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Orthofix Medical Inc.（OFIX）与ONTO INNOVATION INC.（ONTO）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ONTO INNOVATION INC.的1.0倍（$219.9M vs $218.2M），ONTO INNOVATION INC.净利率更高（12.9% vs -1.0%，领先13.9%），Orthofix Medical Inc.同比增速更快（2.0% vs -13.5%），ONTO INNOVATION INC.自由现金流更多（$82.0M vs $16.8M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs 2.6%）
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。
Onto Innovation是一家美国半导体企业，2019年由Rudolph Technologies与Nanometrics合并组建，为微电子制造行业提供生产工艺、工艺控制相关设备及配套软件解决方案，是全球半导体制造支撑领域的重要供应商。
OFIX vs ONTO — 直观对比
营收规模更大
OFIX
是对方的1.0倍
$218.2M
营收增速更快
OFIX
高出15.5%
-13.5%
净利率更高
ONTO
高出13.9%
-1.0%
自由现金流更多
ONTO
多$65.2M
$16.8M
两年增速更快
OFIX
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $218.2M |
| 净利润 | $-2.2M | $28.2M |
| 毛利率 | 71.1% | 50.7% |
| 营业利润率 | 0.2% | 10.9% |
| 净利率 | -1.0% | 12.9% |
| 营收同比 | 2.0% | -13.5% |
| 净利润同比 | 92.4% | -46.8% |
| 每股收益（稀释后） | $-0.05 | $0.57 |
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OFIXONTO
| Q4 25 | $219.9M | — | ||
| Q3 25 | $205.6M | $218.2M | ||
| Q2 25 | $203.1M | $253.6M | ||
| Q1 25 | $193.6M | $266.6M | ||
| Q4 24 | $215.7M | $263.9M | ||
| Q3 24 | $196.6M | $252.2M | ||
| Q2 24 | $198.6M | $242.3M | ||
| Q1 24 | $188.6M | $228.8M |
净利润OFIXONTO
| Q4 25 | $-2.2M | — | ||
| Q3 25 | $-22.8M | $28.2M | ||
| Q2 25 | $-14.1M | $33.9M | ||
| Q1 25 | $-53.1M | $64.1M | ||
| Q4 24 | $-29.1M | $48.8M | ||
| Q3 24 | $-27.4M | $53.1M | ||
| Q2 24 | $-33.4M | $52.9M | ||
| Q1 24 | $-36.0M | $46.9M |
毛利率OFIXONTO
| Q4 25 | 71.1% | — | ||
| Q3 25 | 72.2% | 50.7% | ||
| Q2 25 | 68.7% | 48.2% | ||
| Q1 25 | 62.8% | 53.7% | ||
| Q4 24 | 69.0% | 50.2% | ||
| Q3 24 | 68.7% | 54.1% | ||
| Q2 24 | 67.8% | 52.9% | ||
| Q1 24 | 67.5% | 51.7% |
营业利润率OFIXONTO
| Q4 25 | 0.2% | — | ||
| Q3 25 | -8.3% | 10.9% | ||
| Q2 25 | -7.9% | 12.7% | ||
| Q1 25 | -25.2% | 23.7% | ||
| Q4 24 | -5.3% | 16.1% | ||
| Q3 24 | -9.6% | 21.0% | ||
| Q2 24 | -12.5% | 20.2% | ||
| Q1 24 | -15.6% | 18.7% |
净利率OFIXONTO
| Q4 25 | -1.0% | — | ||
| Q3 25 | -11.1% | 12.9% | ||
| Q2 25 | -6.9% | 13.4% | ||
| Q1 25 | -27.4% | 24.0% | ||
| Q4 24 | -13.5% | 18.5% | ||
| Q3 24 | -13.9% | 21.0% | ||
| Q2 24 | -16.8% | 21.9% | ||
| Q1 24 | -19.1% | 20.5% |
每股收益（稀释后）OFIXONTO
| Q4 25 | $-0.05 | — | ||
| Q3 25 | $-0.57 | $0.57 | ||
| Q2 25 | $-0.36 | $0.69 | ||
| Q1 25 | $-1.35 | $1.30 | ||
| Q4 24 | $-0.76 | $0.98 | ||
| Q3 24 | $-0.71 | $1.07 | ||
| Q2 24 | $-0.88 | $1.07 | ||
| Q1 24 | $-0.95 | $0.94 |
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 | $603.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $2.0B |
| 总资产 | $850.6M | $2.2B |
| 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OFIXONTO
| Q4 25 | $82.0M | — | ||
| Q3 25 | $62.9M | $603.1M | ||
| Q2 25 | $65.6M | $217.5M | ||
| Q1 25 | $58.0M | $203.7M | ||
| Q4 24 | $83.2M | $212.9M | ||
| Q3 24 | $30.1M | $188.7M | ||
| Q2 24 | $26.4M | $172.6M | ||
| Q1 24 | $27.0M | $190.9M |
总债务OFIXONTO
| 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OFIXONTO
| Q4 25 | $450.0M | — | ||
| Q3 25 | $442.5M | $2.0B | ||
| Q2 25 | $458.3M | $2.0B | ||
| Q1 25 | $458.3M | $1.9B | ||
| Q4 24 | $503.1M | $1.9B | ||
| Q3 24 | $525.9M | $1.9B | ||
| Q2 24 | $546.0M | $1.8B | ||
| Q1 24 | $570.3M | $1.8B |
总资产OFIXONTO
| Q4 25 | $850.6M | — | ||
| Q3 25 | $832.6M | $2.2B | ||
| Q2 25 | $837.2M | $2.1B | ||
| Q1 25 | $823.1M | $2.1B | ||
| Q4 24 | $893.3M | $2.1B | ||
| Q3 24 | $867.9M | $2.1B | ||
| Q2 24 | $882.0M | $2.0B | ||
| Q1 24 | $906.0M | $2.0B |
负债/权益比OFIXONTO
| 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 | $27.7M | $83.4M |
| 自由现金流经营现金流 - 资本支出 | $16.8M | $82.0M |
| 自由现金流率自由现金流/营收 | 7.6% | 37.6% |
| 资本支出强度资本支出/营收 | 4.9% | 0.6% |
| 现金转化率经营现金流/净利润 | — | 2.95× |
| 过去12个月自由现金流最近4个季度 | $-1.3M | $261.3M |
8季度趋势，按日历期对齐
经营现金流OFIXONTO
| Q4 25 | $27.7M | — | ||
| Q3 25 | $12.4M | $83.4M | ||
| Q2 25 | $11.6M | $57.9M | ||
| Q1 25 | $-18.4M | $92.0M | ||
| Q4 24 | $23.7M | $56.0M | ||
| Q3 24 | $11.7M | $67.2M | ||
| Q2 24 | $9.0M | $65.3M | ||
| Q1 24 | $-18.6M | $57.1M |
自由现金流OFIXONTO
| Q4 25 | $16.8M | — | ||
| Q3 25 | $2.5M | $82.0M | ||
| Q2 25 | $4.5M | $44.2M | ||
| Q1 25 | $-25.1M | $83.7M | ||
| Q4 24 | $15.2M | $51.4M | ||
| Q3 24 | $6.3M | $59.2M | ||
| Q2 24 | $-360.0K | $53.0M | ||
| Q1 24 | $-29.1M | $50.2M |
自由现金流率OFIXONTO
| Q4 25 | 7.6% | — | ||
| Q3 25 | 1.2% | 37.6% | ||
| Q2 25 | 2.2% | 17.4% | ||
| Q1 25 | -13.0% | 31.4% | ||
| Q4 24 | 7.0% | 19.5% | ||
| Q3 24 | 3.2% | 23.5% | ||
| Q2 24 | -0.2% | 21.9% | ||
| Q1 24 | -15.4% | 21.9% |
资本支出强度OFIXONTO
| Q4 25 | 4.9% | — | ||
| Q3 25 | 4.8% | 0.6% | ||
| Q2 25 | 3.5% | 5.4% | ||
| Q1 25 | 3.5% | 3.1% | ||
| Q4 24 | 4.0% | 1.8% | ||
| Q3 24 | 2.7% | 3.2% | ||
| Q2 24 | 4.7% | 5.1% | ||
| Q1 24 | 5.6% | 3.0% |
现金转化率OFIXONTO
| Q4 25 | — | — | ||
| Q3 25 | — | 2.95× | ||
| Q2 25 | — | 1.71× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 1.15× | ||
| Q3 24 | — | 1.27× | ||
| Q2 24 | — | 1.23× | ||
| Q1 24 | — | 1.22× |
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% |
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
