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Orthofix Medical Inc.（OFIX）与VERRA MOBILITY Corp（VRRM）财务数据对比。点击上方公司名可切换其他公司
VERRA MOBILITY Corp的季度营收约是Orthofix Medical Inc.的1.2倍（$257.9M vs $219.9M），VERRA MOBILITY Corp净利率更高（7.3% vs -1.0%，领先8.3%），VERRA MOBILITY Corp同比增速更快（16.4% vs 2.0%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $5.7M），过去两年VERRA MOBILITY Corp的营收复合增速更高（10.9% 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。
Verra Mobility Corp是全球领先的智慧出行技术解决方案提供商，业务涵盖收费管理、停车与交通合规执法、车联网服务及车队管理工具，服务对象包括政府交通部门、租车运营商、商业车队所有者及汽车行业合作伙伴，覆盖北美、欧洲及亚太市场。
OFIX vs VRRM — 直观对比
营收规模更大
VRRM
是对方的1.2倍
$219.9M
营收增速更快
VRRM
高出14.4%
2.0%
净利率更高
VRRM
高出8.3%
-1.0%
自由现金流更多
OFIX
多$11.1M
$5.7M
两年增速更快
VRRM
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $257.9M |
| 净利润 | $-2.2M | $18.9M |
| 毛利率 | 71.1% | — |
| 营业利润率 | 0.2% | 16.7% |
| 净利率 | -1.0% | 7.3% |
| 营收同比 | 2.0% | 16.4% |
| 净利润同比 | 92.4% | 128.3% |
| 每股收益（稀释后） | $-0.05 | $0.12 |
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OFIXVRRM
| Q4 25 | $219.9M | $257.9M | ||
| Q3 25 | $205.6M | $261.9M | ||
| Q2 25 | $203.1M | $236.0M | ||
| Q1 25 | $193.6M | $223.3M | ||
| Q4 24 | $215.7M | $221.5M | ||
| Q3 24 | $196.6M | $225.6M | ||
| Q2 24 | $198.6M | $222.4M | ||
| Q1 24 | $188.6M | $209.7M |
净利润OFIXVRRM
| Q4 25 | $-2.2M | $18.9M | ||
| Q3 25 | $-22.8M | $46.8M | ||
| Q2 25 | $-14.1M | $38.6M | ||
| Q1 25 | $-53.1M | $32.3M | ||
| Q4 24 | $-29.1M | $-66.7M | ||
| Q3 24 | $-27.4M | $34.7M | ||
| Q2 24 | $-33.4M | $34.2M | ||
| Q1 24 | $-36.0M | $29.1M |
毛利率OFIXVRRM
| 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OFIXVRRM
| Q4 25 | 0.2% | 16.7% | ||
| Q3 25 | -8.3% | 28.6% | ||
| Q2 25 | -7.9% | 26.8% | ||
| Q1 25 | -25.2% | 25.7% | ||
| Q4 24 | -5.3% | -19.6% | ||
| Q3 24 | -9.6% | 28.3% | ||
| Q2 24 | -12.5% | 27.5% | ||
| Q1 24 | -15.6% | 25.9% |
净利率OFIXVRRM
| Q4 25 | -1.0% | 7.3% | ||
| Q3 25 | -11.1% | 17.9% | ||
| Q2 25 | -6.9% | 16.3% | ||
| Q1 25 | -27.4% | 14.5% | ||
| Q4 24 | -13.5% | -30.1% | ||
| Q3 24 | -13.9% | 15.4% | ||
| Q2 24 | -16.8% | 15.4% | ||
| Q1 24 | -19.1% | 13.9% |
每股收益（稀释后）OFIXVRRM
| Q4 25 | $-0.05 | $0.12 | ||
| Q3 25 | $-0.57 | $0.29 | ||
| Q2 25 | $-0.36 | $0.24 | ||
| Q1 25 | $-1.35 | $0.20 | ||
| Q4 24 | $-0.76 | $-0.39 | ||
| Q3 24 | $-0.71 | $0.21 | ||
| Q2 24 | $-0.88 | $0.20 | ||
| Q1 24 | $-0.95 | $0.17 |
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 | $65.3M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $450.0M | $293.0M |
| 总资产 | $850.6M | $1.6B |
| 负债/权益比越低杠杆越低 | — | 3.51× |
8季度趋势，按日历期对齐
现金及短期投资OFIXVRRM
| Q4 25 | $82.0M | $65.3M | ||
| Q3 25 | $62.9M | $196.1M | ||
| Q2 25 | $65.6M | $147.7M | ||
| Q1 25 | $58.0M | $108.5M | ||
| Q4 24 | $83.2M | $77.6M | ||
| Q3 24 | $30.1M | $206.1M | ||
| Q2 24 | $26.4M | $122.0M | ||
| Q1 24 | $27.0M | $149.5M |
总债务OFIXVRRM
| Q4 25 | — | $1.0B | ||
| Q3 25 | $157.2M | $1.0B | ||
| Q2 25 | $157.0M | $1.0B | ||
| Q1 25 | $156.9M | $1.0B | ||
| Q4 24 | $157.0M | $1.0B | ||
| Q3 24 | $118.5M | $1.0B | ||
| Q2 24 | $118.0M | $1.0B | ||
| Q1 24 | $118.2M | $1.0B |
股东权益OFIXVRRM
| Q4 25 | $450.0M | $293.0M | ||
| Q3 25 | $442.5M | $403.1M | ||
| Q2 25 | $458.3M | $352.1M | ||
| Q1 25 | $458.3M | $299.6M | ||
| Q4 24 | $503.1M | $265.1M | ||
| Q3 24 | $525.9M | $486.5M | ||
| Q2 24 | $546.0M | $438.6M | ||
| Q1 24 | $570.3M | $449.0M |
总资产OFIXVRRM
| Q4 25 | $850.6M | $1.6B | ||
| Q3 25 | $832.6M | $1.8B | ||
| Q2 25 | $837.2M | $1.7B | ||
| Q1 25 | $823.1M | $1.6B | ||
| Q4 24 | $893.3M | $1.6B | ||
| Q3 24 | $867.9M | $1.9B | ||
| Q2 24 | $882.0M | $1.8B | ||
| Q1 24 | $906.0M | $1.8B |
负债/权益比OFIXVRRM
| Q4 25 | — | 3.51× | ||
| Q3 25 | 0.36× | 2.55× | ||
| Q2 25 | 0.34× | 2.93× | ||
| Q1 25 | 0.34× | 3.45× | ||
| Q4 24 | 0.31× | 3.90× | ||
| Q3 24 | 0.23× | 2.13× | ||
| Q2 24 | 0.22× | 2.36× | ||
| Q1 24 | 0.21× | 2.31× |
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 | $40.0M |
| 自由现金流经营现金流 - 资本支出 | $16.8M | $5.7M |
| 自由现金流率自由现金流/营收 | 7.6% | 2.2% |
| 资本支出强度资本支出/营收 | 4.9% | 13.3% |
| 现金转化率经营现金流/净利润 | — | 2.12× |
| 过去12个月自由现金流最近4个季度 | $-1.3M | $136.7M |
8季度趋势，按日历期对齐
经营现金流OFIXVRRM
| Q4 25 | $27.7M | $40.0M | ||
| Q3 25 | $12.4M | $77.7M | ||
| Q2 25 | $11.6M | $75.1M | ||
| Q1 25 | $-18.4M | $63.0M | ||
| Q4 24 | $23.7M | $40.5M | ||
| Q3 24 | $11.7M | $108.8M | ||
| Q2 24 | $9.0M | $40.0M | ||
| Q1 24 | $-18.6M | $34.3M |
自由现金流OFIXVRRM
| Q4 25 | $16.8M | $5.7M | ||
| Q3 25 | $2.5M | $49.0M | ||
| Q2 25 | $4.5M | $40.3M | ||
| Q1 25 | $-25.1M | $41.7M | ||
| Q4 24 | $15.2M | $21.6M | ||
| Q3 24 | $6.3M | $85.1M | ||
| Q2 24 | $-360.0K | $26.0M | ||
| Q1 24 | $-29.1M | $20.1M |
自由现金流率OFIXVRRM
| Q4 25 | 7.6% | 2.2% | ||
| Q3 25 | 1.2% | 18.7% | ||
| Q2 25 | 2.2% | 17.1% | ||
| Q1 25 | -13.0% | 18.7% | ||
| Q4 24 | 7.0% | 9.8% | ||
| Q3 24 | 3.2% | 37.7% | ||
| Q2 24 | -0.2% | 11.7% | ||
| Q1 24 | -15.4% | 9.6% |
资本支出强度OFIXVRRM
| Q4 25 | 4.9% | 13.3% | ||
| Q3 25 | 4.8% | 11.0% | ||
| Q2 25 | 3.5% | 14.8% | ||
| Q1 25 | 3.5% | 9.5% | ||
| Q4 24 | 4.0% | 8.5% | ||
| Q3 24 | 2.7% | 10.5% | ||
| Q2 24 | 4.7% | 6.3% | ||
| Q1 24 | 5.6% | 6.8% |
现金转化率OFIXVRRM
| Q4 25 | — | 2.12× | ||
| Q3 25 | — | 1.66× | ||
| Q2 25 | — | 1.95× | ||
| Q1 25 | — | 1.95× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.13× | ||
| Q2 24 | — | 1.17× | ||
| Q1 24 | — | 1.18× |
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% |
VRRM
| Services | $239.5M | 93% |
| CA | $8.4M | 3% |
| GB | $5.7M | 2% |
| Other Customer | $1.6M | 1% |
| Parking Solutions | $1.1M | 0% |
