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迈心诺（MASI）与SUN COMMUNITIES INC（SUI）财务数据对比。点击上方公司名可切换其他公司
SUN COMMUNITIES INC的季度营收约是迈心诺的1.9倍（$697.2M vs $371.5M），SUN COMMUNITIES INC净利率更高（1.7% vs -27.0%，领先28.8%），SUN COMMUNITIES INC同比增速更快（-25.8% vs -26.4%），过去两年SUN COMMUNITIES INC的营收复合增速更高（-2.1% 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。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
MASI vs SUI — 直观对比
营收规模更大
SUI
是对方的1.9倍
$371.5M
营收增速更快
SUI
高出0.6%
-26.4%
净利率更高
SUI
高出28.8%
-27.0%
两年增速更快
SUI
近两年复合增速
-17.7%
损益表 — Q3 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $371.5M | $697.2M |
| 净利润 | $-100.4M | $12.1M |
| 毛利率 | 62.1% | — |
| 营业利润率 | 22.5% | — |
| 净利率 | -27.0% | 1.7% |
| 营收同比 | -26.4% | -25.8% |
| 净利润同比 | -1124.5% | -96.0% |
| 每股收益（稀释后） | $-1.84 | $0.07 |
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MASISUI
| Q3 25 | $371.5M | $697.2M | ||
| Q2 25 | $370.9M | $623.5M | ||
| Q1 25 | $372.0M | $470.2M | ||
| Q4 24 | $600.7M | $745.9M | ||
| Q3 24 | $504.6M | $939.9M | ||
| Q2 24 | $496.3M | $864.0M | ||
| Q1 24 | $492.8M | $671.3M | ||
| Q4 23 | $548.9M | $726.7M |
净利润MASISUI
| Q3 25 | $-100.4M | $12.1M | ||
| Q2 25 | $51.3M | $1.3B | ||
| Q1 25 | $-170.7M | $-41.2M | ||
| Q4 24 | $-349.6M | $-228.4M | ||
| Q3 24 | $9.8M | $300.5M | ||
| Q2 24 | $16.0M | $56.7M | ||
| Q1 24 | $18.9M | $-25.2M | ||
| Q4 23 | $33.9M | $-429.7M |
毛利率MASISUI
| Q3 25 | 62.1% | — | ||
| Q2 25 | 62.9% | — | ||
| Q1 25 | 62.9% | — | ||
| Q4 24 | 40.7% | — | ||
| Q3 24 | 52.2% | — | ||
| Q2 24 | 51.3% | — | ||
| Q1 24 | 49.0% | — | ||
| Q4 23 | 47.9% | — |
营业利润率MASISUI
| Q3 25 | 22.5% | — | ||
| Q2 25 | 17.4% | — | ||
| Q1 25 | 21.0% | — | ||
| Q4 24 | -59.8% | — | ||
| Q3 24 | 6.0% | — | ||
| Q2 24 | 5.7% | — | ||
| Q1 24 | 6.9% | — | ||
| Q4 23 | 8.0% | — |
净利率MASISUI
| Q3 25 | -27.0% | 1.7% | ||
| Q2 25 | 13.8% | 210.8% | ||
| Q1 25 | -45.9% | -8.8% | ||
| Q4 24 | -58.2% | -30.6% | ||
| Q3 24 | 1.9% | 32.0% | ||
| Q2 24 | 3.2% | 6.6% | ||
| Q1 24 | 3.8% | -3.8% | ||
| Q4 23 | 6.2% | -59.1% |
每股收益（稀释后）MASISUI
| Q3 25 | $-1.84 | $0.07 | ||
| Q2 25 | $0.94 | $10.02 | ||
| Q1 25 | $-3.12 | $-0.34 | ||
| Q4 24 | $-6.54 | $-1.80 | ||
| Q3 24 | $0.18 | $2.31 | ||
| Q2 24 | $0.29 | $0.42 | ||
| Q1 24 | $0.35 | $-0.22 | ||
| Q4 23 | $0.63 | $-3.51 |
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 | $542.7M |
| 总债务越低越好 | $559.1M | — |
| 股东权益账面价值 | $810.0M | $7.0B |
| 总资产 | $1.8B | $12.8B |
| 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MASISUI
| Q3 25 | $312.3M | $542.7M | ||
| Q2 25 | $149.6M | $889.7M | ||
| Q1 25 | $130.8M | — | ||
| Q4 24 | $177.6M | $47.4M | ||
| Q3 24 | $158.5M | — | ||
| Q2 24 | $129.6M | — | ||
| Q1 24 | $157.6M | — | ||
| Q4 23 | $163.0M | $29.2M |
总债务MASISUI
| Q3 25 | $559.1M | — | ||
| Q2 25 | $613.7M | — | ||
| Q1 25 | $651.0M | — | ||
| Q4 24 | $765.2M | $7.4B | ||
| Q3 24 | $772.6M | — | ||
| Q2 24 | $781.6M | — | ||
| Q1 24 | $876.0M | — | ||
| Q4 23 | $906.0M | $7.8B |
股东权益MASISUI
| Q3 25 | $810.0M | $7.0B | ||
| Q2 25 | $1.0B | $7.4B | ||
| Q1 25 | $946.4M | $6.9B | ||
| Q4 24 | $1.1B | $7.1B | ||
| Q3 24 | $1.5B | $7.5B | ||
| Q2 24 | $1.4B | $6.9B | ||
| Q1 24 | $1.4B | $6.9B | ||
| Q4 23 | $1.4B | $7.1B |
总资产MASISUI
| Q3 25 | $1.8B | $12.8B | ||
| Q2 25 | $2.4B | $13.4B | ||
| Q1 25 | $2.3B | $16.5B | ||
| Q4 24 | $2.6B | $16.5B | ||
| Q3 24 | $3.1B | $17.1B | ||
| Q2 24 | $2.9B | $17.0B | ||
| Q1 24 | $3.0B | $17.1B | ||
| Q4 23 | $3.0B | $16.9B |
负债/权益比MASISUI
| Q3 25 | 0.69× | — | ||
| Q2 25 | 0.59× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.73× | 1.04× | ||
| Q3 24 | 0.53× | — | ||
| Q2 24 | 0.57× | — | ||
| Q1 24 | 0.64× | — | ||
| Q4 23 | 0.66× | 1.10× |
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 | $197.8M |
| 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 | — | 16.35× |
| 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MASISUI
| Q3 25 | $56.8M | $197.8M | ||
| Q2 25 | $69.4M | $256.0M | ||
| Q1 25 | $31.1M | $243.9M | ||
| Q4 24 | $50.5M | $118.0M | ||
| Q3 24 | $25.6M | $189.2M | ||
| Q2 24 | $74.5M | $311.3M | ||
| Q1 24 | $45.8M | $242.5M | ||
| Q4 23 | $77.1M | $117.6M |
自由现金流MASISUI
| Q3 25 | $50.9M | — | ||
| Q2 25 | $65.6M | — | ||
| Q1 25 | $28.5M | — | ||
| Q4 24 | $46.0M | — | ||
| Q3 24 | $16.9M | — | ||
| Q2 24 | $66.9M | — | ||
| Q1 24 | $37.6M | — | ||
| Q4 23 | $66.2M | — |
自由现金流率MASISUI
| Q3 25 | 13.7% | — | ||
| Q2 25 | 17.7% | — | ||
| Q1 25 | 7.7% | — | ||
| Q4 24 | 7.7% | — | ||
| Q3 24 | 3.3% | — | ||
| Q2 24 | 13.5% | — | ||
| Q1 24 | 7.6% | — | ||
| Q4 23 | 12.1% | — |
资本支出强度MASISUI
| Q3 25 | 1.6% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | 0.7% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 1.5% | — | ||
| Q1 24 | 1.7% | — | ||
| Q4 23 | 2.0% | — |
现金转化率MASISUI
| Q3 25 | — | 16.35× | ||
| Q2 25 | 1.35× | 0.19× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.61× | 0.63× | ||
| Q2 24 | 4.66× | 5.49× | ||
| Q1 24 | 2.42× | — | ||
| Q4 23 | 2.27× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
