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Orthofix Medical Inc.（OFIX）与Walker & Dunlop, Inc.（WD）财务数据对比。点击上方公司名可切换其他公司
Walker & Dunlop, Inc.的季度营收约是Orthofix Medical Inc.的1.5倍（$340.0M vs $219.9M），Orthofix Medical Inc.净利率更高（-1.0% vs -12.9%，领先11.9%），Orthofix Medical Inc.同比增速更快（2.0% vs -0.4%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $-680.1M），过去两年Walker & Dunlop, Inc.的营收复合增速更高（22.1% 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。
Walker & Dunlop, Inc.是美国乃至全球规模领先的商业地产金融与咨询服务机构，为客户提供覆盖商业地产领域的多元金融解决方案及专业咨询服务，业务辐射全球多个市场，在行业内拥有深厚的资源积累与广泛的市场认可度。
OFIX vs WD — 直观对比
营收规模更大
WD
是对方的1.5倍
$219.9M
营收增速更快
OFIX
高出2.4%
-0.4%
净利率更高
OFIX
高出11.9%
-12.9%
自由现金流更多
OFIX
多$696.9M
$-680.1M
两年增速更快
WD
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $340.0M |
| 净利润 | $-2.2M | $-13.9M |
| 毛利率 | 71.1% | — |
| 营业利润率 | 0.2% | -17.2% |
| 净利率 | -1.0% | -12.9% |
| 营收同比 | 2.0% | -0.4% |
| 净利润同比 | 92.4% | -131.0% |
| 每股收益（稀释后） | $-0.05 | $-0.41 |
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OFIXWD
| Q4 25 | $219.9M | $340.0M | ||
| Q3 25 | $205.6M | $337.7M | ||
| Q2 25 | $203.1M | $319.2M | ||
| Q1 25 | $193.6M | $237.4M | ||
| Q4 24 | $215.7M | $341.5M | ||
| Q3 24 | $196.6M | $292.3M | ||
| Q2 24 | $198.6M | $270.7M | ||
| Q1 24 | $188.6M | $228.1M |
净利润OFIXWD
| Q4 25 | $-2.2M | $-13.9M | ||
| Q3 25 | $-22.8M | $33.5M | ||
| Q2 25 | $-14.1M | $34.0M | ||
| Q1 25 | $-53.1M | $2.8M | ||
| Q4 24 | $-29.1M | $44.8M | ||
| Q3 24 | $-27.4M | $28.8M | ||
| Q2 24 | $-33.4M | $22.7M | ||
| Q1 24 | $-36.0M | $11.9M |
毛利率OFIXWD
| 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OFIXWD
| Q4 25 | 0.2% | -17.2% | ||
| Q3 25 | -8.3% | 13.6% | ||
| Q2 25 | -7.9% | 14.5% | ||
| Q1 25 | -25.2% | 2.2% | ||
| Q4 24 | -5.3% | 15.3% | ||
| Q3 24 | -9.6% | 12.8% | ||
| Q2 24 | -12.5% | 10.4% | ||
| Q1 24 | -15.6% | 6.0% |
净利率OFIXWD
| Q4 25 | -1.0% | -12.9% | ||
| Q3 25 | -11.1% | 9.9% | ||
| Q2 25 | -6.9% | 10.6% | ||
| Q1 25 | -27.4% | 1.2% | ||
| Q4 24 | -13.5% | 13.1% | ||
| Q3 24 | -13.9% | 9.9% | ||
| Q2 24 | -16.8% | 8.4% | ||
| Q1 24 | -19.1% | 5.2% |
每股收益（稀释后）OFIXWD
| Q4 25 | $-0.05 | $-0.41 | ||
| Q3 25 | $-0.57 | $0.98 | ||
| Q2 25 | $-0.36 | $0.99 | ||
| Q1 25 | $-1.35 | $0.08 | ||
| Q4 24 | $-0.76 | $1.32 | ||
| Q3 24 | $-0.71 | $0.85 | ||
| Q2 24 | $-0.88 | $0.67 | ||
| Q1 24 | $-0.95 | $0.35 |
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 | $299.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $450.0M | $1.7B |
| 总资产 | $850.6M | $5.1B |
| 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OFIXWD
| Q4 25 | $82.0M | $299.3M | ||
| Q3 25 | $62.9M | $274.8M | ||
| Q2 25 | $65.6M | $233.7M | ||
| Q1 25 | $58.0M | $181.0M | ||
| Q4 24 | $83.2M | $279.3M | ||
| Q3 24 | $30.1M | $179.8M | ||
| Q2 24 | $26.4M | $208.1M | ||
| Q1 24 | $27.0M | $216.5M |
总债务OFIXWD
| 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OFIXWD
| Q4 25 | $450.0M | $1.7B | ||
| Q3 25 | $442.5M | $1.8B | ||
| Q2 25 | $458.3M | $1.8B | ||
| Q1 25 | $458.3M | $1.7B | ||
| Q4 24 | $503.1M | $1.7B | ||
| Q3 24 | $525.9M | $1.7B | ||
| Q2 24 | $546.0M | $1.7B | ||
| Q1 24 | $570.3M | $1.7B |
总资产OFIXWD
| Q4 25 | $850.6M | $5.1B | ||
| Q3 25 | $832.6M | $5.8B | ||
| Q2 25 | $837.2M | $4.7B | ||
| Q1 25 | $823.1M | $4.5B | ||
| Q4 24 | $893.3M | $4.4B | ||
| Q3 24 | $867.9M | $4.6B | ||
| Q2 24 | $882.0M | $4.2B | ||
| Q1 24 | $906.0M | $3.8B |
负债/权益比OFIXWD
| 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 | $-664.3M |
| 自由现金流经营现金流 - 资本支出 | $16.8M | $-680.1M |
| 自由现金流率自由现金流/营收 | 7.6% | -200.0% |
| 资本支出强度资本支出/营收 | 4.9% | 4.6% |
| 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 | $-2.2B |
8季度趋势，按日历期对齐
经营现金流OFIXWD
| Q4 25 | $27.7M | $-664.3M | ||
| Q3 25 | $12.4M | $-948.1M | ||
| Q2 25 | $11.6M | $-238.5M | ||
| Q1 25 | $-18.4M | $-281.1M | ||
| Q4 24 | $23.7M | $129.4M | ||
| Q3 24 | $11.7M | $-202.0M | ||
| Q2 24 | $9.0M | $-237.8M | ||
| Q1 24 | $-18.6M | $38.4M |
自由现金流OFIXWD
| Q4 25 | $16.8M | $-680.1M | ||
| Q3 25 | $2.5M | $-950.4M | ||
| Q2 25 | $4.5M | $-241.0M | ||
| Q1 25 | $-25.1M | $-284.7M | ||
| Q4 24 | $15.2M | $116.4M | ||
| Q3 24 | $6.3M | $-204.0M | ||
| Q2 24 | $-360.0K | $-241.7M | ||
| Q1 24 | $-29.1M | $35.2M |
自由现金流率OFIXWD
| Q4 25 | 7.6% | -200.0% | ||
| Q3 25 | 1.2% | -281.5% | ||
| Q2 25 | 2.2% | -75.5% | ||
| Q1 25 | -13.0% | -120.0% | ||
| Q4 24 | 7.0% | 34.1% | ||
| Q3 24 | 3.2% | -69.8% | ||
| Q2 24 | -0.2% | -89.3% | ||
| Q1 24 | -15.4% | 15.4% |
资本支出强度OFIXWD
| Q4 25 | 4.9% | 4.6% | ||
| Q3 25 | 4.8% | 0.7% | ||
| Q2 25 | 3.5% | 0.8% | ||
| Q1 25 | 3.5% | 1.5% | ||
| Q4 24 | 4.0% | 3.8% | ||
| Q3 24 | 2.7% | 0.7% | ||
| Q2 24 | 4.7% | 1.4% | ||
| Q1 24 | 5.6% | 1.4% |
现金转化率OFIXWD
| Q4 25 | — | — | ||
| Q3 25 | — | -28.34× | ||
| Q2 25 | — | -7.02× | ||
| Q1 25 | — | -102.07× | ||
| Q4 24 | — | 2.89× | ||
| Q3 24 | — | -7.01× | ||
| Q2 24 | — | -10.49× | ||
| Q1 24 | — | 3.24× |
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% |
WD
暂无分部数据
