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Orthofix Medical Inc.（OFIX）与ServisFirst Bancshares, Inc.（SFBS）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ServisFirst Bancshares, Inc.的1.4倍（$219.9M vs $159.0M），ServisFirst Bancshares, Inc.净利率更高（52.2% vs -1.0%，领先53.2%），过去两年ServisFirst Bancshares, Inc.的营收复合增速更高（17.7% 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。
ServisFirst Bancshares是一家总部位于美国的银行控股公司，主要在美国东南部地区运营全服务银行网点，为中小企业、专业客户及个人消费者提供商业银行、个人银行、财富管理及抵押贷款等多元金融服务。
OFIX vs SFBS — 直观对比
营收规模更大
OFIX
是对方的1.4倍
$159.0M
净利率更高
SFBS
高出53.2%
-1.0%
两年增速更快
SFBS
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $159.0M |
| 净利润 | $-2.2M | $83.0M |
| 毛利率 | 71.1% | — |
| 营业利润率 | 0.2% | — |
| 净利率 | -1.0% | 52.2% |
| 营收同比 | 2.0% | — |
| 净利润同比 | 92.4% | 31.2% |
| 每股收益（稀释后） | $-0.05 | $1.52 |
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OFIXSFBS
| Q1 26 | — | $159.0M | ||
| Q4 25 | $219.9M | $162.2M | ||
| Q3 25 | $205.6M | $136.3M | ||
| Q2 25 | $203.1M | $132.1M | ||
| Q1 25 | $193.6M | $131.8M | ||
| Q4 24 | $215.7M | $131.9M | ||
| Q3 24 | $196.6M | $123.7M | ||
| Q2 24 | $198.6M | $114.8M |
净利润OFIXSFBS
| Q1 26 | — | $83.0M | ||
| Q4 25 | $-2.2M | $86.4M | ||
| Q3 25 | $-22.8M | $65.6M | ||
| Q2 25 | $-14.1M | $61.4M | ||
| Q1 25 | $-53.1M | $63.2M | ||
| Q4 24 | $-29.1M | $65.2M | ||
| Q3 24 | $-27.4M | $59.9M | ||
| Q2 24 | $-33.4M | $52.1M |
毛利率OFIXSFBS
| Q1 26 | — | — | ||
| 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% | — |
营业利润率OFIXSFBS
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 66.3% | ||
| Q3 25 | -8.3% | 57.8% | ||
| Q2 25 | -7.9% | 58.0% | ||
| Q1 25 | -25.2% | 60.0% | ||
| Q4 24 | -5.3% | 60.2% | ||
| Q3 24 | -9.6% | 58.5% | ||
| Q2 24 | -12.5% | 58.0% |
净利率OFIXSFBS
| Q1 26 | — | 52.2% | ||
| Q4 25 | -1.0% | 59.0% | ||
| Q3 25 | -11.1% | 48.1% | ||
| Q2 25 | -6.9% | 46.5% | ||
| Q1 25 | -27.4% | 48.0% | ||
| Q4 24 | -13.5% | 52.9% | ||
| Q3 24 | -13.9% | 48.4% | ||
| Q2 24 | -16.8% | 45.4% |
每股收益（稀释后）OFIXSFBS
| Q1 26 | — | $1.52 | ||
| Q4 25 | $-0.05 | $1.58 | ||
| Q3 25 | $-0.57 | $1.20 | ||
| Q2 25 | $-0.36 | $1.12 | ||
| Q1 25 | $-1.35 | $1.16 | ||
| Q4 24 | $-0.76 | $1.19 | ||
| Q3 24 | $-0.71 | $1.10 | ||
| Q2 24 | $-0.88 | $0.95 |
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 | $1.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $1.9B |
| 总资产 | $850.6M | $18.2B |
| 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OFIXSFBS
| Q1 26 | — | $1.8B | ||
| Q4 25 | $82.0M | — | ||
| Q3 25 | $62.9M | — | ||
| Q2 25 | $65.6M | — | ||
| Q1 25 | $58.0M | — | ||
| Q4 24 | $83.2M | — | ||
| Q3 24 | $30.1M | — | ||
| Q2 24 | $26.4M | — |
总债务OFIXSFBS
| 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OFIXSFBS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $450.0M | $1.8B | ||
| Q3 25 | $442.5M | $1.8B | ||
| Q2 25 | $458.3M | $1.7B | ||
| Q1 25 | $458.3M | $1.7B | ||
| Q4 24 | $503.1M | $1.6B | ||
| Q3 24 | $525.9M | $1.6B | ||
| Q2 24 | $546.0M | $1.5B |
总资产OFIXSFBS
| Q1 26 | — | $18.2B | ||
| Q4 25 | $850.6M | $17.7B | ||
| Q3 25 | $832.6M | $17.6B | ||
| Q2 25 | $837.2M | $17.4B | ||
| Q1 25 | $823.1M | $18.6B | ||
| Q4 24 | $893.3M | $17.4B | ||
| Q3 24 | $867.9M | $16.4B | ||
| Q2 24 | $882.0M | $16.0B |
负债/权益比OFIXSFBS
| 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OFIXSFBS
| Q1 26 | — | — | ||
| Q4 25 | $27.7M | $355.2M | ||
| Q3 25 | $12.4M | $140.9M | ||
| Q2 25 | $11.6M | $67.6M | ||
| Q1 25 | $-18.4M | $48.0M | ||
| Q4 24 | $23.7M | $252.9M | ||
| Q3 24 | $11.7M | $84.0M | ||
| Q2 24 | $9.0M | $48.3M |
自由现金流OFIXSFBS
| Q1 26 | — | — | ||
| Q4 25 | $16.8M | — | ||
| Q3 25 | $2.5M | — | ||
| Q2 25 | $4.5M | — | ||
| Q1 25 | $-25.1M | — | ||
| Q4 24 | $15.2M | — | ||
| Q3 24 | $6.3M | — | ||
| Q2 24 | $-360.0K | — |
自由现金流率OFIXSFBS
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | -13.0% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | -0.2% | — |
资本支出强度OFIXSFBS
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | — | ||
| Q3 25 | 4.8% | — | ||
| Q2 25 | 3.5% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 4.7% | — |
现金转化率OFIXSFBS
| Q1 26 | — | — | ||
| Q4 25 | — | 4.11× | ||
| Q3 25 | — | 2.15× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 0.76× | ||
| Q4 24 | — | 3.88× | ||
| Q3 24 | — | 1.40× | ||
| Q2 24 | — | 0.93× |
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% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
