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IAC Inc.（IAC）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
IAC Inc.的季度营收约是Orthofix Medical Inc.的1.9倍（$422.9M vs $219.9M），Orthofix Medical Inc.净利率更高（-1.0% vs -17.0%，领先16.0%），Orthofix Medical Inc.同比增速更快（2.0% vs -12.2%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $2.0M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs -18.4%）
IAC Inc.是一家美国控股企业，业务覆盖媒体与互联网领域，在全球拥有多个知名品牌。公司前身是1996年成立的HSN Inc.，当时作为家庭购物频道Home Shopping Network和USA电视台的控股主体运营，1999年更名为USA Networks Inc.，2002年将旗下电视业务资产出售给威望迪集团。
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。
IAC vs OFIX — 直观对比
营收规模更大
IAC
是对方的1.9倍
$219.9M
营收增速更快
OFIX
高出14.2%
-12.2%
净利率更高
OFIX
高出16.0%
-17.0%
自由现金流更多
OFIX
多$14.8M
$2.0M
两年增速更快
OFIX
近两年复合增速
-18.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $422.9M | $219.9M |
| 净利润 | $-71.9M | $-2.2M |
| 毛利率 | 99.9% | 71.1% |
| 营业利润率 | — | 0.2% |
| 净利率 | -17.0% | -1.0% |
| 营收同比 | -12.2% | 2.0% |
| 净利润同比 | 67.1% | 92.4% |
| 每股收益（稀释后） | $-0.94 | $-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IACOFIX
| Q1 26 | $422.9M | — | ||
| Q4 25 | $646.0M | $219.9M | ||
| Q3 25 | $589.8M | $205.6M | ||
| Q2 25 | $586.9M | $203.1M | ||
| Q1 25 | $570.5M | $193.6M | ||
| Q4 24 | $721.4M | $215.7M | ||
| Q3 24 | $642.0M | $196.6M | ||
| Q2 24 | $634.4M | $198.6M |
净利润IACOFIX
| Q1 26 | $-71.9M | — | ||
| Q4 25 | $-76.8M | $-2.2M | ||
| Q3 25 | $-21.9M | $-22.8M | ||
| Q2 25 | $211.5M | $-14.1M | ||
| Q1 25 | $-216.8M | $-53.1M | ||
| Q4 24 | $-199.0M | $-29.1M | ||
| Q3 24 | $-243.7M | $-27.4M | ||
| Q2 24 | $-142.2M | $-33.4M |
毛利率IACOFIX
| Q1 26 | 99.9% | — | ||
| Q4 25 | 69.8% | 71.1% | ||
| Q3 25 | 64.8% | 72.2% | ||
| Q2 25 | 65.6% | 68.7% | ||
| Q1 25 | 64.0% | 62.8% | ||
| Q4 24 | 65.8% | 69.0% | ||
| Q3 24 | 62.1% | 68.7% | ||
| Q2 24 | 60.1% | 67.8% |
营业利润率IACOFIX
| Q1 26 | — | — | ||
| Q4 25 | -17.5% | 0.2% | ||
| Q3 25 | -3.5% | -8.3% | ||
| Q2 25 | 0.1% | -7.9% | ||
| Q1 25 | 6.3% | -25.2% | ||
| Q4 24 | 6.7% | -5.3% | ||
| Q3 24 | 1.3% | -9.6% | ||
| Q2 24 | -3.4% | -12.5% |
净利率IACOFIX
| Q1 26 | -17.0% | — | ||
| Q4 25 | -11.9% | -1.0% | ||
| Q3 25 | -3.7% | -11.1% | ||
| Q2 25 | 36.0% | -6.9% | ||
| Q1 25 | -38.0% | -27.4% | ||
| Q4 24 | -27.6% | -13.5% | ||
| Q3 24 | -38.0% | -13.9% | ||
| Q2 24 | -22.4% | -16.8% |
每股收益（稀释后）IACOFIX
| Q1 26 | $-0.94 | — | ||
| Q4 25 | $-0.96 | $-0.05 | ||
| Q3 25 | $-0.27 | $-0.57 | ||
| Q2 25 | $2.57 | $-0.36 | ||
| Q1 25 | $-2.64 | $-1.35 | ||
| Q4 24 | $-2.36 | $-0.76 | ||
| Q3 24 | $-2.93 | $-0.71 | ||
| Q2 24 | $-1.71 | $-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 | $1.1B | $82.0M |
| 总债务越低越好 | $24.5M | — |
| 股东权益账面价值 | $4.6B | $450.0M |
| 总资产 | $6.8B | $850.6M |
| 负债/权益比越低杠杆越低 | 0.01× | — |
8季度趋势，按日历期对齐
现金及短期投资IACOFIX
| Q1 26 | $1.1B | — | ||
| Q4 25 | $960.2M | $82.0M | ||
| Q3 25 | $1.0B | $62.9M | ||
| Q2 25 | $1.1B | $65.6M | ||
| Q1 25 | $1.2B | $58.0M | ||
| Q4 24 | $1.4B | $83.2M | ||
| Q3 24 | $1.3B | $30.1M | ||
| Q2 24 | $1.3B | $26.4M |
总债务IACOFIX
| Q1 26 | $24.5M | — | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $157.2M | ||
| Q2 25 | $1.4B | $157.0M | ||
| Q1 25 | — | $156.9M | ||
| Q4 24 | — | $157.0M | ||
| Q3 24 | — | $118.5M | ||
| Q2 24 | — | $118.0M |
股东权益IACOFIX
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.7B | $450.0M | ||
| Q3 25 | $4.8B | $442.5M | ||
| Q2 25 | $4.9B | $458.3M | ||
| Q1 25 | $4.7B | $458.3M | ||
| Q4 24 | $5.6B | $503.1M | ||
| Q3 24 | $5.8B | $525.9M | ||
| Q2 24 | $6.0B | $546.0M |
总资产IACOFIX
| Q1 26 | $6.8B | — | ||
| Q4 25 | $7.1B | $850.6M | ||
| Q3 25 | $7.2B | $832.6M | ||
| Q2 25 | $7.4B | $837.2M | ||
| Q1 25 | $7.2B | $823.1M | ||
| Q4 24 | $9.7B | $893.3M | ||
| Q3 24 | $9.8B | $867.9M | ||
| Q2 24 | $10.2B | $882.0M |
负债/权益比IACOFIX
| Q1 26 | 0.01× | — | ||
| Q4 25 | 0.30× | — | ||
| Q3 25 | 0.30× | 0.36× | ||
| Q2 25 | 0.30× | 0.34× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | — | 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 | $5.4M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $2.0M | $16.8M |
| 自由现金流率自由现金流/营收 | 0.5% | 7.6% |
| 资本支出强度资本支出/营收 | 1.9% | 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 | $51.4M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流IACOFIX
| Q1 26 | $5.4M | — | ||
| Q4 25 | $36.6M | $27.7M | ||
| Q3 25 | $30.1M | $12.4M | ||
| Q2 25 | $-2.8M | $11.6M | ||
| Q1 25 | $63.0K | $-18.4M | ||
| Q4 24 | $110.1M | $23.7M | ||
| Q3 24 | $95.3M | $11.7M | ||
| Q2 24 | $85.0M | $9.0M |
自由现金流IACOFIX
| Q1 26 | $2.0M | — | ||
| Q4 25 | $31.4M | $16.8M | ||
| Q3 25 | $25.3M | $2.5M | ||
| Q2 25 | $-7.2M | $4.5M | ||
| Q1 25 | $-4.6M | $-25.1M | ||
| Q4 24 | $104.8M | $15.2M | ||
| Q3 24 | $92.0M | $6.3M | ||
| Q2 24 | $81.6M | $-360.0K |
自由现金流率IACOFIX
| Q1 26 | 0.5% | — | ||
| Q4 25 | 4.9% | 7.6% | ||
| Q3 25 | 4.3% | 1.2% | ||
| Q2 25 | -1.2% | 2.2% | ||
| Q1 25 | -0.8% | -13.0% | ||
| Q4 24 | 14.5% | 7.0% | ||
| Q3 24 | 14.3% | 3.2% | ||
| Q2 24 | 12.9% | -0.2% |
资本支出强度IACOFIX
| Q1 26 | 1.9% | — | ||
| Q4 25 | 0.8% | 4.9% | ||
| Q3 25 | 0.8% | 4.8% | ||
| Q2 25 | 0.8% | 3.5% | ||
| Q1 25 | 0.8% | 3.5% | ||
| Q4 24 | 0.7% | 4.0% | ||
| Q3 24 | 0.5% | 2.7% | ||
| Q2 24 | 0.5% | 4.7% |
现金转化率IACOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -0.01× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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
IAC
| People Inc. (a) | $385.7M | 91% |
| Emerging & Other | $20.1M | 5% |
| Search | $17.1M | 4% |
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% |
