vs
Enpro Inc.(NPO)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
Enpro Inc.的季度营收约是Orthofix Medical Inc.的1.3倍($295.4M vs $219.9M),Orthofix Medical Inc.净利率更高(-1.0% vs -10.8%,领先9.8%),Enpro Inc.同比增速更快(14.3% vs 2.0%),过去两年Orthofix Medical Inc.的营收复合增速更高(8.0% vs 7.1%)
Enpro是总部位于美国的工业技术企业,面向半导体、航空航天、发电、重卡、农业机械、化工处理、浆纸、生命科学等技术密集型领域设计生产专用产品及材料。公司在全球12个国家布局61个核心生产基地,下设密封技术、先进表面技术及工程技术三大业务板块。
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。
NPO vs OFIX — 直观对比
营收规模更大
NPO
是对方的1.3倍
$219.9M
营收增速更快
NPO
高出12.3%
2.0%
净利率更高
OFIX
高出9.8%
-10.8%
两年增速更快
OFIX
近两年复合增速
7.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $295.4M | $219.9M |
| 净利润 | $-32.0M | $-2.2M |
| 毛利率 | 42.1% | 71.1% |
| 营业利润率 | 11.2% | 0.2% |
| 净利率 | -10.8% | -1.0% |
| 营收同比 | 14.3% | 2.0% |
| 净利润同比 | -330.2% | 92.4% |
| 每股收益(稀释后) | $-1.50 | $-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
NPO
OFIX
| Q4 25 | $295.4M | $219.9M | ||
| Q3 25 | $286.6M | $205.6M | ||
| Q2 25 | $288.1M | $203.1M | ||
| Q1 25 | $273.2M | $193.6M | ||
| Q4 24 | $258.4M | $215.7M | ||
| Q3 24 | $260.9M | $196.6M | ||
| Q2 24 | $271.9M | $198.6M | ||
| Q1 24 | $257.5M | $188.6M |
净利润
NPO
OFIX
| Q4 25 | $-32.0M | $-2.2M | ||
| Q3 25 | $21.6M | $-22.8M | ||
| Q2 25 | $26.4M | $-14.1M | ||
| Q1 25 | $24.5M | $-53.1M | ||
| Q4 24 | $13.9M | $-29.1M | ||
| Q3 24 | $19.8M | $-27.4M | ||
| Q2 24 | $26.7M | $-33.4M | ||
| Q1 24 | $12.5M | $-36.0M |
毛利率
NPO
OFIX
| Q4 25 | 42.1% | 71.1% | ||
| Q3 25 | 41.9% | 72.2% | ||
| Q2 25 | 43.3% | 68.7% | ||
| Q1 25 | 43.3% | 62.8% | ||
| Q4 24 | 42.3% | 69.0% | ||
| Q3 24 | 42.3% | 68.7% | ||
| Q2 24 | 43.8% | 67.8% | ||
| Q1 24 | 41.2% | 67.5% |
营业利润率
NPO
OFIX
| Q4 25 | 11.2% | 0.2% | ||
| Q3 25 | 14.3% | -8.3% | ||
| Q2 25 | 15.9% | -7.9% | ||
| Q1 25 | 15.3% | -25.2% | ||
| Q4 24 | 12.5% | -5.3% | ||
| Q3 24 | 13.1% | -9.6% | ||
| Q2 24 | 17.7% | -12.5% | ||
| Q1 24 | 10.9% | -15.6% |
净利率
NPO
OFIX
| Q4 25 | -10.8% | -1.0% | ||
| Q3 25 | 7.5% | -11.1% | ||
| Q2 25 | 9.2% | -6.9% | ||
| Q1 25 | 9.0% | -27.4% | ||
| Q4 24 | 5.4% | -13.5% | ||
| Q3 24 | 7.6% | -13.9% | ||
| Q2 24 | 9.8% | -16.8% | ||
| Q1 24 | 4.9% | -19.1% |
每股收益(稀释后)
NPO
OFIX
| Q4 25 | $-1.50 | $-0.05 | ||
| Q3 25 | $1.01 | $-0.57 | ||
| Q2 25 | $1.25 | $-0.36 | ||
| Q1 25 | $1.15 | $-1.35 | ||
| Q4 24 | $0.65 | $-0.76 | ||
| Q3 24 | $0.94 | $-0.71 | ||
| Q2 24 | $1.27 | $-0.88 | ||
| Q1 24 | $0.59 | $-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 | $114.7M | $82.0M |
| 总债务越低越好 | $655.3M | — |
| 股东权益账面价值 | $1.5B | $450.0M |
| 总资产 | $2.7B | $850.6M |
| 负债/权益比越低杠杆越低 | 0.42× | — |
8季度趋势,按日历期对齐
现金及短期投资
NPO
OFIX
| Q4 25 | $114.7M | $82.0M | ||
| Q3 25 | $132.9M | $62.9M | ||
| Q2 25 | $107.1M | $65.6M | ||
| Q1 25 | $240.3M | $58.0M | ||
| Q4 24 | $236.3M | $83.2M | ||
| Q3 24 | $206.9M | $30.1M | ||
| Q2 24 | $175.9M | $26.4M | ||
| Q1 24 | $163.9M | $27.0M |
总债务
NPO
OFIX
| Q4 25 | $655.3M | — | ||
| Q3 25 | — | $157.2M | ||
| Q2 25 | — | $157.0M | ||
| Q1 25 | — | $156.9M | ||
| Q4 24 | $640.1M | $157.0M | ||
| Q3 24 | — | $118.5M | ||
| Q2 24 | — | $118.0M | ||
| Q1 24 | $644.9M | $118.2M |
股东权益
NPO
OFIX
| Q4 25 | $1.5B | $450.0M | ||
| Q3 25 | $1.5B | $442.5M | ||
| Q2 25 | $1.5B | $458.3M | ||
| Q1 25 | $1.5B | $458.3M | ||
| Q4 24 | $1.4B | $503.1M | ||
| Q3 24 | $1.5B | $525.9M | ||
| Q2 24 | $1.4B | $546.0M | ||
| Q1 24 | $1.4B | $570.3M |
总资产
NPO
OFIX
| Q4 25 | $2.7B | $850.6M | ||
| Q3 25 | $2.4B | $832.6M | ||
| Q2 25 | $2.4B | $837.2M | ||
| Q1 25 | $2.5B | $823.1M | ||
| Q4 24 | $2.5B | $893.3M | ||
| Q3 24 | $2.5B | $867.9M | ||
| Q2 24 | $2.5B | $882.0M | ||
| Q1 24 | $2.5B | $906.0M |
负债/权益比
NPO
OFIX
| Q4 25 | 0.42× | — | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | 0.45× | 0.31× | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.22× | ||
| Q1 24 | 0.46× | 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 | — | $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 | 4.1% | 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
NPO
OFIX
| Q4 25 | — | $27.7M | ||
| Q3 25 | $65.3M | $12.4M | ||
| Q2 25 | $52.2M | $11.6M | ||
| Q1 25 | $21.0M | $-18.4M | ||
| Q4 24 | $59.4M | $23.7M | ||
| Q3 24 | $54.0M | $11.7M | ||
| Q2 24 | $43.2M | $9.0M | ||
| Q1 24 | $6.3M | $-18.6M |
自由现金流
NPO
OFIX
| Q4 25 | — | $16.8M | ||
| Q3 25 | $53.4M | $2.5M | ||
| Q2 25 | $42.3M | $4.5M | ||
| Q1 25 | $13.0M | $-25.1M | ||
| Q4 24 | $49.1M | $15.2M | ||
| Q3 24 | $48.3M | $6.3M | ||
| Q2 24 | $38.3M | $-360.0K | ||
| Q1 24 | $-1.9M | $-29.1M |
自由现金流率
NPO
OFIX
| Q4 25 | — | 7.6% | ||
| Q3 25 | 18.6% | 1.2% | ||
| Q2 25 | 14.7% | 2.2% | ||
| Q1 25 | 4.8% | -13.0% | ||
| Q4 24 | 19.0% | 7.0% | ||
| Q3 24 | 18.5% | 3.2% | ||
| Q2 24 | 14.1% | -0.2% | ||
| Q1 24 | -0.7% | -15.4% |
资本支出强度
NPO
OFIX
| Q4 25 | 4.1% | 4.9% | ||
| Q3 25 | 4.2% | 4.8% | ||
| Q2 25 | 3.4% | 3.5% | ||
| Q1 25 | 2.9% | 3.5% | ||
| Q4 24 | 4.0% | 4.0% | ||
| Q3 24 | 2.2% | 2.7% | ||
| Q2 24 | 1.8% | 4.7% | ||
| Q1 24 | 3.2% | 5.6% |
现金转化率
NPO
OFIX
| Q4 25 | — | — | ||
| Q3 25 | 3.02× | — | ||
| Q2 25 | 1.98× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 4.27× | — | ||
| Q3 24 | 2.73× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 0.50× | — |
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
NPO
| Sealing Technologies Segment | $187.0M | 63% |
| General Industrial | $71.3M | 24% |
| Power Generation | $19.9M | 7% |
| Oiland Gas Market | $15.0M | 5% |
| Semiconductors | $2.2M | 1% |
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% |