vs
Ecovyst Inc.（ECVT）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Ecovyst Inc.的1.9倍（$371.5M vs $199.4M），Ecovyst Inc.同比增速更快（34.0% vs -26.4%），迈心诺自由现金流更多（$50.9M vs $22.9M），过去两年Ecovyst Inc.的营收复合增速更高（18.7% vs -17.7%）
Ecovyst Inc.是一家全球可持续特种材料供应商，主营高性能催化剂与功能性添加剂的研发、生产，产品服务覆盖工业制造、消费品、环保等核心领域，助力全球客户提升运营效率、降低碳排放。
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。
ECVT vs MASI — 直观对比
营收规模更大
MASI
是对方的1.9倍
$199.4M
营收增速更快
ECVT
高出60.3%
-26.4%
自由现金流更多
MASI
多$28.0M
$22.9M
两年增速更快
ECVT
近两年复合增速
-17.7%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $199.4M | $371.5M |
| 净利润 | — | $-100.4M |
| 毛利率 | 23.4% | 62.1% |
| 营业利润率 | 10.9% | 22.5% |
| 净利率 | — | -27.0% |
| 营收同比 | 34.0% | -26.4% |
| 净利润同比 | — | -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ECVTMASI
| Q4 25 | $199.4M | — | ||
| Q3 25 | $204.9M | $371.5M | ||
| Q2 25 | $176.1M | $370.9M | ||
| Q1 25 | $143.1M | $372.0M | ||
| Q4 24 | $148.9M | $600.7M | ||
| Q3 24 | $153.9M | $504.6M | ||
| Q2 24 | $154.0M | $496.3M | ||
| Q1 24 | $141.6M | $492.8M |
净利润ECVTMASI
| Q4 25 | — | — | ||
| Q3 25 | $-79.3M | $-100.4M | ||
| Q2 25 | $6.0M | $51.3M | ||
| Q1 25 | $-3.6M | $-170.7M | ||
| Q4 24 | — | $-349.6M | ||
| Q3 24 | $14.3M | $9.8M | ||
| Q2 24 | $8.3M | $16.0M | ||
| Q1 24 | $1.2M | $18.9M |
毛利率ECVTMASI
| Q4 25 | 23.4% | — | ||
| Q3 25 | 25.4% | 62.1% | ||
| Q2 25 | 22.8% | 62.9% | ||
| Q1 25 | 13.3% | 62.9% | ||
| Q4 24 | 28.9% | 40.7% | ||
| Q3 24 | 29.3% | 52.2% | ||
| Q2 24 | 27.3% | 51.3% | ||
| Q1 24 | 23.5% | 49.0% |
营业利润率ECVTMASI
| Q4 25 | 10.9% | — | ||
| Q3 25 | 13.8% | 22.5% | ||
| Q2 25 | 9.0% | 17.4% | ||
| Q1 25 | -0.7% | 21.0% | ||
| Q4 24 | 15.1% | -59.8% | ||
| Q3 24 | 17.9% | 6.0% | ||
| Q2 24 | 14.1% | 5.7% | ||
| Q1 24 | 9.5% | 6.9% |
净利率ECVTMASI
| Q4 25 | — | — | ||
| Q3 25 | -38.7% | -27.0% | ||
| Q2 25 | 3.4% | 13.8% | ||
| Q1 25 | -2.5% | -45.9% | ||
| Q4 24 | — | -58.2% | ||
| Q3 24 | 9.3% | 1.9% | ||
| Q2 24 | 5.4% | 3.2% | ||
| Q1 24 | 0.9% | 3.8% |
每股收益（稀释后）ECVTMASI
| Q4 25 | $0.06 | — | ||
| Q3 25 | $-0.69 | $-1.84 | ||
| Q2 25 | $0.05 | $0.94 | ||
| Q1 25 | $-0.03 | $-3.12 | ||
| Q4 24 | $-0.26 | $-6.54 | ||
| Q3 24 | $0.12 | $0.18 | ||
| Q2 24 | $0.07 | $0.29 | ||
| Q1 24 | $0.01 | $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 | $197.2M | $312.3M |
| 总债务越低越好 | $392.6M | $559.1M |
| 股东权益账面价值 | $603.4M | $810.0M |
| 总资产 | $1.3B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.65× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资ECVTMASI
| Q4 25 | $197.2M | — | ||
| Q3 25 | $82.0M | $312.3M | ||
| Q2 25 | $69.6M | $149.6M | ||
| Q1 25 | $127.5M | $130.8M | ||
| Q4 24 | $131.4M | $177.6M | ||
| Q3 24 | $123.5M | $158.5M | ||
| Q2 24 | $83.3M | $129.6M | ||
| Q1 24 | $103.1M | $157.6M |
总债务ECVTMASI
| Q4 25 | $392.6M | — | ||
| Q3 25 | $854.8M | $559.1M | ||
| Q2 25 | $856.6M | $613.7M | ||
| Q1 25 | $859.0M | $651.0M | ||
| Q4 24 | $860.8M | $765.2M | ||
| Q3 24 | $862.7M | $772.6M | ||
| Q2 24 | $862.4M | $781.6M | ||
| Q1 24 | $866.2M | $876.0M |
股东权益ECVTMASI
| Q4 25 | $603.4M | — | ||
| Q3 25 | $607.9M | $810.0M | ||
| Q2 25 | $692.4M | $1.0B | ||
| Q1 25 | $698.7M | $946.4M | ||
| Q4 24 | $700.5M | $1.1B | ||
| Q3 24 | $729.4M | $1.5B | ||
| Q2 24 | $717.3M | $1.4B | ||
| Q1 24 | $711.4M | $1.4B |
总资产ECVTMASI
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.7B | $1.8B | ||
| Q2 25 | $1.8B | $2.4B | ||
| Q1 25 | $1.8B | $2.3B | ||
| Q4 24 | $1.8B | $2.6B | ||
| Q3 24 | $1.8B | $3.1B | ||
| Q2 24 | $1.8B | $2.9B | ||
| Q1 24 | $1.8B | $3.0B |
负债/权益比ECVTMASI
| Q4 25 | 0.65× | — | ||
| Q3 25 | 1.41× | 0.69× | ||
| Q2 25 | 1.24× | 0.59× | ||
| Q1 25 | 1.23× | 0.69× | ||
| Q4 24 | 1.23× | 0.73× | ||
| Q3 24 | 1.18× | 0.53× | ||
| Q2 24 | 1.20× | 0.57× | ||
| Q1 24 | 1.22× | 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 | $41.8M | $56.8M |
| 自由现金流经营现金流 - 资本支出 | $22.9M | $50.9M |
| 自由现金流率自由现金流/营收 | 11.5% | 13.7% |
| 资本支出强度资本支出/营收 | 9.4% | 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 | $69.9M | $191.0M |
8季度趋势，按日历期对齐
经营现金流ECVTMASI
| Q4 25 | $41.8M | — | ||
| Q3 25 | $55.3M | $56.8M | ||
| Q2 25 | $33.0M | $69.4M | ||
| Q1 25 | $10.3M | $31.1M | ||
| Q4 24 | $43.5M | $50.5M | ||
| Q3 24 | $59.9M | $25.6M | ||
| Q2 24 | $10.0M | $74.5M | ||
| Q1 24 | $36.5M | $45.8M |
自由现金流ECVTMASI
| Q4 25 | $22.9M | — | ||
| Q3 25 | $53.2M | $50.9M | ||
| Q2 25 | $7.8M | $65.6M | ||
| Q1 25 | $-14.0M | $28.5M | ||
| Q4 24 | $30.9M | $46.0M | ||
| Q3 24 | $53.6M | $16.9M | ||
| Q2 24 | $-9.3M | $66.9M | ||
| Q1 24 | $19.1M | $37.6M |
自由现金流率ECVTMASI
| Q4 25 | 11.5% | — | ||
| Q3 25 | 26.0% | 13.7% | ||
| Q2 25 | 4.4% | 17.7% | ||
| Q1 25 | -9.8% | 7.7% | ||
| Q4 24 | 20.7% | 7.7% | ||
| Q3 24 | 34.9% | 3.3% | ||
| Q2 24 | -6.1% | 13.5% | ||
| Q1 24 | 13.5% | 7.6% |
资本支出强度ECVTMASI
| Q4 25 | 9.4% | — | ||
| Q3 25 | 1.0% | 1.6% | ||
| Q2 25 | 14.4% | 1.0% | ||
| Q1 25 | 16.9% | 0.7% | ||
| Q4 24 | 8.5% | 0.7% | ||
| Q3 24 | 4.1% | 1.7% | ||
| Q2 24 | 12.5% | 1.5% | ||
| Q1 24 | 12.3% | 1.7% |
现金转化率ECVTMASI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 5.52× | 1.35× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 4.21× | 2.61× | ||
| Q2 24 | 1.20× | 4.66× | ||
| Q1 24 | 29.90× | 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
ECVT
| Industrial Mining Automotive | $101.3M | 51% |
| Regeneration And Treatment Services | $90.0M | 45% |
| Other | $8.1M | 4% |
MASI
暂无分部数据
