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迈心诺（MASI）与OUTFRONT Media Inc.（OUT）财务数据对比。点击上方公司名可切换其他公司
OUTFRONT Media Inc.的季度营收约是迈心诺的1.4倍（$513.3M vs $371.5M），OUTFRONT Media Inc.净利率更高（18.9% vs -27.0%，领先45.9%），OUTFRONT Media Inc.同比增速更快（4.1% vs -26.4%），OUTFRONT Media Inc.自由现金流更多（$93.3M vs $50.9M），过去两年OUTFRONT Media Inc.的营收复合增速更高（12.1% vs -17.7%）
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。
OUTFRONT Media Inc.是一家美国广告企业，业务覆盖美国本土，由首席执行官Nick Brien领导美洲区业务，核心经营广告牌及公共交通展示广告两大业务板块，是户外广告领域的重要参与者。
MASI vs OUT — 直观对比
营收规模更大
OUT
是对方的1.4倍
$371.5M
营收增速更快
OUT
高出30.5%
-26.4%
净利率更高
OUT
高出45.9%
-27.0%
自由现金流更多
OUT
多$42.4M
$50.9M
两年增速更快
OUT
近两年复合增速
-17.7%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $371.5M | $513.3M |
| 净利润 | $-100.4M | $96.8M |
| 毛利率 | 62.1% | — |
| 营业利润率 | 22.5% | 26.0% |
| 净利率 | -27.0% | 18.9% |
| 营收同比 | -26.4% | 4.1% |
| 净利润同比 | -1124.5% | 30.8% |
| 每股收益（稀释后） | $-1.84 | $0.57 |
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MASIOUT
| Q4 25 | — | $513.3M | ||
| Q3 25 | $371.5M | $467.5M | ||
| Q2 25 | $370.9M | $460.2M | ||
| Q1 25 | $372.0M | $390.7M | ||
| Q4 24 | $600.7M | $493.2M | ||
| Q3 24 | $504.6M | $451.9M | ||
| Q2 24 | $496.3M | $477.3M | ||
| Q1 24 | $492.8M | $408.5M |
净利润MASIOUT
| Q4 25 | — | $96.8M | ||
| Q3 25 | $-100.4M | $51.3M | ||
| Q2 25 | $51.3M | $19.5M | ||
| Q1 25 | $-170.7M | $-20.6M | ||
| Q4 24 | $-349.6M | $74.0M | ||
| Q3 24 | $9.8M | $34.6M | ||
| Q2 24 | $16.0M | $176.8M | ||
| Q1 24 | $18.9M | $-27.2M |
毛利率MASIOUT
| Q4 25 | — | — | ||
| 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% | — |
营业利润率MASIOUT
| Q4 25 | — | 26.0% | ||
| Q3 25 | 22.5% | 19.2% | ||
| Q2 25 | 17.4% | 12.2% | ||
| Q1 25 | 21.0% | 3.6% | ||
| Q4 24 | -59.8% | 22.5% | ||
| Q3 24 | 6.0% | 15.8% | ||
| Q2 24 | 5.7% | 48.0% | ||
| Q1 24 | 6.9% | 3.4% |
净利率MASIOUT
| Q4 25 | — | 18.9% | ||
| Q3 25 | -27.0% | 11.0% | ||
| Q2 25 | 13.8% | 4.2% | ||
| Q1 25 | -45.9% | -5.3% | ||
| Q4 24 | -58.2% | 15.0% | ||
| Q3 24 | 1.9% | 7.7% | ||
| Q2 24 | 3.2% | 37.0% | ||
| Q1 24 | 3.8% | -6.7% |
每股收益（稀释后）MASIOUT
| Q4 25 | — | $0.57 | ||
| Q3 25 | $-1.84 | $0.29 | ||
| Q2 25 | $0.94 | $0.10 | ||
| Q1 25 | $-3.12 | $-0.14 | ||
| Q4 24 | $-6.54 | $0.49 | ||
| Q3 24 | $0.18 | $0.19 | ||
| Q2 24 | $0.29 | $1.01 | ||
| Q1 24 | $0.35 | $-0.18 |
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 | $312.3M | $99.9M |
| 总债务越低越好 | $559.1M | — |
| 股东权益账面价值 | $810.0M | $710.4M |
| 总资产 | $1.8B | $5.3B |
| 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MASIOUT
| Q4 25 | — | $99.9M | ||
| Q3 25 | $312.3M | $63.0M | ||
| Q2 25 | $149.6M | $28.5M | ||
| Q1 25 | $130.8M | $30.5M | ||
| Q4 24 | $177.6M | $46.9M | ||
| Q3 24 | $158.5M | $28.0M | ||
| Q2 24 | $129.6M | $49.6M | ||
| Q1 24 | $157.6M | $42.4M |
总债务MASIOUT
| 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MASIOUT
| Q4 25 | — | $710.4M | ||
| Q3 25 | $810.0M | $542.6M | ||
| Q2 25 | $1.0B | $539.1M | ||
| Q1 25 | $946.4M | $566.9M | ||
| Q4 24 | $1.1B | $649.0M | ||
| Q3 24 | $1.5B | $618.2M | ||
| Q2 24 | $1.4B | $664.9M | ||
| Q1 24 | $1.4B | $524.2M |
总资产MASIOUT
| Q4 25 | — | $5.3B | ||
| Q3 25 | $1.8B | $5.2B | ||
| Q2 25 | $2.4B | $5.1B | ||
| Q1 25 | $2.3B | $5.1B | ||
| Q4 24 | $2.6B | $5.2B | ||
| Q3 24 | $3.1B | $5.2B | ||
| Q2 24 | $2.9B | $5.3B | ||
| Q1 24 | $3.0B | $5.5B |
负债/权益比MASIOUT
| 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 | $56.8M | $118.1M |
| 自由现金流经营现金流 - 资本支出 | $50.9M | $93.3M |
| 自由现金流率自由现金流/营收 | 13.7% | 18.2% |
| 资本支出强度资本支出/营收 | 1.6% | 4.8% |
| 现金转化率经营现金流/净利润 | — | 1.22× |
| 过去12个月自由现金流最近4个季度 | $191.0M | $218.8M |
8季度趋势，按日历期对齐
经营现金流MASIOUT
| Q4 25 | — | $118.1M | ||
| Q3 25 | $56.8M | $88.8M | ||
| Q2 25 | $69.4M | $67.1M | ||
| Q1 25 | $31.1M | $33.6M | ||
| Q4 24 | $50.5M | $124.5M | ||
| Q3 24 | $25.6M | $73.1M | ||
| Q2 24 | $74.5M | $71.0M | ||
| Q1 24 | $45.8M | $30.6M |
自由现金流MASIOUT
| Q4 25 | — | $93.3M | ||
| Q3 25 | $50.9M | $67.7M | ||
| Q2 25 | $65.6M | $41.4M | ||
| Q1 25 | $28.5M | $16.4M | ||
| Q4 24 | $46.0M | $106.3M | ||
| Q3 24 | $16.9M | $55.5M | ||
| Q2 24 | $66.9M | $47.1M | ||
| Q1 24 | $37.6M | $12.2M |
自由现金流率MASIOUT
| Q4 25 | — | 18.2% | ||
| Q3 25 | 13.7% | 14.5% | ||
| Q2 25 | 17.7% | 9.0% | ||
| Q1 25 | 7.7% | 4.2% | ||
| Q4 24 | 7.7% | 21.6% | ||
| Q3 24 | 3.3% | 12.3% | ||
| Q2 24 | 13.5% | 9.9% | ||
| Q1 24 | 7.6% | 3.0% |
资本支出强度MASIOUT
| Q4 25 | — | 4.8% | ||
| Q3 25 | 1.6% | 4.5% | ||
| Q2 25 | 1.0% | 5.6% | ||
| Q1 25 | 0.7% | 4.4% | ||
| Q4 24 | 0.7% | 3.7% | ||
| Q3 24 | 1.7% | 3.9% | ||
| Q2 24 | 1.5% | 5.0% | ||
| Q1 24 | 1.7% | 4.5% |
现金转化率MASIOUT
| Q4 25 | — | 1.22× | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | 1.35× | 3.44× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | 2.61× | 2.11× | ||
| Q2 24 | 4.66× | 0.40× | ||
| Q1 24 | 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
MASI
暂无分部数据
OUT
| Static Displays | $236.3M | 46% |
| Other | $134.8M | 26% |
| Digital Displays | $125.3M | 24% |
| Other Revenues | $1.9M | 0% |
