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Orthofix Medical Inc.(OFIX)与Porch Group, Inc.(PRCH)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Porch Group, Inc.的1.8倍($219.9M vs $121.1M),Orthofix Medical Inc.净利率更高(-1.0% vs -3.9%,领先2.9%),Porch Group, Inc.同比增速更快(100.0% vs 2.0%),过去两年Porch Group, Inc.的营收复合增速更高(26.4% 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。
Porch Group是一家面向屋主的家居改造服务平台,致力于连接屋主与当地的家居装修承包商。平台不仅提供超过160种家居装修项目的在线预约服务,还涵盖专业建议文章与装修成本指南,帮助屋主便捷规划各类家装工程。
OFIX vs PRCH — 直观对比
营收规模更大
OFIX
是对方的1.8倍
$121.1M
营收增速更快
PRCH
高出98.0%
2.0%
净利率更高
OFIX
高出2.9%
-3.9%
两年增速更快
PRCH
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $219.9M | $121.1M |
| 净利润 | $-2.2M | $-4.7M |
| 毛利率 | 71.1% | 52.7% |
| 营业利润率 | 0.2% | 34.7% |
| 净利率 | -1.0% | -3.9% |
| 营收同比 | 2.0% | 100.0% |
| 净利润同比 | 92.4% | 2.0% |
| 每股收益(稀释后) | $-0.05 | $-0.04 |
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
PRCH
| Q1 26 | — | $121.1M | ||
| Q4 25 | $219.9M | $112.3M | ||
| Q3 25 | $205.6M | $115.1M | ||
| Q2 25 | $203.1M | $107.0M | ||
| Q1 25 | $193.6M | $84.5M | ||
| Q4 24 | $215.7M | $75.3M | ||
| Q3 24 | $196.6M | $77.7M | ||
| Q2 24 | $198.6M | $75.9M |
净利润
OFIX
PRCH
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $-2.2M | $-3.5M | ||
| Q3 25 | $-22.8M | $-10.9M | ||
| Q2 25 | $-14.1M | $2.6M | ||
| Q1 25 | $-53.1M | $8.4M | ||
| Q4 24 | $-29.1M | $30.5M | ||
| Q3 24 | $-27.4M | $14.4M | ||
| Q2 24 | $-33.4M | $-64.3M |
毛利率
OFIX
PRCH
| Q1 26 | — | 52.7% | ||
| Q4 25 | 71.1% | 99.5% | ||
| Q3 25 | 72.2% | 75.6% | ||
| Q2 25 | 68.7% | 70.9% | ||
| Q1 25 | 62.8% | 77.4% | ||
| Q4 24 | 69.0% | — | ||
| Q3 24 | 68.7% | 79.4% | ||
| Q2 24 | 67.8% | 22.1% |
营业利润率
OFIX
PRCH
| Q1 26 | — | 34.7% | ||
| Q4 25 | 0.2% | 14.7% | ||
| Q3 25 | -8.3% | 14.2% | ||
| Q2 25 | -7.9% | 4.7% | ||
| Q1 25 | -25.2% | -1.5% | ||
| Q4 24 | -5.3% | 33.3% | ||
| Q3 24 | -9.6% | -3.2% | ||
| Q2 24 | -12.5% | -69.2% |
净利率
OFIX
PRCH
| Q1 26 | — | -3.9% | ||
| Q4 25 | -1.0% | -3.1% | ||
| Q3 25 | -11.1% | -9.4% | ||
| Q2 25 | -6.9% | 2.4% | ||
| Q1 25 | -27.4% | 9.9% | ||
| Q4 24 | -13.5% | 40.5% | ||
| Q3 24 | -13.9% | 18.5% | ||
| Q2 24 | -16.8% | -84.8% |
每股收益(稀释后)
OFIX
PRCH
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $-0.05 | $0.00 | ||
| Q3 25 | $-0.57 | $-0.10 | ||
| Q2 25 | $-0.36 | $0.00 | ||
| Q1 25 | $-1.35 | $0.07 | ||
| Q4 24 | $-0.76 | $0.34 | ||
| Q3 24 | $-0.71 | $0.12 | ||
| Q2 24 | $-0.88 | $-0.65 |
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 | $68.4M |
| 总债务越低越好 | — | $391.3M |
| 股东权益账面价值 | $450.0M | $26.3M |
| 总资产 | $850.6M | $806.6M |
| 负债/权益比越低杠杆越低 | — | 14.87× |
8季度趋势,按日历期对齐
现金及短期投资
OFIX
PRCH
| Q1 26 | — | $68.4M | ||
| Q4 25 | $82.0M | $57.3M | ||
| Q3 25 | $62.9M | $85.0M | ||
| Q2 25 | $65.6M | $79.8M | ||
| Q1 25 | $58.0M | $70.4M | ||
| Q4 24 | $83.2M | $191.7M | ||
| Q3 24 | $30.1M | $238.6M | ||
| Q2 24 | $26.4M | $308.4M |
总债务
OFIX
PRCH
| Q1 26 | — | $391.3M | ||
| Q4 25 | — | $392.8M | ||
| Q3 25 | $157.2M | $387.1M | ||
| Q2 25 | $157.0M | $394.1M | ||
| Q1 25 | $156.9M | $409.2M | ||
| Q4 24 | $157.0M | $403.9M | ||
| Q3 24 | $118.5M | $399.0M | ||
| Q2 24 | $118.0M | $436.8M |
股东权益
OFIX
PRCH
| Q1 26 | — | $26.3M | ||
| Q4 25 | $450.0M | $-24.6M | ||
| Q3 25 | $442.5M | $-27.9M | ||
| Q2 25 | $458.3M | $-29.3M | ||
| Q1 25 | $458.3M | $-52.4M | ||
| Q4 24 | $503.1M | $-43.2M | ||
| Q3 24 | $525.9M | $-77.0M | ||
| Q2 24 | $546.0M | $-101.9M |
总资产
OFIX
PRCH
| Q1 26 | — | $806.6M | ||
| Q4 25 | $850.6M | $797.4M | ||
| Q3 25 | $832.6M | $787.7M | ||
| Q2 25 | $837.2M | $770.7M | ||
| Q1 25 | $823.1M | $802.3M | ||
| Q4 24 | $893.3M | $814.0M | ||
| Q3 24 | $867.9M | $867.3M | ||
| Q2 24 | $882.0M | $876.1M |
负债/权益比
OFIX
PRCH
| Q1 26 | — | 14.87× | ||
| 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× | — |
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
OFIX
PRCH
| Q1 26 | — | — | ||
| Q4 25 | $27.7M | $1.2M | ||
| Q3 25 | $12.4M | $40.8M | ||
| Q2 25 | $11.6M | $35.6M | ||
| Q1 25 | $-18.4M | $-11.2M | ||
| Q4 24 | $23.7M | $-26.6M | ||
| Q3 24 | $11.7M | $12.4M | ||
| Q2 24 | $9.0M | $-26.0M |
自由现金流
OFIX
PRCH
| Q1 26 | — | — | ||
| Q4 25 | $16.8M | $1.1M | ||
| Q3 25 | $2.5M | $40.7M | ||
| Q2 25 | $4.5M | $35.4M | ||
| Q1 25 | $-25.1M | $-11.2M | ||
| Q4 24 | $15.2M | $-26.8M | ||
| Q3 24 | $6.3M | $12.2M | ||
| Q2 24 | $-360.0K | $-26.0M |
自由现金流率
OFIX
PRCH
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 1.0% | ||
| Q3 25 | 1.2% | 35.4% | ||
| Q2 25 | 2.2% | 33.0% | ||
| Q1 25 | -13.0% | -13.3% | ||
| Q4 24 | 7.0% | -35.6% | ||
| Q3 24 | 3.2% | 15.7% | ||
| Q2 24 | -0.2% | -34.3% |
资本支出强度
OFIX
PRCH
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 0.1% | ||
| Q3 25 | 4.8% | 0.1% | ||
| Q2 25 | 3.5% | 0.2% | ||
| Q1 25 | 3.5% | 0.1% | ||
| Q4 24 | 4.0% | 0.3% | ||
| Q3 24 | 2.7% | 0.3% | ||
| Q2 24 | 4.7% | 0.1% |
现金转化率
OFIX
PRCH
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 13.79× | ||
| Q1 25 | — | -1.33× | ||
| Q4 24 | — | -0.87× | ||
| Q3 24 | — | 0.86× | ||
| Q2 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% |
PRCH
暂无分部数据