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LINCOLN EDUCATIONAL SERVICES CORP（LINC）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LINCOLN EDUCATIONAL SERVICES CORP的1.5倍（$219.9M vs $142.9M），LINCOLN EDUCATIONAL SERVICES CORP净利率更高（8.9% vs -1.0%，领先9.9%），LINCOLN EDUCATIONAL SERVICES CORP同比增速更快（19.7% vs 2.0%），LINCOLN EDUCATIONAL SERVICES CORP自由现金流更多（$25.0M vs $16.8M），过去两年LINCOLN EDUCATIONAL SERVICES CORP的营收复合增速更高（17.6% vs 8.0%）
林肯技术教育集团是美国营利性高等职业教育机构，总部位于新泽西州帕西帕尼，在美国科罗拉多、康涅狄格、佐治亚等12个州都设有校区，所有校区均由林肯教育服务公司持有运营，主打面向就业的高等职业技术教育服务。
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。
LINC vs OFIX — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $142.9M | $219.9M |
| 净利润 | $12.7M | $-2.2M |
| 毛利率 | 62.3% | 71.1% |
| 营业利润率 | 12.4% | 0.2% |
| 净利率 | 8.9% | -1.0% |
| 营收同比 | 19.7% | 2.0% |
| 净利润同比 | 85.9% | 92.4% |
| 每股收益（稀释后） | $0.41 | $-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
| Q4 25 | $142.9M | $219.9M | ||
| Q3 25 | $141.4M | $205.6M | ||
| Q2 25 | $116.5M | $203.1M | ||
| Q1 25 | $117.5M | $193.6M | ||
| Q4 24 | $119.4M | $215.7M | ||
| Q3 24 | $114.4M | $196.6M | ||
| Q2 24 | $102.9M | $198.6M | ||
| Q1 24 | $103.4M | $188.6M |
| Q4 25 | $12.7M | $-2.2M | ||
| Q3 25 | $3.8M | $-22.8M | ||
| Q2 25 | $1.6M | $-14.1M | ||
| Q1 25 | $1.9M | $-53.1M | ||
| Q4 24 | $6.8M | $-29.1M | ||
| Q3 24 | $4.0M | $-27.4M | ||
| Q2 24 | $-682.0K | $-33.4M | ||
| Q1 24 | $-214.0K | $-36.0M |
| Q4 25 | 62.3% | 71.1% | ||
| Q3 25 | 59.5% | 72.2% | ||
| Q2 25 | 59.8% | 68.7% | ||
| Q1 25 | 59.7% | 62.8% | ||
| Q4 24 | 62.2% | 69.0% | ||
| Q3 24 | 58.0% | 68.7% | ||
| Q2 24 | 55.7% | 67.8% | ||
| Q1 24 | 58.4% | 67.5% |
| Q4 25 | 12.4% | 0.2% | ||
| Q3 25 | 4.4% | -8.3% | ||
| Q2 25 | 2.5% | -7.9% | ||
| Q1 25 | 2.9% | -25.2% | ||
| Q4 24 | 9.2% | -5.3% | ||
| Q3 24 | 5.1% | -9.6% | ||
| Q2 24 | -1.1% | -12.5% | ||
| Q1 24 | -0.4% | -15.6% |
| Q4 25 | 8.9% | -1.0% | ||
| Q3 25 | 2.7% | -11.1% | ||
| Q2 25 | 1.3% | -6.9% | ||
| Q1 25 | 1.7% | -27.4% | ||
| Q4 24 | 5.7% | -13.5% | ||
| Q3 24 | 3.5% | -13.9% | ||
| Q2 24 | -0.7% | -16.8% | ||
| Q1 24 | -0.2% | -19.1% |
| Q4 25 | $0.41 | $-0.05 | ||
| Q3 25 | $0.12 | $-0.57 | ||
| Q2 25 | $0.05 | $-0.36 | ||
| Q1 25 | $0.06 | $-1.35 | ||
| Q4 24 | $0.22 | $-0.76 | ||
| Q3 24 | $0.13 | $-0.71 | ||
| Q2 24 | $-0.02 | $-0.88 | ||
| Q1 24 | $-0.01 | $-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 | $28.5M | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $199.7M | $450.0M |
| 总资产 | $493.2M | $850.6M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $28.5M | $82.0M | ||
| Q3 25 | $13.5M | $62.9M | ||
| Q2 25 | $16.7M | $65.6M | ||
| Q1 25 | $28.7M | $58.0M | ||
| Q4 24 | $59.3M | $83.2M | ||
| Q3 24 | $54.0M | $30.1M | ||
| Q2 24 | $67.0M | $26.4M | ||
| Q1 24 | $68.6M | $27.0M |
| 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 |
| Q4 25 | $199.7M | $450.0M | ||
| Q3 25 | $185.9M | $442.5M | ||
| Q2 25 | $180.7M | $458.3M | ||
| Q1 25 | $177.8M | $458.3M | ||
| Q4 24 | $178.3M | $503.1M | ||
| Q3 24 | $170.0M | $525.9M | ||
| Q2 24 | $164.9M | $546.0M | ||
| Q1 24 | $164.5M | $570.3M |
| Q4 25 | $493.2M | $850.6M | ||
| Q3 25 | $466.9M | $832.6M | ||
| Q2 25 | $447.3M | $837.2M | ||
| Q1 25 | $427.4M | $823.1M | ||
| Q4 24 | $436.6M | $893.3M | ||
| Q3 24 | $404.0M | $867.9M | ||
| Q2 24 | $366.4M | $882.0M | ||
| Q1 24 | $355.2M | $906.0M |
| 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 | $43.5M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $25.0M | $16.8M |
| 自由现金流率自由现金流/营收 | 17.5% | 7.6% |
| 资本支出强度资本支出/营收 | 13.0% | 4.9% |
| 现金转化率经营现金流/净利润 | 3.43× | — |
| 过去12个月自由现金流最近4个季度 | $-27.3M | $-1.3M |
8季度趋势，按日历期对齐
| Q4 25 | $43.5M | $27.7M | ||
| Q3 25 | $23.9M | $12.4M | ||
| Q2 25 | $299.0K | $11.6M | ||
| Q1 25 | $-8.4M | $-18.4M | ||
| Q4 24 | $30.3M | $23.7M | ||
| Q3 24 | $5.6M | $11.7M | ||
| Q2 24 | $8.3M | $9.0M | ||
| Q1 24 | $-14.9M | $-18.6M |
| Q4 25 | $25.0M | $16.8M | ||
| Q3 25 | $2.0M | $2.5M | ||
| Q2 25 | $-26.1M | $4.5M | ||
| Q1 25 | $-28.3M | $-25.1M | ||
| Q4 24 | $5.5M | $15.2M | ||
| Q3 24 | $-13.8M | $6.3M | ||
| Q2 24 | $-2.7M | $-360.0K | ||
| Q1 24 | $-16.6M | $-29.1M |
| Q4 25 | 17.5% | 7.6% | ||
| Q3 25 | 1.4% | 1.2% | ||
| Q2 25 | -22.4% | 2.2% | ||
| Q1 25 | -24.1% | -13.0% | ||
| Q4 24 | 4.6% | 7.0% | ||
| Q3 24 | -12.0% | 3.2% | ||
| Q2 24 | -2.6% | -0.2% | ||
| Q1 24 | -16.1% | -15.4% |
| Q4 25 | 13.0% | 4.9% | ||
| Q3 25 | 15.5% | 4.8% | ||
| Q2 25 | 22.7% | 3.5% | ||
| Q1 25 | 16.9% | 3.5% | ||
| Q4 24 | 20.8% | 4.0% | ||
| Q3 24 | 16.9% | 2.7% | ||
| Q2 24 | 10.7% | 4.7% | ||
| Q1 24 | 1.6% | 5.6% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 6.29× | — | ||
| Q2 25 | 0.19× | — | ||
| Q1 25 | -4.31× | — | ||
| Q4 24 | 4.43× | — | ||
| Q3 24 | 1.42× | — | ||
| Q2 24 | — | — | ||
| Q1 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
LINC
| Transferred Over Time | $136.0M | 95% |
| Transferred At Point In Time | $6.9M | 5% |
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% |
