vs
科睿唯安（CLVT）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
科睿唯安的季度营收约是迈心诺的1.6倍（$585.5M vs $371.5M），科睿唯安净利率更高（-6.9% vs -27.0%，领先20.2%），科睿唯安同比增速更快（-1.4% vs -26.4%），科睿唯安自由现金流更多（$78.9M vs $50.9M），过去两年科睿唯安的营收复合增速更高（-5.1% vs -17.7%）
科睿唯安是一家英美合资的上市分析服务企业，主要提供订阅制信息服务，覆盖文献计量、科学计量、商业与市场情报领域，同时为医药、生物科技行业提供专利、监管合规相关的竞争分析，也提供商标保护、域名与品牌保护服务，旗下Web of Science产品系列还负责计算学术期刊的影响因子。
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。
CLVT vs MASI — 直观对比
营收规模更大
CLVT
是对方的1.6倍
$371.5M
营收增速更快
CLVT
高出25.0%
-26.4%
净利率更高
CLVT
高出20.2%
-27.0%
自由现金流更多
CLVT
多$28.0M
$50.9M
两年增速更快
CLVT
近两年复合增速
-17.7%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $585.5M | $371.5M |
| 净利润 | $-40.2M | $-100.4M |
| 毛利率 | 67.2% | 62.1% |
| 营业利润率 | 5.2% | 22.5% |
| 净利率 | -6.9% | -27.0% |
| 营收同比 | -1.4% | -26.4% |
| 净利润同比 | 61.3% | -1124.5% |
| 每股收益（稀释后） | $-0.06 | $-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CLVTMASI
| Q1 26 | $585.5M | — | ||
| Q4 25 | $617.0M | — | ||
| Q3 25 | $623.1M | $371.5M | ||
| Q2 25 | $621.4M | $370.9M | ||
| Q1 25 | $593.7M | $372.0M | ||
| Q4 24 | $663.0M | $600.7M | ||
| Q3 24 | $622.2M | $504.6M | ||
| Q2 24 | $650.3M | $496.3M |
净利润CLVTMASI
| Q1 26 | $-40.2M | — | ||
| Q4 25 | $3.1M | — | ||
| Q3 25 | $-28.3M | $-100.4M | ||
| Q2 25 | $-72.0M | $51.3M | ||
| Q1 25 | $-103.9M | $-170.7M | ||
| Q4 24 | $-191.8M | $-349.6M | ||
| Q3 24 | $-65.6M | $9.8M | ||
| Q2 24 | $-304.3M | $16.0M |
毛利率CLVTMASI
| Q1 26 | 67.2% | — | ||
| Q4 25 | 66.8% | — | ||
| Q3 25 | 65.0% | 62.1% | ||
| Q2 25 | 67.2% | 62.9% | ||
| Q1 25 | 65.1% | 62.9% | ||
| Q4 24 | 65.7% | 40.7% | ||
| Q3 24 | 66.2% | 52.2% | ||
| Q2 24 | 67.2% | 51.3% |
营业利润率CLVTMASI
| Q1 26 | 5.2% | — | ||
| Q4 25 | 6.7% | — | ||
| Q3 25 | 7.1% | 22.5% | ||
| Q2 25 | 1.1% | 17.4% | ||
| Q1 25 | -3.5% | 21.0% | ||
| Q4 24 | -9.4% | -59.8% | ||
| Q3 24 | 3.5% | 6.0% | ||
| Q2 24 | -36.9% | 5.7% |
净利率CLVTMASI
| Q1 26 | -6.9% | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | -4.5% | -27.0% | ||
| Q2 25 | -11.6% | 13.8% | ||
| Q1 25 | -17.5% | -45.9% | ||
| Q4 24 | -28.9% | -58.2% | ||
| Q3 24 | -10.5% | 1.9% | ||
| Q2 24 | -46.8% | 3.2% |
每股收益（稀释后）CLVTMASI
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $0.00 | — | ||
| Q3 25 | $-0.04 | $-1.84 | ||
| Q2 25 | $-0.11 | $0.94 | ||
| Q1 25 | $-0.15 | $-3.12 | ||
| Q4 24 | $-0.27 | $-6.54 | ||
| Q3 24 | $-0.09 | $0.18 | ||
| Q2 24 | $-0.46 | $0.29 |
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 | — | $312.3M |
| 总债务越低越好 | $4.3B | $559.1M |
| 股东权益账面价值 | $4.8B | $810.0M |
| 总资产 | $10.9B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.89× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资CLVTMASI
| Q1 26 | — | — | ||
| Q4 25 | $329.2M | — | ||
| Q3 25 | $318.7M | $312.3M | ||
| Q2 25 | $362.6M | $149.6M | ||
| Q1 25 | $354.0M | $130.8M | ||
| Q4 24 | $295.2M | $177.6M | ||
| Q3 24 | $388.5M | $158.5M | ||
| Q2 24 | $376.4M | $129.6M |
总债务CLVTMASI
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | — | ||
| Q3 25 | $4.4B | $559.1M | ||
| Q2 25 | $4.5B | $613.7M | ||
| Q1 25 | $4.5B | $651.0M | ||
| Q4 24 | $4.5B | $765.2M | ||
| Q3 24 | $4.6B | $772.6M | ||
| Q2 24 | $4.6B | $781.6M |
股东权益CLVTMASI
| Q1 26 | $4.8B | — | ||
| Q4 25 | $4.8B | — | ||
| Q3 25 | $4.9B | $810.0M | ||
| Q2 25 | $5.0B | $1.0B | ||
| Q1 25 | $5.0B | $946.4M | ||
| Q4 24 | $5.1B | $1.1B | ||
| Q3 24 | $5.5B | $1.5B | ||
| Q2 24 | $5.6B | $1.4B |
总资产CLVTMASI
| Q1 26 | $10.9B | — | ||
| Q4 25 | $11.1B | — | ||
| Q3 25 | $11.2B | $1.8B | ||
| Q2 25 | $11.4B | $2.4B | ||
| Q1 25 | $11.5B | $2.3B | ||
| Q4 24 | $11.5B | $2.6B | ||
| Q3 24 | $12.0B | $3.1B | ||
| Q2 24 | $12.1B | $2.9B |
负债/权益比CLVTMASI
| Q1 26 | 0.89× | — | ||
| Q4 25 | 0.89× | — | ||
| Q3 25 | 0.90× | 0.69× | ||
| Q2 25 | 0.90× | 0.59× | ||
| Q1 25 | 0.90× | 0.69× | ||
| Q4 24 | 0.88× | 0.73× | ||
| Q3 24 | 0.84× | 0.53× | ||
| Q2 24 | 0.83× | 0.57× |
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 | $134.7M | $56.8M |
| 自由现金流经营现金流 - 资本支出 | $78.9M | $50.9M |
| 自由现金流率自由现金流/营收 | 13.5% | 13.7% |
| 资本支出强度资本支出/营收 | 9.5% | 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 | $333.9M | $191.0M |
8季度趋势，按日历期对齐
经营现金流CLVTMASI
| Q1 26 | $134.7M | — | ||
| Q4 25 | $159.9M | — | ||
| Q3 25 | $181.1M | $56.8M | ||
| Q2 25 | $116.3M | $69.4M | ||
| Q1 25 | $171.2M | $31.1M | ||
| Q4 24 | $141.3M | $50.5M | ||
| Q3 24 | $202.9M | $25.6M | ||
| Q2 24 | $126.2M | $74.5M |
自由现金流CLVTMASI
| Q1 26 | $78.9M | — | ||
| Q4 25 | $89.2M | — | ||
| Q3 25 | $115.5M | $50.9M | ||
| Q2 25 | $50.3M | $65.6M | ||
| Q1 25 | $110.3M | $28.5M | ||
| Q4 24 | $59.1M | $46.0M | ||
| Q3 24 | $126.3M | $16.9M | ||
| Q2 24 | $60.3M | $66.9M |
自由现金流率CLVTMASI
| Q1 26 | 13.5% | — | ||
| Q4 25 | 14.5% | — | ||
| Q3 25 | 18.5% | 13.7% | ||
| Q2 25 | 8.1% | 17.7% | ||
| Q1 25 | 18.6% | 7.7% | ||
| Q4 24 | 8.9% | 7.7% | ||
| Q3 24 | 20.3% | 3.3% | ||
| Q2 24 | 9.3% | 13.5% |
资本支出强度CLVTMASI
| Q1 26 | 9.5% | — | ||
| Q4 25 | 11.5% | — | ||
| Q3 25 | 10.5% | 1.6% | ||
| Q2 25 | 10.6% | 1.0% | ||
| Q1 25 | 10.3% | 0.7% | ||
| Q4 24 | 12.4% | 0.7% | ||
| Q3 24 | 12.3% | 1.7% | ||
| Q2 24 | 10.1% | 1.5% |
现金转化率CLVTMASI
| Q1 26 | — | — | ||
| Q4 25 | 51.58× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.35× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.61× | ||
| Q2 24 | — | 4.66× |
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
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
MASI
暂无分部数据
