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IMMERSION CORP（IMMR）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
IMMERSION CORP的季度营收约是Orthofix Medical Inc.的1.7倍（$372.9M vs $219.9M），Orthofix Medical Inc.净利率更高（-1.0% vs -4.6%，领先3.6%），IMMERSION CORP同比增速更快（750.4% vs 2.0%），过去两年IMMERSION CORP的营收复合增速更高（537.9% vs 8.0%）
Immersion Corporation总部位于佛罗里达州阿文图拉，主要研发并授权触觉反馈技术（即触感技术）。公司由路易斯·罗森伯格于1993年创立，目前由律师弗朗西斯·何塞掌管，他同时担任首席执行官与总法律顾问一职。
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。
IMMR vs OFIX — 直观对比
营收规模更大
IMMR
是对方的1.7倍
$219.9M
营收增速更快
IMMR
高出748.4%
2.0%
净利率更高
OFIX
高出3.6%
-4.6%
两年增速更快
IMMR
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $372.9M | $219.9M |
| 净利润 | $-17.0M | $-2.2M |
| 毛利率 | — | 71.1% |
| 营业利润率 | -2.8% | 0.2% |
| 净利率 | -4.6% | -1.0% |
| 营收同比 | 750.4% | 2.0% |
| 净利润同比 | -191.3% | 92.4% |
| 每股收益（稀释后） | $-0.57 | $-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IMMROFIX
| Q4 25 | — | $219.9M | ||
| Q3 25 | — | $205.6M | ||
| Q2 25 | $372.9M | $203.1M | ||
| Q1 25 | $471.3M | $193.6M | ||
| Q4 24 | $616.2M | $215.7M | ||
| Q3 24 | — | $196.6M | ||
| Q2 24 | $95.5M | $198.6M | ||
| Q1 24 | $43.8M | $188.6M |
净利润IMMROFIX
| Q4 25 | — | $-2.2M | ||
| Q3 25 | — | $-22.8M | ||
| Q2 25 | $-17.0M | $-14.1M | ||
| Q1 25 | $24.1M | $-53.1M | ||
| Q4 24 | $30.8M | $-29.1M | ||
| Q3 24 | — | $-27.4M | ||
| Q2 24 | $26.4M | $-33.4M | ||
| Q1 24 | $18.7M | $-36.0M |
毛利率IMMROFIX
| 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IMMROFIX
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | -8.3% | ||
| Q2 25 | -2.8% | -7.9% | ||
| Q1 25 | 7.5% | -25.2% | ||
| Q4 24 | 11.4% | -5.3% | ||
| Q3 24 | — | -9.6% | ||
| Q2 24 | 23.7% | -12.5% | ||
| Q1 24 | 37.9% | -15.6% |
净利率IMMROFIX
| Q4 25 | — | -1.0% | ||
| Q3 25 | — | -11.1% | ||
| Q2 25 | -4.6% | -6.9% | ||
| Q1 25 | 5.1% | -27.4% | ||
| Q4 24 | 5.0% | -13.5% | ||
| Q3 24 | — | -13.9% | ||
| Q2 24 | 27.7% | -16.8% | ||
| Q1 24 | 42.5% | -19.1% |
每股收益（稀释后）IMMROFIX
| Q4 25 | — | $-0.05 | ||
| Q3 25 | — | $-0.57 | ||
| Q2 25 | $-0.57 | $-0.36 | ||
| Q1 25 | $0.73 | $-1.35 | ||
| Q4 24 | $0.93 | $-0.76 | ||
| Q3 24 | — | $-0.71 | ||
| Q2 24 | $0.81 | $-0.88 | ||
| Q1 24 | $0.59 | $-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 | $161.4M | $82.0M |
| 总债务越低越好 | $103.1M | — |
| 股东权益账面价值 | $298.1M | $450.0M |
| 总资产 | $1.1B | $850.6M |
| 负债/权益比越低杠杆越低 | 0.35× | — |
8季度趋势，按日历期对齐
现金及短期投资IMMROFIX
| Q4 25 | — | $82.0M | ||
| Q3 25 | — | $62.9M | ||
| Q2 25 | $161.4M | $65.6M | ||
| Q1 25 | $153.9M | $58.0M | ||
| Q4 24 | $159.3M | $83.2M | ||
| Q3 24 | — | $30.1M | ||
| Q2 24 | $133.4M | $26.4M | ||
| Q1 24 | $179.1M | $27.0M |
总债务IMMROFIX
| Q4 25 | — | — | ||
| Q3 25 | — | $157.2M | ||
| Q2 25 | $103.1M | $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IMMROFIX
| Q4 25 | — | $450.0M | ||
| Q3 25 | — | $442.5M | ||
| Q2 25 | $298.1M | $458.3M | ||
| Q1 25 | $317.9M | $458.3M | ||
| Q4 24 | $305.5M | $503.1M | ||
| Q3 24 | — | $525.9M | ||
| Q2 24 | $273.4M | $546.0M | ||
| Q1 24 | $201.5M | $570.3M |
总资产IMMROFIX
| Q4 25 | — | $850.6M | ||
| Q3 25 | — | $832.6M | ||
| Q2 25 | $1.1B | $837.2M | ||
| Q1 25 | $1.4B | $823.1M | ||
| Q4 24 | $1.4B | $893.3M | ||
| Q3 24 | — | $867.9M | ||
| Q2 24 | $1.2B | $882.0M | ||
| Q1 24 | $244.7M | $906.0M |
负债/权益比IMMROFIX
| Q4 25 | — | — | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | 0.35× | 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 | — | $27.7M |
| 自由现金流经营现金流 - 资本支出 | — | $16.8M |
| 自由现金流率自由现金流/营收 | — | 7.6% |
| 资本支出强度资本支出/营收 | — | 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 | — | $-1.3M |
8季度趋势，按日历期对齐
经营现金流IMMROFIX
| Q4 25 | — | $27.7M | ||
| Q3 25 | — | $12.4M | ||
| Q2 25 | — | $11.6M | ||
| Q1 25 | $-43.7M | $-18.4M | ||
| Q4 24 | — | $23.7M | ||
| Q3 24 | — | $11.7M | ||
| Q2 24 | $-85.9M | $9.0M | ||
| Q1 24 | $29.9M | $-18.6M |
自由现金流IMMROFIX
| Q4 25 | — | $16.8M | ||
| Q3 25 | — | $2.5M | ||
| Q2 25 | — | $4.5M | ||
| Q1 25 | $-46.2M | $-25.1M | ||
| Q4 24 | — | $15.2M | ||
| Q3 24 | — | $6.3M | ||
| Q2 24 | — | $-360.0K | ||
| Q1 24 | — | $-29.1M |
自由现金流率IMMROFIX
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | -9.8% | -13.0% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | -0.2% | ||
| Q1 24 | — | -15.4% |
资本支出强度IMMROFIX
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | 0.5% | 3.5% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | 4.7% | ||
| Q1 24 | — | 5.6% |
现金转化率IMMROFIX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -1.82× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | -3.25× | — | ||
| Q1 24 | 1.60× | — |
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
IMMR
| Course Material Sale | $150.9M | 40% |
| General Merchandise Sale | $138.0M | 37% |
| Rental Services | $51.8M | 14% |
| Services And Other Revenue | $25.6M | 7% |
| Per Unit Royalties | $1.8M | 0% |
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% |
