vs
JFrog Ltd（FROG）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JFrog Ltd的1.5倍（$219.9M vs $145.3M），Orthofix Medical Inc.净利率更高（-1.0% vs -10.5%，领先9.5%），JFrog Ltd同比增速更快（25.2% vs 2.0%），JFrog Ltd自由现金流更多（$49.9M vs $16.8M），过去两年JFrog Ltd的营收复合增速更高（20.4% vs 8.0%）
JFrog Ltd是全球知名的DevOps技术服务商，面向科技、金融、零售、制造等多个行业客户，提供全链路软件发布、制品管理与安全解决方案，助力企业简化云、本地及混合部署环境下的应用开发与交付流程。
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。
FROG vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.5倍
$145.3M
营收增速更快
FROG
高出23.2%
2.0%
净利率更高
OFIX
高出9.5%
-10.5%
自由现金流更多
FROG
多$33.0M
$16.8M
两年增速更快
FROG
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.3M | $219.9M |
| 净利润 | $-15.2M | $-2.2M |
| 毛利率 | 77.9% | 71.1% |
| 营业利润率 | -14.7% | 0.2% |
| 净利率 | -10.5% | -1.0% |
| 营收同比 | 25.2% | 2.0% |
| 净利润同比 | 34.4% | 92.4% |
| 每股收益（稀释后） | $-0.13 | $-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FROGOFIX
| Q4 25 | $145.3M | $219.9M | ||
| Q3 25 | $136.9M | $205.6M | ||
| Q2 25 | $127.2M | $203.1M | ||
| Q1 25 | $122.4M | $193.6M | ||
| Q4 24 | $116.1M | $215.7M | ||
| Q3 24 | $109.1M | $196.6M | ||
| Q2 24 | $103.0M | $198.6M | ||
| Q1 24 | $100.3M | $188.6M |
净利润FROGOFIX
| Q4 25 | $-15.2M | $-2.2M | ||
| Q3 25 | $-16.4M | $-22.8M | ||
| Q2 25 | $-21.7M | $-14.1M | ||
| Q1 25 | $-18.5M | $-53.1M | ||
| Q4 24 | $-23.2M | $-29.1M | ||
| Q3 24 | $-22.9M | $-27.4M | ||
| Q2 24 | $-14.3M | $-33.4M | ||
| Q1 24 | $-8.8M | $-36.0M |
毛利率FROGOFIX
| Q4 25 | 77.9% | 71.1% | ||
| Q3 25 | 77.4% | 72.2% | ||
| Q2 25 | 76.3% | 68.7% | ||
| Q1 25 | 75.3% | 62.8% | ||
| Q4 24 | 75.4% | 69.0% | ||
| Q3 24 | 75.0% | 68.7% | ||
| Q2 24 | 78.8% | 67.8% | ||
| Q1 24 | 79.5% | 67.5% |
营业利润率FROGOFIX
| Q4 25 | -14.7% | 0.2% | ||
| Q3 25 | -15.8% | -8.3% | ||
| Q2 25 | -20.4% | -7.9% | ||
| Q1 25 | -18.8% | -25.2% | ||
| Q4 24 | -21.9% | -5.3% | ||
| Q3 24 | -27.4% | -9.6% | ||
| Q2 24 | -18.6% | -12.5% | ||
| Q1 24 | -16.6% | -15.6% |
净利率FROGOFIX
| Q4 25 | -10.5% | -1.0% | ||
| Q3 25 | -12.0% | -11.1% | ||
| Q2 25 | -17.0% | -6.9% | ||
| Q1 25 | -15.1% | -27.4% | ||
| Q4 24 | -20.0% | -13.5% | ||
| Q3 24 | -21.0% | -13.9% | ||
| Q2 24 | -13.9% | -16.8% | ||
| Q1 24 | -8.8% | -19.1% |
每股收益（稀释后）FROGOFIX
| Q4 25 | $-0.13 | $-0.05 | ||
| Q3 25 | $-0.14 | $-0.57 | ||
| Q2 25 | $-0.19 | $-0.36 | ||
| Q1 25 | $-0.16 | $-1.35 | ||
| Q4 24 | $-0.21 | $-0.76 | ||
| Q3 24 | $-0.21 | $-0.71 | ||
| Q2 24 | $-0.13 | $-0.88 | ||
| Q1 24 | $-0.08 | $-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 | $704.4M | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $887.4M | $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FROGOFIX
| Q4 25 | $704.4M | $82.0M | ||
| Q3 25 | $651.1M | $62.9M | ||
| Q2 25 | $611.7M | $65.6M | ||
| Q1 25 | $563.5M | $58.0M | ||
| Q4 24 | $522.0M | $83.2M | ||
| Q3 24 | $467.8M | $30.1M | ||
| Q2 24 | $591.3M | $26.4M | ||
| Q1 24 | $579.6M | $27.0M |
总债务FROGOFIX
| 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FROGOFIX
| Q4 25 | $887.4M | $450.0M | ||
| Q3 25 | $859.4M | $442.5M | ||
| Q2 25 | $826.5M | $458.3M | ||
| Q1 25 | $800.0M | $458.3M | ||
| Q4 24 | $773.5M | $503.1M | ||
| Q3 24 | $756.2M | $525.9M | ||
| Q2 24 | $721.4M | $546.0M | ||
| Q1 24 | $707.8M | $570.3M |
总资产FROGOFIX
| Q4 25 | $1.3B | $850.6M | ||
| Q3 25 | $1.3B | $832.6M | ||
| Q2 25 | $1.2B | $837.2M | ||
| Q1 25 | $1.2B | $823.1M | ||
| Q4 24 | $1.1B | $893.3M | ||
| Q3 24 | $1.1B | $867.9M | ||
| Q2 24 | $1.0B | $882.0M | ||
| Q1 24 | $997.1M | $906.0M |
负债/权益比FROGOFIX
| 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 | $50.7M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $49.9M | $16.8M |
| 自由现金流率自由现金流/营收 | 34.3% | 7.6% |
| 资本支出强度资本支出/营收 | 0.6% | 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 | $142.3M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流FROGOFIX
| Q4 25 | $50.7M | $27.7M | ||
| Q3 25 | $30.2M | $12.4M | ||
| Q2 25 | $36.1M | $11.6M | ||
| Q1 25 | $28.8M | $-18.4M | ||
| Q4 24 | $49.1M | $23.7M | ||
| Q3 24 | $27.6M | $11.7M | ||
| Q2 24 | $16.7M | $9.0M | ||
| Q1 24 | $17.5M | $-18.6M |
自由现金流FROGOFIX
| Q4 25 | $49.9M | $16.8M | ||
| Q3 25 | $28.8M | $2.5M | ||
| Q2 25 | $35.5M | $4.5M | ||
| Q1 25 | $28.1M | $-25.1M | ||
| Q4 24 | $48.5M | $15.2M | ||
| Q3 24 | $26.7M | $6.3M | ||
| Q2 24 | $16.0M | $-360.0K | ||
| Q1 24 | $16.6M | $-29.1M |
自由现金流率FROGOFIX
| Q4 25 | 34.3% | 7.6% | ||
| Q3 25 | 21.0% | 1.2% | ||
| Q2 25 | 27.9% | 2.2% | ||
| Q1 25 | 23.0% | -13.0% | ||
| Q4 24 | 41.8% | 7.0% | ||
| Q3 24 | 24.5% | 3.2% | ||
| Q2 24 | 15.5% | -0.2% | ||
| Q1 24 | 16.6% | -15.4% |
资本支出强度FROGOFIX
| Q4 25 | 0.6% | 4.9% | ||
| Q3 25 | 1.0% | 4.8% | ||
| Q2 25 | 0.5% | 3.5% | ||
| Q1 25 | 0.5% | 3.5% | ||
| Q4 24 | 0.5% | 4.0% | ||
| Q3 24 | 0.9% | 2.7% | ||
| Q2 24 | 0.7% | 4.7% | ||
| Q1 24 | 0.8% | 5.6% |
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
FROG
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% |
