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迈心诺(MASI)与PERDOCEO EDUCATION Corp(PRDO)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PERDOCEO EDUCATION Corp的1.8倍($371.5M vs $211.6M),PERDOCEO EDUCATION Corp同比增速更快(20.0% vs -26.4%),迈心诺自由现金流更多($50.9M vs $37.9M),过去两年PERDOCEO EDUCATION Corp的营收复合增速更高(12.2% 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。
Perdoceo Education是美国上市营利性教育集团,前身为职业教育公司(Career Education Corporation),旗下运营五所美国营利性大学,包括美国洲际大学、科罗拉多理工大学、南加利福尼亚大学、三叉戟国际大学及圣奥古斯丁健康科学大学,业务覆盖高等教育、职业教育及健康科学相关教育领域。
MASI vs PRDO — 直观对比
营收规模更大
MASI
是对方的1.8倍
$211.6M
营收增速更快
PRDO
高出46.3%
-26.4%
自由现金流更多
MASI
多$13.0M
$37.9M
两年增速更快
PRDO
近两年复合增速
-17.7%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $371.5M | $211.6M |
| 净利润 | $-100.4M | — |
| 毛利率 | 62.1% | — |
| 营业利润率 | 22.5% | 19.8% |
| 净利率 | -27.0% | — |
| 营收同比 | -26.4% | 20.0% |
| 净利润同比 | -1124.5% | — |
| 每股收益(稀释后) | $-1.84 | $0.55 |
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
MASI
PRDO
| Q4 25 | — | $211.6M | ||
| Q3 25 | $371.5M | $211.9M | ||
| Q2 25 | $370.9M | $209.6M | ||
| Q1 25 | $372.0M | $213.0M | ||
| Q4 24 | $600.7M | $176.4M | ||
| Q3 24 | $504.6M | $169.8M | ||
| Q2 24 | $496.3M | $166.7M | ||
| Q1 24 | $492.8M | $168.3M |
净利润
MASI
PRDO
| Q4 25 | — | — | ||
| Q3 25 | $-100.4M | $39.9M | ||
| Q2 25 | $51.3M | $41.0M | ||
| Q1 25 | $-170.7M | $43.7M | ||
| Q4 24 | $-349.6M | — | ||
| Q3 24 | $9.8M | $38.3M | ||
| Q2 24 | $16.0M | $38.4M | ||
| Q1 24 | $18.9M | $39.4M |
毛利率
MASI
PRDO
| 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
MASI
PRDO
| Q4 25 | — | 19.8% | ||
| Q3 25 | 22.5% | 24.1% | ||
| Q2 25 | 17.4% | 24.5% | ||
| Q1 25 | 21.0% | 24.3% | ||
| Q4 24 | -59.8% | 21.1% | ||
| Q3 24 | 6.0% | 26.4% | ||
| Q2 24 | 5.7% | 27.6% | ||
| Q1 24 | 6.9% | 27.5% |
净利率
MASI
PRDO
| Q4 25 | — | — | ||
| Q3 25 | -27.0% | 18.8% | ||
| Q2 25 | 13.8% | 19.6% | ||
| Q1 25 | -45.9% | 20.5% | ||
| Q4 24 | -58.2% | — | ||
| Q3 24 | 1.9% | 22.5% | ||
| Q2 24 | 3.2% | 23.0% | ||
| Q1 24 | 3.8% | 23.4% |
每股收益(稀释后)
MASI
PRDO
| Q4 25 | — | $0.55 | ||
| Q3 25 | $-1.84 | $0.60 | ||
| Q2 25 | $0.94 | $0.62 | ||
| Q1 25 | $-3.12 | $0.65 | ||
| Q4 24 | $-6.54 | $0.46 | ||
| Q3 24 | $0.18 | $0.57 | ||
| Q2 24 | $0.29 | $0.57 | ||
| Q1 24 | $0.35 | $0.59 |
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 | $111.0M |
| 总债务越低越好 | $559.1M | — |
| 股东权益账面价值 | $810.0M | $972.4M |
| 总资产 | $1.8B | $1.2B |
| 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
MASI
PRDO
| Q4 25 | — | $111.0M | ||
| Q3 25 | $312.3M | $159.5M | ||
| Q2 25 | $149.6M | $172.1M | ||
| Q1 25 | $130.8M | $132.1M | ||
| Q4 24 | $177.6M | $109.1M | ||
| Q3 24 | $158.5M | $238.0M | ||
| Q2 24 | $129.6M | $127.9M | ||
| Q1 24 | $157.6M | $125.8M |
总债务
MASI
PRDO
| 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
MASI
PRDO
| Q4 25 | — | $972.4M | ||
| Q3 25 | $810.0M | $997.9M | ||
| Q2 25 | $1.0B | $984.6M | ||
| Q1 25 | $946.4M | $970.3M | ||
| Q4 24 | $1.1B | $959.5M | ||
| Q3 24 | $1.5B | $935.4M | ||
| Q2 24 | $1.4B | $899.5M | ||
| Q1 24 | $1.4B | $866.1M |
总资产
MASI
PRDO
| Q4 25 | — | $1.2B | ||
| Q3 25 | $1.8B | $1.3B | ||
| Q2 25 | $2.4B | $1.3B | ||
| Q1 25 | $2.3B | $1.3B | ||
| Q4 24 | $2.6B | $1.2B | ||
| Q3 24 | $3.1B | $1.1B | ||
| Q2 24 | $2.9B | $1.1B | ||
| Q1 24 | $3.0B | $1.1B |
负债/权益比
MASI
PRDO
| 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 | $40.1M |
| 自由现金流经营现金流 - 资本支出 | $50.9M | $37.9M |
| 自由现金流率自由现金流/营收 | 13.7% | 17.9% |
| 资本支出强度资本支出/营收 | 1.6% | 1.1% |
| 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 | $216.7M |
8季度趋势,按日历期对齐
经营现金流
MASI
PRDO
| Q4 25 | — | $40.1M | ||
| Q3 25 | $56.8M | $41.2M | ||
| Q2 25 | $69.4M | $78.8M | ||
| Q1 25 | $31.1M | $65.1M | ||
| Q4 24 | $50.5M | $17.6M | ||
| Q3 24 | $25.6M | $51.0M | ||
| Q2 24 | $74.5M | $38.5M | ||
| Q1 24 | $45.8M | $54.5M |
自由现金流
MASI
PRDO
| Q4 25 | — | $37.9M | ||
| Q3 25 | $50.9M | $39.4M | ||
| Q2 25 | $65.6M | $76.0M | ||
| Q1 25 | $28.5M | $63.4M | ||
| Q4 24 | $46.0M | $16.0M | ||
| Q3 24 | $16.9M | $50.0M | ||
| Q2 24 | $66.9M | $37.7M | ||
| Q1 24 | $37.6M | $53.3M |
自由现金流率
MASI
PRDO
| Q4 25 | — | 17.9% | ||
| Q3 25 | 13.7% | 18.6% | ||
| Q2 25 | 17.7% | 36.3% | ||
| Q1 25 | 7.7% | 29.8% | ||
| Q4 24 | 7.7% | 9.1% | ||
| Q3 24 | 3.3% | 29.4% | ||
| Q2 24 | 13.5% | 22.6% | ||
| Q1 24 | 7.6% | 31.7% |
资本支出强度
MASI
PRDO
| Q4 25 | — | 1.1% | ||
| Q3 25 | 1.6% | 0.9% | ||
| Q2 25 | 1.0% | 1.3% | ||
| Q1 25 | 0.7% | 0.8% | ||
| Q4 24 | 0.7% | 0.9% | ||
| Q3 24 | 1.7% | 0.6% | ||
| Q2 24 | 1.5% | 0.5% | ||
| Q1 24 | 1.7% | 0.7% |
现金转化率
MASI
PRDO
| Q4 25 | — | — | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | 1.35× | 1.92× | ||
| Q1 25 | — | 1.49× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.61× | 1.33× | ||
| Q2 24 | 4.66× | 1.00× | ||
| Q1 24 | 2.42× | 1.38× |
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
PRDO
| CTU | $107.0M | 51% |
| AIUS | $60.8M | 29% |
| University Of St Augustine For Health Sciences Llc | $43.7M | 21% |
| Other | $1.1M | 1% |