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Orthofix Medical Inc.（OFIX）与Texas Pacific Land Corporation（TPL）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Texas Pacific Land Corporation的1.0倍（$219.9M vs $211.6M），Texas Pacific Land Corporation净利率更高（58.3% vs -1.0%，领先59.3%），Texas Pacific Land Corporation同比增速更快（13.9% vs 2.0%），过去两年Texas Pacific Land Corporation的营收复合增速更高（10.2% 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。
Texas Pacific Land Corporation（简称TPL）是一家公开上市的不动产运营企业，行政总部位于美国得克萨斯州达拉斯市。公司在得州西部20个郡拥有逾88万英亩（约3600平方公里）土地，是得州规模最大的私人土地所有者之一，前身为得克萨斯太平洋土地信托。
OFIX vs TPL — 直观对比
营收规模更大
OFIX
是对方的1.0倍
$211.6M
营收增速更快
TPL
高出11.9%
2.0%
净利率更高
TPL
高出59.3%
-1.0%
两年增速更快
TPL
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $211.6M |
| 净利润 | $-2.2M | $123.3M |
| 毛利率 | 71.1% | — |
| 营业利润率 | 0.2% | 70.5% |
| 净利率 | -1.0% | 58.3% |
| 营收同比 | 2.0% | 13.9% |
| 净利润同比 | 92.4% | 4.2% |
| 每股收益（稀释后） | $-0.05 | $-8.59 |
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OFIXTPL
| Q4 25 | $219.9M | $211.6M | ||
| Q3 25 | $205.6M | $203.1M | ||
| Q2 25 | $203.1M | $187.5M | ||
| Q1 25 | $193.6M | $196.0M | ||
| Q4 24 | $215.7M | $185.8M | ||
| Q3 24 | $196.6M | $173.6M | ||
| Q2 24 | $198.6M | $172.3M | ||
| Q1 24 | $188.6M | $174.1M |
净利润OFIXTPL
| Q4 25 | $-2.2M | $123.3M | ||
| Q3 25 | $-22.8M | $121.2M | ||
| Q2 25 | $-14.1M | $116.1M | ||
| Q1 25 | $-53.1M | $120.7M | ||
| Q4 24 | $-29.1M | $118.4M | ||
| Q3 24 | $-27.4M | $106.6M | ||
| Q2 24 | $-33.4M | $114.6M | ||
| Q1 24 | $-36.0M | $114.4M |
毛利率OFIXTPL
| 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OFIXTPL
| Q4 25 | 0.2% | 70.5% | ||
| Q3 25 | -8.3% | 73.4% | ||
| Q2 25 | -7.9% | 76.6% | ||
| Q1 25 | -25.2% | 76.6% | ||
| Q4 24 | -5.3% | 76.7% | ||
| Q3 24 | -9.6% | 73.4% | ||
| Q2 24 | -12.5% | 77.3% | ||
| Q1 24 | -15.6% | 78.1% |
净利率OFIXTPL
| Q4 25 | -1.0% | 58.3% | ||
| Q3 25 | -11.1% | 59.7% | ||
| Q2 25 | -6.9% | 61.9% | ||
| Q1 25 | -27.4% | 61.6% | ||
| Q4 24 | -13.5% | 63.7% | ||
| Q3 24 | -13.9% | 61.4% | ||
| Q2 24 | -16.8% | 66.5% | ||
| Q1 24 | -19.1% | 65.7% |
每股收益（稀释后）OFIXTPL
| Q4 25 | $-0.05 | $-8.59 | ||
| Q3 25 | $-0.57 | $5.27 | ||
| Q2 25 | $-0.36 | $5.05 | ||
| Q1 25 | $-1.35 | $5.24 | ||
| Q4 24 | $-0.76 | $5.14 | ||
| Q3 24 | $-0.71 | $4.63 | ||
| Q2 24 | $-0.88 | $4.98 | ||
| Q1 24 | $-0.95 | $4.97 |
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 | $144.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $1.5B |
| 总资产 | $850.6M | $1.6B |
| 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OFIXTPL
| Q4 25 | $82.0M | $144.8M | ||
| Q3 25 | $62.9M | $531.8M | ||
| Q2 25 | $65.6M | $543.9M | ||
| Q1 25 | $58.0M | $460.4M | ||
| Q4 24 | $83.2M | $369.8M | ||
| Q3 24 | $30.1M | $533.9M | ||
| Q2 24 | $26.4M | $894.7M | ||
| Q1 24 | $27.0M | $837.1M |
总债务OFIXTPL
| 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OFIXTPL
| Q4 25 | $450.0M | $1.5B | ||
| Q3 25 | $442.5M | $1.4B | ||
| Q2 25 | $458.3M | $1.3B | ||
| Q1 25 | $458.3M | $1.2B | ||
| Q4 24 | $503.1M | $1.1B | ||
| Q3 24 | $525.9M | $1.1B | ||
| Q2 24 | $546.0M | $1.2B | ||
| Q1 24 | $570.3M | $1.1B |
总资产OFIXTPL
| Q4 25 | $850.6M | $1.6B | ||
| Q3 25 | $832.6M | $1.5B | ||
| Q2 25 | $837.2M | $1.4B | ||
| Q1 25 | $823.1M | $1.4B | ||
| Q4 24 | $893.3M | $1.2B | ||
| Q3 24 | $867.9M | $1.2B | ||
| Q2 24 | $882.0M | $1.3B | ||
| Q1 24 | $906.0M | $1.3B |
负债/权益比OFIXTPL
| 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 | $113.7M |
| 自由现金流经营现金流 - 资本支出 | $16.8M | — |
| 自由现金流率自由现金流/营收 | 7.6% | — |
| 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 | — | 0.92× |
| 过去12个月自由现金流最近4个季度 | $-1.3M | — |
8季度趋势，按日历期对齐
经营现金流OFIXTPL
| Q4 25 | $27.7M | $113.7M | ||
| Q3 25 | $12.4M | $154.6M | ||
| Q2 25 | $11.6M | $120.9M | ||
| Q1 25 | $-18.4M | $156.7M | ||
| Q4 24 | $23.7M | $126.6M | ||
| Q3 24 | $11.7M | $118.6M | ||
| Q2 24 | $9.0M | $98.3M | ||
| Q1 24 | $-18.6M | $147.2M |
自由现金流OFIXTPL
| Q4 25 | $16.8M | — | ||
| Q3 25 | $2.5M | — | ||
| Q2 25 | $4.5M | — | ||
| Q1 25 | $-25.1M | — | ||
| Q4 24 | $15.2M | — | ||
| Q3 24 | $6.3M | — | ||
| Q2 24 | $-360.0K | — | ||
| Q1 24 | $-29.1M | — |
自由现金流率OFIXTPL
| Q4 25 | 7.6% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | -13.0% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | -0.2% | — | ||
| Q1 24 | -15.4% | — |
资本支出强度OFIXTPL
| Q4 25 | 4.9% | — | ||
| Q3 25 | 4.8% | — | ||
| Q2 25 | 3.5% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 4.7% | — | ||
| Q1 24 | 5.6% | — |
现金转化率OFIXTPL
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 1.28× | ||
| Q2 25 | — | 1.04× | ||
| Q1 25 | — | 1.30× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | — | 1.11× | ||
| Q2 24 | — | 0.86× | ||
| Q1 24 | — | 1.29× |
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% |
TPL
| Water Serviceand Operations Segment | $98.2M | 46% |
| Water Sales And Royalties | $60.7M | 29% |
| Produced Water Royalties | $33.5M | 16% |
| Easementand Sundry | $20.6M | 10% |
