vs
Orthofix Medical Inc.（OFIX）与BOSTON BEER CO INC（SAM）财务数据对比。点击上方公司名可切换其他公司
BOSTON BEER CO INC的季度营收约是Orthofix Medical Inc.的2.1倍（$461.6M vs $219.9M），Orthofix Medical Inc.同比增速更快（2.0% vs -4.1%），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs -10.7%）
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。
波士顿啤酒公司是美国知名酿酒企业，1984年由吉姆·科赫与朗达·卡尔曼联合创立。旗下首款产品以美国开国元勋、独立运动先驱塞缪尔·亚当斯命名，后续陆续推出多个自有品牌，2019年正式完成与角鲨头酿酒厂的合并，是北美精酿啤酒行业的核心参与者之一。
OFIX vs SAM — 直观对比
营收规模更大
SAM
是对方的2.1倍
$219.9M
营收增速更快
OFIX
高出6.1%
-4.1%
两年增速更快
OFIX
近两年复合增速
-10.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $461.6M |
| 净利润 | $-2.2M | — |
| 毛利率 | 71.1% | 46.4% |
| 营业利润率 | 0.2% | 12.4% |
| 净利率 | -1.0% | — |
| 营收同比 | 2.0% | -4.1% |
| 净利润同比 | 92.4% | — |
| 每股收益（稀释后） | $-0.05 | $2.16 |
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OFIXSAM
| Q1 26 | — | $461.6M | ||
| Q4 25 | $219.9M | $385.7M | ||
| Q3 25 | $205.6M | $537.5M | ||
| Q2 25 | $203.1M | $587.9M | ||
| Q1 25 | $193.6M | $453.9M | ||
| Q4 24 | $215.7M | $402.3M | ||
| Q3 24 | $196.6M | $605.5M | ||
| Q2 24 | $198.6M | $579.1M |
净利润OFIXSAM
| Q1 26 | — | — | ||
| Q4 25 | $-2.2M | $-22.5M | ||
| Q3 25 | $-22.8M | $46.2M | ||
| Q2 25 | $-14.1M | $60.4M | ||
| Q1 25 | $-53.1M | $24.4M | ||
| Q4 24 | $-29.1M | $-38.8M | ||
| Q3 24 | $-27.4M | $33.5M | ||
| Q2 24 | $-33.4M | $52.3M |
毛利率OFIXSAM
| Q1 26 | — | 46.4% | ||
| Q4 25 | 71.1% | 43.5% | ||
| Q3 25 | 72.2% | 50.8% | ||
| Q2 25 | 68.7% | 49.8% | ||
| Q1 25 | 62.8% | 48.3% | ||
| Q4 24 | 69.0% | 39.9% | ||
| Q3 24 | 68.7% | 46.3% | ||
| Q2 24 | 67.8% | 46.0% |
营业利润率OFIXSAM
| Q1 26 | — | 12.4% | ||
| Q4 25 | 0.2% | -8.6% | ||
| Q3 25 | -8.3% | 11.5% | ||
| Q2 25 | -7.9% | 14.0% | ||
| Q1 25 | -25.2% | 7.4% | ||
| Q4 24 | -5.3% | -13.9% | ||
| Q3 24 | -9.6% | 7.6% | ||
| Q2 24 | -12.5% | 12.2% |
净利率OFIXSAM
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | -5.8% | ||
| Q3 25 | -11.1% | 8.6% | ||
| Q2 25 | -6.9% | 10.3% | ||
| Q1 25 | -27.4% | 5.4% | ||
| Q4 24 | -13.5% | -9.6% | ||
| Q3 24 | -13.9% | 5.5% | ||
| Q2 24 | -16.8% | 9.0% |
每股收益（稀释后）OFIXSAM
| Q1 26 | — | $2.16 | ||
| Q4 25 | $-0.05 | $-1.97 | ||
| Q3 25 | $-0.57 | $4.25 | ||
| Q2 25 | $-0.36 | $5.45 | ||
| Q1 25 | $-1.35 | $2.16 | ||
| Q4 24 | $-0.76 | $-3.23 | ||
| Q3 24 | $-0.71 | $2.86 | ||
| Q2 24 | $-0.88 | $4.39 |
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 | $164.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $682.6M |
| 总资产 | $850.6M | $1.2B |
| 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OFIXSAM
| Q1 26 | — | $164.1M | ||
| Q4 25 | $82.0M | $223.4M | ||
| Q3 25 | $62.9M | $250.5M | ||
| Q2 25 | $65.6M | $212.4M | ||
| Q1 25 | $58.0M | $152.5M | ||
| Q4 24 | $83.2M | $211.8M | ||
| Q3 24 | $30.1M | $255.6M | ||
| Q2 24 | $26.4M | $219.3M |
总债务OFIXSAM
| 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OFIXSAM
| Q1 26 | — | $682.6M | ||
| Q4 25 | $450.0M | $846.3M | ||
| Q3 25 | $442.5M | $911.0M | ||
| Q2 25 | $458.3M | $912.3M | ||
| Q1 25 | $458.3M | $897.0M | ||
| Q4 24 | $503.1M | $916.2M | ||
| Q3 24 | $525.9M | $1.0B | ||
| Q2 24 | $546.0M | $1.0B |
总资产OFIXSAM
| Q1 26 | — | $1.2B | ||
| Q4 25 | $850.6M | $1.2B | ||
| Q3 25 | $832.6M | $1.2B | ||
| Q2 25 | $837.2M | $1.3B | ||
| Q1 25 | $823.1M | $1.2B | ||
| Q4 24 | $893.3M | $1.3B | ||
| Q3 24 | $867.9M | $1.4B | ||
| Q2 24 | $882.0M | $1.4B |
负债/权益比OFIXSAM
| 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 | — |
| 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OFIXSAM
| Q1 26 | — | — | ||
| Q4 25 | $27.7M | $39.9M | ||
| Q3 25 | $12.4M | $101.8M | ||
| Q2 25 | $11.6M | $126.5M | ||
| Q1 25 | $-18.4M | $1.9M | ||
| Q4 24 | $23.7M | $41.9M | ||
| Q3 24 | $11.7M | $115.9M | ||
| Q2 24 | $9.0M | $96.0M |
自由现金流OFIXSAM
| Q1 26 | — | — | ||
| Q4 25 | $16.8M | $22.1M | ||
| Q3 25 | $2.5M | $89.2M | ||
| Q2 25 | $4.5M | $112.2M | ||
| Q1 25 | $-25.1M | $-8.0M | ||
| Q4 24 | $15.2M | $18.4M | ||
| Q3 24 | $6.3M | $99.2M | ||
| Q2 24 | $-360.0K | $75.6M |
自由现金流率OFIXSAM
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 5.7% | ||
| Q3 25 | 1.2% | 16.6% | ||
| Q2 25 | 2.2% | 19.1% | ||
| Q1 25 | -13.0% | -1.8% | ||
| Q4 24 | 7.0% | 4.6% | ||
| Q3 24 | 3.2% | 16.4% | ||
| Q2 24 | -0.2% | 13.1% |
资本支出强度OFIXSAM
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 4.6% | ||
| Q3 25 | 4.8% | 2.3% | ||
| Q2 25 | 3.5% | 2.4% | ||
| Q1 25 | 3.5% | 2.2% | ||
| Q4 24 | 4.0% | 5.8% | ||
| Q3 24 | 2.7% | 2.8% | ||
| Q2 24 | 4.7% | 3.5% |
现金转化率OFIXSAM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | — | 2.09× | ||
| Q1 25 | — | 0.08× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.46× | ||
| Q2 24 | — | 1.83× |
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% |
SAM
暂无分部数据
