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迈心诺（MASI）与Rackspace Technology, Inc.（RXT）财务数据对比。点击上方公司名可切换其他公司
Rackspace Technology, Inc.的季度营收约是迈心诺的1.8倍（$682.8M vs $371.5M），Rackspace Technology, Inc.净利率更高（-4.8% vs -27.0%，领先22.2%），Rackspace Technology, Inc.同比增速更快（-0.4% vs -26.4%），Rackspace Technology, Inc.自由现金流更多（$56.0M vs $50.9M），过去两年Rackspace Technology, Inc.的营收复合增速更高（-0.6% 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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
MASI vs RXT — 直观对比
营收规模更大
RXT
是对方的1.8倍
$371.5M
营收增速更快
RXT
高出26.0%
-26.4%
净利率更高
RXT
高出22.2%
-27.0%
自由现金流更多
RXT
多$5.1M
$50.9M
两年增速更快
RXT
近两年复合增速
-17.7%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $371.5M | $682.8M |
| 净利润 | $-100.4M | $-32.7M |
| 毛利率 | 62.1% | 17.6% |
| 营业利润率 | 22.5% | -0.5% |
| 净利率 | -27.0% | -4.8% |
| 营收同比 | -26.4% | -0.4% |
| 净利润同比 | -1124.5% | 41.6% |
| 每股收益（稀释后） | $-1.84 | $-0.13 |
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MASIRXT
| Q4 25 | — | $682.8M | ||
| Q3 25 | $371.5M | $671.2M | ||
| Q2 25 | $370.9M | $666.3M | ||
| Q1 25 | $372.0M | $665.4M | ||
| Q4 24 | $600.7M | $685.6M | ||
| Q3 24 | $504.6M | $675.8M | ||
| Q2 24 | $496.3M | $684.9M | ||
| Q1 24 | $492.8M | $690.8M |
净利润MASIRXT
| Q4 25 | — | $-32.7M | ||
| Q3 25 | $-100.4M | $-67.1M | ||
| Q2 25 | $51.3M | $-54.5M | ||
| Q1 25 | $-170.7M | $-71.5M | ||
| Q4 24 | $-349.6M | $-56.0M | ||
| Q3 24 | $9.8M | $-186.6M | ||
| Q2 24 | $16.0M | $25.0M | ||
| Q1 24 | $18.9M | $-640.6M |
毛利率MASIRXT
| Q4 25 | — | 17.6% | ||
| Q3 25 | 62.1% | 19.4% | ||
| Q2 25 | 62.9% | 19.4% | ||
| Q1 25 | 62.9% | 19.1% | ||
| Q4 24 | 40.7% | 19.2% | ||
| Q3 24 | 52.2% | 20.3% | ||
| Q2 24 | 51.3% | 19.2% | ||
| Q1 24 | 49.0% | 19.2% |
营业利润率MASIRXT
| Q4 25 | — | -0.5% | ||
| Q3 25 | 22.5% | -5.1% | ||
| Q2 25 | 17.4% | -3.8% | ||
| Q1 25 | 21.0% | -5.8% | ||
| Q4 24 | -59.8% | -4.2% | ||
| Q3 24 | 6.0% | -25.7% | ||
| Q2 24 | 5.7% | -7.9% | ||
| Q1 24 | 6.9% | -94.5% |
净利率MASIRXT
| Q4 25 | — | -4.8% | ||
| Q3 25 | -27.0% | -10.0% | ||
| Q2 25 | 13.8% | -8.2% | ||
| Q1 25 | -45.9% | -10.7% | ||
| Q4 24 | -58.2% | -8.2% | ||
| Q3 24 | 1.9% | -27.6% | ||
| Q2 24 | 3.2% | 3.7% | ||
| Q1 24 | 3.8% | -92.7% |
每股收益（稀释后）MASIRXT
| Q4 25 | — | $-0.13 | ||
| Q3 25 | $-1.84 | $-0.28 | ||
| Q2 25 | $0.94 | $-0.23 | ||
| Q1 25 | $-3.12 | $-0.31 | ||
| Q4 24 | $-6.54 | $-0.20 | ||
| Q3 24 | $0.18 | $-0.82 | ||
| Q2 24 | $0.29 | $0.11 | ||
| Q1 24 | $0.35 | $-2.91 |
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 | $105.8M |
| 总债务越低越好 | $559.1M | $2.7B |
| 股东权益账面价值 | $810.0M | $-1.2B |
| 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MASIRXT
| Q4 25 | — | $105.8M | ||
| Q3 25 | $312.3M | $99.5M | ||
| Q2 25 | $149.6M | $103.9M | ||
| Q1 25 | $130.8M | $128.0M | ||
| Q4 24 | $177.6M | $144.0M | ||
| Q3 24 | $158.5M | $157.1M | ||
| Q2 24 | $129.6M | $190.2M | ||
| Q1 24 | $157.6M | $282.6M |
总债务MASIRXT
| Q4 25 | — | $2.7B | ||
| Q3 25 | $559.1M | $2.8B | ||
| Q2 25 | $613.7M | $2.8B | ||
| Q1 25 | $651.0M | $2.8B | ||
| Q4 24 | $765.2M | $2.8B | ||
| Q3 24 | $772.6M | $2.8B | ||
| Q2 24 | $781.6M | $2.9B | ||
| Q1 24 | $876.0M | $3.0B |
股东权益MASIRXT
| Q4 25 | — | $-1.2B | ||
| Q3 25 | $810.0M | $-1.2B | ||
| Q2 25 | $1.0B | $-1.1B | ||
| Q1 25 | $946.4M | $-1.1B | ||
| Q4 24 | $1.1B | $-1.0B | ||
| Q3 24 | $1.5B | $-949.7M | ||
| Q2 24 | $1.4B | $-756.2M | ||
| Q1 24 | $1.4B | $-787.2M |
总资产MASIRXT
| Q4 25 | — | $2.8B | ||
| Q3 25 | $1.8B | $2.8B | ||
| Q2 25 | $2.4B | $2.9B | ||
| Q1 25 | $2.3B | $3.0B | ||
| Q4 24 | $2.6B | $3.1B | ||
| Q3 24 | $3.1B | $3.1B | ||
| Q2 24 | $2.9B | $3.4B | ||
| Q1 24 | $3.0B | $3.5B |
负债/权益比MASIRXT
| 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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $50.9M | $56.0M |
| 自由现金流率自由现金流/营收 | 13.7% | 8.2% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | $191.0M | $90.6M |
8季度趋势，按日历期对齐
经营现金流MASIRXT
| Q4 25 | — | $59.7M | ||
| Q3 25 | $56.8M | $70.7M | ||
| Q2 25 | $69.4M | $8.4M | ||
| Q1 25 | $31.1M | $12.6M | ||
| Q4 24 | $50.5M | $54.3M | ||
| Q3 24 | $25.6M | $51.8M | ||
| Q2 24 | $74.5M | $24.1M | ||
| Q1 24 | $45.8M | $-90.3M |
自由现金流MASIRXT
| Q4 25 | — | $56.0M | ||
| Q3 25 | $50.9M | $42.7M | ||
| Q2 25 | $65.6M | $-12.4M | ||
| Q1 25 | $28.5M | $4.3M | ||
| Q4 24 | $46.0M | $34.4M | ||
| Q3 24 | $16.9M | $27.3M | ||
| Q2 24 | $66.9M | $-14.5M | ||
| Q1 24 | $37.6M | $-118.4M |
自由现金流率MASIRXT
| Q4 25 | — | 8.2% | ||
| Q3 25 | 13.7% | 6.4% | ||
| Q2 25 | 17.7% | -1.9% | ||
| Q1 25 | 7.7% | 0.6% | ||
| Q4 24 | 7.7% | 5.0% | ||
| Q3 24 | 3.3% | 4.0% | ||
| Q2 24 | 13.5% | -2.1% | ||
| Q1 24 | 7.6% | -17.1% |
资本支出强度MASIRXT
| Q4 25 | — | 0.5% | ||
| Q3 25 | 1.6% | 4.2% | ||
| Q2 25 | 1.0% | 3.1% | ||
| Q1 25 | 0.7% | 1.2% | ||
| Q4 24 | 0.7% | 2.9% | ||
| Q3 24 | 1.7% | 3.6% | ||
| Q2 24 | 1.5% | 5.6% | ||
| Q1 24 | 1.7% | 4.1% |
现金转化率MASIRXT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.35× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.61× | — | ||
| Q2 24 | 4.66× | 0.96× | ||
| Q1 24 | 2.42× | — |
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
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
