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迈心诺（MASI）与LiveRamp Holdings, Inc.（RAMP）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LiveRamp Holdings, Inc.的1.8倍（$371.5M vs $212.2M），LiveRamp Holdings, Inc.净利率更高（18.8% vs -27.0%，领先45.8%），LiveRamp Holdings, Inc.同比增速更快（8.6% vs -26.4%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% 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。
LiveRamp Holdings, Inc.是一家美国SaaS企业，核心业务为提供数据连接平台，服务涵盖数据导入、线下数据线上迁移等能力，助力企业开展营销相关的数据应用，为品牌及营销从业者的数字化运营提供技术支撑。
MASI vs RAMP — 直观对比
营收规模更大
MASI
是对方的1.8倍
$212.2M
营收增速更快
RAMP
高出35.0%
-26.4%
净利率更高
RAMP
高出45.8%
-27.0%
两年增速更快
RAMP
近两年复合增速
-17.7%
损益表 — Q3 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $371.5M | $212.2M |
| 净利润 | $-100.4M | $39.9M |
| 毛利率 | 62.1% | 71.9% |
| 营业利润率 | 22.5% | 18.6% |
| 净利率 | -27.0% | 18.8% |
| 营收同比 | -26.4% | 8.6% |
| 净利润同比 | -1124.5% | 255.7% |
| 每股收益（稀释后） | $-1.84 | $0.62 |
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MASIRAMP
| Q4 25 | — | $212.2M | ||
| Q3 25 | $371.5M | $199.8M | ||
| Q2 25 | $370.9M | $194.8M | ||
| Q1 25 | $372.0M | $188.7M | ||
| Q4 24 | $600.7M | $195.4M | ||
| Q3 24 | $504.6M | $185.5M | ||
| Q2 24 | $496.3M | $176.0M | ||
| Q1 24 | $492.8M | $171.9M |
净利润MASIRAMP
| Q4 25 | — | $39.9M | ||
| Q3 25 | $-100.4M | $27.4M | ||
| Q2 25 | $51.3M | $7.7M | ||
| Q1 25 | $-170.7M | $-6.3M | ||
| Q4 24 | $-349.6M | $11.2M | ||
| Q3 24 | $9.8M | $1.7M | ||
| Q2 24 | $16.0M | $-7.5M | ||
| Q1 24 | $18.9M | $-5.4M |
毛利率MASIRAMP
| Q4 25 | — | 71.9% | ||
| Q3 25 | 62.1% | 70.2% | ||
| Q2 25 | 62.9% | 70.1% | ||
| Q1 25 | 62.9% | 69.3% | ||
| Q4 24 | 40.7% | 71.9% | ||
| Q3 24 | 52.2% | 72.4% | ||
| Q2 24 | 51.3% | 70.6% | ||
| Q1 24 | 49.0% | 72.2% |
营业利润率MASIRAMP
| Q4 25 | — | 18.6% | ||
| Q3 25 | 22.5% | 10.7% | ||
| Q2 25 | 17.4% | 3.7% | ||
| Q1 25 | 21.0% | -6.1% | ||
| Q4 24 | -59.8% | 7.5% | ||
| Q3 24 | 6.0% | 4.0% | ||
| Q2 24 | 5.7% | -3.0% | ||
| Q1 24 | 6.9% | -8.3% |
净利率MASIRAMP
| Q4 25 | — | 18.8% | ||
| Q3 25 | -27.0% | 13.7% | ||
| Q2 25 | 13.8% | 4.0% | ||
| Q1 25 | -45.9% | -3.3% | ||
| Q4 24 | -58.2% | 5.7% | ||
| Q3 24 | 1.9% | 0.9% | ||
| Q2 24 | 3.2% | -4.3% | ||
| Q1 24 | 3.8% | -3.1% |
每股收益（稀释后）MASIRAMP
| Q4 25 | — | $0.62 | ||
| Q3 25 | $-1.84 | $0.42 | ||
| Q2 25 | $0.94 | $0.12 | ||
| Q1 25 | $-3.12 | $-0.10 | ||
| Q4 24 | $-6.54 | $0.17 | ||
| Q3 24 | $0.18 | $0.03 | ||
| Q2 24 | $0.29 | $-0.11 | ||
| Q1 24 | $0.35 | $-0.09 |
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 | $403.4M |
| 总债务越低越好 | $559.1M | — |
| 股东权益账面价值 | $810.0M | $962.3M |
| 总资产 | $1.8B | $1.3B |
| 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MASIRAMP
| Q4 25 | — | $403.4M | ||
| Q3 25 | $312.3M | $376.9M | ||
| Q2 25 | $149.6M | $371.1M | ||
| Q1 25 | $130.8M | $420.8M | ||
| Q4 24 | $177.6M | $384.3M | ||
| Q3 24 | $158.5M | $348.4M | ||
| Q2 24 | $129.6M | $342.7M | ||
| Q1 24 | $157.6M | $368.9M |
总债务MASIRAMP
| 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MASIRAMP
| Q4 25 | — | $962.3M | ||
| Q3 25 | $810.0M | $943.8M | ||
| Q2 25 | $1.0B | $947.8M | ||
| Q1 25 | $946.4M | $948.9M | ||
| Q4 24 | $1.1B | $957.7M | ||
| Q3 24 | $1.5B | $932.1M | ||
| Q2 24 | $1.4B | $951.9M | ||
| Q1 24 | $1.4B | $949.1M |
总资产MASIRAMP
| Q4 25 | — | $1.3B | ||
| Q3 25 | $1.8B | $1.2B | ||
| Q2 25 | $2.4B | $1.2B | ||
| Q1 25 | $2.3B | $1.3B | ||
| Q4 24 | $2.6B | $1.3B | ||
| Q3 24 | $3.1B | $1.2B | ||
| Q2 24 | $2.9B | $1.2B | ||
| Q1 24 | $3.0B | $1.2B |
负债/权益比MASIRAMP
| 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 | — |
| 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% | 0.1% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流MASIRAMP
| Q4 25 | — | — | ||
| Q3 25 | $56.8M | $57.4M | ||
| Q2 25 | $69.4M | $-15.8M | ||
| Q1 25 | $31.1M | — | ||
| Q4 24 | $50.5M | $45.1M | ||
| Q3 24 | $25.6M | $55.6M | ||
| Q2 24 | $74.5M | $-9.3M | ||
| Q1 24 | $45.8M | — |
自由现金流MASIRAMP
| Q4 25 | — | — | ||
| Q3 25 | $50.9M | $56.8M | ||
| Q2 25 | $65.6M | $-16.2M | ||
| Q1 25 | $28.5M | — | ||
| Q4 24 | $46.0M | $44.8M | ||
| Q3 24 | $16.9M | $55.4M | ||
| Q2 24 | $66.9M | $-9.6M | ||
| Q1 24 | $37.6M | — |
自由现金流率MASIRAMP
| Q4 25 | — | — | ||
| Q3 25 | 13.7% | 28.4% | ||
| Q2 25 | 17.7% | -8.3% | ||
| Q1 25 | 7.7% | — | ||
| Q4 24 | 7.7% | 22.9% | ||
| Q3 24 | 3.3% | 29.8% | ||
| Q2 24 | 13.5% | -5.4% | ||
| Q1 24 | 7.6% | — |
资本支出强度MASIRAMP
| Q4 25 | — | 0.1% | ||
| Q3 25 | 1.6% | 0.3% | ||
| Q2 25 | 1.0% | 0.2% | ||
| Q1 25 | 0.7% | 0.2% | ||
| Q4 24 | 0.7% | 0.1% | ||
| Q3 24 | 1.7% | 0.1% | ||
| Q2 24 | 1.5% | 0.1% | ||
| Q1 24 | 1.7% | 1.0% |
现金转化率MASIRAMP
| Q4 25 | — | — | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | 1.35× | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | 2.61× | 32.10× | ||
| 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
