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Orthofix Medical Inc.（OFIX）与ROGERS CORP（ROG）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ROGERS CORP的1.1倍（$219.9M vs $200.5M），ROGERS CORP净利率更高（2.2% vs -1.0%，领先3.3%），ROGERS CORP同比增速更快（5.2% vs 2.0%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $1.1M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
OFIX vs ROG — 直观对比
营收规模更大
OFIX
是对方的1.1倍
$200.5M
营收增速更快
ROG
高出3.3%
2.0%
净利率更高
ROG
高出3.3%
-1.0%
自由现金流更多
OFIX
多$15.7M
$1.1M
两年增速更快
OFIX
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $200.5M |
| 净利润 | $-2.2M | $4.5M |
| 毛利率 | 71.1% | 32.2% |
| 营业利润率 | 0.2% | — |
| 净利率 | -1.0% | 2.2% |
| 营收同比 | 2.0% | 5.2% |
| 净利润同比 | 92.4% | 421.4% |
| 每股收益（稀释后） | $-0.05 | $0.25 |
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OFIXROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $219.9M | $201.5M | ||
| Q3 25 | $205.6M | $216.0M | ||
| Q2 25 | $203.1M | $202.8M | ||
| Q1 25 | $193.6M | $190.5M | ||
| Q4 24 | $215.7M | $192.2M | ||
| Q3 24 | $196.6M | $210.3M | ||
| Q2 24 | $198.6M | $214.2M |
净利润OFIXROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-2.2M | $4.6M | ||
| Q3 25 | $-22.8M | $8.6M | ||
| Q2 25 | $-14.1M | $-73.6M | ||
| Q1 25 | $-53.1M | $-1.4M | ||
| Q4 24 | $-29.1M | $-500.0K | ||
| Q3 24 | $-27.4M | $10.7M | ||
| Q2 24 | $-33.4M | $8.1M |
毛利率OFIXROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 71.1% | 31.5% | ||
| Q3 25 | 72.2% | 33.5% | ||
| Q2 25 | 68.7% | 31.6% | ||
| Q1 25 | 62.8% | 29.9% | ||
| Q4 24 | 69.0% | 32.1% | ||
| Q3 24 | 68.7% | 35.2% | ||
| Q2 24 | 67.8% | 34.1% |
营业利润率OFIXROG
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 3.5% | ||
| Q3 25 | -8.3% | 7.3% | ||
| Q2 25 | -7.9% | -33.3% | ||
| Q1 25 | -25.2% | -0.2% | ||
| Q4 24 | -5.3% | -6.6% | ||
| Q3 24 | -9.6% | 6.9% | ||
| Q2 24 | -12.5% | 5.3% |
净利率OFIXROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -1.0% | 2.3% | ||
| Q3 25 | -11.1% | 4.0% | ||
| Q2 25 | -6.9% | -36.3% | ||
| Q1 25 | -27.4% | -0.7% | ||
| Q4 24 | -13.5% | -0.3% | ||
| Q3 24 | -13.9% | 5.1% | ||
| Q2 24 | -16.8% | 3.8% |
每股收益（稀释后）OFIXROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.05 | $0.20 | ||
| Q3 25 | $-0.57 | $0.48 | ||
| Q2 25 | $-0.36 | $-4.00 | ||
| Q1 25 | $-1.35 | $-0.08 | ||
| Q4 24 | $-0.76 | $-0.04 | ||
| Q3 24 | $-0.71 | $0.58 | ||
| Q2 24 | $-0.88 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $1.2B |
| 总资产 | $850.6M | $1.4B |
| 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OFIXROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $82.0M | $197.0M | ||
| Q3 25 | $62.9M | $167.8M | ||
| Q2 25 | $65.6M | $157.2M | ||
| Q1 25 | $58.0M | $175.6M | ||
| Q4 24 | $83.2M | $159.8M | ||
| Q3 24 | $30.1M | $146.4M | ||
| Q2 24 | $26.4M | $119.9M |
总债务OFIXROG
| Q1 26 | — | — | ||
| 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 | — |
股东权益OFIXROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $450.0M | $1.2B | ||
| Q3 25 | $442.5M | $1.2B | ||
| Q2 25 | $458.3M | $1.2B | ||
| Q1 25 | $458.3M | $1.3B | ||
| Q4 24 | $503.1M | $1.3B | ||
| Q3 24 | $525.9M | $1.3B | ||
| Q2 24 | $546.0M | $1.3B |
总资产OFIXROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $850.6M | $1.4B | ||
| Q3 25 | $832.6M | $1.4B | ||
| Q2 25 | $837.2M | $1.5B | ||
| Q1 25 | $823.1M | $1.5B | ||
| Q4 24 | $893.3M | $1.5B | ||
| Q3 24 | $867.9M | $1.5B | ||
| Q2 24 | $882.0M | $1.5B |
负债/权益比OFIXROG
| Q1 26 | — | — | ||
| 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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $16.8M | $1.1M |
| 自由现金流率自由现金流/营收 | 7.6% | 0.5% |
| 资本支出强度资本支出/营收 | 4.9% | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | $-1.3M | $70.1M |
8季度趋势，按日历期对齐
经营现金流OFIXROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $27.7M | $46.9M | ||
| Q3 25 | $12.4M | $28.9M | ||
| Q2 25 | $11.6M | $13.7M | ||
| Q1 25 | $-18.4M | $11.7M | ||
| Q4 24 | $23.7M | $33.7M | ||
| Q3 24 | $11.7M | $42.4M | ||
| Q2 24 | $9.0M | $22.9M |
自由现金流OFIXROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $16.8M | $42.2M | ||
| Q3 25 | $2.5M | $21.2M | ||
| Q2 25 | $4.5M | $5.6M | ||
| Q1 25 | $-25.1M | $2.1M | ||
| Q4 24 | $15.2M | $18.3M | ||
| Q3 24 | $6.3M | $25.2M | ||
| Q2 24 | $-360.0K | $8.8M |
自由现金流率OFIXROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 7.6% | 20.9% | ||
| Q3 25 | 1.2% | 9.8% | ||
| Q2 25 | 2.2% | 2.8% | ||
| Q1 25 | -13.0% | 1.1% | ||
| Q4 24 | 7.0% | 9.5% | ||
| Q3 24 | 3.2% | 12.0% | ||
| Q2 24 | -0.2% | 4.1% |
资本支出强度OFIXROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 4.9% | 2.3% | ||
| Q3 25 | 4.8% | 3.6% | ||
| Q2 25 | 3.5% | 4.0% | ||
| Q1 25 | 3.5% | 5.0% | ||
| Q4 24 | 4.0% | 8.0% | ||
| Q3 24 | 2.7% | 8.2% | ||
| Q2 24 | 4.7% | 6.6% |
现金转化率OFIXROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
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% |
ROG
暂无分部数据
