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楼氏电子（KN）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.的季度营收约是楼氏电子的1.4倍（$219.9M vs $153.1M），楼氏电子净利率更高（6.3% vs -1.0%，领先7.3%），楼氏电子同比增速更快（22.7% vs 2.0%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $-3.1M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs -13.5%）
楼氏电子是全球领先的微声学、音频处理及精密元件解决方案供应商，产品涵盖MEMS麦克风、平衡电枢扬声器、助听器组件、边缘音频处理芯片等，服务消费电子、汽车、医疗科技、工业等核心领域的全球客户。
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。
KN vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.4倍
$153.1M
营收增速更快
KN
高出20.7%
2.0%
净利率更高
KN
高出7.3%
-1.0%
自由现金流更多
OFIX
多$19.9M
$-3.1M
两年增速更快
OFIX
近两年复合增速
-13.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $153.1M | $219.9M |
| 净利润 | $9.7M | $-2.2M |
| 毛利率 | 43.8% | 71.1% |
| 营业利润率 | 10.4% | 0.2% |
| 净利率 | 6.3% | -1.0% |
| 营收同比 | 22.7% | 2.0% |
| 净利润同比 | 585.0% | 92.4% |
| 每股收益（稀释后） | $0.13 | $-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KNOFIX
| Q1 26 | $153.1M | — | ||
| Q4 25 | $162.2M | $219.9M | ||
| Q3 25 | $152.9M | $205.6M | ||
| Q2 25 | $145.9M | $203.1M | ||
| Q1 25 | $132.2M | $193.6M | ||
| Q4 24 | $142.5M | $215.7M | ||
| Q3 24 | $142.5M | $196.6M | ||
| Q2 24 | $204.7M | $198.6M |
净利润KNOFIX
| Q1 26 | $9.7M | — | ||
| Q4 25 | $21.0M | $-2.2M | ||
| Q3 25 | $17.4M | $-22.8M | ||
| Q2 25 | $7.8M | $-14.1M | ||
| Q1 25 | $-2.0M | $-53.1M | ||
| Q4 24 | $18.5M | $-29.1M | ||
| Q3 24 | $500.0K | $-27.4M | ||
| Q2 24 | $-259.3M | $-33.4M |
毛利率KNOFIX
| Q1 26 | 43.8% | — | ||
| Q4 25 | 44.7% | 71.1% | ||
| Q3 25 | 45.7% | 72.2% | ||
| Q2 25 | 41.5% | 68.7% | ||
| Q1 25 | 40.3% | 62.8% | ||
| Q4 24 | 42.7% | 69.0% | ||
| Q3 24 | 44.1% | 68.7% | ||
| Q2 24 | 28.2% | 67.8% |
营业利润率KNOFIX
| Q1 26 | 10.4% | — | ||
| Q4 25 | 15.9% | 0.2% | ||
| Q3 25 | 16.9% | -8.3% | ||
| Q2 25 | 10.1% | -7.9% | ||
| Q1 25 | 3.0% | -25.2% | ||
| Q4 24 | 10.8% | -5.3% | ||
| Q3 24 | 13.1% | -9.6% | ||
| Q2 24 | 6.2% | -12.5% |
净利率KNOFIX
| Q1 26 | 6.3% | — | ||
| Q4 25 | 12.9% | -1.0% | ||
| Q3 25 | 11.4% | -11.1% | ||
| Q2 25 | 5.3% | -6.9% | ||
| Q1 25 | -1.5% | -27.4% | ||
| Q4 24 | 13.0% | -13.5% | ||
| Q3 24 | 0.4% | -13.9% | ||
| Q2 24 | -126.7% | -16.8% |
每股收益（稀释后）KNOFIX
| Q1 26 | $0.13 | — | ||
| Q4 25 | $0.23 | $-0.05 | ||
| Q3 25 | $0.20 | $-0.57 | ||
| Q2 25 | $0.09 | $-0.36 | ||
| Q1 25 | $-0.02 | $-1.35 | ||
| Q4 24 | $0.20 | $-0.76 | ||
| Q3 24 | $0.01 | $-0.71 | ||
| Q2 24 | $-2.88 | $-0.88 |
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 | $41.0M | $82.0M |
| 总债务越低越好 | $131.0M | — |
| 股东权益账面价值 | $780.2M | $450.0M |
| 总资产 | $1.1B | $850.6M |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资KNOFIX
| Q1 26 | $41.0M | — | ||
| Q4 25 | $54.2M | $82.0M | ||
| Q3 25 | $92.5M | $62.9M | ||
| Q2 25 | $103.2M | $65.6M | ||
| Q1 25 | $101.9M | $58.0M | ||
| Q4 24 | $130.1M | $83.2M | ||
| Q3 24 | $92.6M | $30.1M | ||
| Q2 24 | $84.0M | $26.4M |
总债务KNOFIX
| Q1 26 | $131.0M | — | ||
| Q4 25 | $114.0M | — | ||
| Q3 25 | $176.3M | $157.2M | ||
| Q2 25 | $190.0M | $157.0M | ||
| Q1 25 | $188.8M | $156.9M | ||
| Q4 24 | $202.5M | $157.0M | ||
| Q3 24 | $225.0M | $118.5M | ||
| Q2 24 | $261.2M | $118.0M |
股东权益KNOFIX
| Q1 26 | $780.2M | — | ||
| Q4 25 | $775.8M | $450.0M | ||
| Q3 25 | $751.8M | $442.5M | ||
| Q2 25 | $746.1M | $458.3M | ||
| Q1 25 | $755.8M | $458.3M | ||
| Q4 24 | $756.0M | $503.1M | ||
| Q3 24 | $777.4M | $525.9M | ||
| Q2 24 | $753.0M | $546.0M |
总资产KNOFIX
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $850.6M | ||
| Q3 25 | $1.1B | $832.6M | ||
| Q2 25 | $1.1B | $837.2M | ||
| Q1 25 | $1.1B | $823.1M | ||
| Q4 24 | $1.1B | $893.3M | ||
| Q3 24 | $1.2B | $867.9M | ||
| Q2 24 | $1.2B | $882.0M |
负债/权益比KNOFIX
| Q1 26 | 0.17× | — | ||
| Q4 25 | 0.15× | — | ||
| Q3 25 | 0.23× | 0.36× | ||
| Q2 25 | 0.25× | 0.34× | ||
| Q1 25 | 0.25× | 0.34× | ||
| Q4 24 | 0.27× | 0.31× | ||
| Q3 24 | 0.29× | 0.23× | ||
| Q2 24 | 0.35× | 0.22× |
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 | $0 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $-3.1M | $16.8M |
| 自由现金流率自由现金流/营收 | -2.0% | 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 | 0.00× | — |
| 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KNOFIX
| Q1 26 | $0 | — | ||
| Q4 25 | — | $27.7M | ||
| Q3 25 | $29.1M | $12.4M | ||
| Q2 25 | $36.4M | $11.6M | ||
| Q1 25 | $1.3M | $-18.4M | ||
| Q4 24 | — | $23.7M | ||
| Q3 24 | $52.8M | $11.7M | ||
| Q2 24 | $24.9M | $9.0M |
自由现金流KNOFIX
| Q1 26 | $-3.1M | — | ||
| Q4 25 | — | $16.8M | ||
| Q3 25 | $21.4M | $2.5M | ||
| Q2 25 | $31.3M | $4.5M | ||
| Q1 25 | $-2.7M | $-25.1M | ||
| Q4 24 | — | $15.2M | ||
| Q3 24 | $49.1M | $6.3M | ||
| Q2 24 | $21.7M | $-360.0K |
自由现金流率KNOFIX
| Q1 26 | -2.0% | — | ||
| Q4 25 | — | 7.6% | ||
| Q3 25 | 14.0% | 1.2% | ||
| Q2 25 | 21.5% | 2.2% | ||
| Q1 25 | -2.0% | -13.0% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | 34.5% | 3.2% | ||
| Q2 24 | 10.6% | -0.2% |
资本支出强度KNOFIX
| Q1 26 | 7.1% | — | ||
| Q4 25 | 9.4% | 4.9% | ||
| Q3 25 | 5.0% | 4.8% | ||
| Q2 25 | 3.5% | 3.5% | ||
| Q1 25 | 3.0% | 3.5% | ||
| Q4 24 | 2.3% | 4.0% | ||
| Q3 24 | 2.6% | 2.7% | ||
| Q2 24 | 1.6% | 4.7% |
现金转化率KNOFIX
| Q1 26 | 0.00× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.67× | — | ||
| Q2 25 | 4.67× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 105.60× | — | ||
| Q2 24 | — | — |
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
KN
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% |
