vs
迈心诺（MASI）与Simpson Manufacturing Co., Inc.（SSD）财务数据对比。点击上方公司名可切换其他公司
Simpson Manufacturing Co., Inc.的季度营收约是迈心诺的1.6倍（$588.0M vs $371.5M），Simpson Manufacturing Co., Inc.净利率更高（15.0% vs -27.0%，领先42.0%），Simpson Manufacturing Co., Inc.同比增速更快（9.1% vs -26.4%），过去两年Simpson Manufacturing Co., Inc.的营收复合增速更高（-0.8% 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。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
MASI vs SSD — 直观对比
营收规模更大
SSD
是对方的1.6倍
$371.5M
营收增速更快
SSD
高出35.5%
-26.4%
净利率更高
SSD
高出42.0%
-27.0%
两年增速更快
SSD
近两年复合增速
-17.7%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $371.5M | $588.0M |
| 净利润 | $-100.4M | $88.2M |
| 毛利率 | 62.1% | 45.2% |
| 营业利润率 | 22.5% | 19.5% |
| 净利率 | -27.0% | 15.0% |
| 营收同比 | -26.4% | 9.1% |
| 净利润同比 | -1124.5% | 13.3% |
| 每股收益（稀释后） | $-1.84 | $2.13 |
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MASISSD
| Q1 26 | — | $588.0M | ||
| Q4 25 | — | $539.3M | ||
| Q3 25 | $371.5M | $623.5M | ||
| Q2 25 | $370.9M | $631.1M | ||
| Q1 25 | $372.0M | $538.9M | ||
| Q4 24 | $600.7M | $517.4M | ||
| Q3 24 | $504.6M | $587.2M | ||
| Q2 24 | $496.3M | $597.0M |
净利润MASISSD
| Q1 26 | — | $88.2M | ||
| Q4 25 | — | $56.2M | ||
| Q3 25 | $-100.4M | $107.4M | ||
| Q2 25 | $51.3M | $103.5M | ||
| Q1 25 | $-170.7M | $77.9M | ||
| Q4 24 | $-349.6M | $55.4M | ||
| Q3 24 | $9.8M | $93.5M | ||
| Q2 24 | $16.0M | $97.8M |
毛利率MASISSD
| Q1 26 | — | 45.2% | ||
| Q4 25 | — | 43.4% | ||
| Q3 25 | 62.1% | 46.4% | ||
| Q2 25 | 62.9% | 46.7% | ||
| Q1 25 | 62.9% | 46.8% | ||
| Q4 24 | 40.7% | 44.0% | ||
| Q3 24 | 52.2% | 46.8% | ||
| Q2 24 | 51.3% | 46.7% |
营业利润率MASISSD
| Q1 26 | — | 19.5% | ||
| Q4 25 | — | 13.9% | ||
| Q3 25 | 22.5% | 22.6% | ||
| Q2 25 | 17.4% | 22.2% | ||
| Q1 25 | 21.0% | 19.0% | ||
| Q4 24 | -59.8% | 14.8% | ||
| Q3 24 | 6.0% | 21.3% | ||
| Q2 24 | 5.7% | 22.1% |
净利率MASISSD
| Q1 26 | — | 15.0% | ||
| Q4 25 | — | 10.4% | ||
| Q3 25 | -27.0% | 17.2% | ||
| Q2 25 | 13.8% | 16.4% | ||
| Q1 25 | -45.9% | 14.5% | ||
| Q4 24 | -58.2% | 10.7% | ||
| Q3 24 | 1.9% | 15.9% | ||
| Q2 24 | 3.2% | 16.4% |
每股收益（稀释后）MASISSD
| Q1 26 | — | $2.13 | ||
| Q4 25 | — | $1.34 | ||
| Q3 25 | $-1.84 | $2.58 | ||
| Q2 25 | $0.94 | $2.47 | ||
| Q1 25 | $-3.12 | $1.85 | ||
| Q4 24 | $-6.54 | $1.31 | ||
| Q3 24 | $0.18 | $2.21 | ||
| Q2 24 | $0.29 | $2.31 |
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 | $341.0M |
| 总债务越低越好 | $559.1M | — |
| 股东权益账面价值 | $810.0M | $2.1B |
| 总资产 | $1.8B | $3.0B |
| 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MASISSD
| Q1 26 | — | $341.0M | ||
| Q4 25 | — | $384.1M | ||
| Q3 25 | $312.3M | $297.3M | ||
| Q2 25 | $149.6M | $190.4M | ||
| Q1 25 | $130.8M | $150.3M | ||
| Q4 24 | $177.6M | $239.4M | ||
| Q3 24 | $158.5M | $339.4M | ||
| Q2 24 | $129.6M | $354.9M |
总债务MASISSD
| Q1 26 | — | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | $559.1M | $371.3M | ||
| Q2 25 | $613.7M | $376.9M | ||
| Q1 25 | $651.0M | $382.5M | ||
| Q4 24 | $765.2M | $388.1M | ||
| Q3 24 | $772.6M | $393.8M | ||
| Q2 24 | $781.6M | $399.4M |
股东权益MASISSD
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | $810.0M | $2.0B | ||
| Q2 25 | $1.0B | $1.9B | ||
| Q1 25 | $946.4M | $1.9B | ||
| Q4 24 | $1.1B | $1.8B | ||
| Q3 24 | $1.5B | $1.9B | ||
| Q2 24 | $1.4B | $1.8B |
总资产MASISSD
| Q1 26 | — | $3.0B | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | $1.8B | $3.0B | ||
| Q2 25 | $2.4B | $3.0B | ||
| Q1 25 | $2.3B | $2.8B | ||
| Q4 24 | $2.6B | $2.7B | ||
| Q3 24 | $3.1B | $2.9B | ||
| Q2 24 | $2.9B | $2.8B |
负债/权益比MASISSD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | 0.69× | 0.19× | ||
| Q2 25 | 0.59× | 0.20× | ||
| Q1 25 | 0.69× | 0.21× | ||
| Q4 24 | 0.73× | 0.21× | ||
| Q3 24 | 0.53× | 0.21× | ||
| Q2 24 | 0.57× | 0.23× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $50.9M | — |
| 自由现金流率自由现金流/营收 | 13.7% | — |
| 资本支出强度资本支出/营收 | 1.6% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流MASISSD
| Q1 26 | — | — | ||
| Q4 25 | — | $155.7M | ||
| Q3 25 | $56.8M | $170.2M | ||
| Q2 25 | $69.4M | $125.2M | ||
| Q1 25 | $31.1M | $7.6M | ||
| Q4 24 | $50.5M | $115.8M | ||
| Q3 24 | $25.6M | $103.3M | ||
| Q2 24 | $74.5M | $111.1M |
自由现金流MASISSD
| Q1 26 | — | — | ||
| Q4 25 | — | $119.0M | ||
| Q3 25 | $50.9M | $133.9M | ||
| Q2 25 | $65.6M | $87.3M | ||
| Q1 25 | $28.5M | $-42.6M | ||
| Q4 24 | $46.0M | $60.3M | ||
| Q3 24 | $16.9M | $58.1M | ||
| Q2 24 | $66.9M | $70.9M |
自由现金流率MASISSD
| Q1 26 | — | — | ||
| Q4 25 | — | 22.1% | ||
| Q3 25 | 13.7% | 21.5% | ||
| Q2 25 | 17.7% | 13.8% | ||
| Q1 25 | 7.7% | -7.9% | ||
| Q4 24 | 7.7% | 11.7% | ||
| Q3 24 | 3.3% | 9.9% | ||
| Q2 24 | 13.5% | 11.9% |
资本支出强度MASISSD
| Q1 26 | — | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | 1.6% | 5.8% | ||
| Q2 25 | 1.0% | 6.0% | ||
| Q1 25 | 0.7% | 9.3% | ||
| Q4 24 | 0.7% | 10.7% | ||
| Q3 24 | 1.7% | 7.7% | ||
| Q2 24 | 1.5% | 6.7% |
现金转化率MASISSD
| Q1 26 | — | — | ||
| Q4 25 | — | 2.77× | ||
| Q3 25 | — | 1.58× | ||
| Q2 25 | 1.35× | 1.21× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | 2.61× | 1.10× | ||
| Q2 24 | 4.66× | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
