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迈心诺（MASI）与Rapid7, Inc.（RPD）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Rapid7, Inc.的1.7倍（$371.5M vs $217.4M），Rapid7, Inc.净利率更高（1.4% vs -27.0%，领先28.5%），Rapid7, Inc.同比增速更快（0.5% vs -26.4%），迈心诺自由现金流更多（$50.9M vs $36.4M），过去两年Rapid7, Inc.的营收复合增速更高（3.0% 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。
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
MASI vs RPD — 直观对比
营收规模更大
MASI
是对方的1.7倍
$217.4M
营收增速更快
RPD
高出26.9%
-26.4%
净利率更高
RPD
高出28.5%
-27.0%
自由现金流更多
MASI
多$14.5M
$36.4M
两年增速更快
RPD
近两年复合增速
-17.7%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $371.5M | $217.4M |
| 净利润 | $-100.4M | $3.1M |
| 毛利率 | 62.1% | 68.9% |
| 营业利润率 | 22.5% | 1.0% |
| 净利率 | -27.0% | 1.4% |
| 营收同比 | -26.4% | 0.5% |
| 净利润同比 | -1124.5% | 44.1% |
| 每股收益（稀释后） | $-1.84 | $0.05 |
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MASIRPD
| Q4 25 | — | $217.4M | ||
| Q3 25 | $371.5M | $218.0M | ||
| Q2 25 | $370.9M | $214.2M | ||
| Q1 25 | $372.0M | $210.3M | ||
| Q4 24 | $600.7M | $216.3M | ||
| Q3 24 | $504.6M | $214.7M | ||
| Q2 24 | $496.3M | $208.0M | ||
| Q1 24 | $492.8M | $205.1M |
净利润MASIRPD
| Q4 25 | — | $3.1M | ||
| Q3 25 | $-100.4M | $9.8M | ||
| Q2 25 | $51.3M | $8.3M | ||
| Q1 25 | $-170.7M | $2.1M | ||
| Q4 24 | $-349.6M | $2.2M | ||
| Q3 24 | $9.8M | $15.4M | ||
| Q2 24 | $16.0M | $6.5M | ||
| Q1 24 | $18.9M | $1.4M |
毛利率MASIRPD
| Q4 25 | — | 68.9% | ||
| Q3 25 | 62.1% | 70.2% | ||
| Q2 25 | 62.9% | 70.6% | ||
| Q1 25 | 62.9% | 71.7% | ||
| Q4 24 | 40.7% | 69.5% | ||
| Q3 24 | 52.2% | 70.6% | ||
| Q2 24 | 51.3% | 70.7% | ||
| Q1 24 | 49.0% | 70.3% |
营业利润率MASIRPD
| Q4 25 | — | 1.0% | ||
| Q3 25 | 22.5% | 2.7% | ||
| Q2 25 | 17.4% | 1.6% | ||
| Q1 25 | 21.0% | -0.0% | ||
| Q4 24 | -59.8% | 3.4% | ||
| Q3 24 | 6.0% | 6.0% | ||
| Q2 24 | 5.7% | 2.5% | ||
| Q1 24 | 6.9% | 4.7% |
净利率MASIRPD
| Q4 25 | — | 1.4% | ||
| Q3 25 | -27.0% | 4.5% | ||
| Q2 25 | 13.8% | 3.9% | ||
| Q1 25 | -45.9% | 1.0% | ||
| Q4 24 | -58.2% | 1.0% | ||
| Q3 24 | 1.9% | 7.2% | ||
| Q2 24 | 3.2% | 3.1% | ||
| Q1 24 | 3.8% | 0.7% |
每股收益（稀释后）MASIRPD
| Q4 25 | — | $0.05 | ||
| Q3 25 | $-1.84 | $0.15 | ||
| Q2 25 | $0.94 | $0.13 | ||
| Q1 25 | $-3.12 | $0.03 | ||
| Q4 24 | $-6.54 | $0.08 | ||
| Q3 24 | $0.18 | $0.21 | ||
| Q2 24 | $0.29 | $0.09 | ||
| Q1 24 | $0.35 | $0.02 |
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 | $474.7M |
| 总债务越低越好 | $559.1M | — |
| 股东权益账面价值 | $810.0M | $154.7M |
| 总资产 | $1.8B | $1.7B |
| 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MASIRPD
| Q4 25 | — | $474.7M | ||
| Q3 25 | $312.3M | $407.1M | ||
| Q2 25 | $149.6M | $511.7M | ||
| Q1 25 | $130.8M | $493.5M | ||
| Q4 24 | $177.6M | $521.7M | ||
| Q3 24 | $158.5M | $443.7M | ||
| Q2 24 | $129.6M | $442.6M | ||
| Q1 24 | $157.6M | $411.7M |
总债务MASIRPD
| 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MASIRPD
| Q4 25 | — | $154.7M | ||
| Q3 25 | $810.0M | $127.2M | ||
| Q2 25 | $1.0B | $90.4M | ||
| Q1 25 | $946.4M | $52.7M | ||
| Q4 24 | $1.1B | $17.7M | ||
| Q3 24 | $1.5B | $-5.1M | ||
| Q2 24 | $1.4B | $-52.6M | ||
| Q1 24 | $1.4B | $-86.4M |
总资产MASIRPD
| Q4 25 | — | $1.7B | ||
| Q3 25 | $1.8B | $1.7B | ||
| Q2 25 | $2.4B | $1.6B | ||
| Q1 25 | $2.3B | $1.6B | ||
| Q4 24 | $2.6B | $1.7B | ||
| Q3 24 | $3.1B | $1.6B | ||
| Q2 24 | $2.9B | $1.5B | ||
| Q1 24 | $3.0B | $1.5B |
负债/权益比MASIRPD
| 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 | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $50.9M | $36.4M |
| 自由现金流率自由现金流/营收 | 13.7% | 16.8% |
| 资本支出强度资本支出/营收 | 1.6% | 0.5% |
| 现金转化率经营现金流/净利润 | — | 12.01× |
| 过去12个月自由现金流最近4个季度 | $191.0M | $146.2M |
8季度趋势，按日历期对齐
经营现金流MASIRPD
| Q4 25 | — | $37.6M | ||
| Q3 25 | $56.8M | $39.0M | ||
| Q2 25 | $69.4M | $47.5M | ||
| Q1 25 | $31.1M | $29.8M | ||
| Q4 24 | $50.5M | $63.8M | ||
| Q3 24 | $25.6M | $44.0M | ||
| Q2 24 | $74.5M | $32.9M | ||
| Q1 24 | $45.8M | $31.1M |
自由现金流MASIRPD
| Q4 25 | — | $36.4M | ||
| Q3 25 | $50.9M | $34.8M | ||
| Q2 25 | $65.6M | $46.6M | ||
| Q1 25 | $28.5M | $28.4M | ||
| Q4 24 | $46.0M | $62.6M | ||
| Q3 24 | $16.9M | $42.6M | ||
| Q2 24 | $66.9M | $32.6M | ||
| Q1 24 | $37.6M | $30.4M |
自由现金流率MASIRPD
| Q4 25 | — | 16.8% | ||
| Q3 25 | 13.7% | 16.0% | ||
| Q2 25 | 17.7% | 21.8% | ||
| Q1 25 | 7.7% | 13.5% | ||
| Q4 24 | 7.7% | 28.9% | ||
| Q3 24 | 3.3% | 19.9% | ||
| Q2 24 | 13.5% | 15.7% | ||
| Q1 24 | 7.6% | 14.8% |
资本支出强度MASIRPD
| Q4 25 | — | 0.5% | ||
| Q3 25 | 1.6% | 1.9% | ||
| Q2 25 | 1.0% | 0.4% | ||
| Q1 25 | 0.7% | 0.6% | ||
| Q4 24 | 0.7% | 0.5% | ||
| Q3 24 | 1.7% | 0.6% | ||
| Q2 24 | 1.5% | 0.1% | ||
| Q1 24 | 1.7% | 0.3% |
现金转化率MASIRPD
| Q4 25 | — | 12.01× | ||
| Q3 25 | — | 3.97× | ||
| Q2 25 | 1.35× | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | — | 29.36× | ||
| Q3 24 | 2.61× | 2.85× | ||
| Q2 24 | 4.66× | 5.03× | ||
| Q1 24 | 2.42× | 22.10× |
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
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
