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艺达思集团（IEX）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
艺达思集团的季度营收约是Orthofix Medical Inc.的1.8倍（$398.4M vs $219.9M），艺达思集团净利率更高（30.1% vs -1.0%，领先31.1%），艺达思集团同比增速更快（16.7% vs 2.0%），艺达思集团自由现金流更多（$86.0M vs $16.8M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs -29.4%）
艺达思集团是一家公开上市的工业制造企业，专注于流体系统与特种工程产品的研发和生产，产品广泛应用于工业制造、生命科学、食品安全等多个领域，可为全球各行业客户提供高性能定制化解决方案。
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。
IEX vs OFIX — 直观对比
营收规模更大
IEX
是对方的1.8倍
$219.9M
营收增速更快
IEX
高出14.7%
2.0%
净利率更高
IEX
高出31.1%
-1.0%
自由现金流更多
IEX
多$69.2M
$16.8M
两年增速更快
OFIX
近两年复合增速
-29.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $398.4M | $219.9M |
| 净利润 | $120.0M | $-2.2M |
| 毛利率 | 99.9% | 71.1% |
| 营业利润率 | 43.3% | 0.2% |
| 净利率 | 30.1% | -1.0% |
| 营收同比 | 16.7% | 2.0% |
| 净利润同比 | 25.7% | 92.4% |
| 每股收益（稀释后） | $1.61 | $-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IEXOFIX
| Q2 26 | $398.4M | — | ||
| Q1 26 | $407.7M | — | ||
| Q4 25 | $899.1M | $219.9M | ||
| Q3 25 | $878.7M | $205.6M | ||
| Q2 25 | $865.4M | $203.1M | ||
| Q1 25 | $814.3M | $193.6M | ||
| Q4 24 | $862.9M | $215.7M | ||
| Q3 24 | $798.2M | $196.6M |
净利润IEXOFIX
| Q2 26 | $120.0M | — | ||
| Q1 26 | $128.3M | — | ||
| Q4 25 | $128.3M | $-2.2M | ||
| Q3 25 | $127.8M | $-22.8M | ||
| Q2 25 | $131.6M | $-14.1M | ||
| Q1 25 | $95.5M | $-53.1M | ||
| Q4 24 | $123.2M | $-29.1M | ||
| Q3 24 | $119.1M | $-27.4M |
毛利率IEXOFIX
| Q2 26 | 99.9% | — | ||
| Q1 26 | 94.9% | — | ||
| Q4 25 | 43.1% | 71.1% | ||
| Q3 25 | 44.5% | 72.2% | ||
| Q2 25 | 45.3% | 68.7% | ||
| Q1 25 | 45.3% | 62.8% | ||
| Q4 24 | 42.5% | 69.0% | ||
| Q3 24 | 44.3% | 68.7% |
营业利润率IEXOFIX
| Q2 26 | 43.3% | — | ||
| Q1 26 | 45.0% | — | ||
| Q4 25 | 20.4% | 0.2% | ||
| Q3 25 | 21.1% | -8.3% | ||
| Q2 25 | 21.7% | -7.9% | ||
| Q1 25 | 17.4% | -25.2% | ||
| Q4 24 | 19.2% | -5.3% | ||
| Q3 24 | 21.0% | -9.6% |
净利率IEXOFIX
| Q2 26 | 30.1% | — | ||
| Q1 26 | 31.5% | — | ||
| Q4 25 | 14.3% | -1.0% | ||
| Q3 25 | 14.5% | -11.1% | ||
| Q2 25 | 15.2% | -6.9% | ||
| Q1 25 | 11.7% | -27.4% | ||
| Q4 24 | 14.3% | -13.5% | ||
| Q3 24 | 14.9% | -13.9% |
每股收益（稀释后）IEXOFIX
| Q2 26 | $1.61 | — | ||
| Q1 26 | $1.71 | — | ||
| Q4 25 | $1.71 | $-0.05 | ||
| Q3 25 | $1.70 | $-0.57 | ||
| Q2 25 | $1.74 | $-0.36 | ||
| Q1 25 | $1.26 | $-1.35 | ||
| Q4 24 | $1.61 | $-0.76 | ||
| Q3 24 | $1.57 | $-0.71 |
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 | $586.2M | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $450.0M |
| 总资产 | $6.9B | $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IEXOFIX
| Q2 26 | $586.2M | — | ||
| Q1 26 | $580.0M | — | ||
| Q4 25 | $580.0M | $82.0M | ||
| Q3 25 | $593.8M | $62.9M | ||
| Q2 25 | $568.2M | $65.6M | ||
| Q1 25 | $594.1M | $58.0M | ||
| Q4 24 | $620.8M | $83.2M | ||
| Q3 24 | $633.2M | $30.1M |
总债务IEXOFIX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | $157.2M | ||
| Q2 25 | $1.9B | $157.0M | ||
| Q1 25 | $2.0B | $156.9M | ||
| Q4 24 | $2.0B | $157.0M | ||
| Q3 24 | $2.1B | $118.5M |
股东权益IEXOFIX
| Q2 26 | $4.0B | — | ||
| Q1 26 | $4.0B | — | ||
| Q4 25 | $4.0B | $450.0M | ||
| Q3 25 | $4.0B | $442.5M | ||
| Q2 25 | $4.0B | $458.3M | ||
| Q1 25 | $3.9B | $458.3M | ||
| Q4 24 | $3.8B | $503.1M | ||
| Q3 24 | $3.8B | $525.9M |
总资产IEXOFIX
| Q2 26 | $6.9B | — | ||
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.9B | $850.6M | ||
| Q3 25 | $7.0B | $832.6M | ||
| Q2 25 | $6.9B | $837.2M | ||
| Q1 25 | $6.8B | $823.1M | ||
| Q4 24 | $6.7B | $893.3M | ||
| Q3 24 | $7.0B | $867.9M |
负债/权益比IEXOFIX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.48× | 0.36× | ||
| Q2 25 | 0.46× | 0.34× | ||
| Q1 25 | 0.50× | 0.34× | ||
| Q4 24 | 0.52× | 0.31× | ||
| Q3 24 | 0.55× | 0.23× |
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 | — | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $86.0M | $16.8M |
| 自由现金流率自由现金流/营收 | 21.6% | 7.6% |
| 资本支出强度资本支出/营收 | 4.4% | 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 | $654.3M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流IEXOFIX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $209.5M | $27.7M | ||
| Q3 25 | $203.5M | $12.4M | ||
| Q2 25 | $161.7M | $11.6M | ||
| Q1 25 | $105.7M | $-18.4M | ||
| Q4 24 | $172.6M | $23.7M | ||
| Q3 24 | $205.3M | $11.7M |
自由现金流IEXOFIX
| Q2 26 | $86.0M | — | ||
| Q1 26 | $189.8M | — | ||
| Q4 25 | $189.8M | $16.8M | ||
| Q3 25 | $188.7M | $2.5M | ||
| Q2 25 | $146.9M | $4.5M | ||
| Q1 25 | $91.4M | $-25.1M | ||
| Q4 24 | $157.1M | $15.2M | ||
| Q3 24 | $191.6M | $6.3M |
自由现金流率IEXOFIX
| Q2 26 | 21.6% | — | ||
| Q1 26 | 46.6% | — | ||
| Q4 25 | 21.1% | 7.6% | ||
| Q3 25 | 21.5% | 1.2% | ||
| Q2 25 | 17.0% | 2.2% | ||
| Q1 25 | 11.2% | -13.0% | ||
| Q4 24 | 18.2% | 7.0% | ||
| Q3 24 | 24.0% | 3.2% |
资本支出强度IEXOFIX
| Q2 26 | 4.4% | — | ||
| Q1 26 | 15.6% | — | ||
| Q4 25 | 2.2% | 4.9% | ||
| Q3 25 | 1.7% | 4.8% | ||
| Q2 25 | 1.7% | 3.5% | ||
| Q1 25 | 1.8% | 3.5% | ||
| Q4 24 | 1.8% | 4.0% | ||
| Q3 24 | 1.7% | 2.7% |
现金转化率IEXOFIX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.59× | — | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 1.11× | — | ||
| Q4 24 | 1.40× | — | ||
| Q3 24 | 1.72× | — |
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
IEX
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% |
