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Orthofix Medical Inc.(OFIX)与世纪互联(VNET)财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是Orthofix Medical Inc.的1.6倍($362.7M vs $219.9M),Orthofix Medical Inc.净利率更高(-1.0% vs -10.7%,领先9.7%),Orthofix Medical Inc.自由现金流更多($16.8M vs $-193.1M),过去两年世纪互联的营收复合增速更高(17.4% 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。
VNET Group即世纪互联,是中国领先的第三方中立数据中心服务商,提供机柜托管、云基础设施、混合云部署及网络管理等解决方案,服务覆盖科技、金融、零售等多领域企业客户,为企业数字化运营提供稳定的算力与网络支撑。
OFIX vs VNET — 直观对比
营收规模更大
VNET
是对方的1.6倍
$219.9M
净利率更高
OFIX
高出9.7%
-10.7%
自由现金流更多
OFIX
多$209.9M
$-193.1M
两年增速更快
VNET
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $219.9M | $362.7M |
| 净利润 | $-2.2M | $-38.7M |
| 毛利率 | 71.1% | 20.9% |
| 营业利润率 | 0.2% | 0.5% |
| 净利率 | -1.0% | -10.7% |
| 营收同比 | 2.0% | — |
| 净利润同比 | 92.4% | — |
| 每股收益(稀释后) | $-0.05 | — |
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
OFIX
VNET
| Q4 25 | $219.9M | — | ||
| Q3 25 | $205.6M | $362.7M | ||
| Q2 25 | $203.1M | — | ||
| Q1 25 | $193.6M | $309.5M | ||
| Q4 24 | $215.7M | — | ||
| Q3 24 | $196.6M | $302.2M | ||
| Q2 24 | $198.6M | $274.4M | ||
| Q1 24 | $188.6M | $262.9M |
净利润
OFIX
VNET
| Q4 25 | $-2.2M | — | ||
| Q3 25 | $-22.8M | $-38.7M | ||
| Q2 25 | $-14.1M | — | ||
| Q1 25 | $-53.1M | $-2.4M | ||
| Q4 24 | $-29.1M | — | ||
| Q3 24 | $-27.4M | $-2.1M | ||
| Q2 24 | $-33.4M | $-1.1M | ||
| Q1 24 | $-36.0M | $-22.0M |
毛利率
OFIX
VNET
| Q4 25 | 71.1% | — | ||
| Q3 25 | 72.2% | 20.9% | ||
| Q2 25 | 68.7% | — | ||
| Q1 25 | 62.8% | 25.2% | ||
| Q4 24 | 69.0% | — | ||
| Q3 24 | 68.7% | 23.2% | ||
| Q2 24 | 67.8% | 21.3% | ||
| Q1 24 | 67.5% | 21.6% |
营业利润率
OFIX
VNET
| Q4 25 | 0.2% | — | ||
| Q3 25 | -8.3% | 0.5% | ||
| Q2 25 | -7.9% | — | ||
| Q1 25 | -25.2% | 0.1% | ||
| Q4 24 | -5.3% | — | ||
| Q3 24 | -9.6% | 24.5% | ||
| Q2 24 | -12.5% | 0.2% | ||
| Q1 24 | -15.6% | 0.2% |
净利率
OFIX
VNET
| Q4 25 | -1.0% | — | ||
| Q3 25 | -11.1% | -10.7% | ||
| Q2 25 | -6.9% | — | ||
| Q1 25 | -27.4% | -0.8% | ||
| Q4 24 | -13.5% | — | ||
| Q3 24 | -13.9% | -0.7% | ||
| Q2 24 | -16.8% | -0.4% | ||
| Q1 24 | -19.1% | -8.4% |
每股收益(稀释后)
OFIX
VNET
| Q4 25 | $-0.05 | — | ||
| Q3 25 | $-0.57 | — | ||
| Q2 25 | $-0.36 | — | ||
| Q1 25 | $-1.35 | — | ||
| Q4 24 | $-0.76 | — | ||
| Q3 24 | $-0.71 | — | ||
| Q2 24 | $-0.88 | — | ||
| Q1 24 | $-0.95 | — |
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 | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $890.8M |
| 总资产 | $850.6M | $6.1B |
| 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
OFIX
VNET
| Q4 25 | $82.0M | — | ||
| Q3 25 | $62.9M | $492.1M | ||
| Q2 25 | $65.6M | — | ||
| Q1 25 | $58.0M | $544.3M | ||
| Q4 24 | $83.2M | — | ||
| Q3 24 | $30.1M | $219.5M | ||
| Q2 24 | $26.4M | $247.2M | ||
| Q1 24 | $27.0M | $246.9M |
总债务
OFIX
VNET
| Q4 25 | — | — | ||
| Q3 25 | $157.2M | — | ||
| Q2 25 | $157.0M | — | ||
| Q1 25 | $156.9M | — | ||
| Q4 24 | $157.0M | — | ||
| Q3 24 | $118.5M | $1.2B | ||
| Q2 24 | $118.0M | — | ||
| Q1 24 | $118.2M | — |
股东权益
OFIX
VNET
| Q4 25 | $450.0M | — | ||
| Q3 25 | $442.5M | $890.8M | ||
| Q2 25 | $458.3M | — | ||
| Q1 25 | $458.3M | $927.8M | ||
| Q4 24 | $503.1M | — | ||
| Q3 24 | $525.9M | $902.9M | ||
| Q2 24 | $546.0M | $900.6M | ||
| Q1 24 | $570.3M | $895.1M |
总资产
OFIX
VNET
| Q4 25 | $850.6M | — | ||
| Q3 25 | $832.6M | $6.1B | ||
| Q2 25 | $837.2M | — | ||
| Q1 25 | $823.1M | $5.4B | ||
| Q4 24 | $893.3M | — | ||
| Q3 24 | $867.9M | $4.3B | ||
| Q2 24 | $882.0M | $4.0B | ||
| Q1 24 | $906.0M | $3.9B |
负债/权益比
OFIX
VNET
| Q4 25 | — | — | ||
| Q3 25 | 0.36× | — | ||
| Q2 25 | 0.34× | — | ||
| Q1 25 | 0.34× | — | ||
| Q4 24 | 0.31× | — | ||
| Q3 24 | 0.23× | 1.28× | ||
| 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 | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $16.8M | $-193.1M |
| 自由现金流率自由现金流/营收 | 7.6% | -53.2% |
| 资本支出强度资本支出/营收 | 4.9% | 84.6% |
| 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 | $-589.7M |
8季度趋势,按日历期对齐
经营现金流
OFIX
VNET
| Q4 25 | $27.7M | — | ||
| Q3 25 | $12.4M | $113.8M | ||
| Q2 25 | $11.6M | — | ||
| Q1 25 | $-18.4M | $27.0M | ||
| Q4 24 | $23.7M | — | ||
| Q3 24 | $11.7M | $108.3M | ||
| Q2 24 | $9.0M | $55.8M | ||
| Q1 24 | $-18.6M | $37.1M |
自由现金流
OFIX
VNET
| Q4 25 | $16.8M | — | ||
| Q3 25 | $2.5M | $-193.1M | ||
| Q2 25 | $4.5M | — | ||
| Q1 25 | $-25.1M | $-220.0M | ||
| Q4 24 | $15.2M | — | ||
| Q3 24 | $6.3M | $-95.0M | ||
| Q2 24 | $-360.0K | $-81.6M | ||
| Q1 24 | $-29.1M | $-102.2M |
自由现金流率
OFIX
VNET
| Q4 25 | 7.6% | — | ||
| Q3 25 | 1.2% | -53.2% | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | -13.0% | -71.1% | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 3.2% | -31.4% | ||
| Q2 24 | -0.2% | -29.8% | ||
| Q1 24 | -15.4% | -38.9% |
资本支出强度
OFIX
VNET
| Q4 25 | 4.9% | — | ||
| Q3 25 | 4.8% | 84.6% | ||
| Q2 25 | 3.5% | — | ||
| Q1 25 | 3.5% | 79.8% | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 2.7% | 67.3% | ||
| Q2 24 | 4.7% | 50.1% | ||
| Q1 24 | 5.6% | 53.0% |
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% |
VNET
暂无分部数据