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Side-by-side financial comparison of MASIMO CORP (MASI) and Simpson Manufacturing Co., Inc. (SSD). Click either name above to swap in a different company.
Simpson Manufacturing Co., Inc. is the larger business by last-quarter revenue ($588.0M vs $371.5M, roughly 1.6× MASIMO CORP). Simpson Manufacturing Co., Inc. runs the higher net margin — 15.0% vs -27.0%, a 42.0% gap on every dollar of revenue. On growth, Simpson Manufacturing Co., Inc. posted the faster year-over-year revenue change (9.1% vs -26.4%). Over the past eight quarters, Simpson Manufacturing Co., Inc.'s revenue compounded faster (-0.8% CAGR vs -17.7%).
Masimo Corporation is an American health technology and consumer electronics company headquartered in Irvine, California. The company develops patient monitoring devices, non-invasive sensors, and related software platforms used in hospital and home settings. Masimo has also operated in the consumer audio and wearable device markets.
Simpson Manufacturing Company is a leading building materials manufacturer in the United States that produces structural connectors, fasteners, anchors, and products for new construction and retrofitting.
MASI vs SSD — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $371.5M | $588.0M |
| Net Profit | $-100.4M | $88.2M |
| Gross Margin | 62.1% | 45.2% |
| Operating Margin | 22.5% | 19.5% |
| Net Margin | -27.0% | 15.0% |
| Revenue YoY | -26.4% | 9.1% |
| Net Profit YoY | -1124.5% | 13.3% |
| EPS (diluted) | $-1.84 | $2.13 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $588.0M | ||
| Q4 25 | — | $539.3M | ||
| Q3 25 | $371.5M | $623.5M | ||
| Q2 25 | $370.9M | $631.1M | ||
| Q1 25 | $372.0M | $538.9M | ||
| Q4 24 | $600.7M | $517.4M | ||
| Q3 24 | $504.6M | $587.2M | ||
| Q2 24 | $496.3M | $597.0M |
| Q1 26 | — | $88.2M | ||
| Q4 25 | — | $56.2M | ||
| Q3 25 | $-100.4M | $107.4M | ||
| Q2 25 | $51.3M | $103.5M | ||
| Q1 25 | $-170.7M | $77.9M | ||
| Q4 24 | $-349.6M | $55.4M | ||
| Q3 24 | $9.8M | $93.5M | ||
| Q2 24 | $16.0M | $97.8M |
| Q1 26 | — | 45.2% | ||
| Q4 25 | — | 43.4% | ||
| Q3 25 | 62.1% | 46.4% | ||
| Q2 25 | 62.9% | 46.7% | ||
| Q1 25 | 62.9% | 46.8% | ||
| Q4 24 | 40.7% | 44.0% | ||
| Q3 24 | 52.2% | 46.8% | ||
| Q2 24 | 51.3% | 46.7% |
| Q1 26 | — | 19.5% | ||
| Q4 25 | — | 13.9% | ||
| Q3 25 | 22.5% | 22.6% | ||
| Q2 25 | 17.4% | 22.2% | ||
| Q1 25 | 21.0% | 19.0% | ||
| Q4 24 | -59.8% | 14.8% | ||
| Q3 24 | 6.0% | 21.3% | ||
| Q2 24 | 5.7% | 22.1% |
| Q1 26 | — | 15.0% | ||
| Q4 25 | — | 10.4% | ||
| Q3 25 | -27.0% | 17.2% | ||
| Q2 25 | 13.8% | 16.4% | ||
| Q1 25 | -45.9% | 14.5% | ||
| Q4 24 | -58.2% | 10.7% | ||
| Q3 24 | 1.9% | 15.9% | ||
| Q2 24 | 3.2% | 16.4% |
| Q1 26 | — | $2.13 | ||
| Q4 25 | — | $1.34 | ||
| Q3 25 | $-1.84 | $2.58 | ||
| Q2 25 | $0.94 | $2.47 | ||
| Q1 25 | $-3.12 | $1.85 | ||
| Q4 24 | $-6.54 | $1.31 | ||
| Q3 24 | $0.18 | $2.21 | ||
| Q2 24 | $0.29 | $2.31 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $312.3M | $341.0M |
| Total DebtLower is stronger | $559.1M | — |
| Stockholders' EquityBook value | $810.0M | $2.1B |
| Total Assets | $1.8B | $3.0B |
| Debt / EquityLower = less leverage | 0.69× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $341.0M | ||
| Q4 25 | — | $384.1M | ||
| Q3 25 | $312.3M | $297.3M | ||
| Q2 25 | $149.6M | $190.4M | ||
| Q1 25 | $130.8M | $150.3M | ||
| Q4 24 | $177.6M | $239.4M | ||
| Q3 24 | $158.5M | $339.4M | ||
| Q2 24 | $129.6M | $354.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | $559.1M | $371.3M | ||
| Q2 25 | $613.7M | $376.9M | ||
| Q1 25 | $651.0M | $382.5M | ||
| Q4 24 | $765.2M | $388.1M | ||
| Q3 24 | $772.6M | $393.8M | ||
| Q2 24 | $781.6M | $399.4M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | $810.0M | $2.0B | ||
| Q2 25 | $1.0B | $1.9B | ||
| Q1 25 | $946.4M | $1.9B | ||
| Q4 24 | $1.1B | $1.8B | ||
| Q3 24 | $1.5B | $1.9B | ||
| Q2 24 | $1.4B | $1.8B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | $1.8B | $3.0B | ||
| Q2 25 | $2.4B | $3.0B | ||
| Q1 25 | $2.3B | $2.8B | ||
| Q4 24 | $2.6B | $2.7B | ||
| Q3 24 | $3.1B | $2.9B | ||
| Q2 24 | $2.9B | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | 0.69× | 0.19× | ||
| Q2 25 | 0.59× | 0.20× | ||
| Q1 25 | 0.69× | 0.21× | ||
| Q4 24 | 0.73× | 0.21× | ||
| Q3 24 | 0.53× | 0.21× | ||
| Q2 24 | 0.57× | 0.23× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $56.8M | — |
| Free Cash FlowOCF − Capex | $50.9M | — |
| FCF MarginFCF / Revenue | 13.7% | — |
| Capex IntensityCapex / Revenue | 1.6% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $191.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $155.7M | ||
| Q3 25 | $56.8M | $170.2M | ||
| Q2 25 | $69.4M | $125.2M | ||
| Q1 25 | $31.1M | $7.6M | ||
| Q4 24 | $50.5M | $115.8M | ||
| Q3 24 | $25.6M | $103.3M | ||
| Q2 24 | $74.5M | $111.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $119.0M | ||
| Q3 25 | $50.9M | $133.9M | ||
| Q2 25 | $65.6M | $87.3M | ||
| Q1 25 | $28.5M | $-42.6M | ||
| Q4 24 | $46.0M | $60.3M | ||
| Q3 24 | $16.9M | $58.1M | ||
| Q2 24 | $66.9M | $70.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 22.1% | ||
| Q3 25 | 13.7% | 21.5% | ||
| Q2 25 | 17.7% | 13.8% | ||
| Q1 25 | 7.7% | -7.9% | ||
| Q4 24 | 7.7% | 11.7% | ||
| Q3 24 | 3.3% | 9.9% | ||
| Q2 24 | 13.5% | 11.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | 1.6% | 5.8% | ||
| Q2 25 | 1.0% | 6.0% | ||
| Q1 25 | 0.7% | 9.3% | ||
| Q4 24 | 0.7% | 10.7% | ||
| Q3 24 | 1.7% | 7.7% | ||
| Q2 24 | 1.5% | 6.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.77× | ||
| Q3 25 | — | 1.58× | ||
| Q2 25 | 1.35× | 1.21× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | 2.61× | 1.10× | ||
| Q2 24 | 4.66× | 1.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
