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Orthofix Medical Inc.（OFIX）与OneWater Marine Inc.（ONEW）财务数据对比。点击上方公司名可切换其他公司
OneWater Marine Inc.的季度营收约是Orthofix Medical Inc.的2.0倍（$442.3M vs $219.9M），Orthofix Medical Inc.净利率更高（-1.0% vs -2.9%，领先1.9%），Orthofix Medical Inc.同比增速更快（2.0% vs -8.5%），过去两年OneWater Marine Inc.的营收复合增速更高（8.2% vs 8.0%）
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。
OneWater Marine Inc.是美国头部休闲船舶零售企业，主营全新及二手船只、游艇、船舶零配件销售，同时提供船只维修保养、配套融资等服务，通过覆盖北美多州的经销商网络服务个人及商业休闲船艇客户。
OFIX vs ONEW — 直观对比
营收规模更大
ONEW
是对方的2.0倍
$219.9M
营收增速更快
OFIX
高出10.5%
-8.5%
净利率更高
OFIX
高出1.9%
-2.9%
两年增速更快
ONEW
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $442.3M |
| 净利润 | $-2.2M | $-12.9M |
| 毛利率 | 71.1% | 23.9% |
| 营业利润率 | 0.2% | 1.7% |
| 净利率 | -1.0% | -2.9% |
| 营收同比 | 2.0% | -8.5% |
| 净利润同比 | 92.4% | — |
| 每股收益（稀释后） | $-0.05 | $-0.78 |
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OFIXONEW
| Q2 26 | — | $442.3M | ||
| Q1 26 | — | $380.6M | ||
| Q4 25 | $219.9M | $380.6M | ||
| Q3 25 | $205.6M | $460.1M | ||
| Q2 25 | $203.1M | $552.9M | ||
| Q1 25 | $193.6M | $483.5M | ||
| Q4 24 | $215.7M | $375.8M | ||
| Q3 24 | $196.6M | $377.9M |
净利润OFIXONEW
| Q2 26 | — | $-12.9M | ||
| Q1 26 | — | $-7.7M | ||
| Q4 25 | $-2.2M | $-7.7M | ||
| Q3 25 | $-22.8M | $-113.0M | ||
| Q2 25 | $-14.1M | $10.7M | ||
| Q1 25 | $-53.1M | $-368.0K | ||
| Q4 24 | $-29.1M | $-12.0M | ||
| Q3 24 | $-27.4M | $-9.2M |
毛利率OFIXONEW
| Q2 26 | — | 23.9% | ||
| Q1 26 | — | 23.5% | ||
| Q4 25 | 71.1% | 23.5% | ||
| Q3 25 | 72.2% | 22.6% | ||
| Q2 25 | 68.7% | 23.3% | ||
| Q1 25 | 62.8% | 22.8% | ||
| Q4 24 | 69.0% | 22.4% | ||
| Q3 24 | 68.7% | 24.0% |
营业利润率OFIXONEW
| Q2 26 | — | 1.7% | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | -1.4% | ||
| Q3 25 | -8.3% | -28.3% | ||
| Q2 25 | -7.9% | 5.5% | ||
| Q1 25 | -25.2% | 3.4% | ||
| Q4 24 | -5.3% | -0.5% | ||
| Q3 24 | -9.6% | 1.2% |
净利率OFIXONEW
| Q2 26 | — | -2.9% | ||
| Q1 26 | — | -2.0% | ||
| Q4 25 | -1.0% | -2.0% | ||
| Q3 25 | -11.1% | -24.5% | ||
| Q2 25 | -6.9% | 1.9% | ||
| Q1 25 | -27.4% | -0.1% | ||
| Q4 24 | -13.5% | -3.2% | ||
| Q3 24 | -13.9% | -2.4% |
每股收益（稀释后）OFIXONEW
| Q2 26 | — | $-0.78 | ||
| Q1 26 | — | $-0.47 | ||
| Q4 25 | $-0.05 | — | ||
| Q3 25 | $-0.57 | — | ||
| Q2 25 | $-0.36 | — | ||
| Q1 25 | $-1.35 | — | ||
| Q4 24 | $-0.76 | — | ||
| Q3 24 | $-0.71 | — |
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 | $82.0M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $269.4M |
| 总资产 | $850.6M | $1.4B |
| 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OFIXONEW
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $82.0M | — | ||
| Q3 25 | $62.9M | — | ||
| Q2 25 | $65.6M | — | ||
| Q1 25 | $58.0M | — | ||
| Q4 24 | $83.2M | — | ||
| Q3 24 | $30.1M | — |
总债务OFIXONEW
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $157.2M | — | ||
| Q2 25 | $157.0M | — | ||
| Q1 25 | $156.9M | — | ||
| Q4 24 | $157.0M | — | ||
| Q3 24 | $118.5M | — |
股东权益OFIXONEW
| Q2 26 | — | $269.4M | ||
| Q1 26 | — | $277.5M | ||
| Q4 25 | $450.0M | $277.5M | ||
| Q3 25 | $442.5M | $285.0M | ||
| Q2 25 | $458.3M | $393.2M | ||
| Q1 25 | $458.3M | $381.6M | ||
| Q4 24 | $503.1M | $354.8M | ||
| Q3 24 | $525.9M | $360.8M |
总资产OFIXONEW
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $850.6M | $1.4B | ||
| Q3 25 | $832.6M | $1.4B | ||
| Q2 25 | $837.2M | $1.5B | ||
| Q1 25 | $823.1M | $1.6B | ||
| Q4 24 | $893.3M | $1.6B | ||
| Q3 24 | $867.9M | $1.6B |
负债/权益比OFIXONEW
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.36× | — | ||
| Q2 25 | 0.34× | — | ||
| Q1 25 | 0.34× | — | ||
| Q4 24 | 0.31× | — | ||
| Q3 24 | 0.23× | — |
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OFIXONEW
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $27.7M | $-76.3M | ||
| Q3 25 | $12.4M | $9.9M | ||
| Q2 25 | $11.6M | $90.8M | ||
| Q1 25 | $-18.4M | $28.5M | ||
| Q4 24 | $23.7M | $-37.4M | ||
| Q3 24 | $11.7M | $27.3M |
自由现金流OFIXONEW
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $16.8M | $-78.2M | ||
| Q3 25 | $2.5M | $7.2M | ||
| Q2 25 | $4.5M | $88.9M | ||
| Q1 25 | $-25.1M | $23.7M | ||
| Q4 24 | $15.2M | $-40.0M | ||
| Q3 24 | $6.3M | $23.2M |
自由现金流率OFIXONEW
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | -20.6% | ||
| Q3 25 | 1.2% | 1.6% | ||
| Q2 25 | 2.2% | 16.1% | ||
| Q1 25 | -13.0% | 4.9% | ||
| Q4 24 | 7.0% | -10.7% | ||
| Q3 24 | 3.2% | 6.1% |
资本支出强度OFIXONEW
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 0.5% | ||
| Q3 25 | 4.8% | 0.6% | ||
| Q2 25 | 3.5% | 0.4% | ||
| Q1 25 | 3.5% | 1.0% | ||
| Q4 24 | 4.0% | 0.7% | ||
| Q3 24 | 2.7% | 1.1% |
现金转化率OFIXONEW
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 8.47× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 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
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% |
ONEW
| New boat | $272.0M | 62% |
| Pre-owned boat | $94.4M | 21% |
| Service, parts & other | $61.9M | 14% |
| Finance & insurance income | $14.0M | 3% |
