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Orthofix Medical Inc.（OFIX）与SITIME Corp（SITM）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SITIME Corp的1.9倍（$219.9M vs $113.3M），SITIME Corp净利率更高（8.1% vs -1.0%，领先9.1%），SITIME Corp同比增速更快（66.3% vs 2.0%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $13.0M），过去两年SITIME Corp的营收复合增速更高（85.2% 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。
SiTime是总部位于美国加利福尼亚州圣克拉拉的上市无晶圆厂芯片企业，专注于微机电系统（MEMS）技术研发，旗下相关产品可用作各类电子设备的计时器件，可覆盖通信、工业、消费电子等多个应用场景。
OFIX vs SITM — 直观对比
营收规模更大
OFIX
是对方的1.9倍
$113.3M
营收增速更快
SITM
高出64.4%
2.0%
净利率更高
SITM
高出9.1%
-1.0%
自由现金流更多
OFIX
多$3.8M
$13.0M
两年增速更快
SITM
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $113.3M |
| 净利润 | $-2.2M | $9.2M |
| 毛利率 | 71.1% | 56.4% |
| 营业利润率 | 0.2% | 1.6% |
| 净利率 | -1.0% | 8.1% |
| 营收同比 | 2.0% | 66.3% |
| 净利润同比 | 92.4% | 148.7% |
| 每股收益（稀释后） | $-0.05 | $0.44 |
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OFIXSITM
| Q4 25 | $219.9M | $113.3M | ||
| Q3 25 | $205.6M | $83.6M | ||
| Q2 25 | $203.1M | $69.5M | ||
| Q1 25 | $193.6M | $60.3M | ||
| Q4 24 | $215.7M | $68.1M | ||
| Q3 24 | $196.6M | $57.7M | ||
| Q2 24 | $198.6M | $43.9M | ||
| Q1 24 | $188.6M | $33.0M |
净利润OFIXSITM
| Q4 25 | $-2.2M | $9.2M | ||
| Q3 25 | $-22.8M | $-8.0M | ||
| Q2 25 | $-14.1M | $-20.2M | ||
| Q1 25 | $-53.1M | $-23.9M | ||
| Q4 24 | $-29.1M | $-18.8M | ||
| Q3 24 | $-27.4M | $-19.3M | ||
| Q2 24 | $-33.4M | $-26.8M | ||
| Q1 24 | $-36.0M | $-28.7M |
毛利率OFIXSITM
| Q4 25 | 71.1% | 56.4% | ||
| Q3 25 | 72.2% | 53.5% | ||
| Q2 25 | 68.7% | 51.9% | ||
| Q1 25 | 62.8% | 50.3% | ||
| Q4 24 | 69.0% | 52.6% | ||
| Q3 24 | 68.7% | 51.1% | ||
| Q2 24 | 67.8% | 49.1% | ||
| Q1 24 | 67.5% | 53.5% |
营业利润率OFIXSITM
| Q4 25 | 0.2% | 1.6% | ||
| Q3 25 | -8.3% | -19.2% | ||
| Q2 25 | -7.9% | -35.4% | ||
| Q1 25 | -25.2% | -46.6% | ||
| Q4 24 | -5.3% | -33.8% | ||
| Q3 24 | -9.6% | -43.1% | ||
| Q2 24 | -12.5% | -73.7% | ||
| Q1 24 | -15.6% | -106.1% |
净利率OFIXSITM
| Q4 25 | -1.0% | 8.1% | ||
| Q3 25 | -11.1% | -9.6% | ||
| Q2 25 | -6.9% | -29.0% | ||
| Q1 25 | -27.4% | -39.6% | ||
| Q4 24 | -13.5% | -27.6% | ||
| Q3 24 | -13.9% | -33.5% | ||
| Q2 24 | -16.8% | -61.0% | ||
| Q1 24 | -19.1% | -86.9% |
每股收益（稀释后）OFIXSITM
| Q4 25 | $-0.05 | $0.44 | ||
| Q3 25 | $-0.57 | $-0.31 | ||
| Q2 25 | $-0.36 | $-0.84 | ||
| Q1 25 | $-1.35 | $-1.01 | ||
| Q4 24 | $-0.76 | $-0.80 | ||
| Q3 24 | $-0.71 | $-0.83 | ||
| Q2 24 | $-0.88 | $-1.16 | ||
| Q1 24 | $-0.95 | $-1.26 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $1.2B |
| 总资产 | $850.6M | $1.3B |
| 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OFIXSITM
| 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 | — | ||
| Q1 24 | $27.0M | — |
总债务OFIXSITM
| 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OFIXSITM
| Q4 25 | $450.0M | $1.2B | ||
| Q3 25 | $442.5M | $1.1B | ||
| Q2 25 | $458.3M | $1.1B | ||
| Q1 25 | $458.3M | $692.5M | ||
| Q4 24 | $503.1M | $699.7M | ||
| Q3 24 | $525.9M | $696.2M | ||
| Q2 24 | $546.0M | $692.5M | ||
| Q1 24 | $570.3M | $696.2M |
总资产OFIXSITM
| Q4 25 | $850.6M | $1.3B | ||
| Q3 25 | $832.6M | $1.3B | ||
| Q2 25 | $837.2M | $1.3B | ||
| Q1 25 | $823.1M | $872.1M | ||
| Q4 24 | $893.3M | $885.0M | ||
| Q3 24 | $867.9M | $877.9M | ||
| Q2 24 | $882.0M | $878.6M | ||
| Q1 24 | $906.0M | $942.6M |
负债/权益比OFIXSITM
| 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 | $25.4M |
| 自由现金流经营现金流 - 资本支出 | $16.8M | $13.0M |
| 自由现金流率自由现金流/营收 | 7.6% | 11.5% |
| 资本支出强度资本支出/营收 | 4.9% | 10.9% |
| 现金转化率经营现金流/净利润 | — | 2.77× |
| 过去12个月自由现金流最近4个季度 | $-1.3M | $35.1M |
8季度趋势，按日历期对齐
经营现金流OFIXSITM
| Q4 25 | $27.7M | $25.4M | ||
| Q3 25 | $12.4M | $31.4M | ||
| Q2 25 | $11.6M | $15.3M | ||
| Q1 25 | $-18.4M | $15.0M | ||
| Q4 24 | $23.7M | $13.5M | ||
| Q3 24 | $11.7M | $8.2M | ||
| Q2 24 | $9.0M | $-181.0K | ||
| Q1 24 | $-18.6M | $1.7M |
自由现金流OFIXSITM
| Q4 25 | $16.8M | $13.0M | ||
| Q3 25 | $2.5M | $26.3M | ||
| Q2 25 | $4.5M | $-2.9M | ||
| Q1 25 | $-25.1M | $-1.3M | ||
| Q4 24 | $15.2M | $-2.4M | ||
| Q3 24 | $6.3M | $-6.7M | ||
| Q2 24 | $-360.0K | $-2.7M | ||
| Q1 24 | $-29.1M | $-1.2M |
自由现金流率OFIXSITM
| Q4 25 | 7.6% | 11.5% | ||
| Q3 25 | 1.2% | 31.5% | ||
| Q2 25 | 2.2% | -4.2% | ||
| Q1 25 | -13.0% | -2.1% | ||
| Q4 24 | 7.0% | -3.5% | ||
| Q3 24 | 3.2% | -11.6% | ||
| Q2 24 | -0.2% | -6.3% | ||
| Q1 24 | -15.4% | -3.6% |
资本支出强度OFIXSITM
| Q4 25 | 4.9% | 10.9% | ||
| Q3 25 | 4.8% | 6.1% | ||
| Q2 25 | 3.5% | 26.2% | ||
| Q1 25 | 3.5% | 27.0% | ||
| Q4 24 | 4.0% | 23.3% | ||
| Q3 24 | 2.7% | 25.7% | ||
| Q2 24 | 4.7% | 5.8% | ||
| Q1 24 | 5.6% | 8.8% |
现金转化率OFIXSITM
| Q4 25 | — | 2.77× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
SITM
暂无分部数据
