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INTERPARFUMS INC(IPAR)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
INTERPARFUMS INC的季度营收约是迈心诺的1.0倍($386.2M vs $371.5M),INTERPARFUMS INC净利率更高(7.3% vs -27.0%,领先34.3%),INTERPARFUMS INC同比增速更快(6.8% vs -26.4%),INTERPARFUMS INC自由现金流更多($145.0M vs $50.9M),过去两年INTERPARFUMS INC的营收复合增速更高(9.2% vs -17.7%)
Inter Parfums Inc是全球知名的高端香水企业,开发、生产并销售多款授权香水、身体护理及相关美妆产品,与多家顶级奢侈时尚生活方式品牌合作推出联名香氛系列,产品覆盖全球主要市场,通过百货、美妆专营店及官方电商渠道触达消费者。
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。
IPAR vs MASI — 直观对比
营收规模更大
IPAR
是对方的1.0倍
$371.5M
营收增速更快
IPAR
高出33.2%
-26.4%
净利率更高
IPAR
高出34.3%
-27.0%
自由现金流更多
IPAR
多$94.1M
$50.9M
两年增速更快
IPAR
近两年复合增速
-17.7%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $386.2M | $371.5M |
| 净利润 | $28.1M | $-100.4M |
| 毛利率 | 61.5% | 62.1% |
| 营业利润率 | 7.1% | 22.5% |
| 净利率 | 7.3% | -27.0% |
| 营收同比 | 6.8% | -26.4% |
| 净利润同比 | 16.0% | -1124.5% |
| 每股收益(稀释后) | $0.88 | $-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
IPAR
MASI
| Q4 25 | $386.2M | — | ||
| Q3 25 | $429.6M | $371.5M | ||
| Q2 25 | $333.9M | $370.9M | ||
| Q1 25 | $338.8M | $372.0M | ||
| Q4 24 | $361.5M | $600.7M | ||
| Q3 24 | $424.6M | $504.6M | ||
| Q2 24 | $342.2M | $496.3M | ||
| Q1 24 | $324.0M | $492.8M |
净利润
IPAR
MASI
| Q4 25 | $28.1M | — | ||
| Q3 25 | $65.8M | $-100.4M | ||
| Q2 25 | $32.0M | $51.3M | ||
| Q1 25 | $42.5M | $-170.7M | ||
| Q4 24 | $24.2M | $-349.6M | ||
| Q3 24 | $62.3M | $9.8M | ||
| Q2 24 | $36.8M | $16.0M | ||
| Q1 24 | $41.0M | $18.9M |
毛利率
IPAR
MASI
| Q4 25 | 61.5% | — | ||
| Q3 25 | 63.5% | 62.1% | ||
| Q2 25 | 66.2% | 62.9% | ||
| Q1 25 | 63.7% | 62.9% | ||
| Q4 24 | 64.5% | 40.7% | ||
| Q3 24 | 63.9% | 52.2% | ||
| Q2 24 | 64.5% | 51.3% | ||
| Q1 24 | 62.5% | 49.0% |
营业利润率
IPAR
MASI
| Q4 25 | 7.1% | — | ||
| Q3 25 | 25.3% | 22.5% | ||
| Q2 25 | 17.7% | 17.4% | ||
| Q1 25 | 22.2% | 21.0% | ||
| Q4 24 | 10.0% | -59.8% | ||
| Q3 24 | 25.0% | 6.0% | ||
| Q2 24 | 18.9% | 5.7% | ||
| Q1 24 | 21.0% | 6.9% |
净利率
IPAR
MASI
| Q4 25 | 7.3% | — | ||
| Q3 25 | 15.3% | -27.0% | ||
| Q2 25 | 9.6% | 13.8% | ||
| Q1 25 | 12.5% | -45.9% | ||
| Q4 24 | 6.7% | -58.2% | ||
| Q3 24 | 14.7% | 1.9% | ||
| Q2 24 | 10.8% | 3.2% | ||
| Q1 24 | 12.7% | 3.8% |
每股收益(稀释后)
IPAR
MASI
| Q4 25 | $0.88 | — | ||
| Q3 25 | $2.05 | $-1.84 | ||
| Q2 25 | $0.99 | $0.94 | ||
| Q1 25 | $1.32 | $-3.12 | ||
| Q4 24 | $0.78 | $-6.54 | ||
| Q3 24 | $1.93 | $0.18 | ||
| Q2 24 | $1.14 | $0.29 | ||
| Q1 24 | $1.27 | $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 | $137.1M | $312.3M |
| 总债务越低越好 | $176.0M | $559.1M |
| 股东权益账面价值 | $880.7M | $810.0M |
| 总资产 | $1.6B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.20× | 0.69× |
8季度趋势,按日历期对齐
现金及短期投资
IPAR
MASI
| Q4 25 | $137.1M | — | ||
| Q3 25 | $77.5M | $312.3M | ||
| Q2 25 | $53.9M | $149.6M | ||
| Q1 25 | $75.3M | $130.8M | ||
| Q4 24 | $109.3M | $177.6M | ||
| Q3 24 | $78.8M | $158.5M | ||
| Q2 24 | $37.7M | $129.6M | ||
| Q1 24 | $76.1M | $157.6M |
总债务
IPAR
MASI
| Q4 25 | $176.0M | — | ||
| Q3 25 | — | $559.1M | ||
| Q2 25 | — | $613.7M | ||
| Q1 25 | — | $651.0M | ||
| Q4 24 | $157.3M | $765.2M | ||
| Q3 24 | — | $772.6M | ||
| Q2 24 | — | $781.6M | ||
| Q1 24 | — | $876.0M |
股东权益
IPAR
MASI
| Q4 25 | $880.7M | — | ||
| Q3 25 | $870.9M | $810.0M | ||
| Q2 25 | $839.4M | $1.0B | ||
| Q1 25 | $788.6M | $946.4M | ||
| Q4 24 | $744.9M | $1.1B | ||
| Q3 24 | $778.5M | $1.5B | ||
| Q2 24 | $717.1M | $1.4B | ||
| Q1 24 | $708.1M | $1.4B |
总资产
IPAR
MASI
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | $1.8B | ||
| Q2 25 | $1.6B | $2.4B | ||
| Q1 25 | $1.4B | $2.3B | ||
| Q4 24 | $1.4B | $2.6B | ||
| Q3 24 | $1.5B | $3.1B | ||
| Q2 24 | $1.4B | $2.9B | ||
| Q1 24 | $1.3B | $3.0B |
负债/权益比
IPAR
MASI
| Q4 25 | 0.20× | — | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.59× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | 0.21× | 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 | $146.5M | $56.8M |
| 自由现金流经营现金流 - 资本支出 | $145.0M | $50.9M |
| 自由现金流率自由现金流/营收 | 37.5% | 13.7% |
| 资本支出强度资本支出/营收 | 0.4% | 1.6% |
| 现金转化率经营现金流/净利润 | 5.21× | — |
| 过去12个月自由现金流最近4个季度 | $190.5M | $191.0M |
8季度趋势,按日历期对齐
经营现金流
IPAR
MASI
| Q4 25 | $146.5M | — | ||
| Q3 25 | $63.9M | $56.8M | ||
| Q2 25 | $11.9M | $69.4M | ||
| Q1 25 | $-7.4M | $31.1M | ||
| Q4 24 | $138.0M | $50.5M | ||
| Q3 24 | $76.1M | $25.6M | ||
| Q2 24 | $25.5M | $74.5M | ||
| Q1 24 | $-52.0M | $45.8M |
自由现金流
IPAR
MASI
| Q4 25 | $145.0M | — | ||
| Q3 25 | $57.6M | $50.9M | ||
| Q2 25 | $-3.3M | $65.6M | ||
| Q1 25 | $-8.8M | $28.5M | ||
| Q4 24 | $136.1M | $46.0M | ||
| Q3 24 | $75.4M | $16.9M | ||
| Q2 24 | $24.4M | $66.9M | ||
| Q1 24 | $-53.0M | $37.6M |
自由现金流率
IPAR
MASI
| Q4 25 | 37.5% | — | ||
| Q3 25 | 13.4% | 13.7% | ||
| Q2 25 | -1.0% | 17.7% | ||
| Q1 25 | -2.6% | 7.7% | ||
| Q4 24 | 37.7% | 7.7% | ||
| Q3 24 | 17.8% | 3.3% | ||
| Q2 24 | 7.1% | 13.5% | ||
| Q1 24 | -16.4% | 7.6% |
资本支出强度
IPAR
MASI
| Q4 25 | 0.4% | — | ||
| Q3 25 | 1.5% | 1.6% | ||
| Q2 25 | 4.5% | 1.0% | ||
| Q1 25 | 0.4% | 0.7% | ||
| Q4 24 | 0.5% | 0.7% | ||
| Q3 24 | 0.2% | 1.7% | ||
| Q2 24 | 0.3% | 1.5% | ||
| Q1 24 | 0.3% | 1.7% |
现金转化率
IPAR
MASI
| Q4 25 | 5.21× | — | ||
| Q3 25 | 0.97× | — | ||
| Q2 25 | 0.37× | 1.35× | ||
| Q1 25 | -0.17× | — | ||
| Q4 24 | 5.69× | — | ||
| Q3 24 | 1.22× | 2.61× | ||
| Q2 24 | 0.69× | 4.66× | ||
| Q1 24 | -1.27× | 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
IPAR
| European Based Operations | $232.7M | 60% |
| United States Based Operations | $155.2M | 40% |
MASI
暂无分部数据