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COUSINS PROPERTIES INC（CUZ）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
COUSINS PROPERTIES INC的季度营收约是Orthofix Medical Inc.的1.2倍（$255.0M vs $219.9M），Orthofix Medical Inc.净利率更高（-1.0% vs -1.4%，领先0.3%），COUSINS PROPERTIES INC同比增速更快（13.2% vs 2.0%），COUSINS PROPERTIES INC自由现金流更多（$135.0M vs $16.8M），过去两年COUSINS PROPERTIES INC的营收复合增速更高（10.4% vs 8.0%）
Cousins Properties是一家公开上市的房地产投资信托（REIT），专注于亚特兰大、夏洛特、奥斯汀、菲尼克斯、坦帕及北卡罗来纳州教堂山的写字楼资产投资。公司曾开发多个知名地标项目，包括亚特兰大的CNN中心、奥姆尼体育馆、桃树中心191号大厦以及埃默里角商业综合体。
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。
CUZ vs OFIX — 直观对比
营收规模更大
CUZ
是对方的1.2倍
$219.9M
营收增速更快
CUZ
高出11.2%
2.0%
净利率更高
OFIX
高出0.3%
-1.4%
自由现金流更多
CUZ
多$118.2M
$16.8M
两年增速更快
CUZ
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $255.0M | $219.9M |
| 净利润 | $-3.5M | $-2.2M |
| 毛利率 | 67.4% | 71.1% |
| 营业利润率 | 67.5% | 0.2% |
| 净利率 | -1.4% | -1.0% |
| 营收同比 | 13.2% | 2.0% |
| 净利润同比 | -125.4% | 92.4% |
| 每股收益（稀释后） | $-0.02 | $-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CUZOFIX
| Q4 25 | $255.0M | $219.9M | ||
| Q3 25 | $248.3M | $205.6M | ||
| Q2 25 | $240.1M | $203.1M | ||
| Q1 25 | $250.3M | $193.6M | ||
| Q4 24 | $225.3M | $215.7M | ||
| Q3 24 | $209.2M | $196.6M | ||
| Q2 24 | $213.0M | $198.6M | ||
| Q1 24 | $209.2M | $188.6M |
净利润CUZOFIX
| Q4 25 | $-3.5M | $-2.2M | ||
| Q3 25 | $8.6M | $-22.8M | ||
| Q2 25 | $14.5M | $-14.1M | ||
| Q1 25 | $20.9M | $-53.1M | ||
| Q4 24 | $13.6M | $-29.1M | ||
| Q3 24 | $11.2M | $-27.4M | ||
| Q2 24 | $7.8M | $-33.4M | ||
| Q1 24 | $13.3M | $-36.0M |
毛利率CUZOFIX
| Q4 25 | 67.4% | 71.1% | ||
| Q3 25 | 67.8% | 72.2% | ||
| Q2 25 | 69.1% | 68.7% | ||
| Q1 25 | 69.2% | 62.8% | ||
| Q4 24 | 67.6% | 69.0% | ||
| Q3 24 | 68.5% | 68.7% | ||
| Q2 24 | 66.8% | 67.8% | ||
| Q1 24 | 66.0% | 67.5% |
营业利润率CUZOFIX
| Q4 25 | 67.5% | 0.2% | ||
| Q3 25 | 68.1% | -8.3% | ||
| Q2 25 | 69.4% | -7.9% | ||
| Q1 25 | 66.0% | -25.2% | ||
| Q4 24 | 65.8% | -5.3% | ||
| Q3 24 | 67.9% | -9.6% | ||
| Q2 24 | 66.4% | -12.5% | ||
| Q1 24 | 66.3% | -15.6% |
净利率CUZOFIX
| Q4 25 | -1.4% | -1.0% | ||
| Q3 25 | 3.5% | -11.1% | ||
| Q2 25 | 6.0% | -6.9% | ||
| Q1 25 | 8.3% | -27.4% | ||
| Q4 24 | 6.1% | -13.5% | ||
| Q3 24 | 5.4% | -13.9% | ||
| Q2 24 | 3.7% | -16.8% | ||
| Q1 24 | 6.4% | -19.1% |
每股收益（稀释后）CUZOFIX
| Q4 25 | $-0.02 | $-0.05 | ||
| Q3 25 | $0.05 | $-0.57 | ||
| Q2 25 | $0.09 | $-0.36 | ||
| Q1 25 | $0.12 | $-1.35 | ||
| Q4 24 | $0.09 | $-0.76 | ||
| Q3 24 | $0.07 | $-0.71 | ||
| Q2 24 | $0.05 | $-0.88 | ||
| Q1 24 | $0.09 | $-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 | $5.7M | $82.0M |
| 总债务越低越好 | $3.3B | — |
| 股东权益账面价值 | $4.7B | $450.0M |
| 总资产 | $8.9B | $850.6M |
| 负债/权益比越低杠杆越低 | 0.71× | — |
8季度趋势，按日历期对齐
现金及短期投资CUZOFIX
| Q4 25 | $5.7M | $82.0M | ||
| Q3 25 | $4.7M | $62.9M | ||
| Q2 25 | $416.8M | $65.6M | ||
| Q1 25 | $5.3M | $58.0M | ||
| Q4 24 | $7.3M | $83.2M | ||
| Q3 24 | $76.1M | $30.1M | ||
| Q2 24 | $6.0M | $26.4M | ||
| Q1 24 | $5.5M | $27.0M |
总债务CUZOFIX
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.3B | $157.2M | ||
| Q2 25 | $3.5B | $157.0M | ||
| Q1 25 | $3.0B | $156.9M | ||
| Q4 24 | $3.1B | $157.0M | ||
| Q3 24 | $2.7B | $118.5M | ||
| Q2 24 | $2.6B | $118.0M | ||
| Q1 24 | $2.6B | $118.2M |
股东权益CUZOFIX
| Q4 25 | $4.7B | $450.0M | ||
| Q3 25 | $4.7B | $442.5M | ||
| Q2 25 | $4.8B | $458.3M | ||
| Q1 25 | $4.8B | $458.3M | ||
| Q4 24 | $4.8B | $503.1M | ||
| Q3 24 | $4.4B | $525.9M | ||
| Q2 24 | $4.5B | $546.0M | ||
| Q1 24 | $4.5B | $570.3M |
总资产CUZOFIX
| Q4 25 | $8.9B | $850.6M | ||
| Q3 25 | $8.9B | $832.6M | ||
| Q2 25 | $9.1B | $837.2M | ||
| Q1 25 | $8.7B | $823.1M | ||
| Q4 24 | $8.8B | $893.3M | ||
| Q3 24 | $7.8B | $867.9M | ||
| Q2 24 | $7.7B | $882.0M | ||
| Q1 24 | $7.7B | $906.0M |
负债/权益比CUZOFIX
| Q4 25 | 0.71× | — | ||
| Q3 25 | 0.70× | 0.36× | ||
| Q2 25 | 0.73× | 0.34× | ||
| Q1 25 | 0.63× | 0.34× | ||
| Q4 24 | 0.64× | 0.31× | ||
| Q3 24 | 0.60× | 0.23× | ||
| Q2 24 | 0.58× | 0.22× | ||
| Q1 24 | 0.57× | 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 | $402.3M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $135.0M | $16.8M |
| 自由现金流率自由现金流/营收 | 53.0% | 7.6% |
| 资本支出强度资本支出/营收 | 104.8% | 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CUZOFIX
| Q4 25 | $402.3M | $27.7M | ||
| Q3 25 | $120.5M | $12.4M | ||
| Q2 25 | $122.6M | $11.6M | ||
| Q1 25 | $44.8M | $-18.4M | ||
| Q4 24 | $400.2M | $23.7M | ||
| Q3 24 | $117.4M | $11.7M | ||
| Q2 24 | $125.5M | $9.0M | ||
| Q1 24 | $28.3M | $-18.6M |
自由现金流CUZOFIX
| Q4 25 | $135.0M | $16.8M | ||
| Q3 25 | — | $2.5M | ||
| Q2 25 | — | $4.5M | ||
| Q1 25 | — | $-25.1M | ||
| Q4 24 | $147.5M | $15.2M | ||
| Q3 24 | — | $6.3M | ||
| Q2 24 | — | $-360.0K | ||
| Q1 24 | — | $-29.1M |
自由现金流率CUZOFIX
| Q4 25 | 53.0% | 7.6% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | -13.0% | ||
| Q4 24 | 65.5% | 7.0% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | -0.2% | ||
| Q1 24 | — | -15.4% |
资本支出强度CUZOFIX
| Q4 25 | 104.8% | 4.9% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | 112.2% | 4.0% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | 4.7% | ||
| Q1 24 | — | 5.6% |
现金转化率CUZOFIX
| Q4 25 | — | — | ||
| Q3 25 | 14.03× | — | ||
| Q2 25 | 8.46× | — | ||
| Q1 25 | 2.14× | — | ||
| Q4 24 | 29.35× | — | ||
| Q3 24 | 10.48× | — | ||
| Q2 24 | 16.01× | — | ||
| Q1 24 | 2.13× | — |
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
CUZ
| Rental Properties | $253.3M | 99% |
| Fee And Other Revenue | $1.7M | 1% |
| Other | $1.2M | 0% |
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% |
