vs
IREN Ltd（IREN）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IREN Ltd的1.2倍（$219.9M vs $184.7M），Orthofix Medical Inc.净利率更高（-1.0% vs -84.1%，领先83.1%），IREN Ltd同比增速更快（59.0% vs 2.0%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $-468.0M）
IREN Ltd是一家垂直整合的数据中心企业，依托可再生能源为比特币、人工智能等前沿领域发展提供算力支撑，旗下设施策略性布局于美国及加拿大境内可再生能源丰富、光纤网络完善的区域。
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。
IREN vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.2倍
$184.7M
营收增速更快
IREN
高出57.0%
2.0%
净利率更高
OFIX
高出83.1%
-84.1%
自由现金流更多
OFIX
多$484.9M
$-468.0M
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $184.7M | $219.9M |
| 净利润 | $-155.4M | $-2.2M |
| 毛利率 | 64.4% | 71.1% |
| 营业利润率 | -63.0% | 0.2% |
| 净利率 | -84.1% | -1.0% |
| 营收同比 | 59.0% | 2.0% |
| 净利润同比 | -610.0% | 92.4% |
| 每股收益（稀释后） | $-0.52 | $-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IRENOFIX
| Q4 25 | $184.7M | $219.9M | ||
| Q3 25 | $240.3M | $205.6M | ||
| Q2 25 | — | $203.1M | ||
| Q1 25 | — | $193.6M | ||
| Q4 24 | $116.1M | $215.7M | ||
| Q3 24 | $52.8M | $196.6M | ||
| Q2 24 | — | $198.6M | ||
| Q1 24 | $54.3M | $188.6M |
净利润IRENOFIX
| Q4 25 | $-155.4M | $-2.2M | ||
| Q3 25 | $384.6M | $-22.8M | ||
| Q2 25 | — | $-14.1M | ||
| Q1 25 | — | $-53.1M | ||
| Q4 24 | $-21.9M | $-29.1M | ||
| Q3 24 | $-51.7M | $-27.4M | ||
| Q2 24 | — | $-33.4M | ||
| Q1 24 | $8.6M | $-36.0M |
毛利率IRENOFIX
| Q4 25 | 64.4% | 71.1% | ||
| Q3 25 | 66.4% | 72.2% | ||
| Q2 25 | — | 68.7% | ||
| Q1 25 | — | 62.8% | ||
| Q4 24 | 72.2% | 69.0% | ||
| Q3 24 | 39.6% | 68.7% | ||
| Q2 24 | — | 67.8% | ||
| Q1 24 | — | 67.5% |
营业利润率IRENOFIX
| Q4 25 | -63.0% | 0.2% | ||
| Q3 25 | -31.8% | -8.3% | ||
| Q2 25 | — | -7.9% | ||
| Q1 25 | — | -25.2% | ||
| Q4 24 | 14.9% | -5.3% | ||
| Q3 24 | -89.2% | -9.6% | ||
| Q2 24 | — | -12.5% | ||
| Q1 24 | 11.1% | -15.6% |
净利率IRENOFIX
| Q4 25 | -84.1% | -1.0% | ||
| Q3 25 | 160.1% | -11.1% | ||
| Q2 25 | — | -6.9% | ||
| Q1 25 | — | -27.4% | ||
| Q4 24 | -18.8% | -13.5% | ||
| Q3 24 | -98.0% | -13.9% | ||
| Q2 24 | — | -16.8% | ||
| Q1 24 | 15.9% | -19.1% |
每股收益（稀释后）IRENOFIX
| Q4 25 | $-0.52 | $-0.05 | ||
| Q3 25 | $1.08 | $-0.57 | ||
| Q2 25 | — | $-0.36 | ||
| Q1 25 | — | $-1.35 | ||
| Q4 24 | $-0.10 | $-0.76 | ||
| Q3 24 | $-0.27 | $-0.71 | ||
| Q2 24 | — | $-0.88 | ||
| Q1 24 | $0.00 | $-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 | $3.3B | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.5B | $450.0M |
| 总资产 | $7.0B | $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IRENOFIX
| Q4 25 | $3.3B | $82.0M | ||
| Q3 25 | $1.0B | $62.9M | ||
| Q2 25 | — | $65.6M | ||
| Q1 25 | — | $58.0M | ||
| Q4 24 | $427.3M | $83.2M | ||
| Q3 24 | $98.6M | $30.1M | ||
| Q2 24 | — | $26.4M | ||
| Q1 24 | $259.7M | $27.0M |
总债务IRENOFIX
| 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IRENOFIX
| Q4 25 | $2.5B | $450.0M | ||
| Q3 25 | $2.9B | $442.5M | ||
| Q2 25 | — | $458.3M | ||
| Q1 25 | — | $458.3M | ||
| Q4 24 | $1.2B | $503.1M | ||
| Q3 24 | $1.1B | $525.9M | ||
| Q2 24 | — | $546.0M | ||
| Q1 24 | $677.2M | $570.3M |
总资产IRENOFIX
| Q4 25 | $7.0B | $850.6M | ||
| Q3 25 | $4.3B | $832.6M | ||
| Q2 25 | — | $837.2M | ||
| Q1 25 | — | $823.1M | ||
| Q4 24 | $1.9B | $893.3M | ||
| Q3 24 | $1.3B | $867.9M | ||
| Q2 24 | — | $882.0M | ||
| Q1 24 | $723.6M | $906.0M |
负债/权益比IRENOFIX
| 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 | $71.7M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $-468.0M | $16.8M |
| 自由现金流率自由现金流/营收 | -253.4% | 7.6% |
| 资本支出强度资本支出/营收 | 292.2% | 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 | $-701.2M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流IRENOFIX
| Q4 25 | $71.7M | $27.7M | ||
| Q3 25 | $142.4M | $12.4M | ||
| Q2 25 | — | $11.6M | ||
| Q1 25 | — | $-18.4M | ||
| Q4 24 | $53.6M | $23.7M | ||
| Q3 24 | $-3.9M | $11.7M | ||
| Q2 24 | — | $9.0M | ||
| Q1 24 | $-27.1M | $-18.6M |
自由现金流IRENOFIX
| Q4 25 | $-468.0M | $16.8M | ||
| Q3 25 | $-38.0M | $2.5M | ||
| Q2 25 | — | $4.5M | ||
| Q1 25 | — | $-25.1M | ||
| Q4 24 | $-85.5M | $15.2M | ||
| Q3 24 | $-109.7M | $6.3M | ||
| Q2 24 | — | $-360.0K | ||
| Q1 24 | $-108.3M | $-29.1M |
自由现金流率IRENOFIX
| Q4 25 | -253.4% | 7.6% | ||
| Q3 25 | -15.8% | 1.2% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | -13.0% | ||
| Q4 24 | -73.6% | 7.0% | ||
| Q3 24 | -208.0% | 3.2% | ||
| Q2 24 | — | -0.2% | ||
| Q1 24 | -199.4% | -15.4% |
资本支出强度IRENOFIX
| Q4 25 | 292.2% | 4.9% | ||
| Q3 25 | 75.0% | 4.8% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | 119.7% | 4.0% | ||
| Q3 24 | 200.6% | 2.7% | ||
| Q2 24 | — | 4.7% | ||
| Q1 24 | 149.5% | 5.6% |
现金转化率IRENOFIX
| Q4 25 | — | — | ||
| Q3 25 | 0.37× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -3.13× | — |
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
IREN
| Bitcoin Mining Revenue | $167.4M | 91% |
| AI Cloud Services | $17.3M | 9% |
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% |
