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Orthofix Medical Inc.（OFIX）与Udemy, Inc.（UDMY）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Udemy, Inc.的1.1倍（$219.9M vs $194.0M），Orthofix Medical Inc.净利率更高（-1.0% vs -1.2%，领先0.2%），Orthofix Medical Inc.同比增速更快（2.0% vs -3.0%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $15.0M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs -0.7%）
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。
Udemy是一家总部位于美国的教育科技企业，2010年成立，最初定位为大规模开放在线课程提供商，目前核心办公地点位于加州旧金山，在美、澳、印、爱、墨、土多国均设有分支机构。它主打在线教育平台，支持用户自主创建并分享课程，平台课程以按需点播的视频内容为主，截至2025年初已拥有数百万个人用户。
OFIX vs UDMY — 直观对比
营收规模更大
OFIX
是对方的1.1倍
$194.0M
营收增速更快
OFIX
高出5.0%
-3.0%
净利率更高
OFIX
高出0.2%
-1.2%
自由现金流更多
OFIX
多$1.8M
$15.0M
两年增速更快
OFIX
近两年复合增速
-0.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $194.0M |
| 净利润 | $-2.2M | $-2.3M |
| 毛利率 | 71.1% | 66.0% |
| 营业利润率 | 0.2% | -1.8% |
| 净利率 | -1.0% | -1.2% |
| 营收同比 | 2.0% | -3.0% |
| 净利润同比 | 92.4% | 76.4% |
| 每股收益（稀释后） | $-0.05 | $-0.01 |
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OFIXUDMY
| Q4 25 | $219.9M | $194.0M | ||
| Q3 25 | $205.6M | $195.7M | ||
| Q2 25 | $203.1M | $199.9M | ||
| Q1 25 | $193.6M | $200.3M | ||
| Q4 24 | $215.7M | $199.9M | ||
| Q3 24 | $196.6M | $195.4M | ||
| Q2 24 | $198.6M | $194.4M | ||
| Q1 24 | $188.6M | $196.8M |
净利润OFIXUDMY
| Q4 25 | $-2.2M | $-2.3M | ||
| Q3 25 | $-22.8M | $1.6M | ||
| Q2 25 | $-14.1M | $6.3M | ||
| Q1 25 | $-53.1M | $-1.8M | ||
| Q4 24 | $-29.1M | $-9.9M | ||
| Q3 24 | $-27.4M | $-25.3M | ||
| Q2 24 | $-33.4M | $-31.8M | ||
| Q1 24 | $-36.0M | $-18.3M |
毛利率OFIXUDMY
| Q4 25 | 71.1% | 66.0% | ||
| Q3 25 | 72.2% | 65.9% | ||
| Q2 25 | 68.7% | 66.1% | ||
| Q1 25 | 62.8% | 64.6% | ||
| Q4 24 | 69.0% | 63.6% | ||
| Q3 24 | 68.7% | 63.0% | ||
| Q2 24 | 67.8% | 62.3% | ||
| Q1 24 | 67.5% | 61.2% |
营业利润率OFIXUDMY
| Q4 25 | 0.2% | -1.8% | ||
| Q3 25 | -8.3% | -0.1% | ||
| Q2 25 | -7.9% | 2.0% | ||
| Q1 25 | -25.2% | -2.2% | ||
| Q4 24 | -5.3% | -5.8% | ||
| Q3 24 | -9.6% | -15.1% | ||
| Q2 24 | -12.5% | -13.1% | ||
| Q1 24 | -15.6% | -11.5% |
净利率OFIXUDMY
| Q4 25 | -1.0% | -1.2% | ||
| Q3 25 | -11.1% | 0.8% | ||
| Q2 25 | -6.9% | 3.1% | ||
| Q1 25 | -27.4% | -0.9% | ||
| Q4 24 | -13.5% | -4.9% | ||
| Q3 24 | -13.9% | -12.9% | ||
| Q2 24 | -16.8% | -16.4% | ||
| Q1 24 | -19.1% | -9.3% |
每股收益（稀释后）OFIXUDMY
| Q4 25 | $-0.05 | $-0.01 | ||
| Q3 25 | $-0.57 | $0.01 | ||
| Q2 25 | $-0.36 | $0.04 | ||
| Q1 25 | $-1.35 | $-0.01 | ||
| Q4 24 | $-0.76 | $-0.06 | ||
| Q3 24 | $-0.71 | $-0.17 | ||
| Q2 24 | $-0.88 | $-0.21 | ||
| Q1 24 | $-0.95 | $-0.12 |
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 | $358.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $210.5M |
| 总资产 | $850.6M | $617.7M |
| 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OFIXUDMY
| Q4 25 | $82.0M | $358.7M | ||
| Q3 25 | $62.9M | $371.2M | ||
| Q2 25 | $65.6M | $392.0M | ||
| Q1 25 | $58.0M | $357.0M | ||
| Q4 24 | $83.2M | $354.4M | ||
| Q3 24 | $30.1M | $357.1M | ||
| Q2 24 | $26.4M | $420.9M | ||
| Q1 24 | $27.0M | $430.7M |
总债务OFIXUDMY
| 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OFIXUDMY
| Q4 25 | $450.0M | $210.5M | ||
| Q3 25 | $442.5M | $221.8M | ||
| Q2 25 | $458.3M | $233.4M | ||
| Q1 25 | $458.3M | $209.4M | ||
| Q4 24 | $503.1M | $197.4M | ||
| Q3 24 | $525.9M | $196.3M | ||
| Q2 24 | $546.0M | $252.3M | ||
| Q1 24 | $570.3M | $296.5M |
总资产OFIXUDMY
| Q4 25 | $850.6M | $617.7M | ||
| Q3 25 | $832.6M | $618.9M | ||
| Q2 25 | $837.2M | $644.0M | ||
| Q1 25 | $823.1M | $639.0M | ||
| Q4 24 | $893.3M | $605.6M | ||
| Q3 24 | $867.9M | $608.9M | ||
| Q2 24 | $882.0M | $671.9M | ||
| Q1 24 | $906.0M | $708.5M |
负债/权益比OFIXUDMY
| 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 | $15.5M |
| 自由现金流经营现金流 - 资本支出 | $16.8M | $15.0M |
| 自由现金流率自由现金流/营收 | 7.6% | 7.7% |
| 资本支出强度资本支出/营收 | 4.9% | 0.3% |
| 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 | $81.9M |
8季度趋势，按日历期对齐
经营现金流OFIXUDMY
| Q4 25 | $27.7M | $15.5M | ||
| Q3 25 | $12.4M | $15.7M | ||
| Q2 25 | $11.6M | $44.2M | ||
| Q1 25 | $-18.4M | $12.2M | ||
| Q4 24 | $23.7M | $9.6M | ||
| Q3 24 | $11.7M | $-6.1M | ||
| Q2 24 | $9.0M | $28.6M | ||
| Q1 24 | $-18.6M | $21.0M |
自由现金流OFIXUDMY
| Q4 25 | $16.8M | $15.0M | ||
| Q3 25 | $2.5M | $15.1M | ||
| Q2 25 | $4.5M | $41.9M | ||
| Q1 25 | $-25.1M | $9.8M | ||
| Q4 24 | $15.2M | $8.4M | ||
| Q3 24 | $6.3M | $-6.7M | ||
| Q2 24 | $-360.0K | $28.2M | ||
| Q1 24 | $-29.1M | $20.8M |
自由现金流率OFIXUDMY
| Q4 25 | 7.6% | 7.7% | ||
| Q3 25 | 1.2% | 7.7% | ||
| Q2 25 | 2.2% | 21.0% | ||
| Q1 25 | -13.0% | 4.9% | ||
| Q4 24 | 7.0% | 4.2% | ||
| Q3 24 | 3.2% | -3.4% | ||
| Q2 24 | -0.2% | 14.5% | ||
| Q1 24 | -15.4% | 10.6% |
资本支出强度OFIXUDMY
| Q4 25 | 4.9% | 0.3% | ||
| Q3 25 | 4.8% | 0.3% | ||
| Q2 25 | 3.5% | 1.1% | ||
| Q1 25 | 3.5% | 1.2% | ||
| Q4 24 | 4.0% | 0.6% | ||
| Q3 24 | 2.7% | 0.3% | ||
| Q2 24 | 4.7% | 0.2% | ||
| Q1 24 | 5.6% | 0.1% |
现金转化率OFIXUDMY
| Q4 25 | — | — | ||
| Q3 25 | — | 9.58× | ||
| Q2 25 | — | 7.06× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
UDMY
暂无分部数据
