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NovoCure Ltd（NVCR）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NovoCure Ltd的1.3倍（$219.9M vs $174.3M），Orthofix Medical Inc.净利率更高（-1.0% vs -14.1%，领先13.0%），NovoCure Ltd同比增速更快（8.1% vs 2.0%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $-22.9M），过去两年NovoCure Ltd的营收复合增速更高（12.2% vs 8.0%）
NovoCure Ltd是一家全球肿瘤医疗企业，专注研发肿瘤治疗电场（TTFields）技术，推出可穿戴非侵入式癌症治疗设备，已获批用于胶质母细胞瘤、恶性胸膜间皮瘤、非小细胞肺癌等多个癌种，业务覆盖北美、欧洲及亚太地区。
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。
NVCR vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.3倍
$174.3M
营收增速更快
NVCR
高出6.1%
2.0%
净利率更高
OFIX
高出13.0%
-14.1%
自由现金流更多
OFIX
多$39.7M
$-22.9M
两年增速更快
NVCR
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $174.3M | $219.9M |
| 净利润 | $-24.5M | $-2.2M |
| 毛利率 | 75.8% | 71.1% |
| 营业利润率 | -23.2% | 0.2% |
| 净利率 | -14.1% | -1.0% |
| 营收同比 | 8.1% | 2.0% |
| 净利润同比 | 62.8% | 92.4% |
| 每股收益（稀释后） | $-0.22 | $-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NVCROFIX
| Q4 25 | $174.3M | $219.9M | ||
| Q3 25 | $167.2M | $205.6M | ||
| Q2 25 | $158.8M | $203.1M | ||
| Q1 25 | $155.0M | $193.6M | ||
| Q4 24 | $161.3M | $215.7M | ||
| Q3 24 | $155.1M | $196.6M | ||
| Q2 24 | $150.4M | $198.6M | ||
| Q1 24 | $138.5M | $188.6M |
净利润NVCROFIX
| Q4 25 | $-24.5M | $-2.2M | ||
| Q3 25 | $-37.3M | $-22.8M | ||
| Q2 25 | $-40.1M | $-14.1M | ||
| Q1 25 | $-34.3M | $-53.1M | ||
| Q4 24 | $-65.9M | $-29.1M | ||
| Q3 24 | $-30.6M | $-27.4M | ||
| Q2 24 | $-33.4M | $-33.4M | ||
| Q1 24 | $-38.8M | $-36.0M |
毛利率NVCROFIX
| Q4 25 | 75.8% | 71.1% | ||
| Q3 25 | 73.2% | 72.2% | ||
| Q2 25 | 73.9% | 68.7% | ||
| Q1 25 | 75.1% | 62.8% | ||
| Q4 24 | 79.2% | 69.0% | ||
| Q3 24 | 77.2% | 68.7% | ||
| Q2 24 | 77.0% | 67.8% | ||
| Q1 24 | 75.7% | 67.5% |
营业利润率NVCROFIX
| Q4 25 | -23.2% | 0.2% | ||
| Q3 25 | -21.5% | -8.3% | ||
| Q2 25 | -24.9% | -7.9% | ||
| Q1 25 | -24.4% | -25.2% | ||
| Q4 24 | -39.3% | -5.3% | ||
| Q3 24 | -20.7% | -9.6% | ||
| Q2 24 | -22.3% | -12.5% | ||
| Q1 24 | -30.0% | -15.6% |
净利率NVCROFIX
| Q4 25 | -14.1% | -1.0% | ||
| Q3 25 | -22.3% | -11.1% | ||
| Q2 25 | -25.3% | -6.9% | ||
| Q1 25 | -22.1% | -27.4% | ||
| Q4 24 | -40.9% | -13.5% | ||
| Q3 24 | -19.7% | -13.9% | ||
| Q2 24 | -22.2% | -16.8% | ||
| Q1 24 | -28.0% | -19.1% |
每股收益（稀释后）NVCROFIX
| Q4 25 | $-0.22 | $-0.05 | ||
| Q3 25 | $-0.33 | $-0.57 | ||
| Q2 25 | $-0.36 | $-0.36 | ||
| Q1 25 | $-0.31 | $-1.35 | ||
| Q4 24 | $-0.61 | $-0.76 | ||
| Q3 24 | $-0.28 | $-0.71 | ||
| Q2 24 | $-0.31 | $-0.88 | ||
| Q1 24 | $-0.36 | $-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 | $93.5M | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $340.5M | $450.0M |
| 总资产 | $804.3M | $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NVCROFIX
| Q4 25 | $93.5M | $82.0M | ||
| Q3 25 | $342.1M | $62.9M | ||
| Q2 25 | $149.6M | $65.6M | ||
| Q1 25 | $127.3M | $58.0M | ||
| Q4 24 | $163.8M | $83.2M | ||
| Q3 24 | $185.4M | $30.1M | ||
| Q2 24 | $164.8M | $26.4M | ||
| Q1 24 | $453.8M | $27.0M |
总债务NVCROFIX
| 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NVCROFIX
| Q4 25 | $340.5M | $450.0M | ||
| Q3 25 | $341.3M | $442.5M | ||
| Q2 25 | $349.4M | $458.3M | ||
| Q1 25 | $362.0M | $458.3M | ||
| Q4 24 | $360.2M | $503.1M | ||
| Q3 24 | $360.8M | $525.9M | ||
| Q2 24 | $361.8M | $546.0M | ||
| Q1 24 | $359.4M | $570.3M |
总资产NVCROFIX
| Q4 25 | $804.3M | $850.6M | ||
| Q3 25 | $1.4B | $832.6M | ||
| Q2 25 | $1.2B | $837.2M | ||
| Q1 25 | $1.2B | $823.1M | ||
| Q4 24 | $1.2B | $893.3M | ||
| Q3 24 | $1.2B | $867.9M | ||
| Q2 24 | $1.2B | $882.0M | ||
| Q1 24 | $1.1B | $906.0M |
负债/权益比NVCROFIX
| 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 | $-18.0M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $-22.9M | $16.8M |
| 自由现金流率自由现金流/营收 | -13.1% | 7.6% |
| 资本支出强度资本支出/营收 | 2.8% | 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 | $-75.7M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流NVCROFIX
| Q4 25 | $-18.0M | $27.7M | ||
| Q3 25 | $20.6M | $12.4M | ||
| Q2 25 | $-15.9M | $11.6M | ||
| Q1 25 | $-35.7M | $-18.4M | ||
| Q4 24 | $-3.5M | $23.7M | ||
| Q3 24 | $10.4M | $11.7M | ||
| Q2 24 | $-1.7M | $9.0M | ||
| Q1 24 | $-31.6M | $-18.6M |
自由现金流NVCROFIX
| Q4 25 | $-22.9M | $16.8M | ||
| Q3 25 | $14.9M | $2.5M | ||
| Q2 25 | $-21.4M | $4.5M | ||
| Q1 25 | $-46.3M | $-25.1M | ||
| Q4 24 | $-12.4M | $15.2M | ||
| Q3 24 | $-307.0K | $6.3M | ||
| Q2 24 | $-13.2M | $-360.0K | ||
| Q1 24 | $-43.4M | $-29.1M |
自由现金流率NVCROFIX
| Q4 25 | -13.1% | 7.6% | ||
| Q3 25 | 8.9% | 1.2% | ||
| Q2 25 | -13.5% | 2.2% | ||
| Q1 25 | -29.9% | -13.0% | ||
| Q4 24 | -7.7% | 7.0% | ||
| Q3 24 | -0.2% | 3.2% | ||
| Q2 24 | -8.8% | -0.2% | ||
| Q1 24 | -31.3% | -15.4% |
资本支出强度NVCROFIX
| Q4 25 | 2.8% | 4.9% | ||
| Q3 25 | 3.4% | 4.8% | ||
| Q2 25 | 3.5% | 3.5% | ||
| Q1 25 | 6.8% | 3.5% | ||
| Q4 24 | 5.5% | 4.0% | ||
| Q3 24 | 6.9% | 2.7% | ||
| Q2 24 | 7.6% | 4.7% | ||
| Q1 24 | 8.5% | 5.6% |
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
NVCR
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% |
