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Orthofix Medical Inc.（OFIX）与Ribbon Communications Inc.（RBBN）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Ribbon Communications Inc.的1.4倍（$219.9M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs -1.0%，领先55.8%），Orthofix Medical Inc.同比增速更快（2.0% vs -10.3%），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs -8.1%）
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。
睿宾通信公司（Ribbon Communications Inc.）主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立，总部位于美国得克萨斯州普莱诺，是一家上市科技企业。
OFIX vs RBBN — 直观对比
营收规模更大
OFIX
是对方的1.4倍
$162.6M
营收增速更快
OFIX
高出12.3%
-10.3%
净利率更高
RBBN
高出55.8%
-1.0%
两年增速更快
OFIX
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $162.6M |
| 净利润 | $-2.2M | $89.1M |
| 毛利率 | 71.1% | 42.9% |
| 营业利润率 | 0.2% | 37.6% |
| 净利率 | -1.0% | 54.8% |
| 营收同比 | 2.0% | -10.3% |
| 净利润同比 | 92.4% | — |
| 每股收益（稀释后） | $-0.05 | $0.50 |
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OFIXRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $219.9M | $227.3M | ||
| Q3 25 | $205.6M | $215.4M | ||
| Q2 25 | $203.1M | $220.6M | ||
| Q1 25 | $193.6M | $181.3M | ||
| Q4 24 | $215.7M | $251.4M | ||
| Q3 24 | $196.6M | $210.2M | ||
| Q2 24 | $198.6M | $192.6M |
净利润OFIXRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $-2.2M | — | ||
| Q3 25 | $-22.8M | $-12.1M | ||
| Q2 25 | $-14.1M | $-11.1M | ||
| Q1 25 | $-53.1M | $-26.2M | ||
| Q4 24 | $-29.1M | — | ||
| Q3 24 | $-27.4M | $-13.4M | ||
| Q2 24 | $-33.4M | $-16.8M |
毛利率OFIXRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 71.1% | 53.3% | ||
| Q3 25 | 72.2% | 50.1% | ||
| Q2 25 | 68.7% | 49.6% | ||
| Q1 25 | 62.8% | 45.4% | ||
| Q4 24 | 69.0% | 55.7% | ||
| Q3 24 | 68.7% | 52.1% | ||
| Q2 24 | 67.8% | 50.8% |
营业利润率OFIXRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 0.2% | 4.1% | ||
| Q3 25 | -8.3% | 1.3% | ||
| Q2 25 | -7.9% | 1.9% | ||
| Q1 25 | -25.2% | -10.8% | ||
| Q4 24 | -5.3% | 13.2% | ||
| Q3 24 | -9.6% | -0.4% | ||
| Q2 24 | -12.5% | -1.0% |
净利率OFIXRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | -1.0% | — | ||
| Q3 25 | -11.1% | -5.6% | ||
| Q2 25 | -6.9% | -5.0% | ||
| Q1 25 | -27.4% | -14.5% | ||
| Q4 24 | -13.5% | — | ||
| Q3 24 | -13.9% | -6.4% | ||
| Q2 24 | -16.8% | -8.7% |
每股收益（稀释后）OFIXRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $-0.05 | $0.50 | ||
| Q3 25 | $-0.57 | $-0.07 | ||
| Q2 25 | $-0.36 | $-0.06 | ||
| Q1 25 | $-1.35 | $-0.15 | ||
| Q4 24 | $-0.76 | $0.05 | ||
| Q3 24 | $-0.71 | $-0.08 | ||
| Q2 24 | $-0.88 | $-0.10 |
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 | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $419.1M |
| 总资产 | $850.6M | — |
| 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OFIXRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $82.0M | $96.4M | ||
| Q3 25 | $62.9M | $74.8M | ||
| Q2 25 | $65.6M | $60.5M | ||
| Q1 25 | $58.0M | $71.2M | ||
| Q4 24 | $83.2M | $87.8M | ||
| Q3 24 | $30.1M | $37.2M | ||
| Q2 24 | $26.4M | $64.6M |
总债务OFIXRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | $157.2M | $344.3M | ||
| Q2 25 | $157.0M | $346.5M | ||
| Q1 25 | $156.9M | $347.4M | ||
| Q4 24 | $157.0M | $348.3M | ||
| Q3 24 | $118.5M | $349.1M | ||
| Q2 24 | $118.0M | $350.0M |
股东权益OFIXRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $450.0M | $449.0M | ||
| Q3 25 | $442.5M | $360.1M | ||
| Q2 25 | $458.3M | $370.4M | ||
| Q1 25 | $458.3M | $381.8M | ||
| Q4 24 | $503.1M | $404.6M | ||
| Q3 24 | $525.9M | $395.5M | ||
| Q2 24 | $546.0M | $405.0M |
总资产OFIXRBBN
| Q1 26 | — | — | ||
| Q4 25 | $850.6M | $1.2B | ||
| Q3 25 | $832.6M | $1.1B | ||
| Q2 25 | $837.2M | $1.1B | ||
| Q1 25 | $823.1M | $1.1B | ||
| Q4 24 | $893.3M | $1.2B | ||
| Q3 24 | $867.9M | $1.1B | ||
| Q2 24 | $882.0M | $1.1B |
负债/权益比OFIXRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | 0.36× | 0.96× | ||
| Q2 25 | 0.34× | 0.94× | ||
| Q1 25 | 0.34× | 0.91× | ||
| Q4 24 | 0.31× | 0.86× | ||
| Q3 24 | 0.23× | 0.88× | ||
| Q2 24 | 0.22× | 0.86× |
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OFIXRBBN
| Q1 26 | — | — | ||
| Q4 25 | $27.7M | $29.2M | ||
| Q3 25 | $12.4M | $26.5M | ||
| Q2 25 | $11.6M | $-795.0K | ||
| Q1 25 | $-18.4M | $-3.5M | ||
| Q4 24 | $23.7M | $61.8M | ||
| Q3 24 | $11.7M | $-14.8M | ||
| Q2 24 | $9.0M | $-9.8M |
自由现金流OFIXRBBN
| Q1 26 | — | — | ||
| Q4 25 | $16.8M | $27.3M | ||
| Q3 25 | $2.5M | $21.0M | ||
| Q2 25 | $4.5M | $-6.5M | ||
| Q1 25 | $-25.1M | $-15.7M | ||
| Q4 24 | $15.2M | $53.8M | ||
| Q3 24 | $6.3M | $-23.7M | ||
| Q2 24 | $-360.0K | $-12.9M |
自由现金流率OFIXRBBN
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 12.0% | ||
| Q3 25 | 1.2% | 9.7% | ||
| Q2 25 | 2.2% | -2.9% | ||
| Q1 25 | -13.0% | -8.7% | ||
| Q4 24 | 7.0% | 21.4% | ||
| Q3 24 | 3.2% | -11.3% | ||
| Q2 24 | -0.2% | -6.7% |
资本支出强度OFIXRBBN
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 0.9% | ||
| Q3 25 | 4.8% | 2.6% | ||
| Q2 25 | 3.5% | 2.6% | ||
| Q1 25 | 3.5% | 6.7% | ||
| Q4 24 | 4.0% | 3.2% | ||
| Q3 24 | 2.7% | 4.2% | ||
| Q2 24 | 4.7% | 1.6% |
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% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
