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IBEX Ltd（IBEX）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IBEX Ltd的1.3倍（$219.9M vs $164.2M），IBEX Ltd净利率更高（7.4% vs -1.0%，领先8.4%），IBEX Ltd同比增速更快（16.7% vs 2.0%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $-5.1M），过去两年IBEX Ltd的营收复合增速更高（13.8% vs 8.0%）
IBEX 35是西班牙主要交易所马德里证券交易所的基准股票指数，该指数始创于1992年，由西班牙证券市场集团BME旗下的交易所公司负责计算与管理。它以市值加权编制，涵盖马德里证券交易所流动性最高的35只西班牙股票，每年进行两次成分股调整。
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。
IBEX vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.3倍
$164.2M
营收增速更快
IBEX
高出14.8%
2.0%
净利率更高
IBEX
高出8.4%
-1.0%
自由现金流更多
OFIX
多$21.9M
$-5.1M
两年增速更快
IBEX
近两年复合增速
8.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $164.2M | $219.9M |
| 净利润 | $12.2M | $-2.2M |
| 毛利率 | — | 71.1% |
| 营业利润率 | 9.3% | 0.2% |
| 净利率 | 7.4% | -1.0% |
| 营收同比 | 16.7% | 2.0% |
| 净利润同比 | 31.8% | 92.4% |
| 每股收益（稀释后） | $0.83 | $-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IBEXOFIX
| Q4 25 | $164.2M | $219.9M | ||
| Q3 25 | $151.2M | $205.6M | ||
| Q2 25 | $147.1M | $203.1M | ||
| Q1 25 | $140.7M | $193.6M | ||
| Q4 24 | $140.7M | $215.7M | ||
| Q3 24 | $129.7M | $196.6M | ||
| Q2 24 | $124.5M | $198.6M | ||
| Q1 24 | $126.8M | $188.6M |
净利润IBEXOFIX
| Q4 25 | $12.2M | $-2.2M | ||
| Q3 25 | $12.0M | $-22.8M | ||
| Q2 25 | $9.6M | $-14.1M | ||
| Q1 25 | $10.5M | $-53.1M | ||
| Q4 24 | $9.3M | $-29.1M | ||
| Q3 24 | $7.5M | $-27.4M | ||
| Q2 24 | $9.8M | $-33.4M | ||
| Q1 24 | $10.3M | $-36.0M |
毛利率IBEXOFIX
| 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IBEXOFIX
| Q4 25 | 9.3% | 0.2% | ||
| Q3 25 | 9.1% | -8.3% | ||
| Q2 25 | 8.3% | -7.9% | ||
| Q1 25 | 9.5% | -25.2% | ||
| Q4 24 | 8.5% | -5.3% | ||
| Q3 24 | 7.0% | -9.6% | ||
| Q2 24 | 10.3% | -12.5% | ||
| Q1 24 | 8.9% | -15.6% |
净利率IBEXOFIX
| Q4 25 | 7.4% | -1.0% | ||
| Q3 25 | 8.0% | -11.1% | ||
| Q2 25 | 6.5% | -6.9% | ||
| Q1 25 | 7.4% | -27.4% | ||
| Q4 24 | 6.6% | -13.5% | ||
| Q3 24 | 5.8% | -13.9% | ||
| Q2 24 | 7.9% | -16.8% | ||
| Q1 24 | 8.1% | -19.1% |
每股收益（稀释后）IBEXOFIX
| Q4 25 | $0.83 | $-0.05 | ||
| Q3 25 | $0.82 | $-0.57 | ||
| Q2 25 | $0.63 | $-0.36 | ||
| Q1 25 | $0.73 | $-1.35 | ||
| Q4 24 | $0.57 | $-0.76 | ||
| Q3 24 | $0.43 | $-0.71 | ||
| Q2 24 | $0.55 | $-0.88 | ||
| Q1 24 | $0.57 | $-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 | $15.5M | $82.0M |
| 总债务越低越好 | $594.0K | — |
| 股东权益账面价值 | $154.5M | $450.0M |
| 总资产 | $295.8M | $850.6M |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
现金及短期投资IBEXOFIX
| Q4 25 | $15.5M | $82.0M | ||
| Q3 25 | $22.7M | $62.9M | ||
| Q2 25 | $15.3M | $65.6M | ||
| Q1 25 | $13.0M | $58.0M | ||
| Q4 24 | $20.2M | $83.2M | ||
| Q3 24 | $62.3M | $30.1M | ||
| Q2 24 | $62.7M | $26.4M | ||
| Q1 24 | $50.7M | $27.0M |
总债务IBEXOFIX
| Q4 25 | $594.0K | — | ||
| Q3 25 | $726.0K | $157.2M | ||
| Q2 25 | $796.0K | $157.0M | ||
| Q1 25 | $735.0K | $156.9M | ||
| Q4 24 | $695.0K | $157.0M | ||
| Q3 24 | $802.0K | $118.5M | ||
| Q2 24 | $867.0K | $118.0M | ||
| Q1 24 | $820.0K | $118.2M |
股东权益IBEXOFIX
| Q4 25 | $154.5M | $450.0M | ||
| Q3 25 | $143.6M | $442.5M | ||
| Q2 25 | $134.3M | $458.3M | ||
| Q1 25 | $124.2M | $458.3M | ||
| Q4 24 | $108.9M | $503.1M | ||
| Q3 24 | $171.1M | $525.9M | ||
| Q2 24 | $165.8M | $546.0M | ||
| Q1 24 | $159.3M | $570.3M |
总资产IBEXOFIX
| Q4 25 | $295.8M | $850.6M | ||
| Q3 25 | $283.9M | $832.6M | ||
| Q2 25 | $273.2M | $837.2M | ||
| Q1 25 | $274.7M | $823.1M | ||
| Q4 24 | $272.5M | $893.3M | ||
| Q3 24 | $306.3M | $867.9M | ||
| Q2 24 | $293.9M | $882.0M | ||
| Q1 24 | $289.6M | $906.0M |
负债/权益比IBEXOFIX
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.01× | 0.36× | ||
| Q2 25 | 0.01× | 0.34× | ||
| Q1 25 | 0.01× | 0.34× | ||
| Q4 24 | 0.01× | 0.31× | ||
| Q3 24 | 0.00× | 0.23× | ||
| Q2 24 | 0.01× | 0.22× | ||
| Q1 24 | 0.01× | 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 | $6.6M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $-5.1M | $16.8M |
| 自由现金流率自由现金流/营收 | -3.1% | 7.6% |
| 资本支出强度资本支出/营收 | 7.1% | 4.9% |
| 现金转化率经营现金流/净利润 | 0.54× | — |
| 过去12个月自由现金流最近4个季度 | $29.3M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流IBEXOFIX
| Q4 25 | $6.6M | $27.7M | ||
| Q3 25 | $15.7M | $12.4M | ||
| Q2 25 | $27.9M | $11.6M | ||
| Q1 25 | $8.8M | $-18.4M | ||
| Q4 24 | $1.1M | $23.7M | ||
| Q3 24 | $7.8M | $11.7M | ||
| Q2 24 | $17.4M | $9.0M | ||
| Q1 24 | $11.4M | $-18.6M |
自由现金流IBEXOFIX
| Q4 25 | $-5.1M | $16.8M | ||
| Q3 25 | $8.0M | $2.5M | ||
| Q2 25 | $22.8M | $4.5M | ||
| Q1 25 | $3.6M | $-25.1M | ||
| Q4 24 | $-3.2M | $15.2M | ||
| Q3 24 | $4.1M | $6.3M | ||
| Q2 24 | $15.2M | $-360.0K | ||
| Q1 24 | $9.7M | $-29.1M |
自由现金流率IBEXOFIX
| Q4 25 | -3.1% | 7.6% | ||
| Q3 25 | 5.3% | 1.2% | ||
| Q2 25 | 15.5% | 2.2% | ||
| Q1 25 | 2.5% | -13.0% | ||
| Q4 24 | -2.3% | 7.0% | ||
| Q3 24 | 3.2% | 3.2% | ||
| Q2 24 | 12.2% | -0.2% | ||
| Q1 24 | 7.7% | -15.4% |
资本支出强度IBEXOFIX
| Q4 25 | 7.1% | 4.9% | ||
| Q3 25 | 5.1% | 4.8% | ||
| Q2 25 | 3.5% | 3.5% | ||
| Q1 25 | 3.7% | 3.5% | ||
| Q4 24 | 3.1% | 4.0% | ||
| Q3 24 | 2.8% | 2.7% | ||
| Q2 24 | 1.8% | 4.7% | ||
| Q1 24 | 1.3% | 5.6% |
现金转化率IBEXOFIX
| Q4 25 | 0.54× | — | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 2.91× | — | ||
| Q1 25 | 0.84× | — | ||
| Q4 24 | 0.12× | — | ||
| Q3 24 | 1.03× | — | ||
| Q2 24 | 1.77× | — | ||
| Q1 24 | 1.11× | — |
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
IBEX
| Transferred Over Time | $147.1M | 90% |
| Transferred At Point In Time | $17.1M | 10% |
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% |
