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Orthofix Medical Inc.（OFIX）与沃夫斯沛（WOLF）财务数据对比。点击上方公司名可切换其他公司
Orthofix Medical Inc.的季度营收约是沃夫斯沛的1.3倍（$219.9M vs $168.5M），Orthofix Medical Inc.净利率更高（-1.0% vs -89.4%，领先88.4%），Orthofix Medical Inc.同比增速更快（2.0% vs -6.6%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $-72.6M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs -8.4%）
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。
Wolfspeed, Inc.（原Cree, Inc.）是一家美国宽禁带半导体研发制造商，核心业务聚焦碳化硅材料与功率器件，产品主要应用于交通、电源、功率逆变器以及无线系统等领域，是碳化硅功率半导体领域的领先企业。
OFIX vs WOLF — 直观对比
营收规模更大
OFIX
是对方的1.3倍
$168.5M
营收增速更快
OFIX
高出8.6%
-6.6%
净利率更高
OFIX
高出88.4%
-89.4%
自由现金流更多
OFIX
多$89.4M
$-72.6M
两年增速更快
OFIX
近两年复合增速
-8.4%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.9M | $168.5M |
| 净利润 | $-2.2M | $-150.6M |
| 毛利率 | 71.1% | -46.5% |
| 营业利润率 | 0.2% | -94.0% |
| 净利率 | -1.0% | -89.4% |
| 营收同比 | 2.0% | -6.6% |
| 净利润同比 | 92.4% | 59.5% |
| 每股收益（稀释后） | $-0.05 | $-5.78 |
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OFIXWOLF
| Q4 25 | $219.9M | $168.5M | ||
| Q3 25 | $205.6M | $196.8M | ||
| Q2 25 | $203.1M | $197.0M | ||
| Q1 25 | $193.6M | $185.4M | ||
| Q4 24 | $215.7M | $180.5M | ||
| Q3 24 | $196.6M | $194.7M | ||
| Q2 24 | $198.6M | $200.7M | ||
| Q1 24 | $188.6M | $200.7M |
净利润OFIXWOLF
| Q4 25 | $-2.2M | $-150.6M | ||
| Q3 25 | $-22.8M | $-643.6M | ||
| Q2 25 | $-14.1M | $-669.3M | ||
| Q1 25 | $-53.1M | $-285.5M | ||
| Q4 24 | $-29.1M | $-372.2M | ||
| Q3 24 | $-27.4M | $-282.2M | ||
| Q2 24 | $-33.4M | $-174.9M | ||
| Q1 24 | $-36.0M | $-148.9M |
毛利率OFIXWOLF
| Q4 25 | 71.1% | -46.5% | ||
| Q3 25 | 72.2% | -39.2% | ||
| Q2 25 | 68.7% | -13.0% | ||
| Q1 25 | 62.8% | -12.1% | ||
| Q4 24 | 69.0% | -20.6% | ||
| Q3 24 | 68.7% | -18.6% | ||
| Q2 24 | 67.8% | 1.2% | ||
| Q1 24 | 67.5% | 11.2% |
营业利润率OFIXWOLF
| Q4 25 | 0.2% | -94.0% | ||
| Q3 25 | -8.3% | -82.0% | ||
| Q2 25 | -7.9% | -295.2% | ||
| Q1 25 | -25.2% | -104.9% | ||
| Q4 24 | -5.3% | -178.9% | ||
| Q3 24 | -9.6% | -118.2% | ||
| Q2 24 | -12.5% | -72.7% | ||
| Q1 24 | -15.6% | -53.0% |
净利率OFIXWOLF
| Q4 25 | -1.0% | -89.4% | ||
| Q3 25 | -11.1% | -327.0% | ||
| Q2 25 | -6.9% | -339.7% | ||
| Q1 25 | -27.4% | -154.0% | ||
| Q4 24 | -13.5% | -206.2% | ||
| Q3 24 | -13.9% | -144.9% | ||
| Q2 24 | -16.8% | -87.1% | ||
| Q1 24 | -19.1% | -74.2% |
每股收益（稀释后）OFIXWOLF
| Q4 25 | $-0.05 | $-5.78 | ||
| Q3 25 | $-0.57 | $-4.12 | ||
| Q2 25 | $-0.36 | $-4.42 | ||
| Q1 25 | $-1.35 | $-1.86 | ||
| Q4 24 | $-0.76 | $-2.88 | ||
| Q3 24 | $-0.71 | $-2.23 | ||
| Q2 24 | $-0.88 | $-1.39 | ||
| Q1 24 | $-0.95 | $-1.18 |
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 | $1.3B |
| 总债务越低越好 | — | $2.0B |
| 股东权益账面价值 | $450.0M | $627.4M |
| 总资产 | $850.6M | $3.4B |
| 负债/权益比越低杠杆越低 | — | 3.13× |
8季度趋势，按日历期对齐
现金及短期投资OFIXWOLF
| Q4 25 | $82.0M | $1.3B | ||
| Q3 25 | $62.9M | $926.0M | ||
| Q2 25 | $65.6M | $955.4M | ||
| Q1 25 | $58.0M | $1.3B | ||
| Q4 24 | $83.2M | $1.4B | ||
| Q3 24 | $30.1M | $1.7B | ||
| Q2 24 | $26.4M | $2.2B | ||
| Q1 24 | $27.0M | $2.6B |
总债务OFIXWOLF
| Q4 25 | — | $2.0B | ||
| Q3 25 | $157.2M | $0 | ||
| Q2 25 | $157.0M | $6.5B | ||
| Q1 25 | $156.9M | $6.5B | ||
| Q4 24 | $157.0M | $6.4B | ||
| Q3 24 | $118.5M | $6.2B | ||
| Q2 24 | $118.0M | $6.2B | ||
| Q1 24 | $118.2M | — |
股东权益OFIXWOLF
| Q4 25 | $450.0M | $627.4M | ||
| Q3 25 | $442.5M | $-1.1B | ||
| Q2 25 | $458.3M | $-447.1M | ||
| Q1 25 | $458.3M | $212.7M | ||
| Q4 24 | $503.1M | $372.6M | ||
| Q3 24 | $525.9M | $628.9M | ||
| Q2 24 | $546.0M | $882.1M | ||
| Q1 24 | $570.3M | $1.0B |
总资产OFIXWOLF
| Q4 25 | $850.6M | $3.4B | ||
| Q3 25 | $832.6M | $6.6B | ||
| Q2 25 | $837.2M | $6.9B | ||
| Q1 25 | $823.1M | $7.6B | ||
| Q4 24 | $893.3M | $7.7B | ||
| Q3 24 | $867.9M | $7.9B | ||
| Q2 24 | $882.0M | $8.0B | ||
| Q1 24 | $906.0M | $7.7B |
负债/权益比OFIXWOLF
| Q4 25 | — | 3.13× | ||
| Q3 25 | 0.36× | — | ||
| Q2 25 | 0.34× | — | ||
| Q1 25 | 0.34× | 30.61× | ||
| Q4 24 | 0.31× | 17.24× | ||
| Q3 24 | 0.23× | 9.81× | ||
| Q2 24 | 0.22× | 6.98× | ||
| 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 | $-42.6M |
| 自由现金流经营现金流 - 资本支出 | $16.8M | $-72.6M |
| 自由现金流率自由现金流/营收 | 7.6% | -43.1% |
| 资本支出强度资本支出/营收 | 4.9% | 17.8% |
| 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 | $-988.1M |
8季度趋势，按日历期对齐
经营现金流OFIXWOLF
| Q4 25 | $27.7M | $-42.6M | ||
| Q3 25 | $12.4M | $5.7M | ||
| Q2 25 | $11.6M | $-242.5M | ||
| Q1 25 | $-18.4M | $-142.1M | ||
| Q4 24 | $23.7M | $-195.1M | ||
| Q3 24 | $11.7M | $-132.0M | ||
| Q2 24 | $9.0M | $-239.5M | ||
| Q1 24 | $-18.6M | $-136.2M |
自由现金流OFIXWOLF
| Q4 25 | $16.8M | $-72.6M | ||
| Q3 25 | $2.5M | $-98.3M | ||
| Q2 25 | $4.5M | $-454.4M | ||
| Q1 25 | $-25.1M | $-362.8M | ||
| Q4 24 | $15.2M | $-596.9M | ||
| Q3 24 | $6.3M | $-569.0M | ||
| Q2 24 | $-360.0K | $-883.8M | ||
| Q1 24 | $-29.1M | $-713.7M |
自由现金流率OFIXWOLF
| Q4 25 | 7.6% | -43.1% | ||
| Q3 25 | 1.2% | -49.9% | ||
| Q2 25 | 2.2% | -230.7% | ||
| Q1 25 | -13.0% | -195.7% | ||
| Q4 24 | 7.0% | -330.7% | ||
| Q3 24 | 3.2% | -292.2% | ||
| Q2 24 | -0.2% | -440.4% | ||
| Q1 24 | -15.4% | -355.6% |
资本支出强度OFIXWOLF
| Q4 25 | 4.9% | 17.8% | ||
| Q3 25 | 4.8% | 52.8% | ||
| Q2 25 | 3.5% | 107.6% | ||
| Q1 25 | 3.5% | 119.0% | ||
| Q4 24 | 4.0% | 222.6% | ||
| Q3 24 | 2.7% | 224.4% | ||
| Q2 24 | 4.7% | 321.0% | ||
| Q1 24 | 5.6% | 287.7% |
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% |
WOLF
| Power Products | $118.3M | 70% |
| Materials Products | $50.2M | 30% |
