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迈心诺（MASI）与Thryv Holdings, Inc.（THRY）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Thryv Holdings, Inc.的2.2倍（$371.5M vs $167.7M），Thryv Holdings, Inc.净利率更高（2.7% vs -27.0%，领先29.7%），Thryv Holdings, Inc.同比增速更快（-7.5% vs -26.4%），迈心诺自由现金流更多（$50.9M vs $-5.5M），过去两年Thryv Holdings, Inc.的营收复合增速更高（-13.5% 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。
Thryv Holdings, Inc.是一家上市软件服务（SaaS）企业，面向中小企业提供客户关系管理与网络声誉管理软件解决方案。公司总部位于得克萨斯州达拉斯，业务覆盖美国48个州，现有员工超过2400名，其前身是多家黄页企业组成的集团。
MASI vs THRY — 直观对比
营收规模更大
MASI
是对方的2.2倍
$167.7M
营收增速更快
THRY
高出18.8%
-26.4%
净利率更高
THRY
高出29.7%
-27.0%
自由现金流更多
MASI
多$56.4M
$-5.5M
两年增速更快
THRY
近两年复合增速
-17.7%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $371.5M | $167.7M |
| 净利润 | $-100.4M | $4.5M |
| 毛利率 | 62.1% | 65.2% |
| 营业利润率 | 22.5% | 37.3% |
| 净利率 | -27.0% | 2.7% |
| 营收同比 | -26.4% | -7.5% |
| 净利润同比 | -1124.5% | 147.2% |
| 每股收益（稀释后） | $-1.84 | $0.10 |
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MASITHRY
| Q1 26 | — | $167.7M | ||
| Q4 25 | — | $191.6M | ||
| Q3 25 | $371.5M | $201.6M | ||
| Q2 25 | $370.9M | $210.5M | ||
| Q1 25 | $372.0M | $181.4M | ||
| Q4 24 | $600.7M | $186.6M | ||
| Q3 24 | $504.6M | $179.9M | ||
| Q2 24 | $496.3M | $224.1M |
净利润MASITHRY
| Q1 26 | — | $4.5M | ||
| Q4 25 | — | $-9.7M | ||
| Q3 25 | $-100.4M | $5.7M | ||
| Q2 25 | $51.3M | $13.9M | ||
| Q1 25 | $-170.7M | $-9.6M | ||
| Q4 24 | $-349.6M | $7.9M | ||
| Q3 24 | $9.8M | $-96.1M | ||
| Q2 24 | $16.0M | $5.5M |
毛利率MASITHRY
| Q1 26 | — | 65.2% | ||
| Q4 25 | — | 68.0% | ||
| Q3 25 | 62.1% | 67.7% | ||
| Q2 25 | 62.9% | 69.7% | ||
| Q1 25 | 62.9% | 65.8% | ||
| Q4 24 | 40.7% | 65.9% | ||
| Q3 24 | 52.2% | 62.3% | ||
| Q2 24 | 51.3% | 66.3% |
营业利润率MASITHRY
| Q1 26 | — | 37.3% | ||
| Q4 25 | — | 5.3% | ||
| Q3 25 | 22.5% | 9.9% | ||
| Q2 25 | 17.4% | 14.0% | ||
| Q1 25 | 21.0% | -1.7% | ||
| Q4 24 | -59.8% | -3.9% | ||
| Q3 24 | 6.0% | -49.2% | ||
| Q2 24 | 5.7% | 14.0% |
净利率MASITHRY
| Q1 26 | — | 2.7% | ||
| Q4 25 | — | -5.0% | ||
| Q3 25 | -27.0% | 2.8% | ||
| Q2 25 | 13.8% | 6.6% | ||
| Q1 25 | -45.9% | -5.3% | ||
| Q4 24 | -58.2% | 4.2% | ||
| Q3 24 | 1.9% | -53.4% | ||
| Q2 24 | 3.2% | 2.5% |
每股收益（稀释后）MASITHRY
| Q1 26 | — | $0.10 | ||
| Q4 25 | — | $-0.21 | ||
| Q3 25 | $-1.84 | $0.13 | ||
| Q2 25 | $0.94 | $0.31 | ||
| Q1 25 | $-3.12 | $-0.22 | ||
| Q4 24 | $-6.54 | $0.28 | ||
| Q3 24 | $0.18 | $-2.65 | ||
| Q2 24 | $0.29 | $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 | $8.0M |
| 总债务越低越好 | $559.1M | — |
| 股东权益账面价值 | $810.0M | $225.4M |
| 总资产 | $1.8B | $693.7M |
| 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MASITHRY
| Q1 26 | — | $8.0M | ||
| Q4 25 | — | $10.8M | ||
| Q3 25 | $312.3M | $11.6M | ||
| Q2 25 | $149.6M | $10.8M | ||
| Q1 25 | $130.8M | $11.0M | ||
| Q4 24 | $177.6M | $16.3M | ||
| Q3 24 | $158.5M | $12.5M | ||
| Q2 24 | $129.6M | $15.5M |
总债务MASITHRY
| Q1 26 | — | — | ||
| Q4 25 | — | $253.5M | ||
| Q3 25 | $559.1M | $268.2M | ||
| Q2 25 | $613.7M | $275.6M | ||
| Q1 25 | $651.0M | $299.0M | ||
| Q4 24 | $765.2M | $284.3M | ||
| Q3 24 | $772.6M | $307.8M | ||
| Q2 24 | $781.6M | $342.1M |
股东权益MASITHRY
| Q1 26 | — | $225.4M | ||
| Q4 25 | — | $218.1M | ||
| Q3 25 | $810.0M | $221.1M | ||
| Q2 25 | $1.0B | $214.9M | ||
| Q1 25 | $946.4M | $193.2M | ||
| Q4 24 | $1.1B | $196.9M | ||
| Q3 24 | $1.5B | $94.5M | ||
| Q2 24 | $1.4B | $183.1M |
总资产MASITHRY
| Q1 26 | — | $693.7M | ||
| Q4 25 | — | $688.6M | ||
| Q3 25 | $1.8B | $701.8M | ||
| Q2 25 | $2.4B | $687.7M | ||
| Q1 25 | $2.3B | $703.7M | ||
| Q4 24 | $2.6B | $712.2M | ||
| Q3 24 | $3.1B | $654.8M | ||
| Q2 24 | $2.9B | $785.5M |
负债/权益比MASITHRY
| Q1 26 | — | — | ||
| Q4 25 | — | 1.16× | ||
| Q3 25 | 0.69× | 1.21× | ||
| Q2 25 | 0.59× | 1.28× | ||
| Q1 25 | 0.69× | 1.55× | ||
| Q4 24 | 0.73× | 1.44× | ||
| Q3 24 | 0.53× | 3.26× | ||
| Q2 24 | 0.57× | 1.87× |
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 | $-5.5M |
| 自由现金流率自由现金流/营收 | 13.7% | -3.3% |
| 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 | $43.3M |
8季度趋势，按日历期对齐
经营现金流MASITHRY
| Q1 26 | — | — | ||
| Q4 25 | — | $22.2M | ||
| Q3 25 | $56.8M | $22.2M | ||
| Q2 25 | $69.4M | $29.6M | ||
| Q1 25 | $31.1M | $-10.5M | ||
| Q4 24 | $50.5M | $26.1M | ||
| Q3 24 | $25.6M | $36.0M | ||
| Q2 24 | $74.5M | $22.2M |
自由现金流MASITHRY
| Q1 26 | — | $-5.5M | ||
| Q4 25 | — | $12.3M | ||
| Q3 25 | $50.9M | $14.6M | ||
| Q2 25 | $65.6M | $21.8M | ||
| Q1 25 | $28.5M | $-17.6M | ||
| Q4 24 | $46.0M | $17.3M | ||
| Q3 24 | $16.9M | $27.5M | ||
| Q2 24 | $66.9M | $13.3M |
自由现金流率MASITHRY
| Q1 26 | — | -3.3% | ||
| Q4 25 | — | 6.4% | ||
| Q3 25 | 13.7% | 7.2% | ||
| Q2 25 | 17.7% | 10.4% | ||
| Q1 25 | 7.7% | -9.7% | ||
| Q4 24 | 7.7% | 9.3% | ||
| Q3 24 | 3.3% | 15.3% | ||
| Q2 24 | 13.5% | 5.9% |
资本支出强度MASITHRY
| Q1 26 | — | — | ||
| Q4 25 | — | 5.2% | ||
| Q3 25 | 1.6% | 3.8% | ||
| Q2 25 | 1.0% | 3.7% | ||
| Q1 25 | 0.7% | 3.9% | ||
| Q4 24 | 0.7% | 4.7% | ||
| Q3 24 | 1.7% | 4.7% | ||
| Q2 24 | 1.5% | 4.0% |
现金转化率MASITHRY
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 3.93× | ||
| Q2 25 | 1.35× | 2.12× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.32× | ||
| Q3 24 | 2.61× | — | ||
| Q2 24 | 4.66× | 4.01× |
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
THRY
| SaaS | $116.7M | 70% |
| Other | $50.9M | 30% |
