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Electromed, Inc.(ELMD)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Electromed, Inc.的19.7倍($371.5M vs $18.9M)。Electromed, Inc.净利率更高(14.6% vs -27.0%,领先41.6%)。Electromed, Inc.同比增速更快(16.3% vs -26.4%)。迈心诺自由现金流更多($50.9M vs $2.4M)。过去两年Electromed, Inc.的营收复合增速更高(16.7% vs -17.7%)
Electromed, Inc.是一家专注于呼吸护理设备研发、生产与销售的医疗设备企业,核心产品为高频胸壁振荡排痰系统,主要服务美国市场的家庭护理及临床医疗机构,为囊性纤维化、慢阻肺等呼吸系统疾病患者提供气道清理解决方案。
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。
ELMD vs MASI — 直观对比
营收规模更大
MASI
是对方的19.7倍
$18.9M
营收增速更快
ELMD
高出42.6%
-26.4%
净利率更高
ELMD
高出41.6%
-27.0%
自由现金流更多
MASI
多$48.5M
$2.4M
两年增速更快
ELMD
近两年复合增速
-17.7%
损益表 — Q2 2026 vs Q3 2026
| 指标 | ||
|---|---|---|
| 营收 | $18.9M | $371.5M |
| 净利润 | $2.8M | $-100.4M |
| 毛利率 | 78.4% | 62.1% |
| 营业利润率 | 19.2% | 22.5% |
| 净利率 | 14.6% | -27.0% |
| 营收同比 | 16.3% | -26.4% |
| 净利润同比 | 40.3% | -1124.5% |
| 每股收益(稀释后) | $0.32 | $-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
ELMD
MASI
| Q4 25 | $18.9M | — | ||
| Q3 25 | $16.9M | $371.5M | ||
| Q2 25 | $17.4M | $370.9M | ||
| Q1 25 | $15.7M | $372.0M | ||
| Q4 24 | $16.3M | $600.7M | ||
| Q3 24 | $14.7M | $504.6M | ||
| Q2 24 | $14.8M | $496.3M | ||
| Q1 24 | $13.9M | $492.8M |
净利润
ELMD
MASI
| Q4 25 | $2.8M | — | ||
| Q3 25 | $2.1M | $-100.4M | ||
| Q2 25 | $2.2M | $51.3M | ||
| Q1 25 | $1.9M | $-170.7M | ||
| Q4 24 | $2.0M | $-349.6M | ||
| Q3 24 | $1.5M | $9.8M | ||
| Q2 24 | $1.8M | $16.0M | ||
| Q1 24 | $1.5M | $18.9M |
毛利率
ELMD
MASI
| Q4 25 | 78.4% | — | ||
| Q3 25 | 78.1% | 62.1% | ||
| Q2 25 | 78.3% | 62.9% | ||
| Q1 25 | 78.0% | 62.9% | ||
| Q4 24 | 77.7% | 40.7% | ||
| Q3 24 | 78.3% | 52.2% | ||
| Q2 24 | 76.2% | 51.3% | ||
| Q1 24 | 74.8% | 49.0% |
营业利润率
ELMD
MASI
| Q4 25 | 19.2% | — | ||
| Q3 25 | 15.8% | 22.5% | ||
| Q2 25 | 17.5% | 17.4% | ||
| Q1 25 | 13.6% | 21.0% | ||
| Q4 24 | 15.6% | -59.8% | ||
| Q3 24 | 13.2% | 6.0% | ||
| Q2 24 | 15.7% | 5.7% | ||
| Q1 24 | 13.3% | 6.9% |
净利率
ELMD
MASI
| Q4 25 | 14.6% | — | ||
| Q3 25 | 12.6% | -27.0% | ||
| Q2 25 | 12.7% | 13.8% | ||
| Q1 25 | 12.1% | -45.9% | ||
| Q4 24 | 12.1% | -58.2% | ||
| Q3 24 | 10.0% | 1.9% | ||
| Q2 24 | 12.3% | 3.2% | ||
| Q1 24 | 10.8% | 3.8% |
每股收益(稀释后)
ELMD
MASI
| Q4 25 | $0.32 | — | ||
| Q3 25 | $0.25 | $-1.84 | ||
| Q2 25 | $0.26 | $0.94 | ||
| Q1 25 | $0.21 | $-3.12 | ||
| Q4 24 | $0.22 | $-6.54 | ||
| Q3 24 | $0.16 | $0.18 | ||
| Q2 24 | $0.20 | $0.29 | ||
| Q1 24 | $0.17 | $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 | $13.8M | $312.3M |
| 总债务越低越好 | — | $559.1M |
| 股东权益账面价值 | $45.4M | $810.0M |
| 总资产 | $54.9M | $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
ELMD
MASI
| Q4 25 | $13.8M | — | ||
| Q3 25 | $14.1M | $312.3M | ||
| Q2 25 | $15.3M | $149.6M | ||
| Q1 25 | $15.2M | $130.8M | ||
| Q4 24 | $16.2M | $177.6M | ||
| Q3 24 | $13.9M | $158.5M | ||
| Q2 24 | $16.1M | $129.6M | ||
| Q1 24 | $11.7M | $157.6M |
总债务
ELMD
MASI
| Q4 25 | — | — | ||
| Q3 25 | — | $559.1M | ||
| Q2 25 | — | $613.7M | ||
| Q1 25 | — | $651.0M | ||
| Q4 24 | — | $765.2M | ||
| Q3 24 | — | $772.6M | ||
| Q2 24 | — | $781.6M | ||
| Q1 24 | — | $876.0M |
股东权益
ELMD
MASI
| Q4 25 | $45.4M | — | ||
| Q3 25 | $44.7M | $810.0M | ||
| Q2 25 | $43.2M | $1.0B | ||
| Q1 25 | $43.9M | $946.4M | ||
| Q4 24 | $43.6M | $1.1B | ||
| Q3 24 | $41.5M | $1.5B | ||
| Q2 24 | $44.5M | $1.4B | ||
| Q1 24 | $42.5M | $1.4B |
总资产
ELMD
MASI
| Q4 25 | $54.9M | — | ||
| Q3 25 | $53.6M | $1.8B | ||
| Q2 25 | $53.8M | $2.4B | ||
| Q1 25 | $52.5M | $2.3B | ||
| Q4 24 | $52.3M | $2.6B | ||
| Q3 24 | $48.9M | $3.1B | ||
| Q2 24 | $52.2M | $2.9B | ||
| Q1 24 | $48.9M | $3.0B |
负债/权益比
ELMD
MASI
| Q4 25 | — | — | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.59× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.53× | ||
| Q2 24 | — | 0.57× | ||
| Q1 24 | — | 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 | $3.0M | $56.8M |
| 自由现金流经营现金流 - 资本支出 | $2.4M | $50.9M |
| 自由现金流率自由现金流/营收 | 12.7% | 13.7% |
| 资本支出强度资本支出/营收 | 3.4% | 1.6% |
| 现金转化率经营现金流/净利润 | 1.10× | — |
| 过去12个月自由现金流最近4个季度 | $7.9M | $191.0M |
8季度趋势,按日历期对齐
经营现金流
ELMD
MASI
| Q4 25 | $3.0M | — | ||
| Q3 25 | $169.0K | $56.8M | ||
| Q2 25 | $3.9M | $69.4M | ||
| Q1 25 | $2.1M | $31.1M | ||
| Q4 24 | $3.2M | $50.5M | ||
| Q3 24 | $2.3M | $25.6M | ||
| Q2 24 | $4.5M | $74.5M | ||
| Q1 24 | $1.4M | $45.8M |
自由现金流
ELMD
MASI
| Q4 25 | $2.4M | — | ||
| Q3 25 | $-83.0K | $50.9M | ||
| Q2 25 | $3.7M | $65.6M | ||
| Q1 25 | $1.9M | $28.5M | ||
| Q4 24 | $2.9M | $46.0M | ||
| Q3 24 | $2.3M | $16.9M | ||
| Q2 24 | $4.5M | $66.9M | ||
| Q1 24 | $1.3M | $37.6M |
自由现金流率
ELMD
MASI
| Q4 25 | 12.7% | — | ||
| Q3 25 | -0.5% | 13.7% | ||
| Q2 25 | 21.4% | 17.7% | ||
| Q1 25 | 12.2% | 7.7% | ||
| Q4 24 | 18.0% | 7.7% | ||
| Q3 24 | 15.5% | 3.3% | ||
| Q2 24 | 30.1% | 13.5% | ||
| Q1 24 | 9.1% | 7.6% |
资本支出强度
ELMD
MASI
| Q4 25 | 3.4% | — | ||
| Q3 25 | 1.5% | 1.6% | ||
| Q2 25 | 0.8% | 1.0% | ||
| Q1 25 | 1.0% | 0.7% | ||
| Q4 24 | 1.4% | 0.7% | ||
| Q3 24 | 0.3% | 1.7% | ||
| Q2 24 | 0.1% | 1.5% | ||
| Q1 24 | 0.6% | 1.7% |
现金转化率
ELMD
MASI
| Q4 25 | 1.10× | — | ||
| Q3 25 | 0.08× | — | ||
| Q2 25 | 1.75× | 1.35× | ||
| Q1 25 | 1.10× | — | ||
| Q4 24 | 1.60× | — | ||
| Q3 24 | 1.57× | 2.61× | ||
| Q2 24 | 2.46× | 4.66× | ||
| Q1 24 | 0.90× | 2.42× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图