vs
迈心诺(MASI)与WSFS FINANCIAL CORP(WSFS)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WSFS FINANCIAL CORP的1.3倍($371.5M vs $275.3M),WSFS FINANCIAL CORP净利率更高(31.5% vs -27.0%,领先58.6%),WSFS FINANCIAL CORP同比增速更快(7.5% vs -26.4%),过去两年WSFS FINANCIAL CORP的营收复合增速更高(1.7% 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。
WSFS金融集团是一家金融服务企业,核心子公司WSFS银行是总部位于特拉华州及大特拉华谷地区规模最大、经营历史最久的本地管理银行与财富管理机构。集团共运营115个网点,其中88个为银行网点,分布在宾夕法尼亚、特拉华、新泽西、佛罗里达、弗吉尼亚、内华达六州,提供全面金融服务。
MASI vs WSFS — 直观对比
营收规模更大
MASI
是对方的1.3倍
$275.3M
营收增速更快
WSFS
高出33.9%
-26.4%
净利率更高
WSFS
高出58.6%
-27.0%
两年增速更快
WSFS
近两年复合增速
-17.7%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $371.5M | $275.3M |
| 净利润 | $-100.4M | $86.8M |
| 毛利率 | 62.1% | — |
| 营业利润率 | 22.5% | — |
| 净利率 | -27.0% | 31.5% |
| 营收同比 | -26.4% | 7.5% |
| 净利润同比 | -1124.5% | 31.7% |
| 每股收益(稀释后) | $-1.84 | $1.64 |
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
MASI
WSFS
| Q1 26 | — | $275.3M | ||
| Q4 25 | — | $271.9M | ||
| Q3 25 | $371.5M | $270.5M | ||
| Q2 25 | $370.9M | $267.5M | ||
| Q1 25 | $372.0M | $256.1M | ||
| Q4 24 | $600.7M | $261.5M | ||
| Q3 24 | $504.6M | $267.7M | ||
| Q2 24 | $496.3M | $266.0M |
净利润
MASI
WSFS
| Q1 26 | — | $86.8M | ||
| Q4 25 | — | $72.7M | ||
| Q3 25 | $-100.4M | $76.4M | ||
| Q2 25 | $51.3M | $72.3M | ||
| Q1 25 | $-170.7M | $65.9M | ||
| Q4 24 | $-349.6M | $64.2M | ||
| Q3 24 | $9.8M | $64.4M | ||
| Q2 24 | $16.0M | $69.3M |
毛利率
MASI
WSFS
| Q1 26 | — | — | ||
| 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% | — |
营业利润率
MASI
WSFS
| Q1 26 | — | — | ||
| Q4 25 | — | 35.8% | ||
| Q3 25 | 22.5% | 37.3% | ||
| Q2 25 | 17.4% | 35.7% | ||
| Q1 25 | 21.0% | 34.0% | ||
| Q4 24 | -59.8% | 32.3% | ||
| Q3 24 | 6.0% | 31.9% | ||
| Q2 24 | 5.7% | 34.0% |
净利率
MASI
WSFS
| Q1 26 | — | 31.5% | ||
| Q4 25 | — | 26.7% | ||
| Q3 25 | -27.0% | 28.3% | ||
| Q2 25 | 13.8% | 27.0% | ||
| Q1 25 | -45.9% | 25.7% | ||
| Q4 24 | -58.2% | 24.6% | ||
| Q3 24 | 1.9% | 24.1% | ||
| Q2 24 | 3.2% | 26.0% |
每股收益(稀释后)
MASI
WSFS
| Q1 26 | — | $1.64 | ||
| Q4 25 | — | $1.33 | ||
| Q3 25 | $-1.84 | $1.37 | ||
| Q2 25 | $0.94 | $1.27 | ||
| Q1 25 | $-3.12 | $1.12 | ||
| Q4 24 | $-6.54 | $1.08 | ||
| Q3 24 | $0.18 | $1.08 | ||
| Q2 24 | $0.29 | $1.16 |
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 | — |
| 总债务越低越好 | $559.1M | — |
| 股东权益账面价值 | $810.0M | $2.7B |
| 总资产 | $1.8B | $22.1B |
| 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
MASI
WSFS
| Q1 26 | — | — | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | $312.3M | — | ||
| Q2 25 | $149.6M | — | ||
| Q1 25 | $130.8M | — | ||
| Q4 24 | $177.6M | $1.2B | ||
| Q3 24 | $158.5M | — | ||
| Q2 24 | $129.6M | — |
总债务
MASI
WSFS
| Q1 26 | — | — | ||
| 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 | — |
股东权益
MASI
WSFS
| Q1 26 | — | $2.7B | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | $810.0M | $2.8B | ||
| Q2 25 | $1.0B | $2.7B | ||
| Q1 25 | $946.4M | $2.7B | ||
| Q4 24 | $1.1B | $2.6B | ||
| Q3 24 | $1.5B | $2.7B | ||
| Q2 24 | $1.4B | $2.5B |
总资产
MASI
WSFS
| Q1 26 | — | $22.1B | ||
| Q4 25 | — | $21.3B | ||
| Q3 25 | $1.8B | $20.8B | ||
| Q2 25 | $2.4B | $20.8B | ||
| Q1 25 | $2.3B | $20.5B | ||
| Q4 24 | $2.6B | $20.8B | ||
| Q3 24 | $3.1B | $20.9B | ||
| Q2 24 | $2.9B | $20.7B |
负债/权益比
MASI
WSFS
| Q1 26 | — | — | ||
| 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× | — |
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
MASI
WSFS
| Q1 26 | — | — | ||
| Q4 25 | — | $220.0M | ||
| Q3 25 | $56.8M | $121.5M | ||
| Q2 25 | $69.4M | $37.2M | ||
| Q1 25 | $31.1M | $8.7M | ||
| Q4 24 | $50.5M | $219.9M | ||
| Q3 24 | $25.6M | $3.1M | ||
| Q2 24 | $74.5M | $44.8M |
自由现金流
MASI
WSFS
| Q1 26 | — | — | ||
| Q4 25 | — | $213.6M | ||
| Q3 25 | $50.9M | $120.3M | ||
| Q2 25 | $65.6M | $35.2M | ||
| Q1 25 | $28.5M | $6.3M | ||
| Q4 24 | $46.0M | $205.6M | ||
| Q3 24 | $16.9M | $-489.0K | ||
| Q2 24 | $66.9M | $42.1M |
自由现金流率
MASI
WSFS
| Q1 26 | — | — | ||
| Q4 25 | — | 78.6% | ||
| Q3 25 | 13.7% | 44.5% | ||
| Q2 25 | 17.7% | 13.2% | ||
| Q1 25 | 7.7% | 2.5% | ||
| Q4 24 | 7.7% | 78.6% | ||
| Q3 24 | 3.3% | -0.2% | ||
| Q2 24 | 13.5% | 15.8% |
资本支出强度
MASI
WSFS
| Q1 26 | — | — | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 1.6% | 0.5% | ||
| Q2 25 | 1.0% | 0.7% | ||
| Q1 25 | 0.7% | 0.9% | ||
| Q4 24 | 0.7% | 5.5% | ||
| Q3 24 | 1.7% | 1.4% | ||
| Q2 24 | 1.5% | 1.0% |
现金转化率
MASI
WSFS
| Q1 26 | — | — | ||
| Q4 25 | — | 3.03× | ||
| Q3 25 | — | 1.59× | ||
| Q2 25 | 1.35× | 0.51× | ||
| Q1 25 | — | 0.13× | ||
| Q4 24 | — | 3.43× | ||
| Q3 24 | 2.61× | 0.05× | ||
| Q2 24 | 4.66× | 0.65× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图