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Orthofix Medical Inc.（OFIX）与Tempus AI, Inc.（TEM）财务数据对比。点击上方公司名可切换其他公司
Tempus AI, Inc.的季度营收约是Orthofix Medical Inc.的1.7倍（$367.2M vs $219.9M），Orthofix Medical Inc.净利率更高（-1.0% vs -14.8%，领先13.7%），Tempus AI, Inc.同比增速更快（83.0% vs 2.0%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $-41.5M），过去两年Tempus AI, Inc.的营收复合增速更高（58.7% 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。
Tempus AI是2015年由埃里克·莱夫科夫斯基在美国伊利诺伊州芝加哥创立的医疗科技企业，创立契机源于其妻子确诊乳腺癌。公司依托数据与人工智能技术，为肿瘤、心脏病、放射医学、抑郁症等领域提供包含诊断在内的精准医疗服务，2024年6月14日于纳斯达克上市，股票代码为TEM。
OFIX vs TEM — 直观对比
营收规模更大
TEM
是对方的1.7倍
$219.9M
营收增速更快
TEM
高出81.0%
2.0%
净利率更高
OFIX
高出13.7%
-14.8%
自由现金流更多
OFIX
多$58.4M
$-41.5M
两年增速更快
TEM
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $367.2M |
| 净利润 | $-2.2M | $-54.2M |
| 毛利率 | 71.1% | — |
| 营业利润率 | 0.2% | -16.7% |
| 净利率 | -1.0% | -14.8% |
| 营收同比 | 2.0% | 83.0% |
| 净利润同比 | 92.4% | -316.2% |
| 每股收益（稀释后） | $-0.05 | $-0.30 |
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OFIXTEM
| Q4 25 | $219.9M | $367.2M | ||
| Q3 25 | $205.6M | $334.2M | ||
| Q2 25 | $203.1M | $314.6M | ||
| Q1 25 | $193.6M | $255.7M | ||
| Q4 24 | $215.7M | $200.7M | ||
| Q3 24 | $196.6M | $180.9M | ||
| Q2 24 | $198.6M | $166.0M | ||
| Q1 24 | $188.6M | $145.8M |
净利润OFIXTEM
| Q4 25 | $-2.2M | $-54.2M | ||
| Q3 25 | $-22.8M | $-80.0M | ||
| Q2 25 | $-14.1M | $-42.8M | ||
| Q1 25 | $-53.1M | $-68.0M | ||
| Q4 24 | $-29.1M | $-13.0M | ||
| Q3 24 | $-27.4M | $-75.8M | ||
| Q2 24 | $-33.4M | $-552.2M | ||
| Q1 24 | $-36.0M | $-64.7M |
毛利率OFIXTEM
| 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% | — | ||
| Q1 24 | 67.5% | — |
营业利润率OFIXTEM
| Q4 25 | 0.2% | -16.7% | ||
| Q3 25 | -8.3% | -18.3% | ||
| Q2 25 | -7.9% | -19.6% | ||
| Q1 25 | -25.2% | -26.9% | ||
| Q4 24 | -5.3% | -25.3% | ||
| Q3 24 | -9.6% | -29.6% | ||
| Q2 24 | -12.5% | -321.4% | ||
| Q1 24 | -15.6% | -36.5% |
净利率OFIXTEM
| Q4 25 | -1.0% | -14.8% | ||
| Q3 25 | -11.1% | -23.9% | ||
| Q2 25 | -6.9% | -13.6% | ||
| Q1 25 | -27.4% | -26.6% | ||
| Q4 24 | -13.5% | -6.5% | ||
| Q3 24 | -13.9% | -41.9% | ||
| Q2 24 | -16.8% | -332.7% | ||
| Q1 24 | -19.1% | -44.4% |
每股收益（稀释后）OFIXTEM
| Q4 25 | $-0.05 | $-0.30 | ||
| Q3 25 | $-0.57 | $-0.46 | ||
| Q2 25 | $-0.36 | $-0.25 | ||
| Q1 25 | $-1.35 | $-0.40 | ||
| Q4 24 | $-0.76 | $2.56 | ||
| Q3 24 | $-0.71 | $-0.46 | ||
| Q2 24 | $-0.88 | $-6.86 | ||
| Q1 24 | $-0.95 | $-1.47 |
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 | $604.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $491.3M |
| 总资产 | $850.6M | $2.3B |
| 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OFIXTEM
| Q4 25 | $82.0M | $604.8M | ||
| Q3 25 | $62.9M | $655.9M | ||
| Q2 25 | $65.6M | $186.3M | ||
| Q1 25 | $58.0M | $151.6M | ||
| Q4 24 | $83.2M | $341.0M | ||
| Q3 24 | $30.1M | $388.0M | ||
| Q2 24 | $26.4M | $478.8M | ||
| Q1 24 | $27.0M | $79.9M |
总债务OFIXTEM
| 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OFIXTEM
| Q4 25 | $450.0M | $491.3M | ||
| Q3 25 | $442.5M | $507.8M | ||
| Q2 25 | $458.3M | $309.6M | ||
| Q1 25 | $458.3M | $326.2M | ||
| Q4 24 | $503.1M | $56.3M | ||
| Q3 24 | $525.9M | $53.7M | ||
| Q2 24 | $546.0M | $98.3M | ||
| Q1 24 | $570.3M | $-1.5B |
总资产OFIXTEM
| Q4 25 | $850.6M | $2.3B | ||
| Q3 25 | $832.6M | $2.3B | ||
| Q2 25 | $837.2M | $1.6B | ||
| Q1 25 | $823.1M | $1.5B | ||
| Q4 24 | $893.3M | $926.1M | ||
| Q3 24 | $867.9M | $971.7M | ||
| Q2 24 | $882.0M | $864.6M | ||
| Q1 24 | $906.0M | — |
负债/权益比OFIXTEM
| 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 | $-36.8M |
| 自由现金流经营现金流 - 资本支出 | $16.8M | $-41.5M |
| 自由现金流率自由现金流/营收 | 7.6% | -11.3% |
| 资本支出强度资本支出/营收 | 4.9% | 1.3% |
| 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 | $-239.1M |
8季度趋势，按日历期对齐
经营现金流OFIXTEM
| Q4 25 | $27.7M | $-36.8M | ||
| Q3 25 | $12.4M | $-119.8M | ||
| Q2 25 | $11.6M | $44.2M | ||
| Q1 25 | $-18.4M | $-105.6M | ||
| Q4 24 | $23.7M | — | ||
| Q3 24 | $11.7M | $48.7M | ||
| Q2 24 | $9.0M | $-97.1M | ||
| Q1 24 | $-18.6M | $-101.4M |
自由现金流OFIXTEM
| Q4 25 | $16.8M | $-41.5M | ||
| Q3 25 | $2.5M | $-126.5M | ||
| Q2 25 | $4.5M | $36.6M | ||
| Q1 25 | $-25.1M | $-107.7M | ||
| Q4 24 | $15.2M | — | ||
| Q3 24 | $6.3M | $48.6M | ||
| Q2 24 | $-360.0K | $-105.1M | ||
| Q1 24 | $-29.1M | $-107.5M |
自由现金流率OFIXTEM
| Q4 25 | 7.6% | -11.3% | ||
| Q3 25 | 1.2% | -37.9% | ||
| Q2 25 | 2.2% | 11.6% | ||
| Q1 25 | -13.0% | -42.1% | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 3.2% | 26.9% | ||
| Q2 24 | -0.2% | -63.3% | ||
| Q1 24 | -15.4% | -73.7% |
资本支出强度OFIXTEM
| Q4 25 | 4.9% | 1.3% | ||
| Q3 25 | 4.8% | 2.0% | ||
| Q2 25 | 3.5% | 2.4% | ||
| Q1 25 | 3.5% | 0.8% | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 2.7% | 0.0% | ||
| Q2 24 | 4.7% | 4.8% | ||
| Q1 24 | 5.6% | 4.2% |
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% |
TEM
暂无分部数据
