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LESAKA TECHNOLOGIES INC(LSAK)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
LESAKA TECHNOLOGIES INC的季度营收约是Orthofix Medical Inc.的13.6倍($3.0B vs $219.9M),LESAKA TECHNOLOGIES INC净利率更高(0.0% vs -1.0%,领先1.0%),Orthofix Medical Inc.同比增速更快(2.0% vs 0.2%),过去两年LESAKA TECHNOLOGIES INC的营收复合增速更高(352.8% vs 8.0%)
莱萨卡科技是一家总部位于南非的金融科技公司,目前同时在纳斯达克交易所与约翰内斯堡证券交易所挂牌上市。公司核心业务聚焦于金融普惠,面向此前金融服务覆盖不足的社区与商户提供各类金融服务。
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。
LSAK vs OFIX — 直观对比
营收规模更大
LSAK
是对方的13.6倍
$219.9M
营收增速更快
OFIX
高出1.8%
0.2%
净利率更高
LSAK
高出1.0%
-1.0%
两年增速更快
LSAK
近两年复合增速
8.0%
损益表 — Q1 FY2027 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $3.0B | $219.9M |
| 净利润 | $437.0K | $-2.2M |
| 毛利率 | — | 71.1% |
| 营业利润率 | 2.2% | 0.2% |
| 净利率 | 0.0% | -1.0% |
| 营收同比 | 0.2% | 2.0% |
| 净利润同比 | — | 92.4% |
| 每股收益(稀释后) | — | $-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
LSAK
OFIX
| Q3 26 | $3.0B | — | ||
| Q4 25 | $178.7M | $219.9M | ||
| Q3 25 | $171.4M | $205.6M | ||
| Q2 25 | $168.5M | $203.1M | ||
| Q1 25 | $161.4M | $193.6M | ||
| Q4 24 | $176.2M | $215.7M | ||
| Q3 24 | $153.6M | $196.6M | ||
| Q2 24 | $146.0M | $198.6M |
净利润
LSAK
OFIX
| Q3 26 | $437.0K | — | ||
| Q4 25 | $3.6M | $-2.2M | ||
| Q3 25 | $-4.3M | $-22.8M | ||
| Q2 25 | $-28.4M | $-14.1M | ||
| Q1 25 | $-22.1M | $-53.1M | ||
| Q4 24 | $-32.5M | $-29.1M | ||
| Q3 24 | $-4.5M | $-27.4M | ||
| Q2 24 | $-5.0M | $-33.4M |
毛利率
LSAK
OFIX
| Q3 26 | — | — | ||
| Q4 25 | 31.4% | 71.1% | ||
| Q3 25 | 30.9% | 72.2% | ||
| Q2 25 | 28.9% | 68.7% | ||
| Q1 25 | 27.5% | 62.8% | ||
| Q4 24 | 25.7% | 69.0% | ||
| Q3 24 | 22.6% | 68.7% | ||
| Q2 24 | 22.6% | 67.8% |
营业利润率
LSAK
OFIX
| Q3 26 | 2.2% | — | ||
| Q4 25 | 1.2% | 0.2% | ||
| Q3 25 | 0.2% | -8.3% | ||
| Q2 25 | -16.7% | -7.9% | ||
| Q1 25 | 0.4% | -25.2% | ||
| Q4 24 | 0.3% | -5.3% | ||
| Q3 24 | -0.0% | -9.6% | ||
| Q2 24 | 0.2% | -12.5% |
净利率
LSAK
OFIX
| Q3 26 | 0.0% | — | ||
| Q4 25 | 2.0% | -1.0% | ||
| Q3 25 | -2.5% | -11.1% | ||
| Q2 25 | -16.9% | -6.9% | ||
| Q1 25 | -13.7% | -27.4% | ||
| Q4 24 | -18.4% | -13.5% | ||
| Q3 24 | -3.0% | -13.9% | ||
| Q2 24 | -3.4% | -16.8% |
每股收益(稀释后)
LSAK
OFIX
| Q3 26 | — | — | ||
| Q4 25 | $0.04 | $-0.05 | ||
| Q3 25 | $-0.05 | $-0.57 | ||
| Q2 25 | $-0.40 | $-0.36 | ||
| Q1 25 | $-0.27 | $-1.35 | ||
| Q4 24 | $-0.40 | $-0.76 | ||
| Q3 24 | $-0.07 | $-0.71 | ||
| Q2 24 | $-0.08 | $-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 | $1.5B | $82.0M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | — | $450.0M |
| 总资产 | $11.5B | $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
LSAK
OFIX
| Q3 26 | $1.5B | — | ||
| Q4 25 | $69.5M | $82.0M | ||
| Q3 25 | $72.2M | $62.9M | ||
| Q2 25 | $76.5M | $65.6M | ||
| Q1 25 | $71.0M | $58.0M | ||
| Q4 24 | $60.6M | $83.2M | ||
| Q3 24 | $49.7M | $30.1M | ||
| Q2 24 | $59.1M | $26.4M |
总债务
LSAK
OFIX
| Q3 26 | $3.2B | — | ||
| Q4 25 | $216.8M | — | ||
| Q3 25 | $208.1M | $157.2M | ||
| Q2 25 | $200.8M | $157.0M | ||
| Q1 25 | $194.7M | $156.9M | ||
| Q4 24 | $148.7M | $157.0M | ||
| Q3 24 | $148.5M | $118.5M | ||
| Q2 24 | $143.2M | $118.0M |
股东权益
LSAK
OFIX
| Q3 26 | — | — | ||
| Q4 25 | $180.6M | $450.0M | ||
| Q3 25 | $170.4M | $442.5M | ||
| Q2 25 | $161.6M | $458.3M | ||
| Q1 25 | $185.2M | $458.3M | ||
| Q4 24 | $193.3M | $503.1M | ||
| Q3 24 | $184.2M | $525.9M | ||
| Q2 24 | $175.9M | $546.0M |
总资产
LSAK
OFIX
| Q3 26 | $11.5B | — | ||
| Q4 25 | $704.6M | $850.6M | ||
| Q3 25 | $652.9M | $832.6M | ||
| Q2 25 | $653.7M | $837.2M | ||
| Q1 25 | $649.2M | $823.1M | ||
| Q4 24 | $640.6M | $893.3M | ||
| Q3 24 | $551.9M | $867.9M | ||
| Q2 24 | $558.5M | $882.0M |
负债/权益比
LSAK
OFIX
| Q3 26 | — | — | ||
| Q4 25 | 1.20× | — | ||
| Q3 25 | 1.22× | 0.36× | ||
| Q2 25 | 1.24× | 0.34× | ||
| Q1 25 | 1.05× | 0.34× | ||
| Q4 24 | 0.77× | 0.31× | ||
| Q3 24 | 0.81× | 0.23× | ||
| Q2 24 | 0.81× | 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 | — | $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
LSAK
OFIX
| Q3 26 | — | — | ||
| Q4 25 | $-10.9M | $27.7M | ||
| Q3 25 | $8.9M | $12.4M | ||
| Q2 25 | $-9.1M | $11.6M | ||
| Q1 25 | $10.7M | $-18.4M | ||
| Q4 24 | $-9.2M | $23.7M | ||
| Q3 24 | $-4.1M | $11.7M | ||
| Q2 24 | $5.7M | $9.0M |
自由现金流
LSAK
OFIX
| Q3 26 | — | — | ||
| Q4 25 | $-14.8M | $16.8M | ||
| Q3 25 | $4.9M | $2.5M | ||
| Q2 25 | $-13.2M | $4.5M | ||
| Q1 25 | $7.8M | $-25.1M | ||
| Q4 24 | $-15.5M | $15.2M | ||
| Q3 24 | $-8.1M | $6.3M | ||
| Q2 24 | $937.0K | $-360.0K |
自由现金流率
LSAK
OFIX
| Q3 26 | — | — | ||
| Q4 25 | -8.3% | 7.6% | ||
| Q3 25 | 2.9% | 1.2% | ||
| Q2 25 | -7.8% | 2.2% | ||
| Q1 25 | 4.9% | -13.0% | ||
| Q4 24 | -8.8% | 7.0% | ||
| Q3 24 | -5.3% | 3.2% | ||
| Q2 24 | 0.6% | -0.2% |
资本支出强度
LSAK
OFIX
| Q3 26 | — | — | ||
| Q4 25 | 2.2% | 4.9% | ||
| Q3 25 | 2.3% | 4.8% | ||
| Q2 25 | 2.4% | 3.5% | ||
| Q1 25 | 1.7% | 3.5% | ||
| Q4 24 | 3.6% | 4.0% | ||
| Q3 24 | 2.6% | 2.7% | ||
| Q2 24 | 3.2% | 4.7% |
现金转化率
LSAK
OFIX
| Q3 26 | — | — | ||
| Q4 25 | -2.99× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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
LSAK
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% |