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Orthofix Medical Inc.（OFIX）与Perella Weinberg Partners（PWP）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Perella Weinberg Partners的1.0倍（$219.9M vs $219.2M），Perella Weinberg Partners净利率更高（6.3% vs -1.0%，领先7.3%），Orthofix Medical Inc.同比增速更快（2.0% vs -2.9%），Perella Weinberg Partners自由现金流更多（$30.5M vs $16.8M），过去两年Perella Weinberg Partners的营收复合增速更高（46.5% 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。
佩雷拉温伯格合伙公司是一家聚焦咨询业务的全球投资银行，核心为客户提供战略与财务领域的专业咨询服务，凭借深厚的行业经验和全球化资源网络，为各类企业的重要商业决策提供专业支持。
OFIX vs PWP — 直观对比
营收规模更大
OFIX
是对方的1.0倍
$219.2M
营收增速更快
OFIX
高出4.9%
-2.9%
净利率更高
PWP
高出7.3%
-1.0%
自由现金流更多
PWP
多$13.7M
$16.8M
两年增速更快
PWP
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $219.2M |
| 净利润 | $-2.2M | $13.8M |
| 毛利率 | 71.1% | — |
| 营业利润率 | 0.2% | 8.5% |
| 净利率 | -1.0% | 6.3% |
| 营收同比 | 2.0% | -2.9% |
| 净利润同比 | 92.4% | — |
| 每股收益（稀释后） | $-0.05 | $0.11 |
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OFIXPWP
| Q4 25 | $219.9M | $219.2M | ||
| Q3 25 | $205.6M | $164.6M | ||
| Q2 25 | $203.1M | $155.3M | ||
| Q1 25 | $193.6M | $211.8M | ||
| Q4 24 | $215.7M | $225.7M | ||
| Q3 24 | $196.6M | $278.2M | ||
| Q2 24 | $198.6M | $272.0M | ||
| Q1 24 | $188.6M | $102.1M |
净利润OFIXPWP
| Q4 25 | $-2.2M | $13.8M | ||
| Q3 25 | $-22.8M | $6.0M | ||
| Q2 25 | $-14.1M | $2.7M | ||
| Q1 25 | $-53.1M | $17.3M | ||
| Q4 24 | $-29.1M | — | ||
| Q3 24 | $-27.4M | $16.4M | ||
| Q2 24 | $-33.4M | $-66.0M | ||
| Q1 24 | $-36.0M | $-35.8M |
毛利率OFIXPWP
| Q4 25 | 71.1% | — | ||
| Q3 25 | 72.2% | — | ||
| Q2 25 | 68.7% | — | ||
| Q1 25 | 62.8% | — | ||
| Q4 24 | 69.0% | — | ||
| Q3 24 | 68.7% | — | ||
| Q2 24 | 67.8% | — | ||
| Q1 24 | 67.5% | — |
营业利润率OFIXPWP
| Q4 25 | 0.2% | 8.5% | ||
| Q3 25 | -8.3% | 5.4% | ||
| Q2 25 | -7.9% | 5.8% | ||
| Q1 25 | -25.2% | 5.5% | ||
| Q4 24 | -5.3% | — | ||
| Q3 24 | -9.6% | 12.9% | ||
| Q2 24 | -12.5% | -30.2% | ||
| Q1 24 | -15.6% | -52.4% |
净利率OFIXPWP
| Q4 25 | -1.0% | 6.3% | ||
| Q3 25 | -11.1% | 3.6% | ||
| Q2 25 | -6.9% | 1.8% | ||
| Q1 25 | -27.4% | 8.2% | ||
| Q4 24 | -13.5% | — | ||
| Q3 24 | -13.9% | 5.9% | ||
| Q2 24 | -16.8% | -24.3% | ||
| Q1 24 | -19.1% | -35.1% |
每股收益（稀释后）OFIXPWP
| Q4 25 | $-0.05 | $0.11 | ||
| Q3 25 | $-0.57 | $0.08 | ||
| Q2 25 | $-0.36 | $0.04 | ||
| Q1 25 | $-1.35 | $0.24 | ||
| Q4 24 | $-0.76 | — | ||
| Q3 24 | $-0.71 | $0.24 | ||
| Q2 24 | $-0.88 | $-1.21 | ||
| Q1 24 | $-0.95 | $-0.91 |
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 | $255.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $-127.4M |
| 总资产 | $850.6M | $797.6M |
| 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OFIXPWP
| Q4 25 | $82.0M | $255.9M | ||
| Q3 25 | $62.9M | $185.5M | ||
| Q2 25 | $65.6M | $145.0M | ||
| Q1 25 | $58.0M | $111.2M | ||
| Q4 24 | $83.2M | $407.4M | ||
| Q3 24 | $30.1M | $335.1M | ||
| Q2 24 | $26.4M | $185.3M | ||
| Q1 24 | $27.0M | $156.7M |
总债务OFIXPWP
| 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OFIXPWP
| Q4 25 | $450.0M | $-127.4M | ||
| Q3 25 | $442.5M | $-302.4M | ||
| Q2 25 | $458.3M | $-318.4M | ||
| Q1 25 | $458.3M | $-323.1M | ||
| Q4 24 | $503.1M | $-421.4M | ||
| Q3 24 | $525.9M | $-360.8M | ||
| Q2 24 | $546.0M | $-283.0M | ||
| Q1 24 | $570.3M | $161.9M |
总资产OFIXPWP
| Q4 25 | $850.6M | $797.6M | ||
| Q3 25 | $832.6M | $650.2M | ||
| Q2 25 | $837.2M | $606.7M | ||
| Q1 25 | $823.1M | $570.5M | ||
| Q4 24 | $893.3M | $876.8M | ||
| Q3 24 | $867.9M | $810.9M | ||
| Q2 24 | $882.0M | $645.5M | ||
| Q1 24 | $906.0M | $583.6M |
负债/权益比OFIXPWP
| 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 | $34.8M |
| 自由现金流经营现金流 - 资本支出 | $16.8M | $30.5M |
| 自由现金流率自由现金流/营收 | 7.6% | 13.9% |
| 资本支出强度资本支出/营收 | 4.9% | 2.0% |
| 现金转化率经营现金流/净利润 | — | 2.52× |
| 过去12个月自由现金流最近4个季度 | $-1.3M | $-34.1M |
8季度趋势，按日历期对齐
经营现金流OFIXPWP
| Q4 25 | $27.7M | $34.8M | ||
| Q3 25 | $12.4M | $59.2M | ||
| Q2 25 | $11.6M | $56.1M | ||
| Q1 25 | $-18.4M | $-176.5M | ||
| Q4 24 | $23.7M | $223.4M | ||
| Q3 24 | $11.7M | $200.3M | ||
| Q2 24 | $9.0M | $90.0M | ||
| Q1 24 | $-18.6M | $-206.3M |
自由现金流OFIXPWP
| Q4 25 | $16.8M | $30.5M | ||
| Q3 25 | $2.5M | $57.6M | ||
| Q2 25 | $4.5M | $55.3M | ||
| Q1 25 | $-25.1M | $-177.6M | ||
| Q4 24 | $15.2M | $207.0M | ||
| Q3 24 | $6.3M | $199.3M | ||
| Q2 24 | $-360.0K | $83.7M | ||
| Q1 24 | $-29.1M | $-214.8M |
自由现金流率OFIXPWP
| Q4 25 | 7.6% | 13.9% | ||
| Q3 25 | 1.2% | 35.0% | ||
| Q2 25 | 2.2% | 35.6% | ||
| Q1 25 | -13.0% | -83.8% | ||
| Q4 24 | 7.0% | 91.7% | ||
| Q3 24 | 3.2% | 71.6% | ||
| Q2 24 | -0.2% | 30.8% | ||
| Q1 24 | -15.4% | -210.3% |
资本支出强度OFIXPWP
| Q4 25 | 4.9% | 2.0% | ||
| Q3 25 | 4.8% | 0.9% | ||
| Q2 25 | 3.5% | 0.5% | ||
| Q1 25 | 3.5% | 0.5% | ||
| Q4 24 | 4.0% | 7.3% | ||
| Q3 24 | 2.7% | 0.4% | ||
| Q2 24 | 4.7% | 2.3% | ||
| Q1 24 | 5.6% | 8.3% |
现金转化率OFIXPWP
| Q4 25 | — | 2.52× | ||
| Q3 25 | — | 9.85× | ||
| Q2 25 | — | 20.50× | ||
| Q1 25 | — | -10.18× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 12.23× | ||
| 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% |
PWP
暂无分部数据
