |
总债务BOXOFIX
| 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 | ||
| Q1 24 | — | $118.2M |
股东权益BOXOFIX
| Q4 25 | $-286.6M | $450.0M | ||
| Q3 25 | $-269.4M | $442.5M | ||
| Q2 25 | $-280.1M | $458.3M | ||
| Q1 25 | $-297.0M | $458.3M | ||
| Q4 24 | $-479.9M | $503.1M | ||
| Q3 24 | $-439.4M | $525.9M | ||
| Q2 24 | $-397.9M | $546.0M | ||
| Q1 24 | $-431.1M | $570.3M |
总资产BOXOFIX
| Q4 25 | $1.6B | $850.6M | ||
| Q3 25 | $1.6B | $832.6M | ||
| Q2 25 | $1.6B | $837.2M | ||
| Q1 25 | $1.7B | $823.1M | ||
| Q4 24 | $1.4B | $893.3M | ||
| Q3 24 | $1.1B | $867.9M | ||
| Q2 24 | $1.2B | $882.0M | ||
| Q1 24 | $1.2B | $906.0M |
负债/权益比BOXOFIX
| 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 | $73.0M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $71.3M | $16.8M |
| 自由现金流率自由现金流/营收 | 23.7% | 7.6% |
| 资本支出强度资本支出/营收 | 0.6% | 4.9% |
| 现金转化率经营现金流/净利润 | 6.05× | — |
| 过去12个月自由现金流最近4个季度 | $343.5M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流BOXOFIX
| Q4 25 | $73.0M | $27.7M | ||
| Q3 25 | $46.0M | $12.4M | ||
| Q2 25 | $127.1M | $11.6M | ||
| Q1 25 | $102.2M | $-18.4M | ||
| Q4 24 | $62.6M | $23.7M | ||
| Q3 24 | $36.3M | $11.7M | ||
| Q2 24 | $131.2M | $9.0M | ||
| Q1 24 | $89.3M | $-18.6M |
自由现金流BOXOFIX
| Q4 25 | $71.3M | $16.8M | ||
| Q3 25 | $43.9M | $2.5M | ||
| Q2 25 | $126.7M | $4.5M | ||
| Q1 25 | $101.5M | $-25.1M | ||
| Q4 24 | $62.3M | $15.2M | ||
| Q3 24 | $35.9M | $6.3M | ||
| Q2 24 | $129.9M | $-360.0K | ||
| Q1 24 | $89.1M | $-29.1M |
自由现金流率BOXOFIX
| Q4 25 | 23.7% | 7.6% | ||
| Q3 25 | 14.9% | 1.2% | ||
| Q2 25 | 45.9% | 2.2% | ||
| Q1 25 | 36.3% | -13.0% | ||
| Q4 24 | 22.6% | 7.0% | ||
| Q3 24 | 13.3% | 3.2% | ||
| Q2 24 | 49.1% | -0.2% | ||
| Q1 24 | 33.9% | -15.4% |
资本支出强度BOXOFIX
| Q4 25 | 0.6% | 4.9% | ||
| Q3 25 | 0.7% | 4.8% | ||
| Q2 25 | 0.1% | 3.5% | ||
| Q1 25 | 0.2% | 3.5% | ||
| Q4 24 | 0.1% | 4.0% | ||
| Q3 24 | 0.1% | 2.7% | ||
| Q2 24 | 0.5% | 4.7% | ||
| Q1 24 | 0.1% | 5.6% |
现金转化率BOXOFIX
| Q4 25 | 6.05× | — | ||
| Q3 25 | 3.42× | — | ||
| Q2 25 | 15.51× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 4.85× | — | ||
| Q3 24 | 1.77× | — | ||
| Q2 24 | 7.62× | — | ||
| Q1 24 | 0.90× | — |
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
BOX
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% |
