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FORMFACTOR INC（FORM）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
FORMFACTOR INC的季度营收约是Orthofix Medical Inc.的1.0倍（$226.1M vs $219.9M），FORMFACTOR INC净利率更高（9.0% vs -1.0%，领先10.0%），FORMFACTOR INC同比增速更快（32.0% vs 2.0%），FORMFACTOR INC自由现金流更多（$30.7M vs $16.8M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs 7.0%）
FormFactor Inc.总部位于美国加利福尼亚州利弗莫尔，是集成电路测试测量技术领域的知名供应商，面向半导体行业客户提供各类专业产品，助力客户优化器件性能，提升芯片研发与生产环节的测试效率。
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。
FORM vs OFIX — 直观对比
营收规模更大
FORM
是对方的1.0倍
$219.9M
营收增速更快
FORM
高出30.0%
2.0%
净利率更高
FORM
高出10.0%
-1.0%
自由现金流更多
FORM
多$13.9M
$16.8M
两年增速更快
OFIX
近两年复合增速
7.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $226.1M | $219.9M |
| 净利润 | $20.4M | $-2.2M |
| 毛利率 | 38.4% | 71.1% |
| 营业利润率 | 7.4% | 0.2% |
| 净利率 | 9.0% | -1.0% |
| 营收同比 | 32.0% | 2.0% |
| 净利润同比 | 218.5% | 92.4% |
| 每股收益（稀释后） | $0.26 | $-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FORMOFIX
| Q1 26 | $226.1M | — | ||
| Q4 25 | $215.2M | $219.9M | ||
| Q3 25 | $202.7M | $205.6M | ||
| Q2 25 | $195.8M | $203.1M | ||
| Q1 25 | $171.4M | $193.6M | ||
| Q4 24 | $189.5M | $215.7M | ||
| Q3 24 | $207.9M | $196.6M | ||
| Q2 24 | $197.5M | $198.6M |
净利润FORMOFIX
| Q1 26 | $20.4M | — | ||
| Q4 25 | $23.2M | $-2.2M | ||
| Q3 25 | $15.7M | $-22.8M | ||
| Q2 25 | $9.1M | $-14.1M | ||
| Q1 25 | $6.4M | $-53.1M | ||
| Q4 24 | $9.7M | $-29.1M | ||
| Q3 24 | $18.7M | $-27.4M | ||
| Q2 24 | $19.4M | $-33.4M |
毛利率FORMOFIX
| Q1 26 | 38.4% | — | ||
| Q4 25 | 42.2% | 71.1% | ||
| Q3 25 | 39.8% | 72.2% | ||
| Q2 25 | 37.3% | 68.7% | ||
| Q1 25 | 37.7% | 62.8% | ||
| Q4 24 | 38.8% | 69.0% | ||
| Q3 24 | 40.7% | 68.7% | ||
| Q2 24 | 44.0% | 67.8% |
营业利润率FORMOFIX
| Q1 26 | 7.4% | — | ||
| Q4 25 | 10.9% | 0.2% | ||
| Q3 25 | 8.9% | -8.3% | ||
| Q2 25 | 6.3% | -7.9% | ||
| Q1 25 | 1.9% | -25.2% | ||
| Q4 24 | 4.1% | -5.3% | ||
| Q3 24 | 8.6% | -9.6% | ||
| Q2 24 | 9.0% | -12.5% |
净利率FORMOFIX
| Q1 26 | 9.0% | — | ||
| Q4 25 | 10.8% | -1.0% | ||
| Q3 25 | 7.7% | -11.1% | ||
| Q2 25 | 4.6% | -6.9% | ||
| Q1 25 | 3.7% | -27.4% | ||
| Q4 24 | 5.1% | -13.5% | ||
| Q3 24 | 9.0% | -13.9% | ||
| Q2 24 | 9.8% | -16.8% |
每股收益（稀释后）FORMOFIX
| Q1 26 | $0.26 | — | ||
| Q4 25 | $0.29 | $-0.05 | ||
| Q3 25 | $0.20 | $-0.57 | ||
| Q2 25 | $0.12 | $-0.36 | ||
| Q1 25 | $0.08 | $-1.35 | ||
| Q4 24 | $0.12 | $-0.76 | ||
| Q3 24 | $0.24 | $-0.71 | ||
| Q2 24 | $0.25 | $-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 | $123.5M | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $450.0M |
| 总资产 | $1.3B | $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FORMOFIX
| Q1 26 | $123.5M | — | ||
| Q4 25 | $103.3M | $82.0M | ||
| Q3 25 | $266.0M | $62.9M | ||
| Q2 25 | $249.3M | $65.6M | ||
| Q1 25 | $299.0M | $58.0M | ||
| Q4 24 | $360.0M | $83.2M | ||
| Q3 24 | $354.5M | $30.1M | ||
| Q2 24 | $357.6M | $26.4M |
总债务FORMOFIX
| Q1 26 | — | — | ||
| Q4 25 | $12.2M | — | ||
| Q3 25 | — | $157.2M | ||
| Q2 25 | — | $157.0M | ||
| Q1 25 | — | $156.9M | ||
| Q4 24 | $13.3M | $157.0M | ||
| Q3 24 | — | $118.5M | ||
| Q2 24 | — | $118.0M |
股东权益FORMOFIX
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.0B | $450.0M | ||
| Q3 25 | $1.0B | $442.5M | ||
| Q2 25 | $990.0M | $458.3M | ||
| Q1 25 | $965.9M | $458.3M | ||
| Q4 24 | $947.8M | $503.1M | ||
| Q3 24 | $955.0M | $525.9M | ||
| Q2 24 | $947.9M | $546.0M |
总资产FORMOFIX
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $850.6M | ||
| Q3 25 | $1.2B | $832.6M | ||
| Q2 25 | $1.2B | $837.2M | ||
| Q1 25 | $1.2B | $823.1M | ||
| Q4 24 | $1.1B | $893.3M | ||
| Q3 24 | $1.2B | $867.9M | ||
| Q2 24 | $1.2B | $882.0M |
负债/权益比FORMOFIX
| Q1 26 | — | — | ||
| Q4 25 | 0.01× | — | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | 0.01× | 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 | $45.0M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $30.7M | $16.8M |
| 自由现金流率自由现金流/营收 | 13.6% | 7.6% |
| 资本支出强度资本支出/营收 | 6.7% | 4.9% |
| 现金转化率经营现金流/净利润 | 2.21× | — |
| 过去12个月自由现金流最近4个季度 | $37.5M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流FORMOFIX
| Q1 26 | $45.0M | — | ||
| Q4 25 | $46.0M | $27.7M | ||
| Q3 25 | $27.0M | $12.4M | ||
| Q2 25 | $18.9M | $11.6M | ||
| Q1 25 | $23.5M | $-18.4M | ||
| Q4 24 | $35.9M | $23.7M | ||
| Q3 24 | $26.7M | $11.7M | ||
| Q2 24 | $21.9M | $9.0M |
自由现金流FORMOFIX
| Q1 26 | $30.7M | — | ||
| Q4 25 | $34.7M | $16.8M | ||
| Q3 25 | $19.5M | $2.5M | ||
| Q2 25 | $-47.4M | $4.5M | ||
| Q1 25 | $5.0M | $-25.1M | ||
| Q4 24 | $28.3M | $15.2M | ||
| Q3 24 | $17.8M | $6.3M | ||
| Q2 24 | $13.5M | $-360.0K |
自由现金流率FORMOFIX
| Q1 26 | 13.6% | — | ||
| Q4 25 | 16.1% | 7.6% | ||
| Q3 25 | 9.6% | 1.2% | ||
| Q2 25 | -24.2% | 2.2% | ||
| Q1 25 | 2.9% | -13.0% | ||
| Q4 24 | 14.9% | 7.0% | ||
| Q3 24 | 8.6% | 3.2% | ||
| Q2 24 | 6.8% | -0.2% |
资本支出强度FORMOFIX
| Q1 26 | 6.7% | — | ||
| Q4 25 | 5.3% | 4.9% | ||
| Q3 25 | 3.7% | 4.8% | ||
| Q2 25 | 33.8% | 3.5% | ||
| Q1 25 | 10.8% | 3.5% | ||
| Q4 24 | 4.0% | 4.0% | ||
| Q3 24 | 4.3% | 2.7% | ||
| Q2 24 | 4.3% | 4.7% |
现金转化率FORMOFIX
| Q1 26 | 2.21× | — | ||
| Q4 25 | 1.98× | — | ||
| Q3 25 | 1.72× | — | ||
| Q2 25 | 2.08× | — | ||
| Q1 25 | 3.68× | — | ||
| Q4 24 | 3.70× | — | ||
| Q3 24 | 1.43× | — | ||
| Q2 24 | 1.13× | — |
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
FORM
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% |
