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Orthofix Medical Inc.（OFIX）与STANDARD MOTOR PRODUCTS, INC.（SMP）财务数据对比。点击上方公司名可切换其他公司
STANDARD MOTOR PRODUCTS, INC.的季度营收约是Orthofix Medical Inc.的1.8倍（$385.1M vs $219.9M），STANDARD MOTOR PRODUCTS, INC.净利率更高（2.0% vs -1.0%，领先3.1%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs 2.0%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $-37.6M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs 7.8%）
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。
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
OFIX vs SMP — 直观对比
营收规模更大
SMP
是对方的1.8倍
$219.9M
营收增速更快
SMP
高出10.2%
2.0%
净利率更高
SMP
高出3.1%
-1.0%
自由现金流更多
OFIX
多$54.5M
$-37.6M
两年增速更快
OFIX
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $385.1M |
| 净利润 | $-2.2M | $7.9M |
| 毛利率 | 71.1% | 31.7% |
| 营业利润率 | 0.2% | 5.6% |
| 净利率 | -1.0% | 2.0% |
| 营收同比 | 2.0% | 12.2% |
| 净利润同比 | 92.4% | 457.9% |
| 每股收益（稀释后） | $-0.05 | $0.34 |
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OFIXSMP
| Q4 25 | $219.9M | $385.1M | ||
| Q3 25 | $205.6M | $498.8M | ||
| Q2 25 | $203.1M | $493.9M | ||
| Q1 25 | $193.6M | $413.4M | ||
| Q4 24 | $215.7M | $343.4M | ||
| Q3 24 | $196.6M | $399.3M | ||
| Q2 24 | $198.6M | $389.8M | ||
| Q1 24 | $188.6M | $331.4M |
净利润OFIXSMP
| Q4 25 | $-2.2M | $7.9M | ||
| Q3 25 | $-22.8M | $-4.3M | ||
| Q2 25 | $-14.1M | $25.2M | ||
| Q1 25 | $-53.1M | $12.6M | ||
| Q4 24 | $-29.1M | $-2.2M | ||
| Q3 24 | $-27.4M | $3.8M | ||
| Q2 24 | $-33.4M | $17.1M | ||
| Q1 24 | $-36.0M | $8.8M |
毛利率OFIXSMP
| Q4 25 | 71.1% | 31.7% | ||
| Q3 25 | 72.2% | 32.4% | ||
| Q2 25 | 68.7% | 30.6% | ||
| Q1 25 | 62.8% | 30.2% | ||
| Q4 24 | 69.0% | 29.4% | ||
| Q3 24 | 68.7% | 30.4% | ||
| Q2 24 | 67.8% | 28.6% | ||
| Q1 24 | 67.5% | 27.0% |
营业利润率OFIXSMP
| Q4 25 | 0.2% | 5.6% | ||
| Q3 25 | -8.3% | 9.5% | ||
| Q2 25 | -7.9% | 8.7% | ||
| Q1 25 | -25.2% | 5.9% | ||
| Q4 24 | -5.3% | 1.1% | ||
| Q3 24 | -9.6% | 9.3% | ||
| Q2 24 | -12.5% | 6.4% | ||
| Q1 24 | -15.6% | 4.4% |
净利率OFIXSMP
| Q4 25 | -1.0% | 2.0% | ||
| Q3 25 | -11.1% | -0.9% | ||
| Q2 25 | -6.9% | 5.1% | ||
| Q1 25 | -27.4% | 3.0% | ||
| Q4 24 | -13.5% | -0.6% | ||
| Q3 24 | -13.9% | 1.0% | ||
| Q2 24 | -16.8% | 4.4% | ||
| Q1 24 | -19.1% | 2.7% |
每股收益（稀释后）OFIXSMP
| Q4 25 | $-0.05 | $0.34 | ||
| Q3 25 | $-0.57 | $-0.19 | ||
| Q2 25 | $-0.36 | $1.13 | ||
| Q1 25 | $-1.35 | $0.56 | ||
| Q4 24 | $-0.76 | $-0.09 | ||
| Q3 24 | $-0.71 | $0.17 | ||
| Q2 24 | $-0.88 | $0.77 | ||
| Q1 24 | $-0.95 | $0.39 |
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 | — |
| 总债务越低越好 | — | $618.7M |
| 股东权益账面价值 | $450.0M | $683.7M |
| 总资产 | $850.6M | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资OFIXSMP
| Q4 25 | $82.0M | — | ||
| Q3 25 | $62.9M | $87.2M | ||
| Q2 25 | $65.6M | $58.8M | ||
| Q1 25 | $58.0M | $50.3M | ||
| Q4 24 | $83.2M | $44.4M | ||
| Q3 24 | $30.1M | $26.3M | ||
| Q2 24 | $26.4M | $26.2M | ||
| Q1 24 | $27.0M | $27.1M |
总债务OFIXSMP
| Q4 25 | — | $618.7M | ||
| Q3 25 | $157.2M | $589.5M | ||
| Q2 25 | $157.0M | $636.6M | ||
| Q1 25 | $156.9M | $650.6M | ||
| Q4 24 | $157.0M | $562.3M | ||
| Q3 24 | $118.5M | $142.8M | ||
| Q2 24 | $118.0M | $208.2M | ||
| Q1 24 | $118.2M | $214.9M |
股东权益OFIXSMP
| Q4 25 | $450.0M | $683.7M | ||
| Q3 25 | $442.5M | $677.4M | ||
| Q2 25 | $458.3M | $688.6M | ||
| Q1 25 | $458.3M | $638.0M | ||
| Q4 24 | $503.1M | $615.7M | ||
| Q3 24 | $525.9M | $638.8M | ||
| Q2 24 | $546.0M | $640.0M | ||
| Q1 24 | $570.3M | $639.1M |
总资产OFIXSMP
| Q4 25 | $850.6M | $2.0B | ||
| Q3 25 | $832.6M | $2.0B | ||
| Q2 25 | $837.2M | $2.0B | ||
| Q1 25 | $823.1M | $1.9B | ||
| Q4 24 | $893.3M | $1.8B | ||
| Q3 24 | $867.9M | $1.4B | ||
| Q2 24 | $882.0M | $1.4B | ||
| Q1 24 | $906.0M | $1.4B |
负债/权益比OFIXSMP
| Q4 25 | — | 0.90× | ||
| Q3 25 | 0.36× | 0.87× | ||
| Q2 25 | 0.34× | 0.92× | ||
| Q1 25 | 0.34× | 1.02× | ||
| Q4 24 | 0.31× | 0.91× | ||
| Q3 24 | 0.23× | 0.22× | ||
| Q2 24 | 0.22× | 0.33× | ||
| Q1 24 | 0.21× | 0.34× |
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 | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $16.8M | $-37.6M |
| 自由现金流率自由现金流/营收 | 7.6% | -9.8% |
| 资本支出强度资本支出/营收 | 4.9% | 2.4% |
| 现金转化率经营现金流/净利润 | — | -3.59× |
| 过去12个月自由现金流最近4个季度 | $-1.3M | $18.7M |
8季度趋势，按日历期对齐
经营现金流OFIXSMP
| Q4 25 | $27.7M | $-28.2M | ||
| Q3 25 | $12.4M | $91.6M | ||
| Q2 25 | $11.6M | $54.3M | ||
| Q1 25 | $-18.4M | $-60.2M | ||
| Q4 24 | $23.7M | $-1.5M | ||
| Q3 24 | $11.7M | $88.3M | ||
| Q2 24 | $9.0M | $35.6M | ||
| Q1 24 | $-18.6M | $-45.7M |
自由现金流OFIXSMP
| Q4 25 | $16.8M | $-37.6M | ||
| Q3 25 | $2.5M | $81.5M | ||
| Q2 25 | $4.5M | $44.2M | ||
| Q1 25 | $-25.1M | $-69.4M | ||
| Q4 24 | $15.2M | $-11.4M | ||
| Q3 24 | $6.3M | $77.1M | ||
| Q2 24 | $-360.0K | $22.7M | ||
| Q1 24 | $-29.1M | $-55.8M |
自由现金流率OFIXSMP
| Q4 25 | 7.6% | -9.8% | ||
| Q3 25 | 1.2% | 16.3% | ||
| Q2 25 | 2.2% | 8.9% | ||
| Q1 25 | -13.0% | -16.8% | ||
| Q4 24 | 7.0% | -3.3% | ||
| Q3 24 | 3.2% | 19.3% | ||
| Q2 24 | -0.2% | 5.8% | ||
| Q1 24 | -15.4% | -16.8% |
资本支出强度OFIXSMP
| Q4 25 | 4.9% | 2.4% | ||
| Q3 25 | 4.8% | 2.0% | ||
| Q2 25 | 3.5% | 2.1% | ||
| Q1 25 | 3.5% | 2.2% | ||
| Q4 24 | 4.0% | 2.9% | ||
| Q3 24 | 2.7% | 2.8% | ||
| Q2 24 | 4.7% | 3.3% | ||
| Q1 24 | 5.6% | 3.0% |
现金转化率OFIXSMP
| Q4 25 | — | -3.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.15× | ||
| Q1 25 | — | -4.79× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.19× | ||
| Q2 24 | — | 2.09× | ||
| Q1 24 | — | -5.18× |
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% |
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
