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Orthofix Medical Inc.（OFIX）与SAFETY INSURANCE GROUP INC（SAFT）财务数据对比。点击上方公司名可切换其他公司
SAFETY INSURANCE GROUP INC的季度营收约是Orthofix Medical Inc.的1.5倍（$319.3M vs $219.9M），SAFETY INSURANCE GROUP INC净利率更高（6.3% vs -1.0%，领先7.3%），SAFETY INSURANCE GROUP INC同比增速更快（11.4% vs 2.0%），SAFETY INSURANCE GROUP INC自由现金流更多（$192.0M vs $16.8M），过去两年SAFETY INSURANCE GROUP INC的营收复合增速更高（9.1% 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。
全美互助保险集团及其关联公司，常简称为Nationwide，是一家总部位于美国俄亥俄州哥伦布市的大型保险金融服务集团，在亚利桑那州斯科茨代尔、爱荷华州得梅因都设有区域总部。目前集团拥有约2.4万名员工，位列2025年财富美国500强榜单第72名。
OFIX vs SAFT — 直观对比
营收规模更大
SAFT
是对方的1.5倍
$219.9M
营收增速更快
SAFT
高出9.4%
2.0%
净利率更高
SAFT
高出7.3%
-1.0%
自由现金流更多
SAFT
多$175.2M
$16.8M
两年增速更快
SAFT
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $319.3M |
| 净利润 | $-2.2M | $20.1M |
| 毛利率 | 71.1% | — |
| 营业利润率 | 0.2% | 8.0% |
| 净利率 | -1.0% | 6.3% |
| 营收同比 | 2.0% | 11.4% |
| 净利润同比 | 92.4% | 147.3% |
| 每股收益（稀释后） | $-0.05 | $1.36 |
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OFIXSAFT
| Q4 25 | $219.9M | $319.3M | ||
| Q3 25 | $205.6M | $326.6M | ||
| Q2 25 | $203.1M | $316.3M | ||
| Q1 25 | $193.6M | $301.4M | ||
| Q4 24 | $215.7M | $286.7M | ||
| Q3 24 | $196.6M | $295.3M | ||
| Q2 24 | $198.6M | $269.8M | ||
| Q1 24 | $188.6M | $268.2M |
净利润OFIXSAFT
| Q4 25 | $-2.2M | $20.1M | ||
| Q3 25 | $-22.8M | $28.3M | ||
| Q2 25 | $-14.1M | $28.9M | ||
| Q1 25 | $-53.1M | $21.9M | ||
| Q4 24 | $-29.1M | $8.1M | ||
| Q3 24 | $-27.4M | $25.9M | ||
| Q2 24 | $-33.4M | $16.6M | ||
| Q1 24 | $-36.0M | $20.1M |
毛利率OFIXSAFT
| 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OFIXSAFT
| Q4 25 | 0.2% | 8.0% | ||
| Q3 25 | -8.3% | 11.1% | ||
| Q2 25 | -7.9% | 11.6% | ||
| Q1 25 | -25.2% | 9.4% | ||
| Q4 24 | -5.3% | 3.5% | ||
| Q3 24 | -9.6% | 11.1% | ||
| Q2 24 | -12.5% | 7.9% | ||
| Q1 24 | -15.6% | 9.5% |
净利率OFIXSAFT
| Q4 25 | -1.0% | 6.3% | ||
| Q3 25 | -11.1% | 8.7% | ||
| Q2 25 | -6.9% | 9.1% | ||
| Q1 25 | -27.4% | 7.3% | ||
| Q4 24 | -13.5% | 2.8% | ||
| Q3 24 | -13.9% | 8.8% | ||
| Q2 24 | -16.8% | 6.2% | ||
| Q1 24 | -19.1% | 7.5% |
每股收益（稀释后）OFIXSAFT
| Q4 25 | $-0.05 | $1.36 | ||
| Q3 25 | $-0.57 | $1.91 | ||
| Q2 25 | $-0.36 | $1.95 | ||
| Q1 25 | $-1.35 | $1.48 | ||
| Q4 24 | $-0.76 | $0.56 | ||
| Q3 24 | $-0.71 | $1.73 | ||
| Q2 24 | $-0.88 | $1.13 | ||
| Q1 24 | $-0.95 | $1.36 |
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 | $73.9M |
| 总债务越低越好 | — | $50.0M |
| 股东权益账面价值 | $450.0M | $892.3M |
| 总资产 | $850.6M | $2.5B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资OFIXSAFT
| Q4 25 | $82.0M | $73.9M | ||
| Q3 25 | $62.9M | $56.2M | ||
| Q2 25 | $65.6M | $49.4M | ||
| Q1 25 | $58.0M | $64.7M | ||
| Q4 24 | $83.2M | $59.0M | ||
| Q3 24 | $30.1M | $82.3M | ||
| Q2 24 | $26.4M | $44.6M | ||
| Q1 24 | $27.0M | $30.8M |
总债务OFIXSAFT
| Q4 25 | — | $50.0M | ||
| Q3 25 | $157.2M | $30.0M | ||
| Q2 25 | $157.0M | $30.0M | ||
| Q1 25 | $156.9M | $30.0M | ||
| Q4 24 | $157.0M | — | ||
| Q3 24 | $118.5M | — | ||
| Q2 24 | $118.0M | — | ||
| Q1 24 | $118.2M | — |
股东权益OFIXSAFT
| Q4 25 | $450.0M | $892.3M | ||
| Q3 25 | $442.5M | $899.6M | ||
| Q2 25 | $458.3M | $873.3M | ||
| Q1 25 | $458.3M | $850.7M | ||
| Q4 24 | $503.1M | $828.5M | ||
| Q3 24 | $525.9M | $851.4M | ||
| Q2 24 | $546.0M | $810.2M | ||
| Q1 24 | $570.3M | $807.1M |
总资产OFIXSAFT
| Q4 25 | $850.6M | $2.5B | ||
| Q3 25 | $832.6M | $2.4B | ||
| Q2 25 | $837.2M | $2.4B | ||
| Q1 25 | $823.1M | $2.3B | ||
| Q4 24 | $893.3M | $2.3B | ||
| Q3 24 | $867.9M | $2.3B | ||
| Q2 24 | $882.0M | $2.2B | ||
| Q1 24 | $906.0M | $2.1B |
负债/权益比OFIXSAFT
| Q4 25 | — | 0.06× | ||
| Q3 25 | 0.36× | 0.03× | ||
| Q2 25 | 0.34× | 0.03× | ||
| Q1 25 | 0.34× | 0.04× | ||
| 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 | $194.5M |
| 自由现金流经营现金流 - 资本支出 | $16.8M | $192.0M |
| 自由现金流率自由现金流/营收 | 7.6% | 60.1% |
| 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 | — | 9.67× |
| 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OFIXSAFT
| Q4 25 | $27.7M | $194.5M | ||
| Q3 25 | $12.4M | $85.5M | ||
| Q2 25 | $11.6M | $32.3M | ||
| Q1 25 | $-18.4M | $3.2M | ||
| Q4 24 | $23.7M | $128.7M | ||
| Q3 24 | $11.7M | $73.8M | ||
| Q2 24 | $9.0M | $25.6M | ||
| Q1 24 | $-18.6M | $-21.1M |
自由现金流OFIXSAFT
| Q4 25 | $16.8M | $192.0M | ||
| Q3 25 | $2.5M | — | ||
| Q2 25 | $4.5M | $32.3M | ||
| Q1 25 | $-25.1M | $2.8M | ||
| Q4 24 | $15.2M | $124.3M | ||
| Q3 24 | $6.3M | $73.2M | ||
| Q2 24 | $-360.0K | $25.0M | ||
| Q1 24 | $-29.1M | $-24.2M |
自由现金流率OFIXSAFT
| Q4 25 | 7.6% | 60.1% | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 2.2% | 10.2% | ||
| Q1 25 | -13.0% | 0.9% | ||
| Q4 24 | 7.0% | 43.4% | ||
| Q3 24 | 3.2% | 24.8% | ||
| Q2 24 | -0.2% | 9.3% | ||
| Q1 24 | -15.4% | -9.0% |
资本支出强度OFIXSAFT
| Q4 25 | 4.9% | 0.8% | ||
| Q3 25 | 4.8% | 0.0% | ||
| Q2 25 | 3.5% | 0.0% | ||
| Q1 25 | 3.5% | 0.1% | ||
| Q4 24 | 4.0% | 1.5% | ||
| Q3 24 | 2.7% | 0.2% | ||
| Q2 24 | 4.7% | 0.2% | ||
| Q1 24 | 5.6% | 1.1% |
现金转化率OFIXSAFT
| Q4 25 | — | 9.67× | ||
| Q3 25 | — | 3.02× | ||
| Q2 25 | — | 1.12× | ||
| Q1 25 | — | 0.14× | ||
| Q4 24 | — | 15.83× | ||
| Q3 24 | — | 2.85× | ||
| Q2 24 | — | 1.54× | ||
| Q1 24 | — | -1.05× |
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% |
SAFT
暂无分部数据
