vs
Liberty Broadband Corp（LBRDA）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Liberty Broadband Corp的1.4倍（$371.5M vs $261.0M），Liberty Broadband Corp净利率更高（146.7% vs -27.0%，领先173.8%），Liberty Broadband Corp同比增速更快（6.1% vs -26.4%），迈心诺自由现金流更多（$50.9M vs $37.0M），过去两年Liberty Broadband Corp的营收复合增速更高（4.3% vs -17.7%）
本公司是一家覆盖英、荷、美三地的跨国电信企业，注册地为百慕大，在伦敦、阿姆斯特丹、丹佛设有总部，旗下拥有多家对应司法辖区的运营主体，其中英国主体为公开上市实体，2005年由自由媒体国际业务板块与UnitedGlobalCom合并成立。
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。
LBRDA vs MASI — 直观对比
营收规模更大
MASI
是对方的1.4倍
$261.0M
营收增速更快
LBRDA
高出32.5%
-26.4%
净利率更高
LBRDA
高出173.8%
-27.0%
自由现金流更多
MASI
多$13.9M
$37.0M
两年增速更快
LBRDA
近两年复合增速
-17.7%
损益表 — Q2 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $261.0M | $371.5M |
| 净利润 | $383.0M | $-100.4M |
| 毛利率 | — | 62.1% |
| 营业利润率 | 15.7% | 22.5% |
| 净利率 | 146.7% | -27.0% |
| 营收同比 | 6.1% | -26.4% |
| 净利润同比 | 96.4% | -1124.5% |
| 每股收益（稀释后） | $2.68 | $-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LBRDAMASI
| Q3 25 | — | $371.5M | ||
| Q2 25 | $261.0M | $370.9M | ||
| Q1 25 | $266.0M | $372.0M | ||
| Q4 24 | $263.0M | $600.7M | ||
| Q3 24 | $262.0M | $504.6M | ||
| Q2 24 | $246.0M | $496.3M | ||
| Q1 24 | $245.0M | $492.8M | ||
| Q4 23 | $250.0M | $548.9M |
净利润LBRDAMASI
| Q3 25 | — | $-100.4M | ||
| Q2 25 | $383.0M | $51.3M | ||
| Q1 25 | $268.0M | $-170.7M | ||
| Q4 24 | $291.0M | $-349.6M | ||
| Q3 24 | $142.0M | $9.8M | ||
| Q2 24 | $195.0M | $16.0M | ||
| Q1 24 | $241.0M | $18.9M | ||
| Q4 23 | $205.0M | $33.9M |
毛利率LBRDAMASI
| Q3 25 | — | 62.1% | ||
| Q2 25 | — | 62.9% | ||
| Q1 25 | — | 62.9% | ||
| Q4 24 | — | 40.7% | ||
| Q3 24 | — | 52.2% | ||
| Q2 24 | — | 51.3% | ||
| Q1 24 | — | 49.0% | ||
| Q4 23 | — | 47.9% |
营业利润率LBRDAMASI
| Q3 25 | — | 22.5% | ||
| Q2 25 | 15.7% | 17.4% | ||
| Q1 25 | 16.2% | 21.0% | ||
| Q4 24 | 4.9% | -59.8% | ||
| Q3 24 | 11.5% | 6.0% | ||
| Q2 24 | 8.5% | 5.7% | ||
| Q1 24 | 11.4% | 6.9% | ||
| Q4 23 | -39.6% | 8.0% |
净利率LBRDAMASI
| Q3 25 | — | -27.0% | ||
| Q2 25 | 146.7% | 13.8% | ||
| Q1 25 | 100.8% | -45.9% | ||
| Q4 24 | 110.6% | -58.2% | ||
| Q3 24 | 54.2% | 1.9% | ||
| Q2 24 | 79.3% | 3.2% | ||
| Q1 24 | 98.4% | 3.8% | ||
| Q4 23 | 82.0% | 6.2% |
每股收益（稀释后）LBRDAMASI
| Q3 25 | — | $-1.84 | ||
| Q2 25 | $2.68 | $0.94 | ||
| Q1 25 | $1.87 | $-3.12 | ||
| Q4 24 | $2.04 | $-6.54 | ||
| Q3 24 | $0.99 | $0.18 | ||
| Q2 24 | $1.36 | $0.29 | ||
| Q1 24 | $1.69 | $0.35 | ||
| Q4 23 | $1.40 | $0.63 |
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 | $180.0M | $312.3M |
| 总债务越低越好 | $3.1B | $559.1M |
| 股东权益账面价值 | $10.4B | $810.0M |
| 总资产 | $16.6B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.30× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资LBRDAMASI
| Q3 25 | — | $312.3M | ||
| Q2 25 | $180.0M | $149.6M | ||
| Q1 25 | $226.0M | $130.8M | ||
| Q4 24 | $163.0M | $177.6M | ||
| Q3 24 | $168.0M | $158.5M | ||
| Q2 24 | $73.0M | $129.6M | ||
| Q1 24 | $108.0M | $157.6M | ||
| Q4 23 | $79.0M | $163.0M |
总债务LBRDAMASI
| Q3 25 | — | $559.1M | ||
| Q2 25 | $3.1B | $613.7M | ||
| Q1 25 | $3.8B | $651.0M | ||
| Q4 24 | $3.8B | $765.2M | ||
| Q3 24 | $3.7B | $772.6M | ||
| Q2 24 | $3.6B | $781.6M | ||
| Q1 24 | $3.6B | $876.0M | ||
| Q4 23 | $3.7B | $906.0M |
股东权益LBRDAMASI
| Q3 25 | — | $810.0M | ||
| Q2 25 | $10.4B | $1.0B | ||
| Q1 25 | $10.1B | $946.4M | ||
| Q4 24 | $9.8B | $1.1B | ||
| Q3 24 | $9.5B | $1.5B | ||
| Q2 24 | $9.3B | $1.4B | ||
| Q1 24 | $9.1B | $1.4B | ||
| Q4 23 | $9.0B | $1.4B |
总资产LBRDAMASI
| Q3 25 | — | $1.8B | ||
| Q2 25 | $16.6B | $2.4B | ||
| Q1 25 | $17.0B | $2.3B | ||
| Q4 24 | $16.7B | $2.6B | ||
| Q3 24 | $16.3B | $3.1B | ||
| Q2 24 | $16.0B | $2.9B | ||
| Q1 24 | $15.7B | $3.0B | ||
| Q4 23 | $15.6B | $3.0B |
负债/权益比LBRDAMASI
| Q3 25 | — | 0.69× | ||
| Q2 25 | 0.30× | 0.59× | ||
| Q1 25 | 0.38× | 0.69× | ||
| Q4 24 | 0.38× | 0.73× | ||
| Q3 24 | 0.39× | 0.53× | ||
| Q2 24 | 0.39× | 0.57× | ||
| Q1 24 | 0.40× | 0.64× | ||
| Q4 23 | 0.41× | 0.66× |
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 | $91.0M | $56.8M |
| 自由现金流经营现金流 - 资本支出 | $37.0M | $50.9M |
| 自由现金流率自由现金流/营收 | 14.2% | 13.7% |
| 资本支出强度资本支出/营收 | 20.7% | 1.6% |
| 现金转化率经营现金流/净利润 | 0.24× | — |
| 过去12个月自由现金流最近4个季度 | $-49.0M | $191.0M |
8季度趋势，按日历期对齐
经营现金流LBRDAMASI
| Q3 25 | — | $56.8M | ||
| Q2 25 | $91.0M | $69.4M | ||
| Q1 25 | $78.0M | $31.1M | ||
| Q4 24 | $1.0M | $50.5M | ||
| Q3 24 | $24.0M | $25.6M | ||
| Q2 24 | $27.0M | $74.5M | ||
| Q1 24 | $52.0M | $45.8M | ||
| Q4 23 | $62.0M | $77.1M |
自由现金流LBRDAMASI
| Q3 25 | — | $50.9M | ||
| Q2 25 | $37.0M | $65.6M | ||
| Q1 25 | $13.0M | $28.5M | ||
| Q4 24 | $-63.0M | $46.0M | ||
| Q3 24 | $-36.0M | $16.9M | ||
| Q2 24 | $-35.0M | $66.9M | ||
| Q1 24 | $-9.0M | $37.6M | ||
| Q4 23 | $-11.0M | $66.2M |
自由现金流率LBRDAMASI
| Q3 25 | — | 13.7% | ||
| Q2 25 | 14.2% | 17.7% | ||
| Q1 25 | 4.9% | 7.7% | ||
| Q4 24 | -24.0% | 7.7% | ||
| Q3 24 | -13.7% | 3.3% | ||
| Q2 24 | -14.2% | 13.5% | ||
| Q1 24 | -3.7% | 7.6% | ||
| Q4 23 | -4.4% | 12.1% |
资本支出强度LBRDAMASI
| Q3 25 | — | 1.6% | ||
| Q2 25 | 20.7% | 1.0% | ||
| Q1 25 | 24.4% | 0.7% | ||
| Q4 24 | 24.3% | 0.7% | ||
| Q3 24 | 22.9% | 1.7% | ||
| Q2 24 | 25.2% | 1.5% | ||
| Q1 24 | 24.9% | 1.7% | ||
| Q4 23 | 29.2% | 2.0% |
现金转化率LBRDAMASI
| Q3 25 | — | — | ||
| Q2 25 | 0.24× | 1.35× | ||
| Q1 25 | 0.29× | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.17× | 2.61× | ||
| Q2 24 | 0.14× | 4.66× | ||
| Q1 24 | 0.22× | 2.42× | ||
| Q4 23 | 0.30× | 2.27× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
