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迈心诺（MASI）与GIBRALTAR INDUSTRIES, INC.（ROCK）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GIBRALTAR INDUSTRIES, INC.的1.7倍（$371.5M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs -26.4%），迈心诺自由现金流更多（$50.9M vs $26.2M），过去两年GIBRALTAR INDUSTRIES, INC.的营收复合增速更高（-12.3% 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。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
MASI vs ROCK — 直观对比
营收规模更大
MASI
是对方的1.7倍
$225.0M
营收增速更快
ROCK
高出51.3%
-26.4%
自由现金流更多
MASI
多$24.7M
$26.2M
两年增速更快
ROCK
近两年复合增速
-17.7%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $371.5M | $225.0M |
| 净利润 | $-100.4M | — |
| 毛利率 | 62.1% | 25.3% |
| 营业利润率 | 22.5% | 7.9% |
| 净利率 | -27.0% | — |
| 营收同比 | -26.4% | 24.9% |
| 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MASIROCK
| Q4 25 | — | $225.0M | ||
| Q3 25 | $371.5M | $310.9M | ||
| Q2 25 | $370.9M | $309.5M | ||
| Q1 25 | $372.0M | $290.0M | ||
| Q4 24 | $600.7M | $180.1M | ||
| Q3 24 | $504.6M | $277.1M | ||
| Q2 24 | $496.3M | $273.6M | ||
| Q1 24 | $492.8M | $292.5M |
净利润MASIROCK
| Q4 25 | — | — | ||
| Q3 25 | $-100.4M | $-89.1M | ||
| Q2 25 | $51.3M | $26.0M | ||
| Q1 25 | $-170.7M | $21.1M | ||
| Q4 24 | $-349.6M | — | ||
| Q3 24 | $9.8M | $34.0M | ||
| Q2 24 | $16.0M | $32.2M | ||
| Q1 24 | $18.9M | $24.9M |
毛利率MASIROCK
| Q4 25 | — | 25.3% | ||
| Q3 25 | 62.1% | 26.6% | ||
| Q2 25 | 62.9% | 28.4% | ||
| Q1 25 | 62.9% | 26.8% | ||
| Q4 24 | 40.7% | 29.0% | ||
| Q3 24 | 52.2% | 29.4% | ||
| Q2 24 | 51.3% | 30.5% | ||
| Q1 24 | 49.0% | 28.9% |
营业利润率MASIROCK
| Q4 25 | — | 7.9% | ||
| Q3 25 | 22.5% | 12.8% | ||
| Q2 25 | 17.4% | 12.8% | ||
| Q1 25 | 21.0% | 8.8% | ||
| Q4 24 | -59.8% | 13.3% | ||
| Q3 24 | 6.0% | 15.6% | ||
| Q2 24 | 5.7% | 14.9% | ||
| Q1 24 | 6.9% | 10.8% |
净利率MASIROCK
| Q4 25 | — | — | ||
| Q3 25 | -27.0% | -28.6% | ||
| Q2 25 | 13.8% | 8.4% | ||
| Q1 25 | -45.9% | 7.3% | ||
| Q4 24 | -58.2% | — | ||
| Q3 24 | 1.9% | 12.3% | ||
| Q2 24 | 3.2% | 11.8% | ||
| Q1 24 | 3.8% | 8.5% |
每股收益（稀释后）MASIROCK
| Q4 25 | — | — | ||
| Q3 25 | $-1.84 | $-2.98 | ||
| Q2 25 | $0.94 | $0.87 | ||
| Q1 25 | $-3.12 | — | ||
| Q4 24 | $-6.54 | — | ||
| Q3 24 | $0.18 | $1.11 | ||
| Q2 24 | $0.29 | $1.05 | ||
| Q1 24 | $0.35 | — |
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 | $115.7M |
| 总债务越低越好 | $559.1M | $0 |
| 股东权益账面价值 | $810.0M | $950.4M |
| 总资产 | $1.8B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.69× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资MASIROCK
| Q4 25 | — | $115.7M | ||
| Q3 25 | $312.3M | $89.4M | ||
| Q2 25 | $149.6M | $43.3M | ||
| Q1 25 | $130.8M | $25.1M | ||
| Q4 24 | $177.6M | $269.5M | ||
| Q3 24 | $158.5M | $228.9M | ||
| Q2 24 | $129.6M | $179.1M | ||
| Q1 24 | $157.6M | $146.7M |
总债务MASIROCK
| Q4 25 | — | $0 | ||
| Q3 25 | $559.1M | $0 | ||
| Q2 25 | $613.7M | $0 | ||
| Q1 25 | $651.0M | $0 | ||
| Q4 24 | $765.2M | $0 | ||
| Q3 24 | $772.6M | $0 | ||
| Q2 24 | $781.6M | $0 | ||
| Q1 24 | $876.0M | $0 |
股东权益MASIROCK
| Q4 25 | — | $950.4M | ||
| Q3 25 | $810.0M | $951.8M | ||
| Q2 25 | $1.0B | $1.0B | ||
| Q1 25 | $946.4M | $1.0B | ||
| Q4 24 | $1.1B | $1.0B | ||
| Q3 24 | $1.5B | $1.0B | ||
| Q2 24 | $1.4B | $975.7M | ||
| Q1 24 | $1.4B | $940.2M |
总资产MASIROCK
| Q4 25 | — | $1.4B | ||
| Q3 25 | $1.8B | $1.4B | ||
| Q2 25 | $2.4B | $1.5B | ||
| Q1 25 | $2.3B | $1.4B | ||
| Q4 24 | $2.6B | $1.4B | ||
| Q3 24 | $3.1B | $1.4B | ||
| Q2 24 | $2.9B | $1.4B | ||
| Q1 24 | $3.0B | $1.3B |
负债/权益比MASIROCK
| Q4 25 | — | 0.00× | ||
| Q3 25 | 0.69× | 0.00× | ||
| Q2 25 | 0.59× | 0.00× | ||
| Q1 25 | 0.69× | 0.00× | ||
| Q4 24 | 0.73× | 0.00× | ||
| Q3 24 | 0.53× | 0.00× | ||
| Q2 24 | 0.57× | 0.00× | ||
| Q1 24 | 0.64× | 0.00× |
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 | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $50.9M | $26.2M |
| 自由现金流率自由现金流/营收 | 13.7% | 11.7% |
| 资本支出强度资本支出/营收 | 1.6% | 4.1% |
| 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 | $120.6M |
8季度趋势，按日历期对齐
经营现金流MASIROCK
| Q4 25 | — | $35.5M | ||
| Q3 25 | $56.8M | $73.0M | ||
| Q2 25 | $69.4M | $44.9M | ||
| Q1 25 | $31.1M | $13.7M | ||
| Q4 24 | $50.5M | $19.9M | ||
| Q3 24 | $25.6M | $64.7M | ||
| Q2 24 | $74.5M | $36.5M | ||
| Q1 24 | $45.8M | $53.2M |
自由现金流MASIROCK
| Q4 25 | — | $26.2M | ||
| Q3 25 | $50.9M | $64.8M | ||
| Q2 25 | $65.6M | $27.3M | ||
| Q1 25 | $28.5M | $2.3M | ||
| Q4 24 | $46.0M | $14.1M | ||
| Q3 24 | $16.9M | $60.5M | ||
| Q2 24 | $66.9M | $33.5M | ||
| Q1 24 | $37.6M | $48.8M |
自由现金流率MASIROCK
| Q4 25 | — | 11.7% | ||
| Q3 25 | 13.7% | 20.8% | ||
| Q2 25 | 17.7% | 8.8% | ||
| Q1 25 | 7.7% | 0.8% | ||
| Q4 24 | 7.7% | 7.8% | ||
| Q3 24 | 3.3% | 21.8% | ||
| Q2 24 | 13.5% | 12.2% | ||
| Q1 24 | 7.6% | 16.7% |
资本支出强度MASIROCK
| Q4 25 | — | 4.1% | ||
| Q3 25 | 1.6% | 2.6% | ||
| Q2 25 | 1.0% | 5.7% | ||
| Q1 25 | 0.7% | 3.9% | ||
| Q4 24 | 0.7% | 3.3% | ||
| Q3 24 | 1.7% | 1.5% | ||
| Q2 24 | 1.5% | 1.1% | ||
| Q1 24 | 1.7% | 1.5% |
现金转化率MASIROCK
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.35× | 1.73× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.61× | 1.90× | ||
| Q2 24 | 4.66× | 1.13× | ||
| Q1 24 | 2.42× | 2.13× |
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
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
