vs
Orthofix Medical Inc.（OFIX）与UDR, Inc.（UDR）财务数据对比。点击上方公司名可切换其他公司
UDR, Inc.的季度营收约是Orthofix Medical Inc.的1.9倍（$425.8M vs $219.9M），UDR, Inc.净利率更高（44.6% vs -1.0%，领先45.6%），Orthofix Medical Inc.同比增速更快（2.0% vs 0.9%），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs 1.3%）
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。
UDR, Inc. 是一家总部位于美国的领先房地产投资信托基金，专注于持有、运营及翻新优质多户住宅公寓社区，业务覆盖美国主要都市圈，服务租客群体包括年轻职场人、家庭及中高收入住户。
OFIX vs UDR — 直观对比
营收规模更大
UDR
是对方的1.9倍
$219.9M
营收增速更快
OFIX
高出1.0%
0.9%
净利率更高
UDR
高出45.6%
-1.0%
两年增速更快
OFIX
近两年复合增速
1.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $425.8M |
| 净利润 | $-2.2M | $189.8M |
| 毛利率 | 71.1% | — |
| 营业利润率 | 0.2% | 54.0% |
| 净利率 | -1.0% | 44.6% |
| 营收同比 | 2.0% | 0.9% |
| 净利润同比 | 92.4% | 147.2% |
| 每股收益（稀释后） | $-0.05 | $0.63 |
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OFIXUDR
| Q1 26 | — | $425.8M | ||
| Q4 25 | $219.9M | $433.1M | ||
| Q3 25 | $205.6M | $431.9M | ||
| Q2 25 | $203.1M | $425.4M | ||
| Q1 25 | $193.6M | $421.9M | ||
| Q4 24 | $215.7M | $422.7M | ||
| Q3 24 | $196.6M | $420.2M | ||
| Q2 24 | $198.6M | $415.3M |
净利润OFIXUDR
| Q1 26 | — | $189.8M | ||
| Q4 25 | $-2.2M | $222.9M | ||
| Q3 25 | $-22.8M | $40.4M | ||
| Q2 25 | $-14.1M | $37.7M | ||
| Q1 25 | $-53.1M | $76.7M | ||
| Q4 24 | $-29.1M | $-5.0M | ||
| Q3 24 | $-27.4M | $22.6M | ||
| Q2 24 | $-33.4M | $28.9M |
毛利率OFIXUDR
| 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OFIXUDR
| Q1 26 | — | 54.0% | ||
| Q4 25 | 0.2% | 64.1% | ||
| Q3 25 | -8.3% | 17.7% | ||
| Q2 25 | -7.9% | 18.2% | ||
| Q1 25 | -25.2% | 29.0% | ||
| Q4 24 | -5.3% | 15.7% | ||
| Q3 24 | -9.6% | 16.6% | ||
| Q2 24 | -12.5% | 16.5% |
净利率OFIXUDR
| Q1 26 | — | 44.6% | ||
| Q4 25 | -1.0% | 51.5% | ||
| Q3 25 | -11.1% | 9.4% | ||
| Q2 25 | -6.9% | 8.9% | ||
| Q1 25 | -27.4% | 18.2% | ||
| Q4 24 | -13.5% | -220.5% | ||
| Q3 24 | -13.9% | 5.4% | ||
| Q2 24 | -16.8% | 7.0% |
每股收益（稀释后）OFIXUDR
| Q1 26 | — | $0.63 | ||
| Q4 25 | $-0.05 | $0.67 | ||
| Q3 25 | $-0.57 | $0.12 | ||
| Q2 25 | $-0.36 | $0.11 | ||
| Q1 25 | $-1.35 | $0.23 | ||
| Q4 24 | $-0.76 | $-0.01 | ||
| Q3 24 | $-0.71 | $0.06 | ||
| Q2 24 | $-0.88 | $0.08 |
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 | $1.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $3.3B |
| 总资产 | $850.6M | $10.3B |
| 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OFIXUDR
| Q1 26 | — | $1.3M | ||
| Q4 25 | $82.0M | $1.2M | ||
| Q3 25 | $62.9M | $1.2M | ||
| Q2 25 | $65.6M | $1.5M | ||
| Q1 25 | $58.0M | $1.3M | ||
| Q4 24 | $83.2M | $1.3M | ||
| Q3 24 | $30.1M | $2.3M | ||
| Q2 24 | $26.4M | $2.8M |
总债务OFIXUDR
| Q1 26 | — | — | ||
| Q4 25 | — | $5.8B | ||
| Q3 25 | $157.2M | $5.8B | ||
| Q2 25 | $157.0M | $5.8B | ||
| Q1 25 | $156.9M | $5.8B | ||
| Q4 24 | $157.0M | $5.8B | ||
| Q3 24 | $118.5M | $5.9B | ||
| Q2 24 | $118.0M | $5.8B |
股东权益OFIXUDR
| Q1 26 | — | $3.3B | ||
| Q4 25 | $450.0M | $3.3B | ||
| Q3 25 | $442.5M | $3.3B | ||
| Q2 25 | $458.3M | $3.3B | ||
| Q1 25 | $458.3M | $3.3B | ||
| Q4 24 | $503.1M | $3.4B | ||
| Q3 24 | $525.9M | $3.5B | ||
| Q2 24 | $546.0M | $3.7B |
总资产OFIXUDR
| Q1 26 | — | $10.3B | ||
| Q4 25 | $850.6M | $10.6B | ||
| Q3 25 | $832.6M | $10.6B | ||
| Q2 25 | $837.2M | $10.6B | ||
| Q1 25 | $823.1M | $10.7B | ||
| Q4 24 | $893.3M | $10.9B | ||
| Q3 24 | $867.9M | $11.1B | ||
| Q2 24 | $882.0M | $11.1B |
负债/权益比OFIXUDR
| Q1 26 | — | — | ||
| Q4 25 | — | 1.77× | ||
| Q3 25 | 0.36× | 1.78× | ||
| Q2 25 | 0.34× | 1.74× | ||
| Q1 25 | 0.34× | 1.74× | ||
| Q4 24 | 0.31× | 1.69× | ||
| Q3 24 | 0.23× | 1.67× | ||
| Q2 24 | 0.22× | 1.55× |
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 | — |
| 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% | 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 | — |
8季度趋势，按日历期对齐
经营现金流OFIXUDR
| Q1 26 | — | — | ||
| Q4 25 | $27.7M | $902.9M | ||
| Q3 25 | $12.4M | $234.9M | ||
| Q2 25 | $11.6M | $250.3M | ||
| Q1 25 | $-18.4M | $156.2M | ||
| Q4 24 | $23.7M | $876.8M | ||
| Q3 24 | $11.7M | $230.3M | ||
| Q2 24 | $9.0M | $238.5M |
自由现金流OFIXUDR
| Q1 26 | — | — | ||
| Q4 25 | $16.8M | $650.0M | ||
| Q3 25 | $2.5M | $164.6M | ||
| Q2 25 | $4.5M | $190.1M | ||
| Q1 25 | $-25.1M | $103.2M | ||
| Q4 24 | $15.2M | $627.0M | ||
| Q3 24 | $6.3M | $161.3M | ||
| Q2 24 | $-360.0K | $171.1M |
自由现金流率OFIXUDR
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 150.1% | ||
| Q3 25 | 1.2% | 38.1% | ||
| Q2 25 | 2.2% | 44.7% | ||
| Q1 25 | -13.0% | 24.5% | ||
| Q4 24 | 7.0% | 148.3% | ||
| Q3 24 | 3.2% | 38.4% | ||
| Q2 24 | -0.2% | 41.2% |
资本支出强度OFIXUDR
| Q1 26 | — | 4.9% | ||
| Q4 25 | 4.9% | 58.4% | ||
| Q3 25 | 4.8% | 16.3% | ||
| Q2 25 | 3.5% | 14.2% | ||
| Q1 25 | 3.5% | 12.6% | ||
| Q4 24 | 4.0% | 59.1% | ||
| Q3 24 | 2.7% | 16.4% | ||
| Q2 24 | 4.7% | 16.2% |
现金转化率OFIXUDR
| Q1 26 | — | — | ||
| Q4 25 | — | 4.05× | ||
| Q3 25 | — | 5.81× | ||
| Q2 25 | — | 6.64× | ||
| Q1 25 | — | 2.04× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 10.19× | ||
| Q2 24 | — | 8.26× |
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% |
UDR
| Rental income | $423.3M | 99% |
| Joint venture management and other fees | $2.5M | 1% |
