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迈心诺（MASI）与PROG Holdings, Inc.（PRG）财务数据对比。点击上方公司名可切换其他公司
PROG Holdings, Inc.的季度营收约是迈心诺的1.8倍（$651.6M vs $371.5M），PROG Holdings, Inc.净利率更高（5.5% vs -27.0%，领先32.6%），PROG Holdings, Inc.同比增速更快（457.1% vs -26.4%），过去两年PROG Holdings, Inc.的营收复合增速更高（4.9% 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。
PROG Holdings是一家总部位于美国的金融科技企业，主要面向美国本土市场提供灵活的租购及销售点融资解决方案，核心业务涵盖零售合作伙伴融资、消费信贷与支付服务，帮助消费者无需满足传统信用要求即可购买电子产品、家居用品等商品。
MASI vs PRG — 直观对比
营收规模更大
PRG
是对方的1.8倍
$371.5M
营收增速更快
PRG
高出483.5%
-26.4%
净利率更高
PRG
高出32.6%
-27.0%
两年增速更快
PRG
近两年复合增速
-17.7%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $371.5M | $651.6M |
| 净利润 | $-100.4M | $36.1M |
| 毛利率 | 62.1% | — |
| 营业利润率 | 22.5% | 10.0% |
| 净利率 | -27.0% | 5.5% |
| 营收同比 | -26.4% | 457.1% |
| 净利润同比 | -1124.5% | 3.8% |
| 每股收益（稀释后） | $-1.84 | $3.68 |
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MASIPRG
| Q1 26 | — | $651.6M | ||
| Q4 25 | — | $525.4M | ||
| Q3 25 | $371.5M | $595.1M | ||
| Q2 25 | $370.9M | $604.7M | ||
| Q1 25 | $372.0M | $684.1M | ||
| Q4 24 | $600.7M | $558.9M | ||
| Q3 24 | $504.6M | $606.1M | ||
| Q2 24 | $496.3M | $592.2M |
净利润MASIPRG
| Q1 26 | — | $36.1M | ||
| Q4 25 | — | $40.5M | ||
| Q3 25 | $-100.4M | $33.1M | ||
| Q2 25 | $51.3M | $38.5M | ||
| Q1 25 | $-170.7M | $34.7M | ||
| Q4 24 | $-349.6M | $57.5M | ||
| Q3 24 | $9.8M | $84.0M | ||
| Q2 24 | $16.0M | $33.8M |
毛利率MASIPRG
| Q1 26 | — | — | ||
| 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% | — |
营业利润率MASIPRG
| Q1 26 | — | 10.0% | ||
| Q4 25 | — | 6.9% | ||
| Q3 25 | 22.5% | 9.0% | ||
| Q2 25 | 17.4% | 10.0% | ||
| Q1 25 | 21.0% | 8.2% | ||
| Q4 24 | -59.8% | 8.9% | ||
| Q3 24 | 6.0% | 8.1% | ||
| Q2 24 | 5.7% | 9.4% |
净利率MASIPRG
| Q1 26 | — | 5.5% | ||
| Q4 25 | — | 7.7% | ||
| Q3 25 | -27.0% | 5.6% | ||
| Q2 25 | 13.8% | 6.4% | ||
| Q1 25 | -45.9% | 5.1% | ||
| Q4 24 | -58.2% | 10.3% | ||
| Q3 24 | 1.9% | 13.9% | ||
| Q2 24 | 3.2% | 5.7% |
每股收益（稀释后）MASIPRG
| Q1 26 | — | $3.68 | ||
| Q4 25 | — | $0.99 | ||
| Q3 25 | $-1.84 | $0.82 | ||
| Q2 25 | $0.94 | $0.95 | ||
| Q1 25 | $-3.12 | $0.83 | ||
| Q4 24 | $-6.54 | $1.33 | ||
| Q3 24 | $0.18 | $1.94 | ||
| Q2 24 | $0.29 | $0.77 |
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 | $69.4M |
| 总债务越低越好 | $559.1M | — |
| 股东权益账面价值 | $810.0M | $774.4M |
| 总资产 | $1.8B | $2.0B |
| 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MASIPRG
| Q1 26 | — | $69.4M | ||
| Q4 25 | — | $308.8M | ||
| Q3 25 | $312.3M | $292.6M | ||
| Q2 25 | $149.6M | $222.0M | ||
| Q1 25 | $130.8M | $213.3M | ||
| Q4 24 | $177.6M | $90.9M | ||
| Q3 24 | $158.5M | $221.7M | ||
| Q2 24 | $129.6M | $250.1M |
总债务MASIPRG
| Q1 26 | — | — | ||
| Q4 25 | — | $594.9M | ||
| Q3 25 | $559.1M | — | ||
| Q2 25 | $613.7M | — | ||
| Q1 25 | $651.0M | — | ||
| Q4 24 | $765.2M | $643.6M | ||
| Q3 24 | $772.6M | — | ||
| Q2 24 | $781.6M | — |
股东权益MASIPRG
| Q1 26 | — | $774.4M | ||
| Q4 25 | — | $746.4M | ||
| Q3 25 | $810.0M | $703.6M | ||
| Q2 25 | $1.0B | $668.7M | ||
| Q1 25 | $946.4M | $654.4M | ||
| Q4 24 | $1.1B | $650.3M | ||
| Q3 24 | $1.5B | $630.8M | ||
| Q2 24 | $1.4B | $581.9M |
总资产MASIPRG
| Q1 26 | — | $2.0B | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | $1.8B | $1.5B | ||
| Q2 25 | $2.4B | $1.5B | ||
| Q1 25 | $2.3B | $1.5B | ||
| Q4 24 | $2.6B | $1.5B | ||
| Q3 24 | $3.1B | $1.4B | ||
| Q2 24 | $2.9B | $1.5B |
负债/权益比MASIPRG
| Q1 26 | — | — | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | 0.69× | — | ||
| Q2 25 | 0.59× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.73× | 0.99× | ||
| Q3 24 | 0.53× | — | ||
| Q2 24 | 0.57× | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $50.9M | — |
| 自由现金流率自由现金流/营收 | 13.7% | — |
| 资本支出强度资本支出/营收 | 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 | — |
8季度趋势，按日历期对齐
经营现金流MASIPRG
| Q1 26 | — | — | ||
| Q4 25 | — | $-54.9M | ||
| Q3 25 | $56.8M | $110.0M | ||
| Q2 25 | $69.4M | $69.9M | ||
| Q1 25 | $31.1M | $209.9M | ||
| Q4 24 | $50.5M | $-84.5M | ||
| Q3 24 | $25.6M | $31.9M | ||
| Q2 24 | $74.5M | $55.4M |
自由现金流MASIPRG
| Q1 26 | — | — | ||
| Q4 25 | — | $-57.5M | ||
| Q3 25 | $50.9M | $106.5M | ||
| Q2 25 | $65.6M | $68.0M | ||
| Q1 25 | $28.5M | $208.0M | ||
| Q4 24 | $46.0M | $-86.8M | ||
| Q3 24 | $16.9M | $29.8M | ||
| Q2 24 | $66.9M | $53.5M |
自由现金流率MASIPRG
| Q1 26 | — | — | ||
| Q4 25 | — | -10.9% | ||
| Q3 25 | 13.7% | 17.9% | ||
| Q2 25 | 17.7% | 11.2% | ||
| Q1 25 | 7.7% | 30.4% | ||
| Q4 24 | 7.7% | -15.5% | ||
| Q3 24 | 3.3% | 4.9% | ||
| Q2 24 | 13.5% | 9.0% |
资本支出强度MASIPRG
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | 1.6% | 0.6% | ||
| Q2 25 | 1.0% | 0.3% | ||
| Q1 25 | 0.7% | 0.3% | ||
| Q4 24 | 0.7% | 0.4% | ||
| Q3 24 | 1.7% | 0.3% | ||
| Q2 24 | 1.5% | 0.3% |
现金转化率MASIPRG
| Q1 26 | — | — | ||
| Q4 25 | — | -1.36× | ||
| Q3 25 | — | 3.32× | ||
| Q2 25 | 1.35× | 1.82× | ||
| Q1 25 | — | 6.05× | ||
| Q4 24 | — | -1.47× | ||
| Q3 24 | 2.61× | 0.38× | ||
| Q2 24 | 4.66× | 1.64× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
