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慧与（EFSC）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.的季度营收约是慧与的1.2倍（$219.9M vs $185.2M），慧与净利率更高（26.6% vs -1.0%，领先27.7%），过去两年慧与的营收复合增速更高（9.0% vs 8.0%）
慧与（Hewlett Packard Enterprise，简称HPE）是总部位于美国得克萨斯州斯普林的跨国信息技术企业，面向企业客户提供服务器、存储、网络、容器化软件及咨询支持服务，2018年位列美国《财富》500强第107位。
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。
EFSC vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.2倍
$185.2M
净利率更高
EFSC
高出27.7%
-1.0%
两年增速更快
EFSC
近两年复合增速
8.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $219.9M |
| 净利润 | $49.4M | $-2.2M |
| 毛利率 | — | 71.1% |
| 营业利润率 | — | 0.2% |
| 净利率 | 26.6% | -1.0% |
| 营收同比 | — | 2.0% |
| 净利润同比 | -1.2% | 92.4% |
| 每股收益（稀释后） | $1.30 | $-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EFSCOFIX
| Q1 26 | $185.2M | — | ||
| Q4 25 | $193.6M | $219.9M | ||
| Q3 25 | $206.9M | $205.6M | ||
| Q2 25 | $173.4M | $203.1M | ||
| Q1 25 | $166.0M | $193.6M | ||
| Q4 24 | $167.0M | $215.7M | ||
| Q3 24 | $164.9M | $196.6M | ||
| Q2 24 | $156.0M | $198.6M |
净利润EFSCOFIX
| Q1 26 | $49.4M | — | ||
| Q4 25 | $54.8M | $-2.2M | ||
| Q3 25 | $45.2M | $-22.8M | ||
| Q2 25 | $51.4M | $-14.1M | ||
| Q1 25 | $50.0M | $-53.1M | ||
| Q4 24 | $48.8M | $-29.1M | ||
| Q3 24 | $50.6M | $-27.4M | ||
| Q2 24 | $45.4M | $-33.4M |
毛利率EFSCOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | 71.1% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | — | 68.7% | ||
| Q1 25 | — | 62.8% | ||
| Q4 24 | — | 69.0% | ||
| Q3 24 | — | 68.7% | ||
| Q2 24 | — | 67.8% |
营业利润率EFSCOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | 42.9% | -8.3% | ||
| Q2 25 | 37.0% | -7.9% | ||
| Q1 25 | 36.8% | -25.2% | ||
| Q4 24 | — | -5.3% | ||
| Q3 24 | 38.1% | -9.6% | ||
| Q2 24 | 36.7% | -12.5% |
净利率EFSCOFIX
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.3% | -1.0% | ||
| Q3 25 | 21.9% | -11.1% | ||
| Q2 25 | 29.6% | -6.9% | ||
| Q1 25 | 30.1% | -27.4% | ||
| Q4 24 | 29.2% | -13.5% | ||
| Q3 24 | 30.7% | -13.9% | ||
| Q2 24 | 29.1% | -16.8% |
每股收益（稀释后）EFSCOFIX
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.45 | $-0.05 | ||
| Q3 25 | $1.19 | $-0.57 | ||
| Q2 25 | $1.36 | $-0.36 | ||
| Q1 25 | $1.31 | $-1.35 | ||
| Q4 24 | $1.27 | $-0.76 | ||
| Q3 24 | $1.32 | $-0.71 | ||
| Q2 24 | $1.19 | $-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 | — | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $450.0M |
| 总资产 | $17.3B | $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EFSCOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | $82.0M | ||
| Q3 25 | — | $62.9M | ||
| Q2 25 | — | $65.6M | ||
| Q1 25 | — | $58.0M | ||
| Q4 24 | — | $83.2M | ||
| Q3 24 | — | $30.1M | ||
| Q2 24 | — | $26.4M |
总债务EFSCOFIX
| 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EFSCOFIX
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $450.0M | ||
| Q3 25 | $2.0B | $442.5M | ||
| Q2 25 | $1.9B | $458.3M | ||
| Q1 25 | $1.9B | $458.3M | ||
| Q4 24 | $1.8B | $503.1M | ||
| Q3 24 | $1.8B | $525.9M | ||
| Q2 24 | $1.8B | $546.0M |
总资产EFSCOFIX
| Q1 26 | $17.3B | — | ||
| Q4 25 | $17.3B | $850.6M | ||
| Q3 25 | $16.4B | $832.6M | ||
| Q2 25 | $16.1B | $837.2M | ||
| Q1 25 | $15.7B | $823.1M | ||
| Q4 24 | $15.6B | $893.3M | ||
| Q3 24 | $15.0B | $867.9M | ||
| Q2 24 | $14.6B | $882.0M |
负债/权益比EFSCOFIX
| 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 | — | $16.8M |
| 自由现金流率自由现金流/营收 | — | 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EFSCOFIX
| Q1 26 | — | — | ||
| Q4 25 | $193.5M | $27.7M | ||
| Q3 25 | $49.4M | $12.4M | ||
| Q2 25 | $61.3M | $11.6M | ||
| Q1 25 | $40.0M | $-18.4M | ||
| Q4 24 | $247.4M | $23.7M | ||
| Q3 24 | $89.0M | $11.7M | ||
| Q2 24 | $76.5M | $9.0M |
自由现金流EFSCOFIX
| Q1 26 | — | — | ||
| Q4 25 | $181.5M | $16.8M | ||
| Q3 25 | $47.1M | $2.5M | ||
| Q2 25 | $59.0M | $4.5M | ||
| Q1 25 | $35.6M | $-25.1M | ||
| Q4 24 | $239.9M | $15.2M | ||
| Q3 24 | $88.2M | $6.3M | ||
| Q2 24 | $74.7M | $-360.0K |
自由现金流率EFSCOFIX
| Q1 26 | — | — | ||
| Q4 25 | 93.8% | 7.6% | ||
| Q3 25 | 22.8% | 1.2% | ||
| Q2 25 | 34.0% | 2.2% | ||
| Q1 25 | 21.5% | -13.0% | ||
| Q4 24 | 143.7% | 7.0% | ||
| Q3 24 | 53.5% | 3.2% | ||
| Q2 24 | 47.9% | -0.2% |
资本支出强度EFSCOFIX
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 4.9% | ||
| Q3 25 | 1.1% | 4.8% | ||
| Q2 25 | 1.3% | 3.5% | ||
| Q1 25 | 2.7% | 3.5% | ||
| Q4 24 | 4.5% | 4.0% | ||
| Q3 24 | 0.5% | 2.7% | ||
| Q2 24 | 1.1% | 4.7% |
现金转化率EFSCOFIX
| Q1 26 | — | — | ||
| Q4 25 | 3.53× | — | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 5.07× | — | ||
| Q3 24 | 1.76× | — | ||
| Q2 24 | 1.68× | — |
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
EFSC
| Net Interest Income | $166.1M | 90% |
| Noninterest Income | $19.1M | 10% |
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% |
