vs
CSW INDUSTRIALS, INC.（CSW）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
迈心诺的季度营收约是CSW INDUSTRIALS, INC.的1.6倍（$371.5M vs $233.0M），CSW INDUSTRIALS, INC.净利率更高（4.4% vs -27.0%，领先31.4%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs -26.4%），迈心诺自由现金流更多（$50.9M vs $22.7M），过去两年CSW INDUSTRIALS, INC.的营收复合增速更高（5.1% vs -17.7%）
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。
CSW vs MASI — 直观对比
营收规模更大
MASI
是对方的1.6倍
$233.0M
营收增速更快
CSW
高出46.7%
-26.4%
净利率更高
CSW
高出31.4%
-27.0%
自由现金流更多
MASI
多$28.2M
$22.7M
两年增速更快
CSW
近两年复合增速
-17.7%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $371.5M |
| 净利润 | $10.3M | $-100.4M |
| 毛利率 | 39.7% | 62.1% |
| 营业利润率 | 7.4% | 22.5% |
| 净利率 | 4.4% | -27.0% |
| 营收同比 | 20.3% | -26.4% |
| 净利润同比 | -61.9% | -1124.5% |
| 每股收益（稀释后） | $0.62 | $-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CSWMASI
| Q4 25 | $233.0M | — | ||
| Q3 25 | $277.0M | $371.5M | ||
| Q2 25 | $263.6M | $370.9M | ||
| Q1 25 | $230.5M | $372.0M | ||
| Q4 24 | $193.6M | $600.7M | ||
| Q3 24 | $227.9M | $504.6M | ||
| Q2 24 | $226.2M | $496.3M | ||
| Q1 24 | $210.9M | $492.8M |
净利润CSWMASI
| Q4 25 | $10.3M | — | ||
| Q3 25 | $40.7M | $-100.4M | ||
| Q2 25 | $40.9M | $51.3M | ||
| Q1 25 | $35.1M | $-170.7M | ||
| Q4 24 | $26.9M | $-349.6M | ||
| Q3 24 | $36.1M | $9.8M | ||
| Q2 24 | $38.6M | $16.0M | ||
| Q1 24 | $31.8M | $18.9M |
毛利率CSWMASI
| Q4 25 | 39.7% | — | ||
| Q3 25 | 43.0% | 62.1% | ||
| Q2 25 | 43.8% | 62.9% | ||
| Q1 25 | 44.2% | 62.9% | ||
| Q4 24 | 41.4% | 40.7% | ||
| Q3 24 | 45.6% | 52.2% | ||
| Q2 24 | 47.5% | 51.3% | ||
| Q1 24 | 44.4% | 49.0% |
营业利润率CSWMASI
| Q4 25 | 7.4% | — | ||
| Q3 25 | 20.5% | 22.5% | ||
| Q2 25 | 20.8% | 17.4% | ||
| Q1 25 | 19.5% | 21.0% | ||
| Q4 24 | 15.3% | -59.8% | ||
| Q3 24 | 22.6% | 6.0% | ||
| Q2 24 | 24.3% | 5.7% | ||
| Q1 24 | 21.0% | 6.9% |
净利率CSWMASI
| Q4 25 | 4.4% | — | ||
| Q3 25 | 14.7% | -27.0% | ||
| Q2 25 | 15.5% | 13.8% | ||
| Q1 25 | 15.2% | -45.9% | ||
| Q4 24 | 13.9% | -58.2% | ||
| Q3 24 | 15.8% | 1.9% | ||
| Q2 24 | 17.1% | 3.2% | ||
| Q1 24 | 15.1% | 3.8% |
每股收益（稀释后）CSWMASI
| Q4 25 | $0.62 | — | ||
| Q3 25 | $2.41 | $-1.84 | ||
| Q2 25 | $2.43 | $0.94 | ||
| Q1 25 | $2.05 | $-3.12 | ||
| Q4 24 | $1.60 | $-6.54 | ||
| Q3 24 | $2.26 | $0.18 | ||
| Q2 24 | $2.47 | $0.29 | ||
| Q1 24 | $2.03 | $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 | $40.2M | $312.3M |
| 总债务越低越好 | — | $559.1M |
| 股东权益账面价值 | $1.1B | $810.0M |
| 总资产 | $2.3B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资CSWMASI
| Q4 25 | $40.2M | — | ||
| Q3 25 | $31.5M | $312.3M | ||
| Q2 25 | $38.0M | $149.6M | ||
| Q1 25 | $225.8M | $130.8M | ||
| Q4 24 | $213.8M | $177.6M | ||
| Q3 24 | $273.2M | $158.5M | ||
| Q2 24 | $18.9M | $129.6M | ||
| Q1 24 | $22.2M | $157.6M |
总债务CSWMASI
| Q4 25 | — | — | ||
| Q3 25 | — | $559.1M | ||
| Q2 25 | — | $613.7M | ||
| Q1 25 | $800.1M | $651.0M | ||
| Q4 24 | — | $765.2M | ||
| Q3 24 | — | $772.6M | ||
| Q2 24 | — | $781.6M | ||
| Q1 24 | $166.0M | $876.0M |
股东权益CSWMASI
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | $810.0M | ||
| Q2 25 | $1.1B | $1.0B | ||
| Q1 25 | $1.1B | $946.4M | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $1.0B | $1.5B | ||
| Q2 24 | $650.2M | $1.4B | ||
| Q1 24 | $615.7M | $1.4B |
总资产CSWMASI
| Q4 25 | $2.3B | — | ||
| Q3 25 | $1.5B | $1.8B | ||
| Q2 25 | $1.5B | $2.4B | ||
| Q1 25 | $1.4B | $2.3B | ||
| Q4 24 | $1.4B | $2.6B | ||
| Q3 24 | $1.4B | $3.1B | ||
| Q2 24 | $1.1B | $2.9B | ||
| Q1 24 | $1.0B | $3.0B |
负债/权益比CSWMASI
| Q4 25 | — | — | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.59× | ||
| Q1 25 | 0.75× | 0.69× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.53× | ||
| Q2 24 | — | 0.57× | ||
| Q1 24 | 0.27× | 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 | $28.9M | $56.8M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $50.9M |
| 自由现金流率自由现金流/营收 | 9.8% | 13.7% |
| 资本支出强度资本支出/营收 | 2.6% | 1.6% |
| 现金转化率经营现金流/净利润 | 2.81× | — |
| 过去12个月自由现金流最近4个季度 | $162.0M | $191.0M |
8季度趋势，按日历期对齐
经营现金流CSWMASI
| Q4 25 | $28.9M | — | ||
| Q3 25 | $61.8M | $56.8M | ||
| Q2 25 | $60.6M | $69.4M | ||
| Q1 25 | $27.3M | $31.1M | ||
| Q4 24 | $11.6M | $50.5M | ||
| Q3 24 | $66.8M | $25.6M | ||
| Q2 24 | $62.7M | $74.5M | ||
| Q1 24 | $22.4M | $45.8M |
自由现金流CSWMASI
| Q4 25 | $22.7M | — | ||
| Q3 25 | $58.7M | $50.9M | ||
| Q2 25 | $57.7M | $65.6M | ||
| Q1 25 | $22.8M | $28.5M | ||
| Q4 24 | $8.5M | $46.0M | ||
| Q3 24 | $61.3M | $16.9M | ||
| Q2 24 | $59.6M | $66.9M | ||
| Q1 24 | $17.5M | $37.6M |
自由现金流率CSWMASI
| Q4 25 | 9.8% | — | ||
| Q3 25 | 21.2% | 13.7% | ||
| Q2 25 | 21.9% | 17.7% | ||
| Q1 25 | 9.9% | 7.7% | ||
| Q4 24 | 4.4% | 7.7% | ||
| Q3 24 | 26.9% | 3.3% | ||
| Q2 24 | 26.3% | 13.5% | ||
| Q1 24 | 8.3% | 7.6% |
资本支出强度CSWMASI
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.1% | 1.6% | ||
| Q2 25 | 1.1% | 1.0% | ||
| Q1 25 | 2.0% | 0.7% | ||
| Q4 24 | 1.6% | 0.7% | ||
| Q3 24 | 2.4% | 1.7% | ||
| Q2 24 | 1.4% | 1.5% | ||
| Q1 24 | 2.3% | 1.7% |
现金转化率CSWMASI
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | 1.35× | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | 2.61× | ||
| Q2 24 | 1.62× | 4.66× | ||
| Q1 24 | 0.71× | 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
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
MASI
暂无分部数据
