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GLOBUS MEDICAL INC（GMED）与Orchestra BioMed Holdings, Inc.（OBIO）财务数据对比。点击上方公司名可切换其他公司
GLOBUS MEDICAL INC的季度营收约是Orchestra BioMed Holdings, Inc.的26.7倍（$826.4M vs $30.9M）。Orchestra BioMed Holdings, Inc.净利率更高（20.2% vs 17.0%，领先3.2%）。Orchestra BioMed Holdings, Inc.同比增速更快（12120.2% vs 25.7%）。GLOBUS MEDICAL INC自由现金流更多（$202.4M vs $-2.3M）。过去两年Orchestra BioMed Holdings, Inc.的营收复合增速更高（606.2% vs 16.7%）
Globus Medical是总部位于美国宾夕法尼亚州奥杜邦的上市骨科医疗器械企业，专注于相关产品的设计、研发与商业化，助力外科医生为肌肉骨骼系统疾病患者提供治疗方案，促进患者康复。
Orchestra BioMed Holdings是一家临床阶段医疗科技企业，专注于开发针对心血管及其他高负担慢性疾病的新型循证治疗方案，核心业务覆盖介入心脏病学、慢病护理优化等领域，主要面向北美、欧洲市场运营，与头部医疗行业参与者开展合作。
GMED vs OBIO — 直观对比
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $826.4M | $30.9M |
| 净利润 | $140.6M | $6.2M |
| 毛利率 | 68.4% | 99.8% |
| 营业利润率 | 20.5% | 21.8% |
| 净利率 | 17.0% | 20.2% |
| 营收同比 | 25.7% | 12120.2% |
| 净利润同比 | 430.4% | 138.7% |
| 每股收益（稀释后） | $1.01 | $0.28 |
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
| Q4 25 | $826.4M | $30.9M | ||
| Q3 25 | $769.0M | $861.0K | ||
| Q2 25 | $745.3M | $836.0K | ||
| Q1 25 | $598.1M | $868.0K | ||
| Q4 24 | $657.3M | $253.0K | ||
| Q3 24 | $625.7M | $987.0K | ||
| Q2 24 | $629.7M | $778.0K | ||
| Q1 24 | $606.7M | $620.0K |
| Q4 25 | $140.6M | $6.2M | ||
| Q3 25 | $119.0M | $-20.8M | ||
| Q2 25 | $202.8M | $-19.4M | ||
| Q1 25 | $75.5M | $-18.8M | ||
| Q4 24 | $26.5M | $-16.2M | ||
| Q3 24 | $51.8M | $-15.4M | ||
| Q2 24 | $31.8M | $-16.0M | ||
| Q1 24 | $-7.1M | $-13.5M |
| Q4 25 | 68.4% | 99.8% | ||
| Q3 25 | 67.2% | 94.3% | ||
| Q2 25 | 66.6% | 94.5% | ||
| Q1 25 | 67.3% | 94.9% | ||
| Q4 24 | 59.9% | 77.1% | ||
| Q3 24 | 56.8% | 93.1% | ||
| Q2 24 | 58.7% | 94.3% | ||
| Q1 24 | 60.2% | 94.5% |
| Q4 25 | 20.5% | 21.8% | ||
| Q3 25 | 17.9% | -2359.2% | ||
| Q2 25 | 10.2% | -2311.8% | ||
| Q1 25 | 16.2% | -2179.8% | ||
| Q4 24 | 9.2% | -6591.7% | ||
| Q3 24 | 7.7% | -1655.7% | ||
| Q2 24 | 7.9% | -2167.0% | ||
| Q1 24 | 1.3% | -2326.3% |
| Q4 25 | 17.0% | 20.2% | ||
| Q3 25 | 15.5% | -2419.0% | ||
| Q2 25 | 27.2% | -2316.1% | ||
| Q1 25 | 12.6% | -2160.7% | ||
| Q4 24 | 4.0% | -6385.4% | ||
| Q3 24 | 8.3% | -1562.9% | ||
| Q2 24 | 5.0% | -2054.0% | ||
| Q1 24 | -1.2% | -2171.5% |
| Q4 25 | $1.01 | $0.28 | ||
| Q3 25 | $0.88 | $-0.40 | ||
| Q2 25 | $1.49 | $-0.50 | ||
| Q1 25 | $0.54 | $-0.49 | ||
| Q4 24 | $0.19 | $-0.42 | ||
| Q3 24 | $0.38 | $-0.41 | ||
| Q2 24 | $0.23 | $-0.45 | ||
| Q1 24 | $-0.05 | $-0.38 |
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 | $557.2M | $106.5M |
| 总债务越低越好 | — | $15.0M |
| 股东权益账面价值 | $4.6B | $53.6M |
| 总资产 | $5.3B | $114.9M |
| 负债/权益比越低杠杆越低 | — | 0.28× |
8季度趋势，按日历期对齐
| Q4 25 | $557.2M | $106.5M | ||
| Q3 25 | $18.8M | $95.8M | ||
| Q2 25 | — | $33.9M | ||
| Q1 25 | — | $49.9M | ||
| Q4 24 | $890.1M | $66.8M | ||
| Q3 24 | $71.9M | $66.9M | ||
| Q2 24 | $82.5M | $65.2M | ||
| Q1 24 | $80.4M | $75.0M |
| Q4 25 | — | $15.0M | ||
| Q3 25 | — | $15.0M | ||
| Q2 25 | — | $15.0M | ||
| Q1 25 | — | $15.0M | ||
| Q4 24 | — | $15.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $4.6B | $53.6M | ||
| Q3 25 | $4.4B | $43.7M | ||
| Q2 25 | $4.3B | $295.0K | ||
| Q1 25 | $4.1B | $16.9M | ||
| Q4 24 | $4.2B | $33.0M | ||
| Q3 24 | $4.1B | $46.2M | ||
| Q2 24 | $4.0B | $44.1M | ||
| Q1 24 | $3.9B | $57.2M |
| Q4 25 | $5.3B | $114.9M | ||
| Q3 25 | $5.1B | $104.8M | ||
| Q2 25 | $5.0B | $42.8M | ||
| Q1 25 | $4.7B | $59.1M | ||
| Q4 24 | $5.3B | $76.2M | ||
| Q3 24 | $5.1B | $75.3M | ||
| Q2 24 | $5.0B | $72.4M | ||
| Q1 24 | $4.9B | $82.6M |
| Q4 25 | — | 0.28× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 50.85× | ||
| Q1 25 | — | 0.89× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $248.6M | $-2.3M |
| 自由现金流经营现金流 - 资本支出 | $202.4M | $-2.3M |
| 自由现金流率自由现金流/营收 | 24.5% | -7.4% |
| 资本支出强度资本支出/营收 | 5.6% | 0.1% |
| 现金转化率经营现金流/净利润 | 1.77× | -0.36× |
| 过去12个月自由现金流最近4个季度 | $588.8M | $-49.5M |
8季度趋势，按日历期对齐
| Q4 25 | $248.6M | $-2.3M | ||
| Q3 25 | $249.7M | $-14.6M | ||
| Q2 25 | $77.9M | $-15.5M | ||
| Q1 25 | $177.3M | $-16.6M | ||
| Q4 24 | $210.3M | $-13.5M | ||
| Q3 24 | $203.7M | $-13.7M | ||
| Q2 24 | $54.3M | $-10.2M | ||
| Q1 24 | $52.4M | $-13.1M |
| Q4 25 | $202.4M | $-2.3M | ||
| Q3 25 | $213.9M | $-14.9M | ||
| Q2 25 | $31.3M | $-15.6M | ||
| Q1 25 | $141.2M | $-16.7M | ||
| Q4 24 | $193.2M | $-13.6M | ||
| Q3 24 | $161.7M | $-13.8M | ||
| Q2 24 | $26.5M | $-10.3M | ||
| Q1 24 | $23.8M | $-13.1M |
| Q4 25 | 24.5% | -7.4% | ||
| Q3 25 | 27.8% | -1725.9% | ||
| Q2 25 | 4.2% | -1861.4% | ||
| Q1 25 | 23.6% | -1927.2% | ||
| Q4 24 | 29.4% | -5392.9% | ||
| Q3 24 | 25.8% | -1394.9% | ||
| Q2 24 | 4.2% | -1325.6% | ||
| Q1 24 | 3.9% | -2116.5% |
| Q4 25 | 5.6% | 0.1% | ||
| Q3 25 | 4.7% | 36.0% | ||
| Q2 25 | 6.2% | 4.1% | ||
| Q1 25 | 6.0% | 12.9% | ||
| Q4 24 | 2.6% | 41.9% | ||
| Q3 24 | 6.7% | 6.9% | ||
| Q2 24 | 4.4% | 13.8% | ||
| Q1 24 | 4.7% | 1.3% |
| Q4 25 | 1.77× | -0.36× | ||
| Q3 25 | 2.10× | — | ||
| Q2 25 | 0.38× | — | ||
| Q1 25 | 2.35× | — | ||
| Q4 24 | 7.94× | — | ||
| Q3 24 | 3.93× | — | ||
| Q2 24 | 1.71× | — | ||
| Q1 24 | — | — |
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
GMED
| Other | $391.8M | 47% |
| Nevro Merger Agreement | $293.6M | 36% |
| Enabling Technologies | $141.0M | 17% |
OBIO
暂无分部数据
