vs
908 Devices Inc.(MASS)与Owlet, Inc.(OWLT)财务数据对比。点击上方公司名可切换其他公司
Owlet, Inc.的季度营收约是908 Devices Inc.的1.5倍($26.6M vs $17.4M)。908 Devices Inc.净利率更高(24.0% vs -34.6%,领先58.6%)。Owlet, Inc.同比增速更快(29.6% vs 21.2%)。908 Devices Inc.自由现金流更多($1.3M vs $-651.0K)。过去两年908 Devices Inc.的营收复合增速更高(53.0% vs 34.2%)
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。
Owlet, Inc.是一家专注于儿科健康科技的企业,核心产品为可穿戴婴儿智能监测袜,可实时追踪婴幼儿心率、血氧水平及睡眠数据,产品通过自营电商和零售合作伙伴销往全球多个市场,为新手父母提供育儿健康支持。
MASS vs OWLT — 直观对比
营收规模更大
OWLT
是对方的1.5倍
$17.4M
营收增速更快
OWLT
高出8.4%
21.2%
净利率更高
MASS
高出58.6%
-34.6%
自由现金流更多
MASS
多$2.0M
$-651.0K
两年增速更快
MASS
近两年复合增速
34.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $17.4M | $26.6M |
| 净利润 | $4.2M | $-9.2M |
| 毛利率 | 52.7% | 47.6% |
| 营业利润率 | 17.8% | -18.4% |
| 净利率 | 24.0% | -34.6% |
| 营收同比 | 21.2% | 29.6% |
| 净利润同比 | 121.5% | -1.5% |
| 每股收益(稀释后) | $0.09 | — |
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
MASS
OWLT
| Q4 25 | $17.4M | $26.6M | ||
| Q3 25 | $14.0M | $32.0M | ||
| Q2 25 | $13.0M | $26.1M | ||
| Q1 25 | $11.8M | $21.1M | ||
| Q4 24 | $14.3M | $20.5M | ||
| Q3 24 | $14.5M | $22.1M | ||
| Q2 24 | $11.5M | $20.7M | ||
| Q1 24 | $7.4M | $14.8M |
净利润
MASS
OWLT
| Q4 25 | $4.2M | $-9.2M | ||
| Q3 25 | $-15.0M | $4.1M | ||
| Q2 25 | $-13.3M | $-37.6M | ||
| Q1 25 | $43.6M | $3.0M | ||
| Q4 24 | $-19.4M | $-9.1M | ||
| Q3 24 | $-29.3M | $-5.6M | ||
| Q2 24 | $-12.5M | $-1.1M | ||
| Q1 24 | $-10.9M | $3.3M |
毛利率
MASS
OWLT
| Q4 25 | 52.7% | 47.6% | ||
| Q3 25 | 52.5% | 50.6% | ||
| Q2 25 | 48.9% | 51.3% | ||
| Q1 25 | 47.0% | 53.7% | ||
| Q4 24 | 46.5% | 53.5% | ||
| Q3 24 | 53.6% | 52.2% | ||
| Q2 24 | 53.8% | 49.5% | ||
| Q1 24 | 52.4% | 44.4% |
营业利润率
MASS
OWLT
| Q4 25 | 17.8% | -18.4% | ||
| Q3 25 | -116.6% | 3.8% | ||
| Q2 25 | -116.3% | -7.4% | ||
| Q1 25 | -93.6% | -12.7% | ||
| Q4 24 | -116.8% | -36.2% | ||
| Q3 24 | -168.7% | -21.8% | ||
| Q2 24 | -74.5% | -10.8% | ||
| Q1 24 | -102.5% | -39.0% |
净利率
MASS
OWLT
| Q4 25 | 24.0% | -34.6% | ||
| Q3 25 | -107.0% | 12.9% | ||
| Q2 25 | -102.1% | -144.4% | ||
| Q1 25 | 370.2% | 14.3% | ||
| Q4 24 | -135.6% | -44.2% | ||
| Q3 24 | -201.8% | -25.4% | ||
| Q2 24 | -109.5% | -5.5% | ||
| Q1 24 | -147.1% | 22.2% |
每股收益(稀释后)
MASS
OWLT
| Q4 25 | $0.09 | — | ||
| Q3 25 | $-0.41 | $-0.06 | ||
| Q2 25 | $-0.37 | $-2.37 | ||
| Q1 25 | $1.23 | $0.11 | ||
| Q4 24 | $-0.58 | $-0.15 | ||
| Q3 24 | $-0.84 | $-0.61 | ||
| Q2 24 | $-0.37 | $-0.30 | ||
| Q1 24 | $-0.33 | $-0.51 |
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 | $113.0M | $35.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $143.7M | $19.0M |
| 总资产 | $190.1M | $85.6M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
MASS
OWLT
| Q4 25 | $113.0M | $35.5M | ||
| Q3 25 | $112.1M | $23.8M | ||
| Q2 25 | $118.6M | $21.8M | ||
| Q1 25 | $124.3M | $16.3M | ||
| Q4 24 | $69.6M | $20.2M | ||
| Q3 24 | $71.7M | $21.6M | ||
| Q2 24 | $77.4M | $15.4M | ||
| Q1 24 | $134.2M | $18.4M |
总债务
MASS
OWLT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $2.1M | ||
| Q1 24 | — | $4.0M |
股东权益
MASS
OWLT
| Q4 25 | $143.7M | $19.0M | ||
| Q3 25 | $136.3M | $-54.1M | ||
| Q2 25 | $148.8M | $-59.2M | ||
| Q1 25 | $159.4M | $-25.8M | ||
| Q4 24 | $114.6M | $-29.8M | ||
| Q3 24 | $131.0M | $-21.5M | ||
| Q2 24 | $156.4M | $-33.4M | ||
| Q1 24 | $156.9M | $-32.9M |
总资产
MASS
OWLT
| Q4 25 | $190.1M | $85.6M | ||
| Q3 25 | $190.9M | $74.9M | ||
| Q2 25 | $191.7M | $63.5M | ||
| Q1 25 | $196.0M | $51.4M | ||
| Q4 24 | $159.5M | $49.5M | ||
| Q3 24 | $178.3M | $56.1M | ||
| Q2 24 | $208.8M | $45.9M | ||
| Q1 24 | $189.8M | $43.8M |
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 | $-452.0K |
| 自由现金流经营现金流 - 资本支出 | $1.3M | $-651.0K |
| 自由现金流率自由现金流/营收 | 7.6% | -2.5% |
| 资本支出强度资本支出/营收 | 0.0% | 0.7% |
| 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 | $-11.1M |
8季度趋势,按日历期对齐
经营现金流
MASS
OWLT
| Q4 25 | $1.3M | $-452.0K | ||
| Q3 25 | $-4.2M | $-2.2M | ||
| Q2 25 | $-5.8M | $-2.2M | ||
| Q1 25 | $-15.0M | $-5.9M | ||
| Q4 24 | $-2.2M | $3.0M | ||
| Q3 24 | $-5.6M | $-7.5M | ||
| Q2 24 | $-13.0M | $-3.4M | ||
| Q1 24 | $-9.4M | $-3.4M |
自由现金流
MASS
OWLT
| Q4 25 | $1.3M | $-651.0K | ||
| Q3 25 | $-4.9M | $-2.2M | ||
| Q2 25 | $-5.9M | $-2.3M | ||
| Q1 25 | $-15.2M | $-5.9M | ||
| Q4 24 | $-2.4M | $3.0M | ||
| Q3 24 | $-5.8M | $-7.5M | ||
| Q2 24 | $-13.7M | $-3.4M | ||
| Q1 24 | $-10.3M | — |
自由现金流率
MASS
OWLT
| Q4 25 | 7.6% | -2.5% | ||
| Q3 25 | -34.9% | -6.8% | ||
| Q2 25 | -45.3% | -8.8% | ||
| Q1 25 | -128.9% | -28.1% | ||
| Q4 24 | -17.0% | 14.5% | ||
| Q3 24 | -39.7% | -33.9% | ||
| Q2 24 | -119.4% | -16.3% | ||
| Q1 24 | -138.2% | — |
资本支出强度
MASS
OWLT
| Q4 25 | 0.0% | 0.7% | ||
| Q3 25 | 4.9% | 0.0% | ||
| Q2 25 | 0.9% | 0.2% | ||
| Q1 25 | 1.4% | 0.0% | ||
| Q4 24 | 1.3% | 0.2% | ||
| Q3 24 | 1.1% | 0.0% | ||
| Q2 24 | 5.6% | 0.0% | ||
| Q1 24 | 12.2% | 0.0% |
现金转化率
MASS
OWLT
| Q4 25 | 0.32× | — | ||
| Q3 25 | — | -0.52× | ||
| Q2 25 | — | — | ||
| Q1 25 | -0.34× | -1.96× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -1.03× |
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% |
OWLT
| US | $22.7M | 85% |
| Non Us | $3.2M | 12% |
| Other | $651.0K | 2% |