vs
Hippo Holdings Inc.（HIPO）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Hippo Holdings Inc.的1.8倍（$219.9M vs $120.4M），Hippo Holdings Inc.净利率更高（5.0% vs -1.0%，领先6.0%），Hippo Holdings Inc.同比增速更快（18.2% vs 2.0%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $9.1M），过去两年Hippo Holdings Inc.的营收复合增速更高（18.9% vs 8.0%）
河马谷庄园是一座甘蔗种植园，坐落于津巴布韦东南部奇雷济区奇雷济镇附近，位于伦迪河沿岸，毗邻莫桑比克边境，是当地重要的蔗糖产业园区。
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。
HIPO vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.8倍
$120.4M
营收增速更快
HIPO
高出16.2%
2.0%
净利率更高
HIPO
高出6.0%
-1.0%
自由现金流更多
OFIX
多$7.7M
$9.1M
两年增速更快
HIPO
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $120.4M | $219.9M |
| 净利润 | $6.0M | $-2.2M |
| 毛利率 | — | 71.1% |
| 营业利润率 | 5.6% | 0.2% |
| 净利率 | 5.0% | -1.0% |
| 营收同比 | 18.2% | 2.0% |
| 净利润同比 | -86.4% | 92.4% |
| 每股收益（稀释后） | $0.31 | $-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HIPOOFIX
| Q4 25 | $120.4M | $219.9M | ||
| Q3 25 | $120.6M | $205.6M | ||
| Q2 25 | $117.3M | $203.1M | ||
| Q1 25 | $110.3M | $193.6M | ||
| Q4 24 | $101.9M | $215.7M | ||
| Q3 24 | $95.5M | $196.6M | ||
| Q2 24 | $89.6M | $198.6M | ||
| Q1 24 | $85.1M | $188.6M |
净利润HIPOOFIX
| Q4 25 | $6.0M | $-2.2M | ||
| Q3 25 | $98.1M | $-22.8M | ||
| Q2 25 | $1.3M | $-14.1M | ||
| Q1 25 | $-47.7M | $-53.1M | ||
| Q4 24 | $44.2M | $-29.1M | ||
| Q3 24 | $-8.5M | $-27.4M | ||
| Q2 24 | $-40.5M | $-33.4M | ||
| Q1 24 | $-35.7M | $-36.0M |
毛利率HIPOOFIX
| 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HIPOOFIX
| Q4 25 | 5.6% | 0.2% | ||
| Q3 25 | 81.3% | -8.3% | ||
| Q2 25 | 3.4% | -7.9% | ||
| Q1 25 | -41.3% | -25.2% | ||
| Q4 24 | 46.3% | -5.3% | ||
| Q3 24 | -5.4% | -9.6% | ||
| Q2 24 | -40.7% | -12.5% | ||
| Q1 24 | -38.7% | -15.6% |
净利率HIPOOFIX
| Q4 25 | 5.0% | -1.0% | ||
| Q3 25 | 81.3% | -11.1% | ||
| Q2 25 | 1.1% | -6.9% | ||
| Q1 25 | -43.2% | -27.4% | ||
| Q4 24 | 43.4% | -13.5% | ||
| Q3 24 | -8.9% | -13.9% | ||
| Q2 24 | -45.2% | -16.8% | ||
| Q1 24 | -42.0% | -19.1% |
每股收益（稀释后）HIPOOFIX
| Q4 25 | $0.31 | $-0.05 | ||
| Q3 25 | $3.77 | $-0.57 | ||
| Q2 25 | $0.05 | $-0.36 | ||
| Q1 25 | $-1.91 | $-1.35 | ||
| Q4 24 | $1.81 | $-0.76 | ||
| Q3 24 | $-0.34 | $-0.71 | ||
| Q2 24 | $-1.64 | $-0.88 | ||
| Q1 24 | $-1.47 | $-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 | $218.3M | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $436.1M | $450.0M |
| 总资产 | $1.9B | $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HIPOOFIX
| Q4 25 | $218.3M | $82.0M | ||
| Q3 25 | $247.7M | $62.9M | ||
| Q2 25 | $198.9M | $65.6M | ||
| Q1 25 | $140.9M | $58.0M | ||
| Q4 24 | $197.6M | $83.2M | ||
| Q3 24 | $191.2M | $30.1M | ||
| Q2 24 | $175.9M | $26.4M | ||
| Q1 24 | $223.4M | $27.0M |
总债务HIPOOFIX
| 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HIPOOFIX
| Q4 25 | $436.1M | $450.0M | ||
| Q3 25 | $421.5M | $442.5M | ||
| Q2 25 | $332.5M | $458.3M | ||
| Q1 25 | $322.8M | $458.3M | ||
| Q4 24 | $362.1M | $503.1M | ||
| Q3 24 | $326.4M | $525.9M | ||
| Q2 24 | $322.6M | $546.0M | ||
| Q1 24 | $351.2M | $570.3M |
总资产HIPOOFIX
| Q4 25 | $1.9B | $850.6M | ||
| Q3 25 | $1.9B | $832.6M | ||
| Q2 25 | $1.7B | $837.2M | ||
| Q1 25 | $1.5B | $823.1M | ||
| Q4 24 | $1.5B | $893.3M | ||
| Q3 24 | $1.5B | $867.9M | ||
| Q2 24 | $1.5B | $882.0M | ||
| Q1 24 | $1.5B | $906.0M |
负债/权益比HIPOOFIX
| 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 | $9.2M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $16.8M |
| 自由现金流率自由现金流/营收 | 7.6% | 7.6% |
| 资本支出强度资本支出/营收 | 0.1% | 4.9% |
| 现金转化率经营现金流/净利润 | 1.53× | — |
| 过去12个月自由现金流最近4个季度 | $14.8M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流HIPOOFIX
| Q4 25 | $9.2M | $27.7M | ||
| Q3 25 | $16.9M | $12.4M | ||
| Q2 25 | $24.7M | $11.6M | ||
| Q1 25 | $-35.6M | $-18.4M | ||
| Q4 24 | $47.5M | $23.7M | ||
| Q3 24 | $46.8M | $11.7M | ||
| Q2 24 | $-10.6M | $9.0M | ||
| Q1 24 | $17.7M | $-18.6M |
自由现金流HIPOOFIX
| Q4 25 | $9.1M | $16.8M | ||
| Q3 25 | $16.8M | $2.5M | ||
| Q2 25 | $24.6M | $4.5M | ||
| Q1 25 | $-35.7M | $-25.1M | ||
| Q4 24 | $47.2M | $15.2M | ||
| Q3 24 | — | $6.3M | ||
| Q2 24 | $-10.7M | $-360.0K | ||
| Q1 24 | $17.6M | $-29.1M |
自由现金流率HIPOOFIX
| Q4 25 | 7.6% | 7.6% | ||
| Q3 25 | 13.9% | 1.2% | ||
| Q2 25 | 21.0% | 2.2% | ||
| Q1 25 | -32.4% | -13.0% | ||
| Q4 24 | 46.3% | 7.0% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | -11.9% | -0.2% | ||
| Q1 24 | 20.7% | -15.4% |
资本支出强度HIPOOFIX
| Q4 25 | 0.1% | 4.9% | ||
| Q3 25 | 0.1% | 4.8% | ||
| Q2 25 | 0.1% | 3.5% | ||
| Q1 25 | 0.1% | 3.5% | ||
| Q4 24 | 0.3% | 4.0% | ||
| Q3 24 | 0.0% | 2.7% | ||
| Q2 24 | 0.1% | 4.7% | ||
| Q1 24 | 0.1% | 5.6% |
现金转化率HIPOOFIX
| Q4 25 | 1.53× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 19.00× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.07× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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
HIPO
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% |
