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Side-by-side financial comparison of MASIMO CORP (MASI) and UDR, Inc. (UDR). Click either name above to swap in a different company.
UDR, Inc. is the larger business by last-quarter revenue ($425.8M vs $371.5M, roughly 1.1× MASIMO CORP). UDR, Inc. runs the higher net margin — 44.6% vs -27.0%, a 71.6% gap on every dollar of revenue. On growth, UDR, Inc. posted the faster year-over-year revenue change (0.9% vs -26.4%). Over the past eight quarters, UDR, Inc.'s revenue compounded faster (1.3% 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.
UDR, Inc. is a leading U.S.-headquartered real estate investment trust specializing in owning, operating, and redeveloping high-quality multifamily residential apartment communities. It operates across major U.S. metropolitan markets, catering to a diverse tenant base including young professionals, families, and middle-to-high income households.
MASI vs UDR — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $371.5M | $425.8M |
| Net Profit | $-100.4M | $189.8M |
| Gross Margin | 62.1% | — |
| Operating Margin | 22.5% | 54.0% |
| Net Margin | -27.0% | 44.6% |
| Revenue YoY | -26.4% | 0.9% |
| Net Profit YoY | -1124.5% | 147.2% |
| EPS (diluted) | $-1.84 | $0.63 |
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 | — | $425.8M | ||
| Q4 25 | — | $433.1M | ||
| Q3 25 | $371.5M | $431.9M | ||
| Q2 25 | $370.9M | $425.4M | ||
| Q1 25 | $372.0M | $421.9M | ||
| Q4 24 | $600.7M | $422.7M | ||
| Q3 24 | $504.6M | $420.2M | ||
| Q2 24 | $496.3M | $415.3M |
| Q1 26 | — | $189.8M | ||
| Q4 25 | — | $222.9M | ||
| Q3 25 | $-100.4M | $40.4M | ||
| Q2 25 | $51.3M | $37.7M | ||
| Q1 25 | $-170.7M | $76.7M | ||
| Q4 24 | $-349.6M | $-5.0M | ||
| Q3 24 | $9.8M | $22.6M | ||
| Q2 24 | $16.0M | $28.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 62.1% | — | ||
| Q2 25 | 62.9% | — | ||
| Q1 25 | 62.9% | — | ||
| Q4 24 | 40.7% | — | ||
| Q3 24 | 52.2% | — | ||
| Q2 24 | 51.3% | — |
| Q1 26 | — | 54.0% | ||
| Q4 25 | — | 64.1% | ||
| Q3 25 | 22.5% | 17.7% | ||
| Q2 25 | 17.4% | 18.2% | ||
| Q1 25 | 21.0% | 29.0% | ||
| Q4 24 | -59.8% | 15.7% | ||
| Q3 24 | 6.0% | 16.6% | ||
| Q2 24 | 5.7% | 16.5% |
| Q1 26 | — | 44.6% | ||
| Q4 25 | — | 51.5% | ||
| Q3 25 | -27.0% | 9.4% | ||
| Q2 25 | 13.8% | 8.9% | ||
| Q1 25 | -45.9% | 18.2% | ||
| Q4 24 | -58.2% | -220.5% | ||
| Q3 24 | 1.9% | 5.4% | ||
| Q2 24 | 3.2% | 7.0% |
| Q1 26 | — | $0.63 | ||
| Q4 25 | — | $0.67 | ||
| Q3 25 | $-1.84 | $0.12 | ||
| Q2 25 | $0.94 | $0.11 | ||
| Q1 25 | $-3.12 | $0.23 | ||
| Q4 24 | $-6.54 | $-0.01 | ||
| Q3 24 | $0.18 | $0.06 | ||
| Q2 24 | $0.29 | $0.08 |
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 | $1.3M |
| Total DebtLower is stronger | $559.1M | — |
| Stockholders' EquityBook value | $810.0M | $3.3B |
| Total Assets | $1.8B | $10.3B |
| Debt / EquityLower = less leverage | 0.69× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.3M | ||
| Q4 25 | — | $1.2M | ||
| Q3 25 | $312.3M | $1.2M | ||
| Q2 25 | $149.6M | $1.5M | ||
| Q1 25 | $130.8M | $1.3M | ||
| Q4 24 | $177.6M | $1.3M | ||
| Q3 24 | $158.5M | $2.3M | ||
| Q2 24 | $129.6M | $2.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $5.8B | ||
| Q3 25 | $559.1M | $5.8B | ||
| Q2 25 | $613.7M | $5.8B | ||
| Q1 25 | $651.0M | $5.8B | ||
| Q4 24 | $765.2M | $5.8B | ||
| Q3 24 | $772.6M | $5.9B | ||
| Q2 24 | $781.6M | $5.8B |
| Q1 26 | — | $3.3B | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | $810.0M | $3.3B | ||
| Q2 25 | $1.0B | $3.3B | ||
| Q1 25 | $946.4M | $3.3B | ||
| Q4 24 | $1.1B | $3.4B | ||
| Q3 24 | $1.5B | $3.5B | ||
| Q2 24 | $1.4B | $3.7B |
| Q1 26 | — | $10.3B | ||
| Q4 25 | — | $10.6B | ||
| Q3 25 | $1.8B | $10.6B | ||
| Q2 25 | $2.4B | $10.6B | ||
| Q1 25 | $2.3B | $10.7B | ||
| Q4 24 | $2.6B | $10.9B | ||
| Q3 24 | $3.1B | $11.1B | ||
| Q2 24 | $2.9B | $11.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.77× | ||
| Q3 25 | 0.69× | 1.78× | ||
| Q2 25 | 0.59× | 1.74× | ||
| Q1 25 | 0.69× | 1.74× | ||
| Q4 24 | 0.73× | 1.69× | ||
| Q3 24 | 0.53× | 1.67× | ||
| Q2 24 | 0.57× | 1.55× |
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% | 4.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $191.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $902.9M | ||
| Q3 25 | $56.8M | $234.9M | ||
| Q2 25 | $69.4M | $250.3M | ||
| Q1 25 | $31.1M | $156.2M | ||
| Q4 24 | $50.5M | $876.8M | ||
| Q3 24 | $25.6M | $230.3M | ||
| Q2 24 | $74.5M | $238.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $650.0M | ||
| Q3 25 | $50.9M | $164.6M | ||
| Q2 25 | $65.6M | $190.1M | ||
| Q1 25 | $28.5M | $103.2M | ||
| Q4 24 | $46.0M | $627.0M | ||
| Q3 24 | $16.9M | $161.3M | ||
| Q2 24 | $66.9M | $171.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 150.1% | ||
| Q3 25 | 13.7% | 38.1% | ||
| Q2 25 | 17.7% | 44.7% | ||
| Q1 25 | 7.7% | 24.5% | ||
| Q4 24 | 7.7% | 148.3% | ||
| Q3 24 | 3.3% | 38.4% | ||
| Q2 24 | 13.5% | 41.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | — | 58.4% | ||
| Q3 25 | 1.6% | 16.3% | ||
| Q2 25 | 1.0% | 14.2% | ||
| Q1 25 | 0.7% | 12.6% | ||
| Q4 24 | 0.7% | 59.1% | ||
| Q3 24 | 1.7% | 16.4% | ||
| Q2 24 | 1.5% | 16.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.05× | ||
| Q3 25 | — | 5.81× | ||
| Q2 25 | 1.35× | 6.64× | ||
| Q1 25 | — | 2.04× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.61× | 10.19× | ||
| Q2 24 | 4.66× | 8.26× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MASI
Segment breakdown not available.
UDR
| Rental income | $423.3M | 99% |
| Joint venture management and other fees | $2.5M | 1% |
