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Orthofix Medical Inc.(OFIX)与POWELL INDUSTRIES INC(POWL)财务数据对比。点击上方公司名可切换其他公司
POWELL INDUSTRIES INC的季度营收约是Orthofix Medical Inc.的1.1倍($251.2M vs $219.9M),POWELL INDUSTRIES INC净利率更高(16.5% vs -1.0%,领先17.5%),POWELL INDUSTRIES INC同比增速更快(4.0% vs 2.0%),POWELL INDUSTRIES INC自由现金流更多($41.6M vs $16.8M),过去两年Orthofix Medical Inc.的营收复合增速更高(8.0% vs -0.8%)
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。
Powell Industries Inc.成立于1947年,总部位于美国得克萨斯州休斯敦,是专业的电气设备及集成封装解决方案供应商,产品主要面向工商业市场,用于电力配送环节的监测与控制。
OFIX vs POWL — 直观对比
营收规模更大
POWL
是对方的1.1倍
$219.9M
营收增速更快
POWL
高出2.1%
2.0%
净利率更高
POWL
高出17.5%
-1.0%
自由现金流更多
POWL
多$24.8M
$16.8M
两年增速更快
OFIX
近两年复合增速
-0.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $219.9M | $251.2M |
| 净利润 | $-2.2M | $41.4M |
| 毛利率 | 71.1% | 28.4% |
| 营业利润率 | 0.2% | 17.0% |
| 净利率 | -1.0% | 16.5% |
| 营收同比 | 2.0% | 4.0% |
| 净利润同比 | 92.4% | 19.1% |
| 每股收益(稀释后) | $-0.05 | $3.40 |
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
POWL
| Q4 25 | $219.9M | $251.2M | ||
| Q3 25 | $205.6M | $298.0M | ||
| Q2 25 | $203.1M | $286.3M | ||
| Q1 25 | $193.6M | $278.6M | ||
| Q4 24 | $215.7M | $241.4M | ||
| Q3 24 | $196.6M | $275.1M | ||
| Q2 24 | $198.6M | $288.2M | ||
| Q1 24 | $188.6M | $255.1M |
净利润
OFIX
POWL
| Q4 25 | $-2.2M | $41.4M | ||
| Q3 25 | $-22.8M | $51.4M | ||
| Q2 25 | $-14.1M | $48.2M | ||
| Q1 25 | $-53.1M | $46.3M | ||
| Q4 24 | $-29.1M | $34.8M | ||
| Q3 24 | $-27.4M | $46.1M | ||
| Q2 24 | $-33.4M | $46.2M | ||
| Q1 24 | $-36.0M | $33.5M |
毛利率
OFIX
POWL
| Q4 25 | 71.1% | 28.4% | ||
| Q3 25 | 72.2% | 31.4% | ||
| Q2 25 | 68.7% | 30.7% | ||
| Q1 25 | 62.8% | 29.9% | ||
| Q4 24 | 69.0% | 24.7% | ||
| Q3 24 | 68.7% | 29.2% | ||
| Q2 24 | 67.8% | 28.4% | ||
| Q1 24 | 67.5% | 24.6% |
营业利润率
OFIX
POWL
| Q4 25 | 0.2% | 17.0% | ||
| Q3 25 | -8.3% | 21.2% | ||
| Q2 25 | -7.9% | 21.0% | ||
| Q1 25 | -25.2% | 21.1% | ||
| Q4 24 | -5.3% | 14.7% | ||
| Q3 24 | -9.6% | 20.4% | ||
| Q2 24 | -12.5% | 19.9% | ||
| Q1 24 | -15.6% | 15.5% |
净利率
OFIX
POWL
| Q4 25 | -1.0% | 16.5% | ||
| Q3 25 | -11.1% | 17.3% | ||
| Q2 25 | -6.9% | 16.8% | ||
| Q1 25 | -27.4% | 16.6% | ||
| Q4 24 | -13.5% | 14.4% | ||
| Q3 24 | -13.9% | 16.7% | ||
| Q2 24 | -16.8% | 16.0% | ||
| Q1 24 | -19.1% | 13.1% |
每股收益(稀释后)
OFIX
POWL
| Q4 25 | $-0.05 | $3.40 | ||
| Q3 25 | $-0.57 | $4.23 | ||
| Q2 25 | $-0.36 | $3.96 | ||
| Q1 25 | $-1.35 | $3.81 | ||
| Q4 24 | $-0.76 | $2.86 | ||
| Q3 24 | $-0.71 | $3.77 | ||
| Q2 24 | $-0.88 | $3.79 | ||
| Q1 24 | $-0.95 | $2.75 |
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 | $500.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $668.9M |
| 总资产 | $850.6M | $1.1B |
| 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
POWL
| Q4 25 | $82.0M | $500.8M | ||
| Q3 25 | $62.9M | $475.5M | ||
| Q2 25 | $65.6M | $433.0M | ||
| Q1 25 | $58.0M | $389.3M | ||
| Q4 24 | $83.2M | $373.4M | ||
| Q3 24 | $30.1M | $358.4M | ||
| Q2 24 | $26.4M | $374.0M | ||
| Q1 24 | $27.0M | $365.3M |
总债务
OFIX
POWL
| 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
OFIX
POWL
| Q4 25 | $450.0M | $668.9M | ||
| Q3 25 | $442.5M | $640.8M | ||
| Q2 25 | $458.3M | $594.9M | ||
| Q1 25 | $458.3M | $541.4M | ||
| Q4 24 | $503.1M | $496.3M | ||
| Q3 24 | $525.9M | $483.1M | ||
| Q2 24 | $546.0M | $436.7M | ||
| Q1 24 | $570.3M | $393.8M |
总资产
OFIX
POWL
| Q4 25 | $850.6M | $1.1B | ||
| Q3 25 | $832.6M | $1.1B | ||
| Q2 25 | $837.2M | $1.0B | ||
| Q1 25 | $823.1M | $965.4M | ||
| Q4 24 | $893.3M | $912.7M | ||
| Q3 24 | $867.9M | $928.2M | ||
| Q2 24 | $882.0M | $869.0M | ||
| Q1 24 | $906.0M | $849.6M |
负债/权益比
OFIX
POWL
| 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 | $43.6M |
| 自由现金流经营现金流 - 资本支出 | $16.8M | $41.6M |
| 自由现金流率自由现金流/营收 | 7.6% | 16.6% |
| 资本支出强度资本支出/营收 | 4.9% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 1.05× |
| 过去12个月自由现金流最近4个季度 | $-1.3M | $161.5M |
8季度趋势,按日历期对齐
经营现金流
OFIX
POWL
| Q4 25 | $27.7M | $43.6M | ||
| Q3 25 | $12.4M | $61.1M | ||
| Q2 25 | $11.6M | $47.4M | ||
| Q1 25 | $-18.4M | $22.4M | ||
| Q4 24 | $23.7M | $37.1M | ||
| Q3 24 | $11.7M | $-6.0M | ||
| Q2 24 | $9.0M | $13.8M | ||
| Q1 24 | $-18.6M | $17.0M |
自由现金流
OFIX
POWL
| Q4 25 | $16.8M | $41.6M | ||
| Q3 25 | $2.5M | $59.3M | ||
| Q2 25 | $4.5M | $42.3M | ||
| Q1 25 | $-25.1M | $18.3M | ||
| Q4 24 | $15.2M | $34.9M | ||
| Q3 24 | $6.3M | $-14.4M | ||
| Q2 24 | $-360.0K | $12.4M | ||
| Q1 24 | $-29.1M | $16.1M |
自由现金流率
OFIX
POWL
| Q4 25 | 7.6% | 16.6% | ||
| Q3 25 | 1.2% | 19.9% | ||
| Q2 25 | 2.2% | 14.8% | ||
| Q1 25 | -13.0% | 6.6% | ||
| Q4 24 | 7.0% | 14.4% | ||
| Q3 24 | 3.2% | -5.3% | ||
| Q2 24 | -0.2% | 4.3% | ||
| Q1 24 | -15.4% | 6.3% |
资本支出强度
OFIX
POWL
| Q4 25 | 4.9% | 0.8% | ||
| Q3 25 | 4.8% | 0.6% | ||
| Q2 25 | 3.5% | 1.8% | ||
| Q1 25 | 3.5% | 1.5% | ||
| Q4 24 | 4.0% | 0.9% | ||
| Q3 24 | 2.7% | 3.1% | ||
| Q2 24 | 4.7% | 0.5% | ||
| Q1 24 | 5.6% | 0.4% |
现金转化率
OFIX
POWL
| Q4 25 | — | 1.05× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | — | -0.13× | ||
| Q2 24 | — | 0.30× | ||
| Q1 24 | — | 0.51× |
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% |
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |