vs
雅培（CLB）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.的季度营收约是雅培的1.6倍（$219.9M vs $138.3M），雅培净利率更高（5.3% vs -1.0%，领先6.3%），雅培同比增速更快（2.8% vs 2.0%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $5.1M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs 2.9%）
雅培是一家总部位于美国伊利诺伊州阿伯特公园的跨国医疗保健企业，在全球医疗健康领域开展业务，主营诊断产品、营养健康产品、医疗器械，同时在美国境外销售医药产品，是全球知名的医疗健康提供商。
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。
CLB vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.6倍
$138.3M
营收增速更快
CLB
高出0.8%
2.0%
净利率更高
CLB
高出6.3%
-1.0%
自由现金流更多
OFIX
多$11.7M
$5.1M
两年增速更快
OFIX
近两年复合增速
2.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $138.3M | $219.9M |
| 净利润 | $7.3M | $-2.2M |
| 毛利率 | — | 71.1% |
| 营业利润率 | 11.5% | 0.2% |
| 净利率 | 5.3% | -1.0% |
| 营收同比 | 2.8% | 2.0% |
| 净利润同比 | 1.2% | 92.4% |
| 每股收益（稀释后） | $0.16 | $-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CLBOFIX
| Q1 26 | $138.3M | — | ||
| Q4 25 | $138.3M | $219.9M | ||
| Q3 25 | $134.5M | $205.6M | ||
| Q2 25 | $130.2M | $203.1M | ||
| Q1 25 | $123.6M | $193.6M | ||
| Q4 24 | $129.2M | $215.7M | ||
| Q3 24 | $134.4M | $196.6M | ||
| Q2 24 | $130.6M | $198.6M |
净利润CLBOFIX
| Q1 26 | $7.3M | — | ||
| Q4 25 | $4.9M | $-2.2M | ||
| Q3 25 | $14.2M | $-22.8M | ||
| Q2 25 | $10.6M | $-14.1M | ||
| Q1 25 | $-154.0K | $-53.1M | ||
| Q4 24 | $7.4M | $-29.1M | ||
| Q3 24 | $11.7M | $-27.4M | ||
| Q2 24 | $9.0M | $-33.4M |
毛利率CLBOFIX
| Q1 26 | — | — | ||
| Q4 25 | 20.8% | 71.1% | ||
| Q3 25 | 22.0% | 72.2% | ||
| Q2 25 | 20.3% | 68.7% | ||
| Q1 25 | 19.5% | 62.8% | ||
| Q4 24 | 17.8% | 69.0% | ||
| Q3 24 | 20.5% | 68.7% | ||
| Q2 24 | 21.2% | 67.8% |
营业利润率CLBOFIX
| Q1 26 | 11.5% | — | ||
| Q4 25 | 11.5% | 0.2% | ||
| Q3 25 | 15.6% | -8.3% | ||
| Q2 25 | 11.7% | -7.9% | ||
| Q1 25 | 3.6% | -25.2% | ||
| Q4 24 | 11.0% | -5.3% | ||
| Q3 24 | 14.7% | -9.6% | ||
| Q2 24 | 12.3% | -12.5% |
净利率CLBOFIX
| Q1 26 | 5.3% | — | ||
| Q4 25 | 3.6% | -1.0% | ||
| Q3 25 | 10.6% | -11.1% | ||
| Q2 25 | 8.2% | -6.9% | ||
| Q1 25 | -0.1% | -27.4% | ||
| Q4 24 | 5.7% | -13.5% | ||
| Q3 24 | 8.7% | -13.9% | ||
| Q2 24 | 6.9% | -16.8% |
每股收益（稀释后）CLBOFIX
| Q1 26 | $0.16 | — | ||
| Q4 25 | $0.11 | $-0.05 | ||
| Q3 25 | $0.30 | $-0.57 | ||
| Q2 25 | $0.22 | $-0.36 | ||
| Q1 25 | $0.00 | $-1.35 | ||
| Q4 24 | $0.15 | $-0.76 | ||
| Q3 24 | $0.25 | $-0.71 | ||
| Q2 24 | $0.19 | $-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 | $22.8M | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $279.8M | $450.0M |
| 总资产 | $597.0M | $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CLBOFIX
| Q1 26 | $22.8M | — | ||
| Q4 25 | $22.7M | $82.0M | ||
| Q3 25 | $25.6M | $62.9M | ||
| Q2 25 | $31.2M | $65.6M | ||
| Q1 25 | $22.1M | $58.0M | ||
| Q4 24 | $19.2M | $83.2M | ||
| Q3 24 | $21.5M | $30.1M | ||
| Q2 24 | $17.7M | $26.4M |
总债务CLBOFIX
| Q1 26 | — | — | ||
| Q4 25 | $110.3M | — | ||
| Q3 25 | $114.1M | $157.2M | ||
| Q2 25 | $124.6M | $157.0M | ||
| Q1 25 | $124.4M | $156.9M | ||
| Q4 24 | $126.1M | $157.0M | ||
| Q3 24 | $139.9M | $118.5M | ||
| Q2 24 | $147.6M | $118.0M |
股东权益CLBOFIX
| Q1 26 | $279.8M | — | ||
| Q4 25 | $266.0M | $450.0M | ||
| Q3 25 | $271.3M | $442.5M | ||
| Q2 25 | $261.3M | $458.3M | ||
| Q1 25 | $253.4M | $458.3M | ||
| Q4 24 | $246.6M | $503.1M | ||
| Q3 24 | $250.7M | $525.9M | ||
| Q2 24 | $240.3M | $546.0M |
总资产CLBOFIX
| Q1 26 | $597.0M | — | ||
| Q4 25 | $584.0M | $850.6M | ||
| Q3 25 | $591.4M | $832.6M | ||
| Q2 25 | $602.1M | $837.2M | ||
| Q1 25 | $591.5M | $823.1M | ||
| Q4 24 | $585.1M | $893.3M | ||
| Q3 24 | $600.5M | $867.9M | ||
| Q2 24 | $597.8M | $882.0M |
负债/权益比CLBOFIX
| Q1 26 | — | — | ||
| Q4 25 | 0.41× | — | ||
| Q3 25 | 0.42× | 0.36× | ||
| Q2 25 | 0.48× | 0.34× | ||
| Q1 25 | 0.49× | 0.34× | ||
| Q4 24 | 0.51× | 0.31× | ||
| Q3 24 | 0.56× | 0.23× | ||
| Q2 24 | 0.61× | 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 | $37.2M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $5.1M | $16.8M |
| 自由现金流率自由现金流/营收 | 3.7% | 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 | 5.12× | — |
| 过去12个月自由现金流最近4个季度 | $27.1M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流CLBOFIX
| Q1 26 | $37.2M | — | ||
| Q4 25 | $7.9M | $27.7M | ||
| Q3 25 | $8.5M | $12.4M | ||
| Q2 25 | $13.9M | $11.6M | ||
| Q1 25 | $6.7M | $-18.4M | ||
| Q4 24 | $20.6M | $23.7M | ||
| Q3 24 | $13.1M | $11.7M | ||
| Q2 24 | $17.1M | $9.0M |
自由现金流CLBOFIX
| Q1 26 | $5.1M | — | ||
| Q4 25 | $5.0M | $16.8M | ||
| Q3 25 | $6.5M | $2.5M | ||
| Q2 25 | $10.4M | $4.5M | ||
| Q1 25 | $3.9M | $-25.1M | ||
| Q4 24 | $17.4M | $15.2M | ||
| Q3 24 | $10.4M | $6.3M | ||
| Q2 24 | $14.3M | $-360.0K |
自由现金流率CLBOFIX
| Q1 26 | 3.7% | — | ||
| Q4 25 | 3.6% | 7.6% | ||
| Q3 25 | 4.8% | 1.2% | ||
| Q2 25 | 8.0% | 2.2% | ||
| Q1 25 | 3.1% | -13.0% | ||
| Q4 24 | 13.4% | 7.0% | ||
| Q3 24 | 7.7% | 3.2% | ||
| Q2 24 | 10.9% | -0.2% |
资本支出强度CLBOFIX
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 4.9% | ||
| Q3 25 | 1.5% | 4.8% | ||
| Q2 25 | 2.7% | 3.5% | ||
| Q1 25 | 2.3% | 3.5% | ||
| Q4 24 | 2.5% | 4.0% | ||
| Q3 24 | 2.0% | 2.7% | ||
| Q2 24 | 2.2% | 4.7% |
现金转化率CLBOFIX
| Q1 26 | 5.12× | — | ||
| Q4 25 | 1.61× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.78× | — | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.90× | — |
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
CLB
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% |
