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Orthofix Medical Inc.（OFIX）与Strategic Education, Inc.（STRA）财务数据对比。点击上方公司名可切换其他公司
Strategic Education, Inc.的季度营收约是Orthofix Medical Inc.的1.4倍（$305.9M vs $219.9M），Strategic Education, Inc.净利率更高（10.7% vs -1.0%，领先11.7%），Orthofix Medical Inc.同比增速更快（2.0% vs 0.8%），Strategic Education, Inc.自由现金流更多（$77.3M vs $16.8M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs -1.0%）
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。
Strategic Education, Inc.（简称SEI）是一家教育服务控股企业，前身为斯特雷尔教育公司。旗下拥有营利性在线院校卡佩拉大学、斯特雷尔大学，还运营着DevMountain、Hackbright学院、Sophia Learning等提供非学位课程的教育机构。
OFIX vs STRA — 直观对比
营收规模更大
STRA
是对方的1.4倍
$219.9M
营收增速更快
OFIX
高出1.2%
0.8%
净利率更高
STRA
高出11.7%
-1.0%
自由现金流更多
STRA
多$60.5M
$16.8M
两年增速更快
OFIX
近两年复合增速
-1.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $305.9M |
| 净利润 | $-2.2M | $32.8M |
| 毛利率 | 71.1% | — |
| 营业利润率 | 0.2% | 13.4% |
| 净利率 | -1.0% | 10.7% |
| 营收同比 | 2.0% | 0.8% |
| 净利润同比 | 92.4% | 10.3% |
| 每股收益（稀释后） | $-0.05 | $1.48 |
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OFIXSTRA
| Q1 26 | — | $305.9M | ||
| Q4 25 | $219.9M | $323.2M | ||
| Q3 25 | $205.6M | $319.9M | ||
| Q2 25 | $203.1M | $321.5M | ||
| Q1 25 | $193.6M | $303.6M | ||
| Q4 24 | $215.7M | $311.5M | ||
| Q3 24 | $196.6M | $306.0M | ||
| Q2 24 | $198.6M | $312.3M |
净利润OFIXSTRA
| Q1 26 | — | $32.8M | ||
| Q4 25 | $-2.2M | $37.9M | ||
| Q3 25 | $-22.8M | $26.6M | ||
| Q2 25 | $-14.1M | $32.3M | ||
| Q1 25 | $-53.1M | $29.7M | ||
| Q4 24 | $-29.1M | $25.3M | ||
| Q3 24 | $-27.4M | $27.7M | ||
| Q2 24 | $-33.4M | $29.9M |
毛利率OFIXSTRA
| 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OFIXSTRA
| Q1 26 | — | 13.4% | ||
| Q4 25 | 0.2% | 16.0% | ||
| Q3 25 | -8.3% | 11.6% | ||
| Q2 25 | -7.9% | 14.2% | ||
| Q1 25 | -25.2% | 13.1% | ||
| Q4 24 | -5.3% | 11.6% | ||
| Q3 24 | -9.6% | 11.9% | ||
| Q2 24 | -12.5% | 13.4% |
净利率OFIXSTRA
| Q1 26 | — | 10.7% | ||
| Q4 25 | -1.0% | 11.7% | ||
| Q3 25 | -11.1% | 8.3% | ||
| Q2 25 | -6.9% | 10.1% | ||
| Q1 25 | -27.4% | 9.8% | ||
| Q4 24 | -13.5% | 8.1% | ||
| Q3 24 | -13.9% | 9.1% | ||
| Q2 24 | -16.8% | 9.6% |
每股收益（稀释后）OFIXSTRA
| Q1 26 | — | $1.48 | ||
| Q4 25 | $-0.05 | $1.65 | ||
| Q3 25 | $-0.57 | $1.15 | ||
| Q2 25 | $-0.36 | $1.37 | ||
| Q1 25 | $-1.35 | $1.24 | ||
| Q4 24 | $-0.76 | $1.05 | ||
| Q3 24 | $-0.71 | $1.15 | ||
| Q2 24 | $-0.88 | $1.24 |
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 | $150.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $1.6B |
| 总资产 | $850.6M | $2.1B |
| 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OFIXSTRA
| Q1 26 | — | $150.3M | ||
| Q4 25 | $82.0M | $148.1M | ||
| Q3 25 | $62.9M | $172.6M | ||
| Q2 25 | $65.6M | $164.9M | ||
| Q1 25 | $58.0M | $182.6M | ||
| Q4 24 | $83.2M | $184.0M | ||
| Q3 24 | $30.1M | $222.1M | ||
| Q2 24 | $26.4M | $256.2M |
总债务OFIXSTRA
| 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OFIXSTRA
| Q1 26 | — | $1.6B | ||
| Q4 25 | $450.0M | $1.6B | ||
| Q3 25 | $442.5M | $1.7B | ||
| Q2 25 | $458.3M | $1.7B | ||
| Q1 25 | $458.3M | $1.6B | ||
| Q4 24 | $503.1M | $1.7B | ||
| Q3 24 | $525.9M | $1.7B | ||
| Q2 24 | $546.0M | $1.7B |
总资产OFIXSTRA
| Q1 26 | — | $2.1B | ||
| Q4 25 | $850.6M | $2.0B | ||
| Q3 25 | $832.6M | $2.1B | ||
| Q2 25 | $837.2M | $2.1B | ||
| Q1 25 | $823.1M | $2.1B | ||
| Q4 24 | $893.3M | $2.0B | ||
| Q3 24 | $867.9M | $2.2B | ||
| Q2 24 | $882.0M | $2.2B |
负债/权益比OFIXSTRA
| 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 | $87.4M |
| 自由现金流经营现金流 - 资本支出 | $16.8M | $77.3M |
| 自由现金流率自由现金流/营收 | 7.6% | 25.3% |
| 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 | — | 2.66× |
| 过去12个月自由现金流最近4个季度 | $-1.3M | $173.9M |
8季度趋势，按日历期对齐
经营现金流OFIXSTRA
| Q1 26 | — | $87.4M | ||
| Q4 25 | $27.7M | $39.2M | ||
| Q3 25 | $12.4M | $60.1M | ||
| Q2 25 | $11.6M | $31.2M | ||
| Q1 25 | $-18.4M | $67.7M | ||
| Q4 24 | $23.7M | $15.9M | ||
| Q3 24 | $11.7M | $51.5M | ||
| Q2 24 | $9.0M | $24.3M |
自由现金流OFIXSTRA
| Q1 26 | — | $77.3M | ||
| Q4 25 | $16.8M | $27.0M | ||
| Q3 25 | $2.5M | $49.3M | ||
| Q2 25 | $4.5M | $20.4M | ||
| Q1 25 | $-25.1M | $57.3M | ||
| Q4 24 | $15.2M | $4.7M | ||
| Q3 24 | $6.3M | $42.1M | ||
| Q2 24 | $-360.0K | $13.6M |
自由现金流率OFIXSTRA
| Q1 26 | — | 25.3% | ||
| Q4 25 | 7.6% | 8.3% | ||
| Q3 25 | 1.2% | 15.4% | ||
| Q2 25 | 2.2% | 6.3% | ||
| Q1 25 | -13.0% | 18.9% | ||
| Q4 24 | 7.0% | 1.5% | ||
| Q3 24 | 3.2% | 13.8% | ||
| Q2 24 | -0.2% | 4.3% |
资本支出强度OFIXSTRA
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 3.8% | ||
| Q3 25 | 4.8% | 3.4% | ||
| Q2 25 | 3.5% | 3.4% | ||
| Q1 25 | 3.5% | 3.4% | ||
| Q4 24 | 4.0% | 3.6% | ||
| Q3 24 | 2.7% | 3.1% | ||
| Q2 24 | 4.7% | 3.4% |
现金转化率OFIXSTRA
| Q1 26 | — | 2.66× | ||
| Q4 25 | — | 1.03× | ||
| Q3 25 | — | 2.26× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | — | 2.27× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | — | 1.86× | ||
| Q2 24 | — | 0.81× |
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% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
