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Orthofix Medical Inc.(OFIX)与OXFORD INDUSTRIES INC(OXM)财务数据对比。点击上方公司名可切换其他公司
OXFORD INDUSTRIES INC的季度营收约是Orthofix Medical Inc.的1.4倍($307.3M vs $219.9M),Orthofix Medical Inc.净利率更高(-1.0% vs -20.7%,领先19.7%),Orthofix Medical Inc.同比增速更快(2.0% vs -0.2%),Orthofix Medical Inc.自由现金流更多($16.8M vs $-47.9M),过去两年Orthofix Medical Inc.的营收复合增速更高(8.0% vs -3.0%)
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。
牛津工业公司是美国一家上市服装企业,主打高端服装及服饰产品,旗下拥有多个知名品牌,包括汤米·巴哈马、莉莉·普利策、强尼·瓦斯和萨瑟恩泰德等。
OFIX vs OXM — 直观对比
营收规模更大
OXM
是对方的1.4倍
$219.9M
营收增速更快
OFIX
高出2.2%
-0.2%
净利率更高
OFIX
高出19.7%
-20.7%
自由现金流更多
OFIX
多$64.7M
$-47.9M
两年增速更快
OFIX
近两年复合增速
-3.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $219.9M | $307.3M |
| 净利润 | $-2.2M | $-63.7M |
| 毛利率 | 71.1% | 60.3% |
| 营业利润率 | 0.2% | -27.7% |
| 净利率 | -1.0% | -20.7% |
| 营收同比 | 2.0% | -0.2% |
| 净利润同比 | 92.4% | -1517.6% |
| 每股收益(稀释后) | $-0.05 | $-4.28 |
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
OFIX
OXM
| Q4 25 | $219.9M | $307.3M | ||
| Q3 25 | $205.6M | $403.1M | ||
| Q2 25 | $203.1M | $392.9M | ||
| Q1 25 | $193.6M | — | ||
| Q4 24 | $215.7M | $308.0M | ||
| Q3 24 | $196.6M | $419.9M | ||
| Q2 24 | $198.6M | $398.2M | ||
| Q1 24 | $188.6M | $404.4M |
净利润
OFIX
OXM
| Q4 25 | $-2.2M | $-63.7M | ||
| Q3 25 | $-22.8M | $16.7M | ||
| Q2 25 | $-14.1M | $26.2M | ||
| Q1 25 | $-53.1M | — | ||
| Q4 24 | $-29.1M | $-3.9M | ||
| Q3 24 | $-27.4M | $40.6M | ||
| Q2 24 | $-33.4M | $38.4M | ||
| Q1 24 | $-36.0M | $-60.1M |
毛利率
OFIX
OXM
| Q4 25 | 71.1% | 60.3% | ||
| Q3 25 | 72.2% | 61.4% | ||
| Q2 25 | 68.7% | 64.2% | ||
| Q1 25 | 62.8% | — | ||
| Q4 24 | 69.0% | 63.1% | ||
| Q3 24 | 68.7% | 63.1% | ||
| Q2 24 | 67.8% | 64.9% | ||
| Q1 24 | 67.5% | 60.9% |
营业利润率
OFIX
OXM
| Q4 25 | 0.2% | -27.7% | ||
| Q3 25 | -8.3% | 6.3% | ||
| Q2 25 | -7.9% | 9.2% | ||
| Q1 25 | -25.2% | — | ||
| Q4 24 | -5.3% | -2.0% | ||
| Q3 24 | -9.6% | 12.5% | ||
| Q2 24 | -12.5% | 13.2% | ||
| Q1 24 | -15.6% | -20.1% |
净利率
OFIX
OXM
| Q4 25 | -1.0% | -20.7% | ||
| Q3 25 | -11.1% | 4.1% | ||
| Q2 25 | -6.9% | 6.7% | ||
| Q1 25 | -27.4% | — | ||
| Q4 24 | -13.5% | -1.3% | ||
| Q3 24 | -13.9% | 9.7% | ||
| Q2 24 | -16.8% | 9.6% | ||
| Q1 24 | -19.1% | -14.9% |
每股收益(稀释后)
OFIX
OXM
| Q4 25 | $-0.05 | $-4.28 | ||
| Q3 25 | $-0.57 | $1.12 | ||
| Q2 25 | $-0.36 | $1.70 | ||
| Q1 25 | $-1.35 | — | ||
| Q4 24 | $-0.76 | $-0.25 | ||
| Q3 24 | $-0.71 | $2.57 | ||
| Q2 24 | $-0.88 | $2.42 | ||
| Q1 24 | $-0.95 | $-3.72 |
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 | $8.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $528.0M |
| 总资产 | $850.6M | $1.3B |
| 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
OFIX
OXM
| Q4 25 | $82.0M | $8.0M | ||
| Q3 25 | $62.9M | $6.9M | ||
| Q2 25 | $65.6M | $8.2M | ||
| Q1 25 | $58.0M | — | ||
| Q4 24 | $83.2M | $7.0M | ||
| Q3 24 | $30.1M | $18.4M | ||
| Q2 24 | $26.4M | $7.7M | ||
| Q1 24 | $27.0M | $7.6M |
总债务
OFIX
OXM
| 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 | $29.0M |
股东权益
OFIX
OXM
| Q4 25 | $450.0M | $528.0M | ||
| Q3 25 | $442.5M | $597.1M | ||
| Q2 25 | $458.3M | $592.4M | ||
| Q1 25 | $458.3M | — | ||
| Q4 24 | $503.1M | $612.2M | ||
| Q3 24 | $525.9M | $621.6M | ||
| Q2 24 | $546.0M | $592.9M | ||
| Q1 24 | $570.3M | $560.9M |
总资产
OFIX
OXM
| Q4 25 | $850.6M | $1.3B | ||
| Q3 25 | $832.6M | $1.3B | ||
| Q2 25 | $837.2M | $1.3B | ||
| Q1 25 | $823.1M | — | ||
| Q4 24 | $893.3M | $1.2B | ||
| Q3 24 | $867.9M | $1.2B | ||
| Q2 24 | $882.0M | $1.2B | ||
| Q1 24 | $906.0M | $1.1B |
负债/权益比
OFIX
OXM
| 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× | 0.05× |
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 | $-9.1M |
| 自由现金流经营现金流 - 资本支出 | $16.8M | $-47.9M |
| 自由现金流率自由现金流/营收 | 7.6% | -15.6% |
| 资本支出强度资本支出/营收 | 4.9% | 12.6% |
| 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 | $-79.9M |
8季度趋势,按日历期对齐
经营现金流
OFIX
OXM
| Q4 25 | $27.7M | $-9.1M | ||
| Q3 25 | $12.4M | $83.5M | ||
| Q2 25 | $11.6M | $-3.9M | ||
| Q1 25 | $-18.4M | — | ||
| Q4 24 | $23.7M | $-18.2M | ||
| Q3 24 | $11.7M | $88.8M | ||
| Q2 24 | $9.0M | $32.9M | ||
| Q1 24 | $-18.6M | $74.9M |
自由现金流
OFIX
OXM
| Q4 25 | $16.8M | $-47.9M | ||
| Q3 25 | $2.5M | $52.3M | ||
| Q2 25 | $4.5M | $-27.4M | ||
| Q1 25 | $-25.1M | — | ||
| Q4 24 | $15.2M | $-56.9M | ||
| Q3 24 | $6.3M | $47.2M | ||
| Q2 24 | $-360.0K | $21.0M | ||
| Q1 24 | $-29.1M | $55.3M |
自由现金流率
OFIX
OXM
| Q4 25 | 7.6% | -15.6% | ||
| Q3 25 | 1.2% | 13.0% | ||
| Q2 25 | 2.2% | -7.0% | ||
| Q1 25 | -13.0% | — | ||
| Q4 24 | 7.0% | -18.5% | ||
| Q3 24 | 3.2% | 11.2% | ||
| Q2 24 | -0.2% | 5.3% | ||
| Q1 24 | -15.4% | 13.7% |
资本支出强度
OFIX
OXM
| Q4 25 | 4.9% | 12.6% | ||
| Q3 25 | 4.8% | 7.7% | ||
| Q2 25 | 3.5% | 6.0% | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 4.0% | 12.6% | ||
| Q3 24 | 2.7% | 9.9% | ||
| Q2 24 | 4.7% | 3.0% | ||
| Q1 24 | 5.6% | 4.8% |
现金转化率
OFIX
OXM
| Q4 25 | — | — | ||
| Q3 25 | — | 5.00× | ||
| Q2 25 | — | -0.15× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.19× | ||
| Q2 24 | — | 0.86× | ||
| Q1 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% |
OXM
| Sales Channel Retail | $162.9M | 53% |
| Sales Channel Wholesale | $61.3M | 20% |
| Johnny Was | $45.4M | 15% |
| Sales Channel Food And Beverage | $29.3M | 10% |
| Other Foreign Countries | $9.0M | 3% |