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迈心诺（MASI）与ROGERS CORP（ROG）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ROGERS CORP的1.9倍（$371.5M vs $200.5M），ROGERS CORP净利率更高（2.2% vs -27.0%，领先29.3%），ROGERS CORP同比增速更快（5.2% vs -26.4%），迈心诺自由现金流更多（$50.9M vs $1.1M），过去两年ROGERS CORP的营收复合增速更高（-3.3% 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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
MASI vs ROG — 直观对比
营收规模更大
MASI
是对方的1.9倍
$200.5M
营收增速更快
ROG
高出31.6%
-26.4%
净利率更高
ROG
高出29.3%
-27.0%
自由现金流更多
MASI
多$49.8M
$1.1M
两年增速更快
ROG
近两年复合增速
-17.7%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $371.5M | $200.5M |
| 净利润 | $-100.4M | $4.5M |
| 毛利率 | 62.1% | 32.2% |
| 营业利润率 | 22.5% | — |
| 净利率 | -27.0% | 2.2% |
| 营收同比 | -26.4% | 5.2% |
| 净利润同比 | -1124.5% | 421.4% |
| 每股收益（稀释后） | $-1.84 | $0.25 |
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MASIROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | — | $201.5M | ||
| Q3 25 | $371.5M | $216.0M | ||
| Q2 25 | $370.9M | $202.8M | ||
| Q1 25 | $372.0M | $190.5M | ||
| Q4 24 | $600.7M | $192.2M | ||
| Q3 24 | $504.6M | $210.3M | ||
| Q2 24 | $496.3M | $214.2M |
净利润MASIROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $-100.4M | $8.6M | ||
| Q2 25 | $51.3M | $-73.6M | ||
| Q1 25 | $-170.7M | $-1.4M | ||
| Q4 24 | $-349.6M | $-500.0K | ||
| Q3 24 | $9.8M | $10.7M | ||
| Q2 24 | $16.0M | $8.1M |
毛利率MASIROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | 62.1% | 33.5% | ||
| Q2 25 | 62.9% | 31.6% | ||
| Q1 25 | 62.9% | 29.9% | ||
| Q4 24 | 40.7% | 32.1% | ||
| Q3 24 | 52.2% | 35.2% | ||
| Q2 24 | 51.3% | 34.1% |
营业利润率MASIROG
| Q1 26 | — | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | 22.5% | 7.3% | ||
| Q2 25 | 17.4% | -33.3% | ||
| Q1 25 | 21.0% | -0.2% | ||
| Q4 24 | -59.8% | -6.6% | ||
| Q3 24 | 6.0% | 6.9% | ||
| Q2 24 | 5.7% | 5.3% |
净利率MASIROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | -27.0% | 4.0% | ||
| Q2 25 | 13.8% | -36.3% | ||
| Q1 25 | -45.9% | -0.7% | ||
| Q4 24 | -58.2% | -0.3% | ||
| Q3 24 | 1.9% | 5.1% | ||
| Q2 24 | 3.2% | 3.8% |
每股收益（稀释后）MASIROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | — | $0.20 | ||
| Q3 25 | $-1.84 | $0.48 | ||
| Q2 25 | $0.94 | $-4.00 | ||
| Q1 25 | $-3.12 | $-0.08 | ||
| Q4 24 | $-6.54 | $-0.04 | ||
| Q3 24 | $0.18 | $0.58 | ||
| Q2 24 | $0.29 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | $559.1M | — |
| 股东权益账面价值 | $810.0M | $1.2B |
| 总资产 | $1.8B | $1.4B |
| 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MASIROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | $312.3M | $167.8M | ||
| Q2 25 | $149.6M | $157.2M | ||
| Q1 25 | $130.8M | $175.6M | ||
| Q4 24 | $177.6M | $159.8M | ||
| Q3 24 | $158.5M | $146.4M | ||
| Q2 24 | $129.6M | $119.9M |
总债务MASIROG
| Q1 26 | — | — | ||
| 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 | — |
股东权益MASIROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $810.0M | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $946.4M | $1.3B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.4B | $1.3B |
总资产MASIROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $1.8B | $1.4B | ||
| Q2 25 | $2.4B | $1.5B | ||
| Q1 25 | $2.3B | $1.5B | ||
| Q4 24 | $2.6B | $1.5B | ||
| Q3 24 | $3.1B | $1.5B | ||
| Q2 24 | $2.9B | $1.5B |
负债/权益比MASIROG
| Q1 26 | — | — | ||
| 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× | — |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $50.9M | $1.1M |
| 自由现金流率自由现金流/营收 | 13.7% | 0.5% |
| 资本支出强度资本支出/营收 | 1.6% | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | $191.0M | $70.1M |
8季度趋势，按日历期对齐
经营现金流MASIROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | — | $46.9M | ||
| Q3 25 | $56.8M | $28.9M | ||
| Q2 25 | $69.4M | $13.7M | ||
| Q1 25 | $31.1M | $11.7M | ||
| Q4 24 | $50.5M | $33.7M | ||
| Q3 24 | $25.6M | $42.4M | ||
| Q2 24 | $74.5M | $22.9M |
自由现金流MASIROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | $50.9M | $21.2M | ||
| Q2 25 | $65.6M | $5.6M | ||
| Q1 25 | $28.5M | $2.1M | ||
| Q4 24 | $46.0M | $18.3M | ||
| Q3 24 | $16.9M | $25.2M | ||
| Q2 24 | $66.9M | $8.8M |
自由现金流率MASIROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | 13.7% | 9.8% | ||
| Q2 25 | 17.7% | 2.8% | ||
| Q1 25 | 7.7% | 1.1% | ||
| Q4 24 | 7.7% | 9.5% | ||
| Q3 24 | 3.3% | 12.0% | ||
| Q2 24 | 13.5% | 4.1% |
资本支出强度MASIROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 1.6% | 3.6% | ||
| Q2 25 | 1.0% | 4.0% | ||
| Q1 25 | 0.7% | 5.0% | ||
| Q4 24 | 0.7% | 8.0% | ||
| Q3 24 | 1.7% | 8.2% | ||
| Q2 24 | 1.5% | 6.6% |
现金转化率MASIROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | 1.35× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.61× | 3.96× | ||
| Q2 24 | 4.66× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
