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迈心诺（MASI）与PROCORE TECHNOLOGIES, INC.（PCOR）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PROCORE TECHNOLOGIES, INC.的1.1倍（$371.5M vs $349.1M），PROCORE TECHNOLOGIES, INC.净利率更高（-10.8% vs -27.0%，领先16.3%），PROCORE TECHNOLOGIES, INC.同比增速更快（15.6% vs -26.4%），PROCORE TECHNOLOGIES, INC.自由现金流更多（$109.2M vs $50.9M），过去两年PROCORE TECHNOLOGIES, INC.的营收复合增速更高（13.8% 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。
Procore Technologies是2002年成立的美国建筑管理软件即服务（SaaS）企业，总部位于加利福尼亚州卡平特里亚。公司打造的全球平台可连接建筑行业从业者，支持搭建简化工作流，统一展现建筑项目信息，覆盖任务追踪、项目流程管理、日程排期等核心功能。
MASI vs PCOR — 直观对比
营收规模更大
MASI
是对方的1.1倍
$349.1M
营收增速更快
PCOR
高出42.0%
-26.4%
净利率更高
PCOR
高出16.3%
-27.0%
自由现金流更多
PCOR
多$58.3M
$50.9M
两年增速更快
PCOR
近两年复合增速
-17.7%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $371.5M | $349.1M |
| 净利润 | $-100.4M | $-37.6M |
| 毛利率 | 62.1% | 80.1% |
| 营业利润率 | 22.5% | -12.3% |
| 净利率 | -27.0% | -10.8% |
| 营收同比 | -26.4% | 15.6% |
| 净利润同比 | -1124.5% | 39.6% |
| 每股收益（稀释后） | $-1.84 | $-0.25 |
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MASIPCOR
| Q4 25 | — | $349.1M | ||
| Q3 25 | $371.5M | $338.9M | ||
| Q2 25 | $370.9M | $323.9M | ||
| Q1 25 | $372.0M | $310.6M | ||
| Q4 24 | $600.7M | $302.0M | ||
| Q3 24 | $504.6M | $295.9M | ||
| Q2 24 | $496.3M | $284.3M | ||
| Q1 24 | $492.8M | $269.4M |
净利润MASIPCOR
| Q4 25 | — | $-37.6M | ||
| Q3 25 | $-100.4M | $-9.1M | ||
| Q2 25 | $51.3M | $-21.1M | ||
| Q1 25 | $-170.7M | $-33.0M | ||
| Q4 24 | $-349.6M | $-62.3M | ||
| Q3 24 | $9.8M | $-26.4M | ||
| Q2 24 | $16.0M | $-6.3M | ||
| Q1 24 | $18.9M | $-11.0M |
毛利率MASIPCOR
| Q4 25 | — | 80.1% | ||
| Q3 25 | 62.1% | 79.7% | ||
| Q2 25 | 62.9% | 79.1% | ||
| Q1 25 | 62.9% | 79.1% | ||
| Q4 24 | 40.7% | 81.2% | ||
| Q3 24 | 52.2% | 81.4% | ||
| Q2 24 | 51.3% | 83.1% | ||
| Q1 24 | 49.0% | 83.0% |
营业利润率MASIPCOR
| Q4 25 | — | -12.3% | ||
| Q3 25 | 22.5% | -4.4% | ||
| Q2 25 | 17.4% | -9.3% | ||
| Q1 25 | 21.0% | -11.7% | ||
| Q4 24 | -59.8% | -21.9% | ||
| Q3 24 | 6.0% | -12.3% | ||
| Q2 24 | 5.7% | -5.2% | ||
| Q1 24 | 6.9% | -7.0% |
净利率MASIPCOR
| Q4 25 | — | -10.8% | ||
| Q3 25 | -27.0% | -2.7% | ||
| Q2 25 | 13.8% | -6.5% | ||
| Q1 25 | -45.9% | -10.6% | ||
| Q4 24 | -58.2% | -20.6% | ||
| Q3 24 | 1.9% | -8.9% | ||
| Q2 24 | 3.2% | -2.2% | ||
| Q1 24 | 3.8% | -4.1% |
每股收益（稀释后）MASIPCOR
| Q4 25 | — | $-0.25 | ||
| Q3 25 | $-1.84 | $-0.06 | ||
| Q2 25 | $0.94 | $-0.14 | ||
| Q1 25 | $-3.12 | $-0.22 | ||
| Q4 24 | $-6.54 | $-0.42 | ||
| Q3 24 | $0.18 | $-0.18 | ||
| Q2 24 | $0.29 | $-0.04 | ||
| Q1 24 | $0.35 | $-0.08 |
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 | $768.5M |
| 总债务越低越好 | $559.1M | — |
| 股东权益账面价值 | $810.0M | $1.3B |
| 总资产 | $1.8B | $2.2B |
| 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MASIPCOR
| Q4 25 | — | $768.5M | ||
| Q3 25 | $312.3M | $684.0M | ||
| Q2 25 | $149.6M | $620.9M | ||
| Q1 25 | $130.8M | $566.7M | ||
| Q4 24 | $177.6M | $775.4M | ||
| Q3 24 | $158.5M | $756.9M | ||
| Q2 24 | $129.6M | $735.4M | ||
| Q1 24 | $157.6M | $744.6M |
总债务MASIPCOR
| 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MASIPCOR
| Q4 25 | — | $1.3B | ||
| Q3 25 | $810.0M | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $946.4M | $1.2B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.4B | $1.3B | ||
| Q1 24 | $1.4B | $1.2B |
总资产MASIPCOR
| Q4 25 | — | $2.2B | ||
| Q3 25 | $1.8B | $2.1B | ||
| Q2 25 | $2.4B | $2.0B | ||
| Q1 25 | $2.3B | $1.9B | ||
| Q4 24 | $2.6B | $2.1B | ||
| Q3 24 | $3.1B | $2.0B | ||
| Q2 24 | $2.9B | $2.0B | ||
| Q1 24 | $3.0B | $1.9B |
负债/权益比MASIPCOR
| 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 | $114.9M |
| 自由现金流经营现金流 - 资本支出 | $50.9M | $109.2M |
| 自由现金流率自由现金流/营收 | 13.7% | 31.3% |
| 资本支出强度资本支出/营收 | 1.6% | 1.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $191.0M | $282.2M |
8季度趋势，按日历期对齐
经营现金流MASIPCOR
| Q4 25 | — | $114.9M | ||
| Q3 25 | $56.8M | $88.5M | ||
| Q2 25 | $69.4M | $30.8M | ||
| Q1 25 | $31.1M | $66.0M | ||
| Q4 24 | $50.5M | $29.1M | ||
| Q3 24 | $25.6M | $39.3M | ||
| Q2 24 | $74.5M | $58.7M | ||
| Q1 24 | $45.8M | $69.1M |
自由现金流MASIPCOR
| Q4 25 | — | $109.2M | ||
| Q3 25 | $50.9M | $83.1M | ||
| Q2 25 | $65.6M | $27.9M | ||
| Q1 25 | $28.5M | $62.0M | ||
| Q4 24 | $46.0M | $17.4M | ||
| Q3 24 | $16.9M | $35.7M | ||
| Q2 24 | $66.9M | $56.8M | ||
| Q1 24 | $37.6M | $67.1M |
自由现金流率MASIPCOR
| Q4 25 | — | 31.3% | ||
| Q3 25 | 13.7% | 24.5% | ||
| Q2 25 | 17.7% | 8.6% | ||
| Q1 25 | 7.7% | 20.0% | ||
| Q4 24 | 7.7% | 5.8% | ||
| Q3 24 | 3.3% | 12.1% | ||
| Q2 24 | 13.5% | 20.0% | ||
| Q1 24 | 7.6% | 24.9% |
资本支出强度MASIPCOR
| Q4 25 | — | 1.6% | ||
| Q3 25 | 1.6% | 1.6% | ||
| Q2 25 | 1.0% | 0.9% | ||
| Q1 25 | 0.7% | 1.3% | ||
| Q4 24 | 0.7% | 3.9% | ||
| Q3 24 | 1.7% | 1.2% | ||
| Q2 24 | 1.5% | 0.7% | ||
| Q1 24 | 1.7% | 0.8% |
现金转化率MASIPCOR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.35× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.61× | — | ||
| Q2 24 | 4.66× | — | ||
| 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
PCOR
| US | $298.3M | 85% |
| Non Us | $50.9M | 15% |
