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Orthofix Medical Inc.（OFIX）与PagerDuty, Inc.（PD）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PagerDuty, Inc.的1.8倍（$219.9M vs $124.5M），PagerDuty, Inc.净利率更高（129.7% vs -1.0%，领先130.8%），PagerDuty, Inc.同比增速更快（4.7% vs 2.0%），PagerDuty, Inc.自由现金流更多（$24.1M vs $16.8M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs 5.9%）
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。
PagerDuty是一家美国云计算企业，主打面向IT运维部门的SaaS事件管理平台，可帮助企业实时响应运维异常、快速定位并处理故障，保障业务系统稳定运行，目前已成为全球IT运维领域广受认可的数字化解决方案服务商。
OFIX vs PD — 直观对比
营收规模更大
OFIX
是对方的1.8倍
$124.5M
营收增速更快
PD
高出2.7%
2.0%
净利率更高
PD
高出130.8%
-1.0%
自由现金流更多
PD
多$7.2M
$16.8M
两年增速更快
OFIX
近两年复合增速
5.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $124.5M |
| 净利润 | $-2.2M | $161.6M |
| 毛利率 | 71.1% | 85.3% |
| 营业利润率 | 0.2% | 6.5% |
| 净利率 | -1.0% | 129.7% |
| 营收同比 | 2.0% | 4.7% |
| 净利润同比 | 92.4% | 2827.7% |
| 每股收益（稀释后） | $-0.05 | $1.69 |
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OFIXPD
| Q4 25 | $219.9M | $124.5M | ||
| Q3 25 | $205.6M | $123.4M | ||
| Q2 25 | $203.1M | $119.8M | ||
| Q1 25 | $193.6M | $121.4M | ||
| Q4 24 | $215.7M | $118.9M | ||
| Q3 24 | $196.6M | $115.9M | ||
| Q2 24 | $198.6M | $111.2M | ||
| Q1 24 | $188.6M | $111.1M |
净利润OFIXPD
| Q4 25 | $-2.2M | $161.6M | ||
| Q3 25 | $-22.8M | $9.6M | ||
| Q2 25 | $-14.1M | $-7.2M | ||
| Q1 25 | $-53.1M | $-8.8M | ||
| Q4 24 | $-29.1M | $-5.9M | ||
| Q3 24 | $-27.4M | $-10.9M | ||
| Q2 24 | $-33.4M | $-17.1M | ||
| Q1 24 | $-36.0M | $-28.2M |
毛利率OFIXPD
| Q4 25 | 71.1% | 85.3% | ||
| Q3 25 | 72.2% | 84.6% | ||
| Q2 25 | 68.7% | 84.0% | ||
| Q1 25 | 62.8% | 83.6% | ||
| Q4 24 | 69.0% | 83.0% | ||
| Q3 24 | 68.7% | 82.7% | ||
| Q2 24 | 67.8% | 82.6% | ||
| Q1 24 | 67.5% | 81.7% |
营业利润率OFIXPD
| Q4 25 | 0.2% | 6.5% | ||
| Q3 25 | -8.3% | 2.9% | ||
| Q2 25 | -7.9% | -8.6% | ||
| Q1 25 | -25.2% | -9.6% | ||
| Q4 24 | -5.3% | -8.7% | ||
| Q3 24 | -9.6% | -13.8% | ||
| Q2 24 | -12.5% | -19.5% | ||
| Q1 24 | -15.6% | -30.1% |
净利率OFIXPD
| Q4 25 | -1.0% | 129.7% | ||
| Q3 25 | -11.1% | 7.8% | ||
| Q2 25 | -6.9% | -6.0% | ||
| Q1 25 | -27.4% | -7.2% | ||
| Q4 24 | -13.5% | -5.0% | ||
| Q3 24 | -13.9% | -9.4% | ||
| Q2 24 | -16.8% | -15.4% | ||
| Q1 24 | -19.1% | -25.3% |
每股收益（稀释后）OFIXPD
| Q4 25 | $-0.05 | $1.69 | ||
| Q3 25 | $-0.57 | $0.10 | ||
| Q2 25 | $-0.36 | $-0.07 | ||
| Q1 25 | $-1.35 | $-0.12 | ||
| Q4 24 | $-0.76 | $-0.07 | ||
| Q3 24 | $-0.71 | $-0.14 | ||
| Q2 24 | $-0.88 | $-0.26 | ||
| Q1 24 | $-0.95 | $-0.34 |
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 | $547.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $320.5M |
| 总资产 | $850.6M | $1.0B |
| 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OFIXPD
| Q4 25 | $82.0M | $547.8M | ||
| Q3 25 | $62.9M | $567.9M | ||
| Q2 25 | $65.6M | $597.1M | ||
| Q1 25 | $58.0M | $570.8M | ||
| Q4 24 | $83.2M | $542.2M | ||
| Q3 24 | $30.1M | $599.3M | ||
| Q2 24 | $26.4M | $592.8M | ||
| Q1 24 | $27.0M | $571.2M |
总债务OFIXPD
| Q4 25 | — | — | ||
| Q3 25 | $157.2M | — | ||
| Q2 25 | $157.0M | — | ||
| Q1 25 | $156.9M | $484.5M | ||
| Q4 24 | $157.0M | — | ||
| Q3 24 | $118.5M | — | ||
| Q2 24 | $118.0M | — | ||
| Q1 24 | $118.2M | $489.5M |
股东权益OFIXPD
| Q4 25 | $450.0M | $320.5M | ||
| Q3 25 | $442.5M | $180.7M | ||
| Q2 25 | $458.3M | $145.7M | ||
| Q1 25 | $458.3M | $129.8M | ||
| Q4 24 | $503.1M | $111.6M | ||
| Q3 24 | $525.9M | $164.7M | ||
| Q2 24 | $546.0M | $174.0M | ||
| Q1 24 | $570.3M | $171.6M |
总资产OFIXPD
| Q4 25 | $850.6M | $1.0B | ||
| Q3 25 | $832.6M | $891.5M | ||
| Q2 25 | $837.2M | $926.8M | ||
| Q1 25 | $823.1M | $927.3M | ||
| Q4 24 | $893.3M | $866.8M | ||
| Q3 24 | $867.9M | $916.0M | ||
| Q2 24 | $882.0M | $924.0M | ||
| Q1 24 | $906.0M | $925.3M |
负债/权益比OFIXPD
| Q4 25 | — | — | ||
| Q3 25 | 0.36× | — | ||
| Q2 25 | 0.34× | — | ||
| Q1 25 | 0.34× | 3.73× | ||
| Q4 24 | 0.31× | — | ||
| Q3 24 | 0.23× | — | ||
| Q2 24 | 0.22× | — | ||
| Q1 24 | 0.21× | 2.85× |
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 | $24.8M |
| 自由现金流经营现金流 - 资本支出 | $16.8M | $24.1M |
| 自由现金流率自由现金流/营收 | 7.6% | 19.3% |
| 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 | — | 0.15× |
| 过去12个月自由现金流最近4个季度 | $-1.3M | $117.6M |
8季度趋势，按日历期对齐
经营现金流OFIXPD
| Q4 25 | $27.7M | $24.8M | ||
| Q3 25 | $12.4M | $34.0M | ||
| Q2 25 | $11.6M | $30.7M | ||
| Q1 25 | $-18.4M | $31.4M | ||
| Q4 24 | $23.7M | $22.1M | ||
| Q3 24 | $11.7M | $35.8M | ||
| Q2 24 | $9.0M | $28.6M | ||
| Q1 24 | $-18.6M | $22.2M |
自由现金流OFIXPD
| Q4 25 | $16.8M | $24.1M | ||
| Q3 25 | $2.5M | $33.1M | ||
| Q2 25 | $4.5M | $30.2M | ||
| Q1 25 | $-25.1M | $30.3M | ||
| Q4 24 | $15.2M | $21.5M | ||
| Q3 24 | $6.3M | $35.1M | ||
| Q2 24 | $-360.0K | $28.2M | ||
| Q1 24 | $-29.1M | $21.2M |
自由现金流率OFIXPD
| Q4 25 | 7.6% | 19.3% | ||
| Q3 25 | 1.2% | 26.8% | ||
| Q2 25 | 2.2% | 25.2% | ||
| Q1 25 | -13.0% | 24.9% | ||
| Q4 24 | 7.0% | 18.1% | ||
| Q3 24 | 3.2% | 30.3% | ||
| Q2 24 | -0.2% | 25.4% | ||
| Q1 24 | -15.4% | 19.1% |
资本支出强度OFIXPD
| Q4 25 | 4.9% | 0.6% | ||
| Q3 25 | 4.8% | 0.7% | ||
| Q2 25 | 3.5% | 0.4% | ||
| Q1 25 | 3.5% | 0.9% | ||
| Q4 24 | 4.0% | 0.5% | ||
| Q3 24 | 2.7% | 0.5% | ||
| Q2 24 | 4.7% | 0.4% | ||
| Q1 24 | 5.6% | 0.9% |
现金转化率OFIXPD
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 3.55× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
