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摩凡陀集团（MOV）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.的季度营收约是摩凡陀集团的1.2倍（$219.9M vs $186.1M），摩凡陀集团净利率更高（5.1% vs -1.0%，领先6.2%），Orthofix Medical Inc.同比增速更快（2.0% vs 1.9%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $11.6M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs 2.9%）
摩凡陀集团是源自瑞士的美国奢侈钟表品牌，创始于1881年，品牌名取自世界语，原意为“律动”。摩凡陀腕表以12点钟位置标志性的金属圆点设计与极简风格著称，其中博物馆腕表更是品牌最广为人知的经典代表作。
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。
MOV vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.2倍
$186.1M
营收增速更快
OFIX
高出0.1%
1.9%
净利率更高
MOV
高出6.2%
-1.0%
自由现金流更多
OFIX
多$5.2M
$11.6M
两年增速更快
OFIX
近两年复合增速
2.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $186.1M | $219.9M |
| 净利润 | $9.6M | $-2.2M |
| 毛利率 | 54.3% | 71.1% |
| 营业利润率 | 6.3% | 0.2% |
| 净利率 | 5.1% | -1.0% |
| 营收同比 | 1.9% | 2.0% |
| 净利润同比 | 89.8% | 92.4% |
| 每股收益（稀释后） | $0.42 | $-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MOVOFIX
| Q4 25 | $186.1M | $219.9M | ||
| Q3 25 | $161.8M | $205.6M | ||
| Q2 25 | $131.8M | $203.1M | ||
| Q1 25 | $181.5M | $193.6M | ||
| Q4 24 | $180.5M | $215.7M | ||
| Q3 24 | $157.0M | $196.6M | ||
| Q2 24 | $134.4M | $198.6M | ||
| Q1 24 | $175.8M | $188.6M |
净利润MOVOFIX
| Q4 25 | $9.6M | $-2.2M | ||
| Q3 25 | $3.0M | $-22.8M | ||
| Q2 25 | $1.4M | $-14.1M | ||
| Q1 25 | $8.1M | $-53.1M | ||
| Q4 24 | $4.8M | $-29.1M | ||
| Q3 24 | $3.5M | $-27.4M | ||
| Q2 24 | $2.0M | $-33.4M | ||
| Q1 24 | $9.8M | $-36.0M |
毛利率MOVOFIX
| Q4 25 | 54.3% | 71.1% | ||
| Q3 25 | 54.1% | 72.2% | ||
| Q2 25 | 54.1% | 68.7% | ||
| Q1 25 | 54.2% | 62.8% | ||
| Q4 24 | 53.5% | 69.0% | ||
| Q3 24 | 54.3% | 68.7% | ||
| Q2 24 | 54.3% | 67.8% | ||
| Q1 24 | 53.5% | 67.5% |
营业利润率MOVOFIX
| Q4 25 | 6.3% | 0.2% | ||
| Q3 25 | 2.5% | -8.3% | ||
| Q2 25 | 0.2% | -7.9% | ||
| Q1 25 | 5.1% | -25.2% | ||
| Q4 24 | 3.3% | -5.3% | ||
| Q3 24 | 1.7% | -9.6% | ||
| Q2 24 | 1.6% | -12.5% | ||
| Q1 24 | 6.1% | -15.6% |
净利率MOVOFIX
| Q4 25 | 5.1% | -1.0% | ||
| Q3 25 | 1.8% | -11.1% | ||
| Q2 25 | 1.1% | -6.9% | ||
| Q1 25 | 4.4% | -27.4% | ||
| Q4 24 | 2.7% | -13.5% | ||
| Q3 24 | 2.2% | -13.9% | ||
| Q2 24 | 1.5% | -16.8% | ||
| Q1 24 | 5.6% | -19.1% |
每股收益（稀释后）MOVOFIX
| Q4 25 | $0.42 | $-0.05 | ||
| Q3 25 | $0.13 | $-0.57 | ||
| Q2 25 | $0.06 | $-0.36 | ||
| Q1 25 | $0.36 | $-1.35 | ||
| Q4 24 | $0.21 | $-0.76 | ||
| Q3 24 | $0.15 | $-0.71 | ||
| Q2 24 | $0.09 | $-0.88 | ||
| Q1 24 | $0.44 | $-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 | $183.9M | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $497.5M | $450.0M |
| 总资产 | $751.9M | $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MOVOFIX
| Q4 25 | $183.9M | $82.0M | ||
| Q3 25 | $180.5M | $62.9M | ||
| Q2 25 | $203.1M | $65.6M | ||
| Q1 25 | $208.5M | $58.0M | ||
| Q4 24 | $181.5M | $83.2M | ||
| Q3 24 | $198.3M | $30.1M | ||
| Q2 24 | $225.4M | $26.4M | ||
| Q1 24 | $262.1M | $27.0M |
总债务MOVOFIX
| 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MOVOFIX
| Q4 25 | $497.5M | $450.0M | ||
| Q3 25 | $489.9M | $442.5M | ||
| Q2 25 | $493.2M | $458.3M | ||
| Q1 25 | $481.3M | $458.3M | ||
| Q4 24 | $491.3M | $503.1M | ||
| Q3 24 | $492.0M | $525.9M | ||
| Q2 24 | $489.6M | $546.0M | ||
| Q1 24 | $505.9M | $570.3M |
总资产MOVOFIX
| Q4 25 | $751.9M | $850.6M | ||
| Q3 25 | $748.7M | $832.6M | ||
| Q2 25 | $747.2M | $837.2M | ||
| Q1 25 | $729.2M | $823.1M | ||
| Q4 24 | $747.2M | $893.3M | ||
| Q3 24 | $742.5M | $867.9M | ||
| Q2 24 | $736.0M | $882.0M | ||
| Q1 24 | $756.5M | $906.0M |
负债/权益比MOVOFIX
| 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 | $12.3M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $11.6M | $16.8M |
| 自由现金流率自由现金流/营收 | 6.2% | 7.6% |
| 资本支出强度资本支出/营收 | 0.4% | 4.9% |
| 现金转化率经营现金流/净利润 | 1.28× | — |
| 过去12个月自由现金流最近4个季度 | $35.3M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流MOVOFIX
| Q4 25 | $12.3M | $27.7M | ||
| Q3 25 | $-3.8M | $12.4M | ||
| Q2 25 | $-7.2M | $11.6M | ||
| Q1 25 | $39.1M | $-18.4M | ||
| Q4 24 | $-4.7M | $23.7M | ||
| Q3 24 | $-17.8M | $11.7M | ||
| Q2 24 | $-18.1M | $9.0M | ||
| Q1 24 | $69.4M | $-18.6M |
自由现金流MOVOFIX
| Q4 25 | $11.6M | $16.8M | ||
| Q3 25 | $-5.1M | $2.5M | ||
| Q2 25 | $-8.7M | $4.5M | ||
| Q1 25 | $37.5M | $-25.1M | ||
| Q4 24 | $-7.2M | $15.2M | ||
| Q3 24 | $-20.1M | $6.3M | ||
| Q2 24 | $-19.7M | $-360.0K | ||
| Q1 24 | $67.8M | $-29.1M |
自由现金流率MOVOFIX
| Q4 25 | 6.2% | 7.6% | ||
| Q3 25 | -3.1% | 1.2% | ||
| Q2 25 | -6.6% | 2.2% | ||
| Q1 25 | 20.7% | -13.0% | ||
| Q4 24 | -4.0% | 7.0% | ||
| Q3 24 | -12.8% | 3.2% | ||
| Q2 24 | -14.7% | -0.2% | ||
| Q1 24 | 38.6% | -15.4% |
资本支出强度MOVOFIX
| Q4 25 | 0.4% | 4.9% | ||
| Q3 25 | 0.8% | 4.8% | ||
| Q2 25 | 1.2% | 3.5% | ||
| Q1 25 | 0.9% | 3.5% | ||
| Q4 24 | 1.4% | 4.0% | ||
| Q3 24 | 1.5% | 2.7% | ||
| Q2 24 | 1.2% | 4.7% | ||
| Q1 24 | 0.9% | 5.6% |
现金转化率MOVOFIX
| Q4 25 | 1.28× | — | ||
| Q3 25 | -1.27× | — | ||
| Q2 25 | -5.08× | — | ||
| Q1 25 | 4.86× | — | ||
| Q4 24 | -0.98× | — | ||
| Q3 24 | -5.14× | — | ||
| Q2 24 | -8.97× | — | ||
| Q1 24 | 7.06× | — |
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
MOV
| Other | $81.4M | 44% |
| Owned Brands Category | $46.0M | 25% |
| Sales Channel Directly To Consumer | $35.3M | 19% |
| Company Stores | $23.4M | 13% |
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% |
