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Empire State Realty OP, L.P.（ESBA）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Empire State Realty OP, L.P.的1.1倍（$219.9M vs $199.2M），Empire State Realty OP, L.P.净利率更高（16.1% vs -1.0%，领先17.2%），Orthofix Medical Inc.同比增速更快（2.0% vs 0.8%），Empire State Realty OP, L.P.自由现金流更多（$50.6M vs $16.8M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs 4.9%）
Empire State Realty OP, L.P. 是一家房地产运营合伙企业，核心业务为持有、管理及出租优质商业与零售物业，主要布局纽约大都会区，旗下拥有帝国大厦等标志性地标，服务企业租户、零售品牌及旅游相关业务板块。
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。
ESBA vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.1倍
$199.2M
营收增速更快
OFIX
高出1.2%
0.8%
净利率更高
ESBA
高出17.2%
-1.0%
自由现金流更多
ESBA
多$33.7M
$16.8M
两年增速更快
OFIX
近两年复合增速
4.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $199.2M | $219.9M |
| 净利润 | $32.2M | $-2.2M |
| 毛利率 | — | 71.1% |
| 营业利润率 | 17.8% | 0.2% |
| 净利率 | 16.1% | -1.0% |
| 营收同比 | 0.8% | 2.0% |
| 净利润同比 | 71.2% | 92.4% |
| 每股收益（稀释后） | $0.11 | $-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ESBAOFIX
| Q4 25 | $199.2M | $219.9M | ||
| Q3 25 | $197.7M | $205.6M | ||
| Q2 25 | $191.3M | $203.1M | ||
| Q1 25 | $180.1M | $193.6M | ||
| Q4 24 | $197.6M | $215.7M | ||
| Q3 24 | $199.6M | $196.6M | ||
| Q2 24 | $189.5M | $198.6M | ||
| Q1 24 | $181.2M | $188.6M |
净利润ESBAOFIX
| Q4 25 | $32.2M | $-2.2M | ||
| Q3 25 | $13.6M | $-22.8M | ||
| Q2 25 | $11.4M | $-14.1M | ||
| Q1 25 | $15.8M | $-53.1M | ||
| Q4 24 | $18.8M | $-29.1M | ||
| Q3 24 | $22.8M | $-27.4M | ||
| Q2 24 | $28.6M | $-33.4M | ||
| Q1 24 | $10.2M | $-36.0M |
毛利率ESBAOFIX
| 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% | ||
| Q1 24 | — | 67.5% |
营业利润率ESBAOFIX
| Q4 25 | 17.8% | 0.2% | ||
| Q3 25 | 19.9% | -8.3% | ||
| Q2 25 | 18.4% | -7.9% | ||
| Q1 25 | 14.3% | -25.2% | ||
| Q4 24 | 21.7% | -5.3% | ||
| Q3 24 | 22.7% | -9.6% | ||
| Q2 24 | 20.8% | -12.5% | ||
| Q1 24 | 17.1% | -15.6% |
净利率ESBAOFIX
| Q4 25 | 16.1% | -1.0% | ||
| Q3 25 | 6.9% | -11.1% | ||
| Q2 25 | 6.0% | -6.9% | ||
| Q1 25 | 8.8% | -27.4% | ||
| Q4 24 | 9.5% | -13.5% | ||
| Q3 24 | 11.4% | -13.9% | ||
| Q2 24 | 15.1% | -16.8% | ||
| Q1 24 | 5.6% | -19.1% |
每股收益（稀释后）ESBAOFIX
| Q4 25 | $0.11 | $-0.05 | ||
| Q3 25 | $0.05 | $-0.57 | ||
| Q2 25 | $0.04 | $-0.36 | ||
| Q1 25 | $0.05 | $-1.35 | ||
| Q4 24 | $0.07 | $-0.76 | ||
| Q3 24 | $0.08 | $-0.71 | ||
| Q2 24 | $0.10 | $-0.88 | ||
| Q1 24 | $0.03 | $-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 | $132.7M | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $450.0M |
| 总资产 | $4.5B | $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ESBAOFIX
| Q4 25 | $132.7M | $82.0M | ||
| Q3 25 | $154.1M | $62.9M | ||
| Q2 25 | $94.6M | $65.6M | ||
| Q1 25 | $187.8M | $58.0M | ||
| Q4 24 | $385.5M | $83.2M | ||
| Q3 24 | $421.9M | $30.1M | ||
| Q2 24 | $535.5M | $26.4M | ||
| Q1 24 | $333.6M | $27.0M |
总债务ESBAOFIX
| 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ESBAOFIX
| Q4 25 | — | $450.0M | ||
| Q3 25 | — | $442.5M | ||
| Q2 25 | — | $458.3M | ||
| Q1 25 | — | $458.3M | ||
| Q4 24 | — | $503.1M | ||
| Q3 24 | — | $525.9M | ||
| Q2 24 | — | $546.0M | ||
| Q1 24 | — | $570.3M |
总资产ESBAOFIX
| Q4 25 | $4.5B | $850.6M | ||
| Q3 25 | $4.1B | $832.6M | ||
| Q2 25 | $4.1B | $837.2M | ||
| Q1 25 | $4.1B | $823.1M | ||
| Q4 24 | $4.5B | $893.3M | ||
| Q3 24 | $4.4B | $867.9M | ||
| Q2 24 | $4.4B | $882.0M | ||
| Q1 24 | $4.2B | $906.0M |
负债/权益比ESBAOFIX
| 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 | $249.1M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $50.6M | $16.8M |
| 自由现金流率自由现金流/营收 | 25.4% | 7.6% |
| 资本支出强度资本支出/营收 | 99.6% | 4.9% |
| 现金转化率经营现金流/净利润 | 7.74× | — |
| 过去12个月自由现金流最近4个季度 | $109.3M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流ESBAOFIX
| Q4 25 | $249.1M | $27.7M | ||
| Q3 25 | $105.3M | $12.4M | ||
| Q2 25 | $26.7M | $11.6M | ||
| Q1 25 | $83.1M | $-18.4M | ||
| Q4 24 | $260.9M | $23.7M | ||
| Q3 24 | $102.8M | $11.7M | ||
| Q2 24 | $37.1M | $9.0M | ||
| Q1 24 | $70.9M | $-18.6M |
自由现金流ESBAOFIX
| Q4 25 | $50.6M | $16.8M | ||
| Q3 25 | $72.8M | $2.5M | ||
| Q2 25 | $-55.1M | $4.5M | ||
| Q1 25 | $41.1M | $-25.1M | ||
| Q4 24 | $88.0M | $15.2M | ||
| Q3 24 | $-65.1M | $6.3M | ||
| Q2 24 | $19.5M | $-360.0K | ||
| Q1 24 | $23.2M | $-29.1M |
自由现金流率ESBAOFIX
| Q4 25 | 25.4% | 7.6% | ||
| Q3 25 | 36.8% | 1.2% | ||
| Q2 25 | -28.8% | 2.2% | ||
| Q1 25 | 22.8% | -13.0% | ||
| Q4 24 | 44.5% | 7.0% | ||
| Q3 24 | -32.6% | 3.2% | ||
| Q2 24 | 10.3% | -0.2% | ||
| Q1 24 | 12.8% | -15.4% |
资本支出强度ESBAOFIX
| Q4 25 | 99.6% | 4.9% | ||
| Q3 25 | 16.5% | 4.8% | ||
| Q2 25 | 42.8% | 3.5% | ||
| Q1 25 | 23.4% | 3.5% | ||
| Q4 24 | 87.5% | 4.0% | ||
| Q3 24 | 84.1% | 2.7% | ||
| Q2 24 | 9.3% | 4.7% | ||
| Q1 24 | 26.3% | 5.6% |
现金转化率ESBAOFIX
| Q4 25 | 7.74× | — | ||
| Q3 25 | 7.72× | — | ||
| Q2 25 | 2.35× | — | ||
| Q1 25 | 5.27× | — | ||
| Q4 24 | 13.88× | — | ||
| Q3 24 | 4.51× | — | ||
| Q2 24 | 1.30× | — | ||
| Q1 24 | 6.94× | — |
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
ESBA
| Real Estate Segment | $163.8M | 82% |
| Observatory Segment | $35.2M | 18% |
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% |
