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迈心诺（MASI）与TOMPKINS FINANCIAL CORP（TMP）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TOMPKINS FINANCIAL CORP的1.9倍（$371.5M vs $194.8M），TOMPKINS FINANCIAL CORP净利率更高（49.4% vs -27.0%，领先76.4%），TOMPKINS FINANCIAL CORP同比增速更快（152.7% vs -26.4%），迈心诺自由现金流更多（$50.9M vs $31.9M），过去两年TOMPKINS FINANCIAL CORP的营收复合增速更高（63.6% 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。
汤普金斯金融公司是一家小型多元化金融服务企业，总部位于纽约州伊萨卡，是汤普金斯信托银行及其他多家银行、一家保险代理机构和财富管理部门的母公司。
MASI vs TMP — 直观对比
营收规模更大
MASI
是对方的1.9倍
$194.8M
营收增速更快
TMP
高出179.0%
-26.4%
净利率更高
TMP
高出76.4%
-27.0%
自由现金流更多
MASI
多$19.0M
$31.9M
两年增速更快
TMP
近两年复合增速
-17.7%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $371.5M | $194.8M |
| 净利润 | $-100.4M | $96.2M |
| 毛利率 | 62.1% | — |
| 营业利润率 | 22.5% | 71.7% |
| 净利率 | -27.0% | 49.4% |
| 营收同比 | -26.4% | 152.7% |
| 净利润同比 | -1124.5% | 388.9% |
| 每股收益（稀释后） | $-1.84 | $6.72 |
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MASITMP
| Q4 25 | — | $194.8M | ||
| Q3 25 | $371.5M | $87.4M | ||
| Q2 25 | $370.9M | $82.6M | ||
| Q1 25 | $372.0M | $81.7M | ||
| Q4 24 | $600.7M | $77.1M | ||
| Q3 24 | $504.6M | $76.6M | ||
| Q2 24 | $496.3M | $72.7M | ||
| Q1 24 | $492.8M | $72.8M |
净利润MASITMP
| Q4 25 | — | $96.2M | ||
| Q3 25 | $-100.4M | $23.7M | ||
| Q2 25 | $51.3M | $21.5M | ||
| Q1 25 | $-170.7M | $19.7M | ||
| Q4 24 | $-349.6M | $19.7M | ||
| Q3 24 | $9.8M | $18.6M | ||
| Q2 24 | $16.0M | $15.7M | ||
| Q1 24 | $18.9M | $16.9M |
毛利率MASITMP
| Q4 25 | — | — | ||
| 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% | — |
营业利润率MASITMP
| Q4 25 | — | 71.7% | ||
| Q3 25 | 22.5% | 35.6% | ||
| Q2 25 | 17.4% | 34.2% | ||
| Q1 25 | 21.0% | 31.6% | ||
| Q4 24 | -59.8% | 33.4% | ||
| Q3 24 | 6.0% | 32.0% | ||
| Q2 24 | 5.7% | 28.3% | ||
| Q1 24 | 6.9% | 30.4% |
净利率MASITMP
| Q4 25 | — | 49.4% | ||
| Q3 25 | -27.0% | 27.1% | ||
| Q2 25 | 13.8% | 26.0% | ||
| Q1 25 | -45.9% | 24.1% | ||
| Q4 24 | -58.2% | 25.5% | ||
| Q3 24 | 1.9% | 24.3% | ||
| Q2 24 | 3.2% | 21.6% | ||
| Q1 24 | 3.8% | 23.2% |
每股收益（稀释后）MASITMP
| Q4 25 | — | $6.72 | ||
| Q3 25 | $-1.84 | $1.65 | ||
| Q2 25 | $0.94 | $1.50 | ||
| Q1 25 | $-3.12 | $1.37 | ||
| Q4 24 | $-6.54 | $1.39 | ||
| Q3 24 | $0.18 | $1.30 | ||
| Q2 24 | $0.29 | $1.10 | ||
| Q1 24 | $0.35 | $1.18 |
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 | $132.8M |
| 总债务越低越好 | $559.1M | — |
| 股东权益账面价值 | $810.0M | $938.4M |
| 总资产 | $1.8B | $8.7B |
| 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MASITMP
| Q4 25 | — | $132.8M | ||
| Q3 25 | $312.3M | $193.5M | ||
| Q2 25 | $149.6M | $212.6M | ||
| Q1 25 | $130.8M | $193.1M | ||
| Q4 24 | $177.6M | $134.4M | ||
| Q3 24 | $158.5M | $132.3M | ||
| Q2 24 | $129.6M | $70.9M | ||
| Q1 24 | $157.6M | $57.1M |
总债务MASITMP
| 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MASITMP
| Q4 25 | — | $938.4M | ||
| Q3 25 | $810.0M | $788.8M | ||
| Q2 25 | $1.0B | $761.8M | ||
| Q1 25 | $946.4M | $741.4M | ||
| Q4 24 | $1.1B | $713.4M | ||
| Q3 24 | $1.5B | $719.9M | ||
| Q2 24 | $1.4B | $674.6M | ||
| Q1 24 | $1.4B | $667.9M |
总资产MASITMP
| Q4 25 | — | $8.7B | ||
| Q3 25 | $1.8B | $8.5B | ||
| Q2 25 | $2.4B | $8.4B | ||
| Q1 25 | $2.3B | $8.2B | ||
| Q4 24 | $2.6B | $8.1B | ||
| Q3 24 | $3.1B | $8.0B | ||
| Q2 24 | $2.9B | $7.9B | ||
| Q1 24 | $3.0B | $7.8B |
负债/权益比MASITMP
| 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 | $38.9M |
| 自由现金流经营现金流 - 资本支出 | $50.9M | $31.9M |
| 自由现金流率自由现金流/营收 | 13.7% | 16.4% |
| 资本支出强度资本支出/营收 | 1.6% | 3.6% |
| 现金转化率经营现金流/净利润 | — | 0.40× |
| 过去12个月自由现金流最近4个季度 | $191.0M | $105.0M |
8季度趋势，按日历期对齐
经营现金流MASITMP
| Q4 25 | — | $38.9M | ||
| Q3 25 | $56.8M | $34.9M | ||
| Q2 25 | $69.4M | $18.9M | ||
| Q1 25 | $31.1M | $22.2M | ||
| Q4 24 | $50.5M | $95.0M | ||
| Q3 24 | $25.6M | $21.2M | ||
| Q2 24 | $74.5M | $27.3M | ||
| Q1 24 | $45.8M | $23.2M |
自由现金流MASITMP
| Q4 25 | — | $31.9M | ||
| Q3 25 | $50.9M | $33.9M | ||
| Q2 25 | $65.6M | $18.3M | ||
| Q1 25 | $28.5M | $20.9M | ||
| Q4 24 | $46.0M | $88.8M | ||
| Q3 24 | $16.9M | $18.9M | ||
| Q2 24 | $66.9M | $26.3M | ||
| Q1 24 | $37.6M | $21.9M |
自由现金流率MASITMP
| Q4 25 | — | 16.4% | ||
| Q3 25 | 13.7% | 38.8% | ||
| Q2 25 | 17.7% | 22.1% | ||
| Q1 25 | 7.7% | 25.5% | ||
| Q4 24 | 7.7% | 115.1% | ||
| Q3 24 | 3.3% | 24.7% | ||
| Q2 24 | 13.5% | 36.2% | ||
| Q1 24 | 7.6% | 30.0% |
资本支出强度MASITMP
| Q4 25 | — | 3.6% | ||
| Q3 25 | 1.6% | 1.1% | ||
| Q2 25 | 1.0% | 0.8% | ||
| Q1 25 | 0.7% | 1.7% | ||
| Q4 24 | 0.7% | 8.1% | ||
| Q3 24 | 1.7% | 2.9% | ||
| Q2 24 | 1.5% | 1.3% | ||
| Q1 24 | 1.7% | 1.9% |
现金转化率MASITMP
| Q4 25 | — | 0.40× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | 1.35× | 0.88× | ||
| Q1 25 | — | 1.13× | ||
| Q4 24 | — | 4.82× | ||
| Q3 24 | 2.61× | 1.14× | ||
| Q2 24 | 4.66× | 1.74× | ||
| Q1 24 | 2.42× | 1.38× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
