vs
Alight, Inc.（ALIT）与迈心诺（MASI）财务数据对比。点击上方公司名可切换其他公司
Alight, Inc.的季度营收约是迈心诺的1.8倍（$653.0M vs $371.5M），迈心诺净利率更高（-27.0% vs -142.7%，领先115.7%），Alight, Inc.同比增速更快（-4.0% vs -26.4%），Alight, Inc.自由现金流更多（$99.0M vs $50.9M），过去两年Alight, Inc.的营收复合增速更高（8.1% vs -17.7%）
Alight公司是一家美国信息技术与咨询企业，专注于人力资源相关业务，主打基于云的系统服务、业务外包与咨询服务，为大型企业提供人力资本管理平台与外包方案，业务范围涵盖健康福利管理、财务管理以及退休规划等领域。
迈心诺（Masimo Corporation）是总部位于美国加利福尼亚州尔湾的健康科技及消费电子企业，核心产品包括面向医院及家用场景的患者监护设备、无创传感器及配套软件平台，同时也布局了消费级音频和可穿戴设备赛道。
ALIT vs MASI — 直观对比
营收规模更大
ALIT
是对方的1.8倍
$371.5M
营收增速更快
ALIT
高出22.4%
-26.4%
净利率更高
MASI
高出115.7%
-142.7%
自由现金流更多
ALIT
多$48.1M
$50.9M
两年增速更快
ALIT
近两年复合增速
-17.7%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $653.0M | $371.5M |
| 净利润 | $-932.0M | $-100.4M |
| 毛利率 | 36.8% | 62.1% |
| 营业利润率 | -114.9% | 22.5% |
| 净利率 | -142.7% | -27.0% |
| 营收同比 | -4.0% | -26.4% |
| 净利润同比 | -11750.0% | -1124.5% |
| 每股收益（稀释后） | $-1.77 | $-1.84 |
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ALITMASI
| Q4 25 | $653.0M | — | ||
| Q3 25 | $533.0M | $371.5M | ||
| Q2 25 | $528.0M | $370.9M | ||
| Q1 25 | $548.0M | $372.0M | ||
| Q4 24 | $680.0M | $600.7M | ||
| Q3 24 | $555.0M | $504.6M | ||
| Q2 24 | $538.0M | $496.3M | ||
| Q1 24 | $559.0M | $492.8M |
净利润ALITMASI
| Q4 25 | $-932.0M | — | ||
| Q3 25 | $-1.1B | $-100.4M | ||
| Q2 25 | $-1.1B | $51.3M | ||
| Q1 25 | $-25.0M | $-170.7M | ||
| Q4 24 | $8.0M | $-349.6M | ||
| Q3 24 | $-74.0M | $9.8M | ||
| Q2 24 | $23.0M | $16.0M | ||
| Q1 24 | $-114.0M | $18.9M |
毛利率ALITMASI
| Q4 25 | 36.8% | — | ||
| Q3 25 | 33.4% | 62.1% | ||
| Q2 25 | 33.3% | 62.9% | ||
| Q1 25 | 31.2% | 62.9% | ||
| Q4 24 | 39.9% | 40.7% | ||
| Q3 24 | 31.4% | 52.2% | ||
| Q2 24 | 31.0% | 51.3% | ||
| Q1 24 | 32.6% | 49.0% |
营业利润率ALITMASI
| Q4 25 | -114.9% | — | ||
| Q3 25 | -248.0% | 22.5% | ||
| Q2 25 | -191.3% | 17.4% | ||
| Q1 25 | -1.5% | 21.0% | ||
| Q4 24 | 6.5% | -59.8% | ||
| Q3 24 | -7.6% | 6.0% | ||
| Q2 24 | -9.7% | 5.7% | ||
| Q1 24 | -7.2% | 6.9% |
净利率ALITMASI
| Q4 25 | -142.7% | — | ||
| Q3 25 | -200.2% | -27.0% | ||
| Q2 25 | -203.2% | 13.8% | ||
| Q1 25 | -4.6% | -45.9% | ||
| Q4 24 | 1.2% | -58.2% | ||
| Q3 24 | -13.3% | 1.9% | ||
| Q2 24 | 4.3% | 3.2% | ||
| Q1 24 | -20.4% | 3.8% |
每股收益（稀释后）ALITMASI
| Q4 25 | $-1.77 | — | ||
| Q3 25 | $-2.02 | $-1.84 | ||
| Q2 25 | $-2.03 | $0.94 | ||
| Q1 25 | $-0.05 | $-3.12 | ||
| Q4 24 | $0.02 | $-6.54 | ||
| Q3 24 | $-0.14 | $0.18 | ||
| Q2 24 | $0.04 | $0.29 | ||
| Q1 24 | $-0.21 | $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 | $273.0M | $312.3M |
| 总债务越低越好 | $2.0B | $559.1M |
| 股东权益账面价值 | $1.0B | $810.0M |
| 总资产 | $4.6B | $1.8B |
| 负债/权益比越低杠杆越低 | 1.92× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资ALITMASI
| Q4 25 | $273.0M | — | ||
| Q3 25 | $205.0M | $312.3M | ||
| Q2 25 | $227.0M | $149.6M | ||
| Q1 25 | $223.0M | $130.8M | ||
| Q4 24 | $343.0M | $177.6M | ||
| Q3 24 | $300.0M | $158.5M | ||
| Q2 24 | $183.0M | $129.6M | ||
| Q1 24 | $256.0M | $157.6M |
总债务ALITMASI
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | $559.1M | ||
| Q2 25 | $2.0B | $613.7M | ||
| Q1 25 | $2.0B | $651.0M | ||
| Q4 24 | $2.0B | $765.2M | ||
| Q3 24 | $2.0B | $772.6M | ||
| Q2 24 | $2.8B | $781.6M | ||
| Q1 24 | $2.8B | $876.0M |
股东权益ALITMASI
| Q4 25 | $1.0B | — | ||
| Q3 25 | $2.0B | $810.0M | ||
| Q2 25 | $3.1B | $1.0B | ||
| Q1 25 | $4.2B | $946.4M | ||
| Q4 24 | $4.3B | $1.1B | ||
| Q3 24 | $4.3B | $1.5B | ||
| Q2 24 | $4.5B | $1.4B | ||
| Q1 24 | $4.5B | $1.4B |
总资产ALITMASI
| Q4 25 | $4.6B | — | ||
| Q3 25 | $5.5B | $1.8B | ||
| Q2 25 | $6.8B | $2.4B | ||
| Q1 25 | $7.9B | $2.3B | ||
| Q4 24 | $8.2B | $2.6B | ||
| Q3 24 | $8.3B | $3.1B | ||
| Q2 24 | $10.5B | $2.9B | ||
| Q1 24 | $10.7B | $3.0B |
负债/权益比ALITMASI
| Q4 25 | 1.92× | — | ||
| Q3 25 | 1.00× | 0.69× | ||
| Q2 25 | 0.65× | 0.59× | ||
| Q1 25 | 0.48× | 0.69× | ||
| Q4 24 | 0.47× | 0.73× | ||
| Q3 24 | 0.47× | 0.53× | ||
| Q2 24 | 0.62× | 0.57× | ||
| Q1 24 | 0.62× | 0.64× |
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 | $124.0M | $56.8M |
| 自由现金流经营现金流 - 资本支出 | $99.0M | $50.9M |
| 自由现金流率自由现金流/营收 | 15.2% | 13.7% |
| 资本支出强度资本支出/营收 | 3.8% | 1.6% |
| 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 | $250.0M | $191.0M |
8季度趋势，按日历期对齐
经营现金流ALITMASI
| Q4 25 | $124.0M | — | ||
| Q3 25 | $77.0M | $56.8M | ||
| Q2 25 | $86.0M | $69.4M | ||
| Q1 25 | $73.0M | $31.1M | ||
| Q4 24 | $118.0M | $50.5M | ||
| Q3 24 | $-24.0M | $25.6M | ||
| Q2 24 | $58.0M | $74.5M | ||
| Q1 24 | $100.0M | $45.8M |
自由现金流ALITMASI
| Q4 25 | $99.0M | — | ||
| Q3 25 | $49.0M | $50.9M | ||
| Q2 25 | $58.0M | $65.6M | ||
| Q1 25 | $44.0M | $28.5M | ||
| Q4 24 | $92.0M | $46.0M | ||
| Q3 24 | $-52.0M | $16.9M | ||
| Q2 24 | $22.0M | $66.9M | ||
| Q1 24 | $69.0M | $37.6M |
自由现金流率ALITMASI
| Q4 25 | 15.2% | — | ||
| Q3 25 | 9.2% | 13.7% | ||
| Q2 25 | 11.0% | 17.7% | ||
| Q1 25 | 8.0% | 7.7% | ||
| Q4 24 | 13.5% | 7.7% | ||
| Q3 24 | -9.4% | 3.3% | ||
| Q2 24 | 4.1% | 13.5% | ||
| Q1 24 | 12.3% | 7.6% |
资本支出强度ALITMASI
| Q4 25 | 3.8% | — | ||
| Q3 25 | 5.3% | 1.6% | ||
| Q2 25 | 5.3% | 1.0% | ||
| Q1 25 | 5.3% | 0.7% | ||
| Q4 24 | 3.8% | 0.7% | ||
| Q3 24 | 5.0% | 1.7% | ||
| Q2 24 | 6.7% | 1.5% | ||
| Q1 24 | 5.5% | 1.7% |
现金转化率ALITMASI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.35× | ||
| Q1 25 | — | — | ||
| Q4 24 | 14.75× | — | ||
| Q3 24 | — | 2.61× | ||
| Q2 24 | 2.52× | 4.66× | ||
| Q1 24 | — | 2.42× |
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
ALIT
| Recurring | $607.0M | 93% |
| Projects | $46.0M | 7% |
MASI
暂无分部数据
