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迈心诺（MASI）与SHOE CARNIVAL INC（SCVL）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SHOE CARNIVAL INC的1.3倍（$371.5M vs $297.2M），SHOE CARNIVAL INC净利率更高（4.9% vs -27.0%，领先32.0%），SHOE CARNIVAL INC同比增速更快（-3.2% vs -26.4%），迈心诺自由现金流更多（$50.9M vs $19.7M），过去两年SHOE CARNIVAL 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。
Shoe Carnival Inc是一家美国家庭鞋类零售商，目前在美国中西部、南部、东南部地区以及波多黎各共开设了429家门店。该公司由大卫·拉塞尔于1978年创立，截至2025年，其总部位于南卡罗来纳州福特米尔。
MASI vs SCVL — 直观对比
营收规模更大
MASI
是对方的1.3倍
$297.2M
营收增速更快
SCVL
高出23.2%
-26.4%
净利率更高
SCVL
高出32.0%
-27.0%
自由现金流更多
MASI
多$31.2M
$19.7M
两年增速更快
SCVL
近两年复合增速
-17.7%
损益表 — Q3 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $371.5M | $297.2M |
| 净利润 | $-100.4M | $14.6M |
| 毛利率 | 62.1% | 37.6% |
| 营业利润率 | 22.5% | 6.3% |
| 净利率 | -27.0% | 4.9% |
| 营收同比 | -26.4% | -3.2% |
| 净利润同比 | -1124.5% | -23.9% |
| 每股收益（稀释后） | $-1.84 | $0.53 |
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MASISCVL
| Q4 25 | — | $297.2M | ||
| Q3 25 | $371.5M | $306.4M | ||
| Q2 25 | $370.9M | $277.7M | ||
| Q1 25 | $372.0M | $262.9M | ||
| Q4 24 | $600.7M | $306.9M | ||
| Q3 24 | $504.6M | $332.7M | ||
| Q2 24 | $496.3M | $300.4M | ||
| Q1 24 | $492.8M | $280.2M |
净利润MASISCVL
| Q4 25 | — | $14.6M | ||
| Q3 25 | $-100.4M | $19.2M | ||
| Q2 25 | $51.3M | $9.3M | ||
| Q1 25 | $-170.7M | $14.7M | ||
| Q4 24 | $-349.6M | $19.2M | ||
| Q3 24 | $9.8M | $22.6M | ||
| Q2 24 | $16.0M | $17.3M | ||
| Q1 24 | $18.9M | $15.5M |
毛利率MASISCVL
| Q4 25 | — | 37.6% | ||
| Q3 25 | 62.1% | 38.8% | ||
| Q2 25 | 62.9% | 34.5% | ||
| Q1 25 | 62.9% | 34.9% | ||
| Q4 24 | 40.7% | 36.0% | ||
| Q3 24 | 52.2% | 36.1% | ||
| Q2 24 | 51.3% | 35.6% | ||
| Q1 24 | 49.0% | 35.6% |
营业利润率MASISCVL
| Q4 25 | — | 6.3% | ||
| Q3 25 | 22.5% | 8.2% | ||
| Q2 25 | 17.4% | 4.3% | ||
| Q1 25 | 21.0% | 5.3% | ||
| Q4 24 | -59.8% | 8.0% | ||
| Q3 24 | 6.0% | 9.0% | ||
| Q2 24 | 5.7% | 7.5% | ||
| Q1 24 | 6.9% | 7.1% |
净利率MASISCVL
| Q4 25 | — | 4.9% | ||
| Q3 25 | -27.0% | 6.3% | ||
| Q2 25 | 13.8% | 3.4% | ||
| Q1 25 | -45.9% | 5.6% | ||
| Q4 24 | -58.2% | 6.3% | ||
| Q3 24 | 1.9% | 6.8% | ||
| Q2 24 | 3.2% | 5.8% | ||
| Q1 24 | 3.8% | 5.5% |
每股收益（稀释后）MASISCVL
| Q4 25 | — | $0.53 | ||
| Q3 25 | $-1.84 | $0.70 | ||
| Q2 25 | $0.94 | $0.34 | ||
| Q1 25 | $-3.12 | $0.53 | ||
| Q4 24 | $-6.54 | $0.70 | ||
| Q3 24 | $0.18 | $0.82 | ||
| Q2 24 | $0.29 | $0.63 | ||
| Q1 24 | $0.35 | $0.57 |
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 | $107.7M |
| 总债务越低越好 | $559.1M | — |
| 股东权益账面价值 | $810.0M | $683.2M |
| 总资产 | $1.8B | $1.2B |
| 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MASISCVL
| Q4 25 | — | $107.7M | ||
| Q3 25 | $312.3M | $91.9M | ||
| Q2 25 | $149.6M | $93.0M | ||
| Q1 25 | $130.8M | $123.1M | ||
| Q4 24 | $177.6M | $91.1M | ||
| Q3 24 | $158.5M | $84.5M | ||
| Q2 24 | $129.6M | $69.5M | ||
| Q1 24 | $157.6M | $111.2M |
总债务MASISCVL
| 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MASISCVL
| Q4 25 | — | $683.2M | ||
| Q3 25 | $810.0M | $670.7M | ||
| Q2 25 | $1.0B | $653.6M | ||
| Q1 25 | $946.4M | $649.0M | ||
| Q4 24 | $1.1B | $635.7M | ||
| Q3 24 | $1.5B | $618.5M | ||
| Q2 24 | $1.4B | $597.8M | ||
| Q1 24 | $1.4B | $583.4M |
总资产MASISCVL
| Q4 25 | — | $1.2B | ||
| Q3 25 | $1.8B | $1.2B | ||
| Q2 25 | $2.4B | $1.1B | ||
| Q1 25 | $2.3B | $1.1B | ||
| Q4 24 | $2.6B | $1.1B | ||
| Q3 24 | $3.1B | $1.1B | ||
| Q2 24 | $2.9B | $1.1B | ||
| Q1 24 | $3.0B | $1.0B |
负债/权益比MASISCVL
| 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 | $33.6M |
| 自由现金流经营现金流 - 资本支出 | $50.9M | $19.7M |
| 自由现金流率自由现金流/营收 | 13.7% | 6.6% |
| 资本支出强度资本支出/营收 | 1.6% | 4.7% |
| 现金转化率经营现金流/净利润 | — | 2.30× |
| 过去12个月自由现金流最近4个季度 | $191.0M | $35.1M |
8季度趋势，按日历期对齐
经营现金流MASISCVL
| Q4 25 | — | $33.6M | ||
| Q3 25 | $56.8M | $13.3M | ||
| Q2 25 | $69.4M | $-9.6M | ||
| Q1 25 | $31.1M | $44.5M | ||
| Q4 24 | $50.5M | $17.3M | ||
| Q3 24 | $25.6M | $23.7M | ||
| Q2 24 | $74.5M | $17.1M | ||
| Q1 24 | $45.8M | $53.4M |
自由现金流MASISCVL
| Q4 25 | — | $19.7M | ||
| Q3 25 | $50.9M | $2.2M | ||
| Q2 25 | $65.6M | $-23.0M | ||
| Q1 25 | $28.5M | $36.2M | ||
| Q4 24 | $46.0M | $8.3M | ||
| Q3 24 | $16.9M | $18.2M | ||
| Q2 24 | $66.9M | $6.9M | ||
| Q1 24 | $37.6M | $40.7M |
自由现金流率MASISCVL
| Q4 25 | — | 6.6% | ||
| Q3 25 | 13.7% | 0.7% | ||
| Q2 25 | 17.7% | -8.3% | ||
| Q1 25 | 7.7% | 13.8% | ||
| Q4 24 | 7.7% | 2.7% | ||
| Q3 24 | 3.3% | 5.5% | ||
| Q2 24 | 13.5% | 2.3% | ||
| Q1 24 | 7.6% | 14.5% |
资本支出强度MASISCVL
| Q4 25 | — | 4.7% | ||
| Q3 25 | 1.6% | 3.6% | ||
| Q2 25 | 1.0% | 4.8% | ||
| Q1 25 | 0.7% | 3.2% | ||
| Q4 24 | 0.7% | 3.0% | ||
| Q3 24 | 1.7% | 1.7% | ||
| Q2 24 | 1.5% | 3.4% | ||
| Q1 24 | 1.7% | 4.5% |
现金转化率MASISCVL
| Q4 25 | — | 2.30× | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | 1.35× | -1.03× | ||
| Q1 25 | — | 3.04× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | 2.61× | 1.05× | ||
| Q2 24 | 4.66× | 0.99× | ||
| Q1 24 | 2.42× | 3.44× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
