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迈心诺（MASI）与Rocket Lab Corp（RKLB）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Rocket Lab Corp的1.9倍（$371.5M vs $200.3M），Rocket Lab Corp净利率更高（-22.5% vs -27.0%，领先4.6%），Rocket Lab Corp同比增速更快（63.5% vs -26.4%），过去两年Rocket Lab Corp的营收复合增速更高（37.3% 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。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商，旗下Electron轨道火箭主打小型卫星发射，截至2026年1月已成功完成超75次任务，是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台，下一代可复用中型运载火箭Neutron目前也在研发中。
MASI vs RKLB — 直观对比
营收规模更大
MASI
是对方的1.9倍
$200.3M
营收增速更快
RKLB
高出89.8%
-26.4%
净利率更高
RKLB
高出4.6%
-27.0%
两年增速更快
RKLB
近两年复合增速
-17.7%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $371.5M | $200.3M |
| 净利润 | $-100.4M | $-45.0M |
| 毛利率 | 62.1% | 38.2% |
| 营业利润率 | 22.5% | 33.9% |
| 净利率 | -27.0% | -22.5% |
| 营收同比 | -26.4% | 63.5% |
| 净利润同比 | -1124.5% | — |
| 每股收益（稀释后） | $-1.84 | — |
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MASIRKLB
| Q1 26 | — | $200.3M | ||
| Q4 25 | — | $179.7M | ||
| Q3 25 | $371.5M | $155.1M | ||
| Q2 25 | $370.9M | $144.5M | ||
| Q1 25 | $372.0M | $122.6M | ||
| Q4 24 | $600.7M | $132.4M | ||
| Q3 24 | $504.6M | $104.8M | ||
| Q2 24 | $496.3M | $106.3M |
净利润MASIRKLB
| Q1 26 | — | $-45.0M | ||
| Q4 25 | — | $-52.9M | ||
| Q3 25 | $-100.4M | $-18.3M | ||
| Q2 25 | $51.3M | $-66.4M | ||
| Q1 25 | $-170.7M | $-60.6M | ||
| Q4 24 | $-349.6M | $-52.3M | ||
| Q3 24 | $9.8M | $-51.9M | ||
| Q2 24 | $16.0M | $-41.6M |
毛利率MASIRKLB
| Q1 26 | — | 38.2% | ||
| Q4 25 | — | 38.0% | ||
| Q3 25 | 62.1% | 37.0% | ||
| Q2 25 | 62.9% | 32.1% | ||
| Q1 25 | 62.9% | 28.8% | ||
| Q4 24 | 40.7% | 27.8% | ||
| Q3 24 | 52.2% | 26.7% | ||
| Q2 24 | 51.3% | 25.6% |
营业利润率MASIRKLB
| Q1 26 | — | 33.9% | ||
| Q4 25 | — | -28.4% | ||
| Q3 25 | 22.5% | -38.0% | ||
| Q2 25 | 17.4% | -41.3% | ||
| Q1 25 | 21.0% | -48.3% | ||
| Q4 24 | -59.8% | -38.9% | ||
| Q3 24 | 6.0% | -49.5% | ||
| Q2 24 | 5.7% | -40.7% |
净利率MASIRKLB
| Q1 26 | — | -22.5% | ||
| Q4 25 | — | -29.5% | ||
| Q3 25 | -27.0% | -11.8% | ||
| Q2 25 | 13.8% | -46.0% | ||
| Q1 25 | -45.9% | -49.5% | ||
| Q4 24 | -58.2% | -39.5% | ||
| Q3 24 | 1.9% | -49.6% | ||
| Q2 24 | 3.2% | -39.2% |
每股收益（稀释后）MASIRKLB
| Q1 26 | — | — | ||
| Q4 25 | — | $-0.09 | ||
| Q3 25 | $-1.84 | $-0.03 | ||
| Q2 25 | $0.94 | $-0.13 | ||
| Q1 25 | $-3.12 | $-0.12 | ||
| Q4 24 | $-6.54 | $-0.11 | ||
| Q3 24 | $0.18 | $-0.10 | ||
| Q2 24 | $0.29 | $-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 | $1.2B |
| 总债务越低越好 | $559.1M | — |
| 股东权益账面价值 | $810.0M | $2.3B |
| 总资产 | $1.8B | $2.8B |
| 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MASIRKLB
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | $312.3M | $976.7M | ||
| Q2 25 | $149.6M | $688.1M | ||
| Q1 25 | $130.8M | $428.4M | ||
| Q4 24 | $177.6M | $419.0M | ||
| Q3 24 | $158.5M | $442.4M | ||
| Q2 24 | $129.6M | $496.8M |
总债务MASIRKLB
| Q1 26 | — | — | ||
| Q4 25 | — | $152.4M | ||
| Q3 25 | $559.1M | $347.0M | ||
| Q2 25 | $613.7M | $346.5M | ||
| Q1 25 | $651.0M | $345.9M | ||
| Q4 24 | $765.2M | $345.4M | ||
| Q3 24 | $772.6M | $61.2M | ||
| Q2 24 | $781.6M | $64.2M |
股东权益MASIRKLB
| Q1 26 | — | $2.3B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | $810.0M | $1.3B | ||
| Q2 25 | $1.0B | $688.5M | ||
| Q1 25 | $946.4M | $431.3M | ||
| Q4 24 | $1.1B | $382.5M | ||
| Q3 24 | $1.5B | $419.8M | ||
| Q2 24 | $1.4B | $455.2M |
总资产MASIRKLB
| Q1 26 | — | $2.8B | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | $1.8B | $2.2B | ||
| Q2 25 | $2.4B | $1.6B | ||
| Q1 25 | $2.3B | $1.3B | ||
| Q4 24 | $2.6B | $1.2B | ||
| Q3 24 | $3.1B | $1.2B | ||
| Q2 24 | $2.9B | $1.2B |
负债/权益比MASIRKLB
| Q1 26 | — | — | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | 0.69× | 0.27× | ||
| Q2 25 | 0.59× | 0.50× | ||
| Q1 25 | 0.69× | 0.80× | ||
| Q4 24 | 0.73× | 0.90× | ||
| Q3 24 | 0.53× | 0.15× | ||
| Q2 24 | 0.57× | 0.14× |
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 | $-50.3M |
| 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MASIRKLB
| Q1 26 | — | $-50.3M | ||
| Q4 25 | — | $-64.5M | ||
| Q3 25 | $56.8M | $-23.5M | ||
| Q2 25 | $69.4M | $-23.2M | ||
| Q1 25 | $31.1M | $-54.2M | ||
| Q4 24 | $50.5M | $-2.4M | ||
| Q3 24 | $25.6M | $-30.9M | ||
| Q2 24 | $74.5M | $-13.0M |
自由现金流MASIRKLB
| Q1 26 | — | — | ||
| Q4 25 | — | $-114.2M | ||
| Q3 25 | $50.9M | $-69.4M | ||
| Q2 25 | $65.6M | $-55.3M | ||
| Q1 25 | $28.5M | $-82.9M | ||
| Q4 24 | $46.0M | $-23.9M | ||
| Q3 24 | $16.9M | $-41.9M | ||
| Q2 24 | $66.9M | $-28.3M |
自由现金流率MASIRKLB
| Q1 26 | — | — | ||
| Q4 25 | — | -63.6% | ||
| Q3 25 | 13.7% | -44.8% | ||
| Q2 25 | 17.7% | -38.3% | ||
| Q1 25 | 7.7% | -67.6% | ||
| Q4 24 | 7.7% | -18.1% | ||
| Q3 24 | 3.3% | -40.0% | ||
| Q2 24 | 13.5% | -26.7% |
资本支出强度MASIRKLB
| Q1 26 | — | — | ||
| Q4 25 | — | 27.6% | ||
| Q3 25 | 1.6% | 29.6% | ||
| Q2 25 | 1.0% | 22.2% | ||
| Q1 25 | 0.7% | 23.4% | ||
| Q4 24 | 0.7% | 16.3% | ||
| Q3 24 | 1.7% | 10.5% | ||
| Q2 24 | 1.5% | 14.4% |
现金转化率MASIRKLB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.35× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.61× | — | ||
| Q2 24 | 4.66× | — |
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
RKLB
| Product revenues | $127.5M | 64% |
| Service revenues | $72.9M | 36% |
