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908 Devices Inc.（MASS）与FiscalNote Holdings, Inc.（NOTE）财务数据对比。点击上方公司名可切换其他公司
FiscalNote Holdings, Inc.的季度营收约是908 Devices Inc.的1.3倍（$22.2M vs $17.4M），908 Devices Inc.同比增速更快（21.2% vs -24.7%），908 Devices Inc.自由现金流更多（$1.3M vs $-1.9M），过去两年908 Devices Inc.的营收复合增速更高（53.0% vs -16.8%）
908 Devices Inc.是一家专注于研发、生产高性能便携式质谱分析设备及相关解决方案的科技企业，产品覆盖生命科学研究、生物制药制造、公共安全、法医鉴定、工业过程监测等领域，服务全球科研机构、制药企业及政府部门客户。
FiscalNote Holdings, Inc.（常称FiscalNote）是一家上市的软件数据与传媒企业，总部位于美国华盛顿特区，2013年由三位创始人创立。核心业务为通过政府关系管理服务FiscalNote GRM提供软件工具、平台、数据服务与资讯，同时依托人工智能平台分析美国待审议法案相关内容。
MASS vs NOTE — 直观对比
营收规模更大
NOTE
是对方的1.3倍
$17.4M
营收增速更快
MASS
高出45.8%
-24.7%
自由现金流更多
MASS
多$3.2M
$-1.9M
两年增速更快
MASS
近两年复合增速
-16.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $17.4M | $22.2M |
| 净利润 | $4.2M | — |
| 毛利率 | 52.7% | — |
| 营业利润率 | 17.8% | -83.7% |
| 净利率 | 24.0% | — |
| 营收同比 | 21.2% | -24.7% |
| 净利润同比 | 121.5% | — |
| 每股收益（稀释后） | $0.09 | $-2.81 |
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MASSNOTE
| Q4 25 | $17.4M | $22.2M | ||
| Q3 25 | $14.0M | $22.4M | ||
| Q2 25 | $13.0M | $23.3M | ||
| Q1 25 | $11.8M | $27.5M | ||
| Q4 24 | $14.3M | $29.5M | ||
| Q3 24 | $14.5M | $29.4M | ||
| Q2 24 | $11.5M | $29.2M | ||
| Q1 24 | $7.4M | $32.1M |
净利润MASSNOTE
| Q4 25 | $4.2M | — | ||
| Q3 25 | $-15.0M | $-24.9M | ||
| Q2 25 | $-13.3M | $-13.3M | ||
| Q1 25 | $43.6M | $-4.3M | ||
| Q4 24 | $-19.4M | — | ||
| Q3 24 | $-29.3M | $-14.9M | ||
| Q2 24 | $-12.5M | $-12.8M | ||
| Q1 24 | $-10.9M | $50.6M |
毛利率MASSNOTE
| Q4 25 | 52.7% | — | ||
| Q3 25 | 52.5% | — | ||
| Q2 25 | 48.9% | — | ||
| Q1 25 | 47.0% | — | ||
| Q4 24 | 46.5% | — | ||
| Q3 24 | 53.6% | — | ||
| Q2 24 | 53.8% | — | ||
| Q1 24 | 52.4% | — |
营业利润率MASSNOTE
| Q4 25 | 17.8% | -83.7% | ||
| Q3 25 | -116.6% | -43.4% | ||
| Q2 25 | -116.3% | -31.9% | ||
| Q1 25 | -93.6% | -50.0% | ||
| Q4 24 | -116.8% | -19.4% | ||
| Q3 24 | -168.7% | -23.1% | ||
| Q2 24 | -74.5% | -27.2% | ||
| Q1 24 | -102.5% | -35.6% |
净利率MASSNOTE
| Q4 25 | 24.0% | — | ||
| Q3 25 | -107.0% | -110.8% | ||
| Q2 25 | -102.1% | -57.0% | ||
| Q1 25 | 370.2% | -15.4% | ||
| Q4 24 | -135.6% | — | ||
| Q3 24 | -201.8% | -50.7% | ||
| Q2 24 | -109.5% | -43.6% | ||
| Q1 24 | -147.1% | 157.6% |
每股收益（稀释后）MASSNOTE
| Q4 25 | $0.09 | $-2.81 | ||
| Q3 25 | $-0.41 | $-1.73 | ||
| Q2 25 | $-0.37 | $-0.08 | ||
| Q1 25 | $1.23 | $-0.03 | ||
| Q4 24 | $-0.58 | $1.88 | ||
| Q3 24 | $-0.84 | $-1.33 | ||
| Q2 24 | $-0.37 | $-0.09 | ||
| Q1 24 | $-0.33 | $0.37 |
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 | $113.0M | $26.3M |
| 总债务越低越好 | — | $128.4M |
| 股东权益账面价值 | $143.7M | $62.0M |
| 总资产 | $190.1M | $255.1M |
| 负债/权益比越低杠杆越低 | — | 2.07× |
8季度趋势，按日历期对齐
现金及短期投资MASSNOTE
| Q4 25 | $113.0M | $26.3M | ||
| Q3 25 | $112.1M | $31.2M | ||
| Q2 25 | $118.6M | $38.5M | ||
| Q1 25 | $124.3M | $46.3M | ||
| Q4 24 | $69.6M | $34.6M | ||
| Q3 24 | $71.7M | $32.7M | ||
| Q2 24 | $77.4M | $37.7M | ||
| Q1 24 | $134.2M | $43.6M |
总债务MASSNOTE
| Q4 25 | — | $128.4M | ||
| Q3 25 | — | $131.5M | ||
| Q2 25 | — | $116.7M | ||
| Q1 25 | — | $118.0M | ||
| Q4 24 | — | $147.1M | ||
| Q3 24 | — | $152.2M | ||
| Q2 24 | — | $145.9M | ||
| Q1 24 | — | $153.0M |
股东权益MASSNOTE
| Q4 25 | $143.7M | $62.0M | ||
| Q3 25 | $136.3M | $75.5M | ||
| Q2 25 | $148.8M | $95.1M | ||
| Q1 25 | $159.4M | $98.7M | ||
| Q4 24 | $114.6M | $97.8M | ||
| Q3 24 | $131.0M | $98.5M | ||
| Q2 24 | $156.4M | $106.9M | ||
| Q1 24 | $156.9M | $106.1M |
总资产MASSNOTE
| Q4 25 | $190.1M | $255.1M | ||
| Q3 25 | $190.9M | $273.9M | ||
| Q2 25 | $191.7M | $288.3M | ||
| Q1 25 | $196.0M | $299.7M | ||
| Q4 24 | $159.5M | $326.2M | ||
| Q3 24 | $178.3M | $337.9M | ||
| Q2 24 | $208.8M | $346.3M | ||
| Q1 24 | $189.8M | $357.8M |
负债/权益比MASSNOTE
| Q4 25 | — | 2.07× | ||
| Q3 25 | — | 1.74× | ||
| Q2 25 | — | 1.23× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | — | 1.50× | ||
| Q3 24 | — | 1.54× | ||
| Q2 24 | — | 1.36× | ||
| Q1 24 | — | 1.44× |
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 | $1.3M | $-279.0K |
| 自由现金流经营现金流 - 资本支出 | $1.3M | $-1.9M |
| 自由现金流率自由现金流/营收 | 7.6% | -8.7% |
| 资本支出强度资本支出/营收 | 0.0% | 7.4% |
| 现金转化率经营现金流/净利润 | 0.32× | — |
| 过去12个月自由现金流最近4个季度 | $-24.7M | $-18.6M |
8季度趋势，按日历期对齐
经营现金流MASSNOTE
| Q4 25 | $1.3M | $-279.0K | ||
| Q3 25 | $-4.2M | $-8.3M | ||
| Q2 25 | $-5.8M | $-6.2M | ||
| Q1 25 | $-15.0M | $3.3M | ||
| Q4 24 | $-2.2M | $-1.3M | ||
| Q3 24 | $-5.6M | $-3.0M | ||
| Q2 24 | $-13.0M | $-3.7M | ||
| Q1 24 | $-9.4M | $2.7M |
自由现金流MASSNOTE
| Q4 25 | $1.3M | $-1.9M | ||
| Q3 25 | $-4.9M | $-10.4M | ||
| Q2 25 | $-5.9M | $-7.7M | ||
| Q1 25 | $-15.2M | $1.3M | ||
| Q4 24 | $-2.4M | $-3.4M | ||
| Q3 24 | $-5.8M | $-5.4M | ||
| Q2 24 | $-13.7M | $-6.5M | ||
| Q1 24 | $-10.3M | $1.0M |
自由现金流率MASSNOTE
| Q4 25 | 7.6% | -8.7% | ||
| Q3 25 | -34.9% | -46.2% | ||
| Q2 25 | -45.3% | -33.0% | ||
| Q1 25 | -128.9% | 4.7% | ||
| Q4 24 | -17.0% | -11.4% | ||
| Q3 24 | -39.7% | -18.4% | ||
| Q2 24 | -119.4% | -22.1% | ||
| Q1 24 | -138.2% | 3.3% |
资本支出强度MASSNOTE
| Q4 25 | 0.0% | 7.4% | ||
| Q3 25 | 4.9% | 9.3% | ||
| Q2 25 | 0.9% | 6.4% | ||
| Q1 25 | 1.4% | 7.2% | ||
| Q4 24 | 1.3% | 6.8% | ||
| Q3 24 | 1.1% | 8.3% | ||
| Q2 24 | 5.6% | 9.4% | ||
| Q1 24 | 12.2% | 5.3% |
现金转化率MASSNOTE
| Q4 25 | 0.32× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -0.34× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.05× |
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
MASS
| Products | $14.3M | 82% |
| Services | $3.0M | 18% |
NOTE
| Subscription | $21.2M | 95% |
| Advisory Advertising And Other | $1.0M | 5% |
