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Masco（MAS）与Toast, Inc.（TOST）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是Toast, Inc.的1.2倍（$1.9B vs $1.6B），Masco净利率更高（11.9% vs 6.2%，领先5.7%），Toast, Inc.同比增速更快（22.0% vs 6.5%），过去两年Toast, Inc.的营收复合增速更高（23.3% vs -4.2%）
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
Toast, Inc.是总部位于美国马萨诸塞州波士顿的云餐饮管理软件企业，主打基于安卓操作系统研发的一体化销售点（POS）系统，可为餐饮商家提供涵盖收银、订单管理等在内的全场景门店经营解决方案。
MAS vs TOST — 直观对比
营收规模更大
MAS
是对方的1.2倍
$1.6B
营收增速更快
TOST
高出15.6%
6.5%
净利率更高
MAS
高出5.7%
6.2%
两年增速更快
TOST
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.6B |
| 净利润 | $228.0M | $101.0M |
| 毛利率 | 35.8% | 25.9% |
| 营业利润率 | 16.5% | 5.2% |
| 净利率 | 11.9% | 6.2% |
| 营收同比 | 6.5% | 22.0% |
| 净利润同比 | 14.5% | 215.6% |
| 每股收益（稀释后） | — | $0.18 |
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MASTOST
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | $1.6B | ||
| Q3 25 | $1.9B | $1.6B | ||
| Q2 25 | $2.1B | $1.6B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | $1.8B | $1.3B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $2.1B | $1.2B |
净利润MASTOST
| Q1 26 | $228.0M | — | ||
| Q4 25 | $165.0M | $101.0M | ||
| Q3 25 | $189.0M | $105.0M | ||
| Q2 25 | $270.0M | $80.0M | ||
| Q1 25 | $186.0M | $56.0M | ||
| Q4 24 | $182.0M | $32.0M | ||
| Q3 24 | $167.0M | $56.0M | ||
| Q2 24 | $258.0M | $14.0M |
毛利率MASTOST
| Q1 26 | 35.8% | — | ||
| Q4 25 | 33.9% | 25.9% | ||
| Q3 25 | 34.2% | 26.5% | ||
| Q2 25 | 37.6% | 25.3% | ||
| Q1 25 | 35.8% | 25.9% | ||
| Q4 24 | 34.8% | 24.9% | ||
| Q3 24 | 36.6% | 24.7% | ||
| Q2 24 | 37.5% | 23.0% |
营业利润率MASTOST
| Q1 26 | 16.5% | — | ||
| Q4 25 | 13.8% | 5.2% | ||
| Q3 25 | 15.8% | 5.1% | ||
| Q2 25 | 20.1% | 5.2% | ||
| Q1 25 | 15.9% | 3.2% | ||
| Q4 24 | 15.9% | 2.5% | ||
| Q3 24 | 18.0% | 2.6% | ||
| Q2 24 | 19.0% | 0.4% |
净利率MASTOST
| Q1 26 | 11.9% | — | ||
| Q4 25 | 9.2% | 6.2% | ||
| Q3 25 | 9.9% | 6.4% | ||
| Q2 25 | 13.2% | 5.2% | ||
| Q1 25 | 10.3% | 4.2% | ||
| Q4 24 | 10.0% | 2.4% | ||
| Q3 24 | 8.4% | 4.3% | ||
| Q2 24 | 12.3% | 1.1% |
每股收益（稀释后）MASTOST
| Q1 26 | — | — | ||
| Q4 25 | $0.81 | $0.18 | ||
| Q3 25 | $0.90 | $0.16 | ||
| Q2 25 | $1.28 | $0.13 | ||
| Q1 25 | $0.87 | $0.09 | ||
| Q4 24 | $0.85 | $0.09 | ||
| Q3 24 | $0.77 | $0.07 | ||
| Q2 24 | $1.17 | $0.02 |
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 | — | $1.4B |
| 总债务越低越好 | $2.9B | — |
| 股东权益账面价值 | $27.0M | $2.1B |
| 总资产 | $5.2B | $3.1B |
| 负债/权益比越低杠杆越低 | 109.07× | — |
8季度趋势，按日历期对齐
现金及短期投资MASTOST
| Q1 26 | — | — | ||
| Q4 25 | $647.0M | $1.4B | ||
| Q3 25 | $559.0M | $1.4B | ||
| Q2 25 | $390.0M | $1.2B | ||
| Q1 25 | $377.0M | $1.0B | ||
| Q4 24 | $634.0M | $903.0M | ||
| Q3 24 | $646.0M | $761.0M | ||
| Q2 24 | $398.0M | $691.0M |
总债务MASTOST
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MASTOST
| Q1 26 | $27.0M | — | ||
| Q4 25 | $-185.0M | $2.1B | ||
| Q3 25 | $-78.0M | $2.0B | ||
| Q2 25 | $-84.0M | $1.8B | ||
| Q1 25 | $-254.0M | $1.7B | ||
| Q4 24 | $-279.0M | $1.5B | ||
| Q3 24 | $-88.0M | $1.4B | ||
| Q2 24 | $-26.0M | $1.3B |
总资产MASTOST
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $3.1B | ||
| Q3 25 | $5.3B | $3.0B | ||
| Q2 25 | $5.3B | $2.8B | ||
| Q1 25 | $5.1B | $2.6B | ||
| Q4 24 | $5.0B | $2.4B | ||
| Q3 24 | $5.3B | $2.2B | ||
| Q2 24 | $5.4B | $2.2B |
负债/权益比MASTOST
| Q1 26 | 109.07× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $194.0M |
| 自由现金流经营现金流 - 资本支出 | — | $178.0M |
| 自由现金流率自由现金流/营收 | — | 10.9% |
| 资本支出强度资本支出/营收 | 1.8% | 1.0% |
| 现金转化率经营现金流/净利润 | — | 1.92× |
| 过去12个月自由现金流最近4个季度 | — | $608.0M |
8季度趋势，按日历期对齐
经营现金流MASTOST
| Q1 26 | — | — | ||
| Q4 25 | $418.0M | $194.0M | ||
| Q3 25 | $456.0M | $165.0M | ||
| Q2 25 | $306.0M | $223.0M | ||
| Q1 25 | $-158.0M | $79.0M | ||
| Q4 24 | $407.0M | $147.0M | ||
| Q3 24 | $416.0M | $109.0M | ||
| Q2 24 | $346.0M | $124.0M |
自由现金流MASTOST
| Q1 26 | — | — | ||
| Q4 25 | $371.0M | $178.0M | ||
| Q3 25 | $415.0M | $153.0M | ||
| Q2 25 | $270.0M | $208.0M | ||
| Q1 25 | $-190.0M | $69.0M | ||
| Q4 24 | $351.0M | $134.0M | ||
| Q3 24 | $378.0M | $97.0M | ||
| Q2 24 | $303.0M | $108.0M |
自由现金流率MASTOST
| Q1 26 | — | — | ||
| Q4 25 | 20.7% | 10.9% | ||
| Q3 25 | 21.6% | 9.4% | ||
| Q2 25 | 13.2% | 13.4% | ||
| Q1 25 | -10.5% | 5.2% | ||
| Q4 24 | 19.2% | 10.0% | ||
| Q3 24 | 19.1% | 7.4% | ||
| Q2 24 | 14.5% | 8.7% |
资本支出强度MASTOST
| Q1 26 | 1.8% | — | ||
| Q4 25 | 2.6% | 1.0% | ||
| Q3 25 | 2.1% | 0.7% | ||
| Q2 25 | 1.8% | 1.0% | ||
| Q1 25 | 1.8% | 0.7% | ||
| Q4 24 | 3.1% | 1.0% | ||
| Q3 24 | 1.9% | 0.9% | ||
| Q2 24 | 2.1% | 1.3% |
现金转化率MASTOST
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | 1.92× | ||
| Q3 25 | 2.41× | 1.57× | ||
| Q2 25 | 1.13× | 2.79× | ||
| Q1 25 | -0.85× | 1.41× | ||
| Q4 24 | 2.24× | 4.59× | ||
| Q3 24 | 2.49× | 1.95× | ||
| Q2 24 | 1.34× | 8.86× |
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
MAS
暂无分部数据
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
