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JBG SMITH Properties（JBGS）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JBG SMITH Properties的1.7倍（$219.9M vs $127.6M），Orthofix Medical Inc.净利率更高（-1.0% vs -35.7%，领先34.7%），Orthofix Medical Inc.同比增速更快（2.0% vs -2.5%），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs -6.3%）
JBG SMITH Properties是一家总部位于马里兰州贝塞斯达的上市房地产投资信托公司，专注于持有并运营房地产资产，是美国商业地产领域的专业运营机构，面向市场提供多元化的不动产投资与管理服务。
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。
JBGS vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.7倍
$127.6M
营收增速更快
OFIX
高出4.4%
-2.5%
净利率更高
OFIX
高出34.7%
-35.7%
两年增速更快
OFIX
近两年复合增速
-6.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $127.6M | $219.9M |
| 净利润 | $-45.5M | $-2.2M |
| 毛利率 | — | 71.1% |
| 营业利润率 | -47.5% | 0.2% |
| 净利率 | -35.7% | -1.0% |
| 营收同比 | -2.5% | 2.0% |
| 净利润同比 | 24.0% | 92.4% |
| 每股收益（稀释后） | $-0.76 | $-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JBGSOFIX
| Q4 25 | $127.6M | $219.9M | ||
| Q3 25 | $123.9M | $205.6M | ||
| Q2 25 | $126.5M | $203.1M | ||
| Q1 25 | $120.7M | $193.6M | ||
| Q4 24 | $130.8M | $215.7M | ||
| Q3 24 | $136.0M | $196.6M | ||
| Q2 24 | $135.3M | $198.6M | ||
| Q1 24 | $145.2M | $188.6M |
净利润JBGSOFIX
| Q4 25 | $-45.5M | $-2.2M | ||
| Q3 25 | $-28.6M | $-22.8M | ||
| Q2 25 | $-19.2M | $-14.1M | ||
| Q1 25 | $-45.7M | $-53.1M | ||
| Q4 24 | $-59.9M | $-29.1M | ||
| Q3 24 | $-27.0M | $-27.4M | ||
| Q2 24 | $-24.4M | $-33.4M | ||
| Q1 24 | $-32.3M | $-36.0M |
毛利率JBGSOFIX
| 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JBGSOFIX
| Q4 25 | -47.5% | 0.2% | ||
| Q3 25 | -27.5% | -8.3% | ||
| Q2 25 | -18.4% | -7.9% | ||
| Q1 25 | -44.7% | -25.2% | ||
| Q4 24 | -53.6% | -5.3% | ||
| Q3 24 | -22.4% | -9.6% | ||
| Q2 24 | -24.3% | -12.5% | ||
| Q1 24 | -30.1% | -15.6% |
净利率JBGSOFIX
| Q4 25 | -35.7% | -1.0% | ||
| Q3 25 | -23.1% | -11.1% | ||
| Q2 25 | -15.2% | -6.9% | ||
| Q1 25 | -37.9% | -27.4% | ||
| Q4 24 | -45.8% | -13.5% | ||
| Q3 24 | -19.8% | -13.9% | ||
| Q2 24 | -18.0% | -16.8% | ||
| Q1 24 | -22.2% | -19.1% |
每股收益（稀释后）JBGSOFIX
| Q4 25 | $-0.76 | $-0.05 | ||
| Q3 25 | $-0.48 | $-0.57 | ||
| Q2 25 | $-0.29 | $-0.36 | ||
| Q1 25 | $-0.56 | $-1.35 | ||
| Q4 24 | $-0.70 | $-0.76 | ||
| Q3 24 | $-0.32 | $-0.71 | ||
| Q2 24 | $-0.27 | $-0.88 | ||
| Q1 24 | $-0.36 | $-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 | $75.3M | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $450.0M |
| 总资产 | $4.4B | $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JBGSOFIX
| Q4 25 | $75.3M | $82.0M | ||
| Q3 25 | $64.4M | $62.9M | ||
| Q2 25 | $61.4M | $65.6M | ||
| Q1 25 | $81.3M | $58.0M | ||
| Q4 24 | $145.8M | $83.2M | ||
| Q3 24 | $137.0M | $30.1M | ||
| Q2 24 | $163.5M | $26.4M | ||
| Q1 24 | $220.5M | $27.0M |
总债务JBGSOFIX
| 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JBGSOFIX
| Q4 25 | $1.2B | $450.0M | ||
| Q3 25 | $1.2B | $442.5M | ||
| Q2 25 | $1.3B | $458.3M | ||
| Q1 25 | $1.6B | $458.3M | ||
| Q4 24 | $1.8B | $503.1M | ||
| Q3 24 | $1.9B | $525.9M | ||
| Q2 24 | $2.0B | $546.0M | ||
| Q1 24 | $2.1B | $570.3M |
总资产JBGSOFIX
| Q4 25 | $4.4B | $850.6M | ||
| Q3 25 | $4.4B | $832.6M | ||
| Q2 25 | $4.5B | $837.2M | ||
| Q1 25 | $4.7B | $823.1M | ||
| Q4 24 | $5.0B | $893.3M | ||
| Q3 24 | $5.2B | $867.9M | ||
| Q2 24 | $5.3B | $882.0M | ||
| Q1 24 | $5.4B | $906.0M |
负债/权益比JBGSOFIX
| 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 | $73.3M | $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JBGSOFIX
| Q4 25 | $73.3M | $27.7M | ||
| Q3 25 | $8.9M | $12.4M | ||
| Q2 25 | $18.8M | $11.6M | ||
| Q1 25 | $12.9M | $-18.4M | ||
| Q4 24 | $129.4M | $23.7M | ||
| Q3 24 | $26.4M | $11.7M | ||
| Q2 24 | $23.8M | $9.0M | ||
| Q1 24 | $37.0M | $-18.6M |
自由现金流JBGSOFIX
| Q4 25 | — | $16.8M | ||
| Q3 25 | — | $2.5M | ||
| Q2 25 | — | $4.5M | ||
| Q1 25 | — | $-25.1M | ||
| Q4 24 | — | $15.2M | ||
| Q3 24 | — | $6.3M | ||
| Q2 24 | — | $-360.0K | ||
| Q1 24 | — | $-29.1M |
自由现金流率JBGSOFIX
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | -13.0% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | -0.2% | ||
| Q1 24 | — | -15.4% |
资本支出强度JBGSOFIX
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | 4.7% | ||
| Q1 24 | — | 5.6% |
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
JBGS
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% |
