Masimo Corporation
NASDAQ•MASI
CEO: Ms. Michelle M. Brennan
セクター: Healthcare
業種: Medical - Instruments & Supplies
上場日: 2007-08-08
Masimo Corporation develops, manufactures, and markets various patient monitoring technologies, and automation and connectivity solutions worldwide. The company offers masimo signal extraction technology (SET) pulse oximetry with measure-through motion and low perfusion pulse oximetry monitoring to address the primary limitations of conventional pulse oximetry; Masimo rainbow SET platform, including rainbow SET Pulse CO-Oximetry products that allows noninvasive monitoring of carboxyhemoglobin, methemoglobin, hemoglobin concentration, fractional arterial oxygen saturation, oxygen content, pleth variability index, rainbow pleth variability index, respiration rate from the pleth, and oxygen reserve index, as well as acoustic respiration monitoring, SedLine brain function monitoring, NomoLine capnography and gas monitoring, and regional oximetry. It also provides brain function and hemodynamic monitoring solutions; patient position and activity tracking, and neuromodulation technology solutions; and Masimo Hospital Automation platform, including hospital automation solutions, including Patient SafetyNet, Patient SafetyNet Surveillance, SafetyNet, Replica, Iris, MyView, UniView, Uniview: 60, Masimo Sleep, Centroid, and Bridg; and nasal high-flow ventilation, neuromodulation therapeutics, and telehealth solutions. In addition, the company provides its products through direct sales force, distributors, and original equipment manufacturers partners to hospitals, emergency medical service and home care providers, long-term care facilities, physician offices, veterinarians, and consumers; and home wellness products through e-commerce internet sites, such as masimopersonalhealth.com, amazon.com, and shopify.com. Masimo Corporation was incorporated in 1989 and is headquartered in Irvine, California.
連絡先情報
時価総額
$9.43B
PER (TTM)
-62.1
57.7
配当利回り
--
52週高値
$175.90
52週安値
$125.94
52週レンジ
順位35Top 29.9%
4.6
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.6 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$412.50M+0.00%
直近4四半期の推移
EPS
$1.25+0.00%
直近4四半期の推移
フリーCF
$53.40M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Revenue Grew 9.4% Total revenue reached $1,526.9 M, driven by higher consumable sales and an extra selling week.
Gross Margin Expanded Gross profit margin improved to 61.9% from 56.9%, aided by strategic realignment benefits.
Danaher Merger Agreement Definitive agreement signed to be acquired by Danaher for $180.00 cash per share, expected H2 2026 close.
R&D Spending Reduced Research and development expenses decreased 30.6% to $126.4 M following strategic realignment initiatives.
リスク要因
Merger Completion Uncertainty Merger closing depends on regulatory approvals; failure to obtain them could adversely affect financial results.
Willow Cross-Licensing Dispute Ongoing arbitration with Willow over licensing agreement may result in damages or limit rainbow technology growth.
Customer Purchase Concentration Loss of single large distributor, representing 18.8% of revenue, could significantly reduce net sales.
Cybersecurity Incident Impact Unauthorized network activity in April 2025 temporarily impacted manufacturing and order fulfillment capabilities.
見通し
Focus on Merger Closing Management prioritizing customary closing conditions to finalize the Danaher acquisition in the second half of 2026.
Expand Growth Markets Strategy focuses on expanding patient monitoring into outpatient and ambulatory surgery centers using existing technologies.
Manage Regulatory Evolution Must adapt internal controls and practices to evolving global data privacy laws, increasing compliance costs.
Intellectual Property Defense Will continue litigation against Apple and defend patents; success in these efforts is not guaranteed.
同業比較
売上高 (TTM)
$45.43B
$13.18B
$11.24B
粗利益率 (最新四半期)
97.9%
91.6%
72.0%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| GMED | $11.47B | 21.3 | 12.4% | 2.2% |
| GH | $11.21B | -26.4 | 164.9% | 83.6% |
| JAZZ | $10.99B | -30.6 | -8.8% | 46.4% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
3.5%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年5月5日
EPS:$1.43
|売上高:$398.10M
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし