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Orthofix Medical Inc.（OFIX）与Thryv Holdings, Inc.（THRY）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Thryv Holdings, Inc.的1.3倍（$219.9M vs $167.7M），Thryv Holdings, Inc.净利率更高（2.7% vs -1.0%，领先3.7%），Orthofix Medical Inc.同比增速更快（2.0% vs -7.5%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $-5.5M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs -13.5%）
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。
Thryv Holdings, Inc.是一家上市软件服务（SaaS）企业，面向中小企业提供客户关系管理与网络声誉管理软件解决方案。公司总部位于得克萨斯州达拉斯，业务覆盖美国48个州，现有员工超过2400名，其前身是多家黄页企业组成的集团。
OFIX vs THRY — 直观对比
营收规模更大
OFIX
是对方的1.3倍
$167.7M
营收增速更快
OFIX
高出9.5%
-7.5%
净利率更高
THRY
高出3.7%
-1.0%
自由现金流更多
OFIX
多$22.3M
$-5.5M
两年增速更快
OFIX
近两年复合增速
-13.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $167.7M |
| 净利润 | $-2.2M | $4.5M |
| 毛利率 | 71.1% | 65.2% |
| 营业利润率 | 0.2% | 37.3% |
| 净利率 | -1.0% | 2.7% |
| 营收同比 | 2.0% | -7.5% |
| 净利润同比 | 92.4% | 147.2% |
| 每股收益（稀释后） | $-0.05 | $0.10 |
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OFIXTHRY
| Q1 26 | — | $167.7M | ||
| Q4 25 | $219.9M | $191.6M | ||
| Q3 25 | $205.6M | $201.6M | ||
| Q2 25 | $203.1M | $210.5M | ||
| Q1 25 | $193.6M | $181.4M | ||
| Q4 24 | $215.7M | $186.6M | ||
| Q3 24 | $196.6M | $179.9M | ||
| Q2 24 | $198.6M | $224.1M |
净利润OFIXTHRY
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-2.2M | $-9.7M | ||
| Q3 25 | $-22.8M | $5.7M | ||
| Q2 25 | $-14.1M | $13.9M | ||
| Q1 25 | $-53.1M | $-9.6M | ||
| Q4 24 | $-29.1M | $7.9M | ||
| Q3 24 | $-27.4M | $-96.1M | ||
| Q2 24 | $-33.4M | $5.5M |
毛利率OFIXTHRY
| Q1 26 | — | 65.2% | ||
| Q4 25 | 71.1% | 68.0% | ||
| Q3 25 | 72.2% | 67.7% | ||
| Q2 25 | 68.7% | 69.7% | ||
| Q1 25 | 62.8% | 65.8% | ||
| Q4 24 | 69.0% | 65.9% | ||
| Q3 24 | 68.7% | 62.3% | ||
| Q2 24 | 67.8% | 66.3% |
营业利润率OFIXTHRY
| Q1 26 | — | 37.3% | ||
| Q4 25 | 0.2% | 5.3% | ||
| Q3 25 | -8.3% | 9.9% | ||
| Q2 25 | -7.9% | 14.0% | ||
| Q1 25 | -25.2% | -1.7% | ||
| Q4 24 | -5.3% | -3.9% | ||
| Q3 24 | -9.6% | -49.2% | ||
| Q2 24 | -12.5% | 14.0% |
净利率OFIXTHRY
| Q1 26 | — | 2.7% | ||
| Q4 25 | -1.0% | -5.0% | ||
| Q3 25 | -11.1% | 2.8% | ||
| Q2 25 | -6.9% | 6.6% | ||
| Q1 25 | -27.4% | -5.3% | ||
| Q4 24 | -13.5% | 4.2% | ||
| Q3 24 | -13.9% | -53.4% | ||
| Q2 24 | -16.8% | 2.5% |
每股收益（稀释后）OFIXTHRY
| Q1 26 | — | $0.10 | ||
| Q4 25 | $-0.05 | $-0.21 | ||
| Q3 25 | $-0.57 | $0.13 | ||
| Q2 25 | $-0.36 | $0.31 | ||
| Q1 25 | $-1.35 | $-0.22 | ||
| Q4 24 | $-0.76 | $0.28 | ||
| Q3 24 | $-0.71 | $-2.65 | ||
| Q2 24 | $-0.88 | $0.15 |
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 | $8.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $225.4M |
| 总资产 | $850.6M | $693.7M |
| 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OFIXTHRY
| Q1 26 | — | $8.0M | ||
| Q4 25 | $82.0M | $10.8M | ||
| Q3 25 | $62.9M | $11.6M | ||
| Q2 25 | $65.6M | $10.8M | ||
| Q1 25 | $58.0M | $11.0M | ||
| Q4 24 | $83.2M | $16.3M | ||
| Q3 24 | $30.1M | $12.5M | ||
| Q2 24 | $26.4M | $15.5M |
总债务OFIXTHRY
| Q1 26 | — | — | ||
| Q4 25 | — | $253.5M | ||
| Q3 25 | $157.2M | $268.2M | ||
| Q2 25 | $157.0M | $275.6M | ||
| Q1 25 | $156.9M | $299.0M | ||
| Q4 24 | $157.0M | $284.3M | ||
| Q3 24 | $118.5M | $307.8M | ||
| Q2 24 | $118.0M | $342.1M |
股东权益OFIXTHRY
| Q1 26 | — | $225.4M | ||
| Q4 25 | $450.0M | $218.1M | ||
| Q3 25 | $442.5M | $221.1M | ||
| Q2 25 | $458.3M | $214.9M | ||
| Q1 25 | $458.3M | $193.2M | ||
| Q4 24 | $503.1M | $196.9M | ||
| Q3 24 | $525.9M | $94.5M | ||
| Q2 24 | $546.0M | $183.1M |
总资产OFIXTHRY
| Q1 26 | — | $693.7M | ||
| Q4 25 | $850.6M | $688.6M | ||
| Q3 25 | $832.6M | $701.8M | ||
| Q2 25 | $837.2M | $687.7M | ||
| Q1 25 | $823.1M | $703.7M | ||
| Q4 24 | $893.3M | $712.2M | ||
| Q3 24 | $867.9M | $654.8M | ||
| Q2 24 | $882.0M | $785.5M |
负债/权益比OFIXTHRY
| Q1 26 | — | — | ||
| Q4 25 | — | 1.16× | ||
| Q3 25 | 0.36× | 1.21× | ||
| Q2 25 | 0.34× | 1.28× | ||
| Q1 25 | 0.34× | 1.55× | ||
| Q4 24 | 0.31× | 1.44× | ||
| Q3 24 | 0.23× | 3.26× | ||
| Q2 24 | 0.22× | 1.87× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $16.8M | $-5.5M |
| 自由现金流率自由现金流/营收 | 7.6% | -3.3% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | $-1.3M | $43.3M |
8季度趋势，按日历期对齐
经营现金流OFIXTHRY
| Q1 26 | — | — | ||
| Q4 25 | $27.7M | $22.2M | ||
| Q3 25 | $12.4M | $22.2M | ||
| Q2 25 | $11.6M | $29.6M | ||
| Q1 25 | $-18.4M | $-10.5M | ||
| Q4 24 | $23.7M | $26.1M | ||
| Q3 24 | $11.7M | $36.0M | ||
| Q2 24 | $9.0M | $22.2M |
自由现金流OFIXTHRY
| Q1 26 | — | $-5.5M | ||
| Q4 25 | $16.8M | $12.3M | ||
| Q3 25 | $2.5M | $14.6M | ||
| Q2 25 | $4.5M | $21.8M | ||
| Q1 25 | $-25.1M | $-17.6M | ||
| Q4 24 | $15.2M | $17.3M | ||
| Q3 24 | $6.3M | $27.5M | ||
| Q2 24 | $-360.0K | $13.3M |
自由现金流率OFIXTHRY
| Q1 26 | — | -3.3% | ||
| Q4 25 | 7.6% | 6.4% | ||
| Q3 25 | 1.2% | 7.2% | ||
| Q2 25 | 2.2% | 10.4% | ||
| Q1 25 | -13.0% | -9.7% | ||
| Q4 24 | 7.0% | 9.3% | ||
| Q3 24 | 3.2% | 15.3% | ||
| Q2 24 | -0.2% | 5.9% |
资本支出强度OFIXTHRY
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 5.2% | ||
| Q3 25 | 4.8% | 3.8% | ||
| Q2 25 | 3.5% | 3.7% | ||
| Q1 25 | 3.5% | 3.9% | ||
| Q4 24 | 4.0% | 4.7% | ||
| Q3 24 | 2.7% | 4.7% | ||
| Q2 24 | 4.7% | 4.0% |
现金转化率OFIXTHRY
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 3.93× | ||
| Q2 25 | — | 2.12× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.32× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 4.01× |
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% |
THRY
| SaaS | $116.7M | 70% |
| Other | $50.9M | 30% |
