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GEOSPACE TECHNOLOGIES CORP（GEOS）与908 Devices Inc.（MASS）财务数据对比。点击上方公司名可切换其他公司
GEOSPACE TECHNOLOGIES CORP的季度营收约是908 Devices Inc.的1.5倍（$25.6M vs $17.4M）。908 Devices Inc.净利率更高（24.0% vs -38.2%，领先62.2%）。908 Devices Inc.同比增速更快（21.2% vs -31.3%）。908 Devices Inc.自由现金流更多（$1.3M vs $-17.6M）。过去两年908 Devices Inc.的营收复合增速更高（53.0% vs 2.7%）
地理空间技术公司是油气行业专用电子设备与地震数据采集设备的制造商，自1997年11月起于纳斯达克挂牌上市，为油气勘探开发领域提供专业的勘探设备支持，在行业内深耕专用设备研发制造多年。
908 Devices Inc.是一家专注于研发、生产高性能便携式质谱分析设备及相关解决方案的科技企业，产品覆盖生命科学研究、生物制药制造、公共安全、法医鉴定、工业过程监测等领域，服务全球科研机构、制药企业及政府部门客户。
GEOS vs MASS — 直观对比
营收规模更大
GEOS
是对方的1.5倍
$17.4M
营收增速更快
MASS
高出52.4%
-31.3%
净利率更高
MASS
高出62.2%
-38.2%
自由现金流更多
MASS
多$18.9M
$-17.6M
两年增速更快
MASS
近两年复合增速
2.7%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $25.6M | $17.4M |
| 净利润 | $-9.8M | $4.2M |
| 毛利率 | 10.5% | 52.7% |
| 营业利润率 | -40.0% | 17.8% |
| 净利率 | -38.2% | 24.0% |
| 营收同比 | -31.3% | 21.2% |
| 净利润同比 | -216.6% | 121.5% |
| 每股收益（稀释后） | $-0.76 | $0.09 |
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GEOSMASS
| Q4 25 | $25.6M | $17.4M | ||
| Q3 25 | $30.7M | $14.0M | ||
| Q2 25 | $24.8M | $13.0M | ||
| Q1 25 | $18.0M | $11.8M | ||
| Q4 24 | $37.2M | $14.3M | ||
| Q3 24 | $35.4M | $14.5M | ||
| Q2 24 | $25.9M | $11.5M | ||
| Q1 24 | $24.3M | $7.4M |
净利润GEOSMASS
| Q4 25 | $-9.8M | $4.2M | ||
| Q3 25 | $-9.1M | $-15.0M | ||
| Q2 25 | $760.0K | $-13.3M | ||
| Q1 25 | $-9.8M | $43.6M | ||
| Q4 24 | $8.4M | $-19.4M | ||
| Q3 24 | $-12.9M | $-29.3M | ||
| Q2 24 | $-2.1M | $-12.5M | ||
| Q1 24 | $-4.3M | $-10.9M |
毛利率GEOSMASS
| Q4 25 | 10.5% | 52.7% | ||
| Q3 25 | 11.3% | 52.5% | ||
| Q2 25 | 30.3% | 48.9% | ||
| Q1 25 | 9.7% | 47.0% | ||
| Q4 24 | 54.1% | 46.5% | ||
| Q3 24 | 45.0% | 53.6% | ||
| Q2 24 | 33.0% | 53.8% | ||
| Q1 24 | 24.2% | 52.4% |
营业利润率GEOSMASS
| Q4 25 | -40.0% | 17.8% | ||
| Q3 25 | -30.0% | -116.6% | ||
| Q2 25 | 1.5% | -116.3% | ||
| Q1 25 | -57.0% | -93.6% | ||
| Q4 24 | 21.0% | -116.8% | ||
| Q3 24 | 3.3% | -168.7% | ||
| Q2 24 | -9.3% | -74.5% | ||
| Q1 24 | -18.6% | -102.5% |
净利率GEOSMASS
| Q4 25 | -38.2% | 24.0% | ||
| Q3 25 | -29.5% | -107.0% | ||
| Q2 25 | 3.1% | -102.1% | ||
| Q1 25 | -54.4% | 370.2% | ||
| Q4 24 | 22.5% | -135.6% | ||
| Q3 24 | -36.3% | -201.8% | ||
| Q2 24 | -8.0% | -109.5% | ||
| Q1 24 | -17.8% | -147.1% |
每股收益（稀释后）GEOSMASS
| Q4 25 | $-0.76 | $0.09 | ||
| Q3 25 | $-0.70 | $-0.41 | ||
| Q2 25 | $0.06 | $-0.37 | ||
| Q1 25 | $-0.77 | $1.23 | ||
| Q4 24 | $0.65 | $-0.58 | ||
| Q3 24 | $-0.96 | $-0.84 | ||
| Q2 24 | $-0.16 | $-0.37 | ||
| Q1 24 | $-0.32 | $-0.33 |
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 | $10.6M | $113.0M |
| 总债务越低越好 | $0 | — |
| 股东权益账面价值 | $115.9M | $143.7M |
| 总资产 | $144.6M | $190.1M |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
现金及短期投资GEOSMASS
| Q4 25 | $10.6M | $113.0M | ||
| Q3 25 | $26.3M | $112.1M | ||
| Q2 25 | $25.6M | $118.6M | ||
| Q1 25 | $19.8M | $124.3M | ||
| Q4 24 | $22.1M | $69.6M | ||
| Q3 24 | $37.1M | $71.7M | ||
| Q2 24 | $42.5M | $77.4M | ||
| Q1 24 | $51.2M | $134.2M |
总债务GEOSMASS
| Q4 25 | $0 | — | ||
| Q3 25 | $0 | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $0 | — |
股东权益GEOSMASS
| Q4 25 | $115.9M | $143.7M | ||
| Q3 25 | $125.5M | $136.3M | ||
| Q2 25 | $134.3M | $148.8M | ||
| Q1 25 | $133.1M | $159.4M | ||
| Q4 24 | $142.7M | $114.6M | ||
| Q3 24 | $134.6M | $131.0M | ||
| Q2 24 | $137.4M | $156.4M | ||
| Q1 24 | $142.2M | $156.9M |
总资产GEOSMASS
| Q4 25 | $144.6M | $190.1M | ||
| Q3 25 | $153.0M | $190.9M | ||
| Q2 25 | $149.8M | $191.7M | ||
| Q1 25 | $149.0M | $196.0M | ||
| Q4 24 | $159.9M | $159.5M | ||
| Q3 24 | $152.2M | $178.3M | ||
| Q2 24 | $152.0M | $208.8M | ||
| Q1 24 | $157.7M | $189.8M |
负债/权益比GEOSMASS
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.00× | — |
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 | $-15.1M | $1.3M |
| 自由现金流经营现金流 - 资本支出 | $-17.6M | $1.3M |
| 自由现金流率自由现金流/营收 | -68.6% | 7.6% |
| 资本支出强度资本支出/营收 | 9.7% | 0.0% |
| 现金转化率经营现金流/净利润 | — | 0.32× |
| 过去12个月自由现金流最近4个季度 | $-33.0M | $-24.7M |
8季度趋势，按日历期对齐
经营现金流GEOSMASS
| Q4 25 | $-15.1M | $1.3M | ||
| Q3 25 | $-4.1M | $-4.2M | ||
| Q2 25 | $-4.7M | $-5.8M | ||
| Q1 25 | $-1.9M | $-15.0M | ||
| Q4 24 | $-11.5M | $-2.2M | ||
| Q3 24 | $-1.6M | $-5.6M | ||
| Q2 24 | $-1.3M | $-13.0M | ||
| Q1 24 | $-8.9M | $-9.4M |
自由现金流GEOSMASS
| Q4 25 | $-17.6M | $1.3M | ||
| Q3 25 | $-6.2M | $-4.9M | ||
| Q2 25 | $-6.1M | $-5.9M | ||
| Q1 25 | $-3.1M | $-15.2M | ||
| Q4 24 | $-14.7M | $-2.4M | ||
| Q3 24 | $-1.8M | $-5.8M | ||
| Q2 24 | $-1.7M | $-13.7M | ||
| Q1 24 | $-11.3M | $-10.3M |
自由现金流率GEOSMASS
| Q4 25 | -68.6% | 7.6% | ||
| Q3 25 | -20.3% | -34.9% | ||
| Q2 25 | -24.7% | -45.3% | ||
| Q1 25 | -17.3% | -128.9% | ||
| Q4 24 | -39.5% | -17.0% | ||
| Q3 24 | -5.2% | -39.7% | ||
| Q2 24 | -6.4% | -119.4% | ||
| Q1 24 | -46.6% | -138.2% |
资本支出强度GEOSMASS
| Q4 25 | 9.7% | 0.0% | ||
| Q3 25 | 6.9% | 4.9% | ||
| Q2 25 | 5.7% | 0.9% | ||
| Q1 25 | 6.8% | 1.4% | ||
| Q4 24 | 8.6% | 1.3% | ||
| Q3 24 | 0.8% | 1.1% | ||
| Q2 24 | 1.6% | 5.6% | ||
| Q1 24 | 9.8% | 12.2% |
现金转化率GEOSMASS
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | — | ||
| Q2 25 | -6.22× | — | ||
| Q1 25 | — | -0.34× | ||
| Q4 24 | -1.37× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
GEOS
| Energy Solutions | $14.6M | 57% |
| Smart Water | $5.8M | 22% |
| Intelligent Industrial | $5.1M | 20% |
MASS
| Products | $14.3M | 82% |
| Services | $3.0M | 18% |
