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迈心诺（MASI）与Revolve Group, Inc.（RVLV）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Revolve Group, Inc.的1.1倍（$371.5M vs $324.4M），Revolve Group, Inc.净利率更高（5.7% vs -27.0%，领先32.7%），Revolve Group, Inc.同比增速更快（10.4% vs -26.4%），迈心诺自由现金流更多（$50.9M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
MASI vs RVLV — 直观对比
营收规模更大
MASI
是对方的1.1倍
$324.4M
营收增速更快
RVLV
高出36.8%
-26.4%
净利率更高
RVLV
高出32.7%
-27.0%
自由现金流更多
MASI
多$64.2M
$-13.3M
两年增速更快
RVLV
近两年复合增速
-17.7%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $371.5M | $324.4M |
| 净利润 | $-100.4M | $18.6M |
| 毛利率 | 62.1% | 53.3% |
| 营业利润率 | 22.5% | 6.3% |
| 净利率 | -27.0% | 5.7% |
| 营收同比 | -26.4% | 10.4% |
| 净利润同比 | -1124.5% | 50.4% |
| 每股收益（稀释后） | $-1.84 | $0.27 |
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MASIRVLV
| Q4 25 | — | $324.4M | ||
| Q3 25 | $371.5M | $295.6M | ||
| Q2 25 | $370.9M | $309.0M | ||
| Q1 25 | $372.0M | $296.7M | ||
| Q4 24 | $600.7M | $293.7M | ||
| Q3 24 | $504.6M | $283.1M | ||
| Q2 24 | $496.3M | $282.5M | ||
| Q1 24 | $492.8M | $270.6M |
净利润MASIRVLV
| Q4 25 | — | $18.6M | ||
| Q3 25 | $-100.4M | $21.2M | ||
| Q2 25 | $51.3M | $10.2M | ||
| Q1 25 | $-170.7M | $11.8M | ||
| Q4 24 | $-349.6M | $12.3M | ||
| Q3 24 | $9.8M | $11.0M | ||
| Q2 24 | $16.0M | $15.4M | ||
| Q1 24 | $18.9M | $10.9M |
毛利率MASIRVLV
| Q4 25 | — | 53.3% | ||
| Q3 25 | 62.1% | 54.6% | ||
| Q2 25 | 62.9% | 54.1% | ||
| Q1 25 | 62.9% | 52.0% | ||
| Q4 24 | 40.7% | 52.5% | ||
| Q3 24 | 52.2% | 51.2% | ||
| Q2 24 | 51.3% | 54.0% | ||
| Q1 24 | 49.0% | 52.3% |
营业利润率MASIRVLV
| Q4 25 | — | 6.3% | ||
| Q3 25 | 22.5% | 7.1% | ||
| Q2 25 | 17.4% | 5.8% | ||
| Q1 25 | 21.0% | 5.0% | ||
| Q4 24 | -59.8% | 3.9% | ||
| Q3 24 | 6.0% | 5.0% | ||
| Q2 24 | 5.7% | 5.8% | ||
| Q1 24 | 6.9% | 3.4% |
净利率MASIRVLV
| Q4 25 | — | 5.7% | ||
| Q3 25 | -27.0% | 7.2% | ||
| Q2 25 | 13.8% | 3.3% | ||
| Q1 25 | -45.9% | 4.0% | ||
| Q4 24 | -58.2% | 4.2% | ||
| Q3 24 | 1.9% | 3.9% | ||
| Q2 24 | 3.2% | 5.4% | ||
| Q1 24 | 3.8% | 4.0% |
每股收益（稀释后）MASIRVLV
| Q4 25 | — | $0.27 | ||
| Q3 25 | $-1.84 | $0.29 | ||
| Q2 25 | $0.94 | $0.14 | ||
| Q1 25 | $-3.12 | $0.16 | ||
| Q4 24 | $-6.54 | $0.18 | ||
| Q3 24 | $0.18 | $0.15 | ||
| Q2 24 | $0.29 | $0.21 | ||
| Q1 24 | $0.35 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | $559.1M | — |
| 股东权益账面价值 | $810.0M | $512.5M |
| 总资产 | $1.8B | $765.0M |
| 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MASIRVLV
| Q4 25 | — | $292.3M | ||
| Q3 25 | $312.3M | $315.4M | ||
| Q2 25 | $149.6M | $310.7M | ||
| Q1 25 | $130.8M | $300.8M | ||
| Q4 24 | $177.6M | $256.6M | ||
| Q3 24 | $158.5M | $252.8M | ||
| Q2 24 | $129.6M | $244.7M | ||
| Q1 24 | $157.6M | $273.4M |
总债务MASIRVLV
| 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MASIRVLV
| Q4 25 | — | $512.5M | ||
| Q3 25 | $810.0M | $490.2M | ||
| Q2 25 | $1.0B | $468.6M | ||
| Q1 25 | $946.4M | $453.4M | ||
| Q4 24 | $1.1B | $437.8M | ||
| Q3 24 | $1.5B | $420.8M | ||
| Q2 24 | $1.4B | $405.8M | ||
| Q1 24 | $1.4B | $389.9M |
总资产MASIRVLV
| Q4 25 | — | $765.0M | ||
| Q3 25 | $1.8B | $751.3M | ||
| Q2 25 | $2.4B | $722.9M | ||
| Q1 25 | $2.3B | $713.9M | ||
| Q4 24 | $2.6B | $665.5M | ||
| Q3 24 | $3.1B | $670.9M | ||
| Q2 24 | $2.9B | $657.8M | ||
| Q1 24 | $3.0B | $650.0M |
负债/权益比MASIRVLV
| 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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $50.9M | $-13.3M |
| 自由现金流率自由现金流/营收 | 13.7% | -4.1% |
| 资本支出强度资本支出/营收 | 1.6% | 1.0% |
| 现金转化率经营现金流/净利润 | — | -0.55× |
| 过去12个月自由现金流最近4个季度 | $191.0M | $48.0M |
8季度趋势，按日历期对齐
经营现金流MASIRVLV
| Q4 25 | — | $-10.2M | ||
| Q3 25 | $56.8M | $11.8M | ||
| Q2 25 | $69.4M | $12.6M | ||
| Q1 25 | $31.1M | $45.1M | ||
| Q4 24 | $50.5M | $3.9M | ||
| Q3 24 | $25.6M | $9.1M | ||
| Q2 24 | $74.5M | $-24.7M | ||
| Q1 24 | $45.8M | $38.4M |
自由现金流MASIRVLV
| Q4 25 | — | $-13.3M | ||
| Q3 25 | $50.9M | $7.5M | ||
| Q2 25 | $65.6M | $10.4M | ||
| Q1 25 | $28.5M | $43.4M | ||
| Q4 24 | $46.0M | $2.1M | ||
| Q3 24 | $16.9M | $8.0M | ||
| Q2 24 | $66.9M | $-25.7M | ||
| Q1 24 | $37.6M | $36.7M |
自由现金流率MASIRVLV
| Q4 25 | — | -4.1% | ||
| Q3 25 | 13.7% | 2.5% | ||
| Q2 25 | 17.7% | 3.4% | ||
| Q1 25 | 7.7% | 14.6% | ||
| Q4 24 | 7.7% | 0.7% | ||
| Q3 24 | 3.3% | 2.8% | ||
| Q2 24 | 13.5% | -9.1% | ||
| Q1 24 | 7.6% | 13.5% |
资本支出强度MASIRVLV
| Q4 25 | — | 1.0% | ||
| Q3 25 | 1.6% | 1.5% | ||
| Q2 25 | 1.0% | 0.7% | ||
| Q1 25 | 0.7% | 0.6% | ||
| Q4 24 | 0.7% | 0.6% | ||
| Q3 24 | 1.7% | 0.4% | ||
| Q2 24 | 1.5% | 0.4% | ||
| Q1 24 | 1.7% | 0.6% |
现金转化率MASIRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | 1.35× | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 2.61× | 0.83× | ||
| Q2 24 | 4.66× | -1.60× | ||
| Q1 24 | 2.42× | 3.53× |
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
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
