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Orthofix Medical Inc.（OFIX）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是Orthofix Medical Inc.的1.6倍（$342.1M vs $219.9M），Orthofix Medical Inc.净利率更高（-1.0% vs -1.9%，领先0.8%），Stitch Fix, Inc.同比增速更快（7.3% vs 2.0%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $5.6M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs 1.8%）
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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
OFIX vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.6倍
$219.9M
营收增速更快
SFIX
高出5.3%
2.0%
净利率更高
OFIX
高出0.8%
-1.9%
自由现金流更多
OFIX
多$11.2M
$5.6M
两年增速更快
OFIX
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $342.1M |
| 净利润 | $-2.2M | $-6.4M |
| 毛利率 | 71.1% | 43.6% |
| 营业利润率 | 0.2% | -2.5% |
| 净利率 | -1.0% | -1.9% |
| 营收同比 | 2.0% | 7.3% |
| 净利润同比 | 92.4% | -1.7% |
| 每股收益（稀释后） | $-0.05 | $-0.05 |
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OFIXSFIX
| Q4 25 | $219.9M | $342.1M | ||
| Q3 25 | $205.6M | $311.2M | ||
| Q2 25 | $203.1M | $325.0M | ||
| Q1 25 | $193.6M | $312.1M | ||
| Q4 24 | $215.7M | $318.8M | ||
| Q3 24 | $196.6M | $319.6M | ||
| Q2 24 | $198.6M | $322.7M | ||
| Q1 24 | $188.6M | $330.4M |
净利润OFIXSFIX
| Q4 25 | $-2.2M | $-6.4M | ||
| Q3 25 | $-22.8M | $-8.6M | ||
| Q2 25 | $-14.1M | $-7.4M | ||
| Q1 25 | $-53.1M | $-6.5M | ||
| Q4 24 | $-29.1M | $-6.3M | ||
| Q3 24 | $-27.4M | $-36.5M | ||
| Q2 24 | $-33.4M | $-21.3M | ||
| Q1 24 | $-36.0M | $-35.5M |
毛利率OFIXSFIX
| Q4 25 | 71.1% | 43.6% | ||
| Q3 25 | 72.2% | 43.6% | ||
| Q2 25 | 68.7% | 44.2% | ||
| Q1 25 | 62.8% | 44.5% | ||
| Q4 24 | 69.0% | 45.4% | ||
| Q3 24 | 68.7% | 44.6% | ||
| Q2 24 | 67.8% | 45.5% | ||
| Q1 24 | 67.5% | 43.4% |
营业利润率OFIXSFIX
| Q4 25 | 0.2% | -2.5% | ||
| Q3 25 | -8.3% | -3.6% | ||
| Q2 25 | -7.9% | -3.0% | ||
| Q1 25 | -25.2% | -2.9% | ||
| Q4 24 | -5.3% | -2.8% | ||
| Q3 24 | -9.6% | -13.1% | ||
| Q2 24 | -12.5% | -7.7% | ||
| Q1 24 | -15.6% | -11.5% |
净利率OFIXSFIX
| Q4 25 | -1.0% | -1.9% | ||
| Q3 25 | -11.1% | -2.8% | ||
| Q2 25 | -6.9% | -2.3% | ||
| Q1 25 | -27.4% | -2.1% | ||
| Q4 24 | -13.5% | -2.0% | ||
| Q3 24 | -13.9% | -11.4% | ||
| Q2 24 | -16.8% | -6.6% | ||
| Q1 24 | -19.1% | -10.8% |
每股收益（稀释后）OFIXSFIX
| Q4 25 | $-0.05 | $-0.05 | ||
| Q3 25 | $-0.57 | $-0.06 | ||
| Q2 25 | $-0.36 | $-0.06 | ||
| Q1 25 | $-1.35 | $-0.05 | ||
| Q4 24 | $-0.76 | $-0.05 | ||
| Q3 24 | $-0.71 | $-0.29 | ||
| Q2 24 | $-0.88 | $-0.18 | ||
| Q1 24 | $-0.95 | $-0.30 |
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 | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $204.1M |
| 总资产 | $850.6M | $530.7M |
| 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OFIXSFIX
| Q4 25 | $82.0M | $244.2M | ||
| Q3 25 | $62.9M | $234.9M | ||
| Q2 25 | $65.6M | $234.2M | ||
| Q1 25 | $58.0M | $219.1M | ||
| Q4 24 | $83.2M | $253.3M | ||
| Q3 24 | $30.1M | $247.0M | ||
| Q2 24 | $26.4M | $244.5M | ||
| Q1 24 | $27.0M | $229.8M |
总债务OFIXSFIX
| 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 | — | ||
| Q1 24 | $118.2M | — |
股东权益OFIXSFIX
| Q4 25 | $450.0M | $204.1M | ||
| Q3 25 | $442.5M | $203.0M | ||
| Q2 25 | $458.3M | $200.4M | ||
| Q1 25 | $458.3M | $197.8M | ||
| Q4 24 | $503.1M | $190.5M | ||
| Q3 24 | $525.9M | $187.0M | ||
| Q2 24 | $546.0M | $208.9M | ||
| Q1 24 | $570.3M | $213.3M |
总资产OFIXSFIX
| Q4 25 | $850.6M | $530.7M | ||
| Q3 25 | $832.6M | $480.6M | ||
| Q2 25 | $837.2M | $484.7M | ||
| Q1 25 | $823.1M | $472.6M | ||
| Q4 24 | $893.3M | $507.1M | ||
| Q3 24 | $867.9M | $486.9M | ||
| Q2 24 | $882.0M | $537.0M | ||
| Q1 24 | $906.0M | $538.3M |
负债/权益比OFIXSFIX
| 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× | — | ||
| 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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $16.8M | $5.6M |
| 自由现金流率自由现金流/营收 | 7.6% | 1.6% |
| 资本支出强度资本支出/营收 | 4.9% | 1.6% |
| 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 | $4.9M |
8季度趋势，按日历期对齐
经营现金流OFIXSFIX
| Q4 25 | $27.7M | $10.9M | ||
| Q3 25 | $12.4M | $7.0M | ||
| Q2 25 | $11.6M | $20.5M | ||
| Q1 25 | $-18.4M | $-16.2M | ||
| Q4 24 | $23.7M | $14.3M | ||
| Q3 24 | $11.7M | $8.2M | ||
| Q2 24 | $9.0M | $21.7M | ||
| Q1 24 | $-18.6M | $-22.3M |
自由现金流OFIXSFIX
| Q4 25 | $16.8M | $5.6M | ||
| Q3 25 | $2.5M | $2.8M | ||
| Q2 25 | $4.5M | $16.0M | ||
| Q1 25 | $-25.1M | $-19.4M | ||
| Q4 24 | $15.2M | $9.9M | ||
| Q3 24 | $6.3M | $4.5M | ||
| Q2 24 | $-360.0K | $18.9M | ||
| Q1 24 | $-29.1M | $-26.1M |
自由现金流率OFIXSFIX
| Q4 25 | 7.6% | 1.6% | ||
| Q3 25 | 1.2% | 0.9% | ||
| Q2 25 | 2.2% | 4.9% | ||
| Q1 25 | -13.0% | -6.2% | ||
| Q4 24 | 7.0% | 3.1% | ||
| Q3 24 | 3.2% | 1.4% | ||
| Q2 24 | -0.2% | 5.9% | ||
| Q1 24 | -15.4% | -7.9% |
资本支出强度OFIXSFIX
| Q4 25 | 4.9% | 1.6% | ||
| Q3 25 | 4.8% | 1.4% | ||
| Q2 25 | 3.5% | 1.4% | ||
| Q1 25 | 3.5% | 1.0% | ||
| Q4 24 | 4.0% | 1.4% | ||
| Q3 24 | 2.7% | 1.2% | ||
| Q2 24 | 4.7% | 0.9% | ||
| Q1 24 | 5.6% | 1.1% |
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% |
SFIX
暂无分部数据
