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Masimo Corporation

NASDAQ•MASI
CEO: Ms. Michelle M. Brennan
板块: Healthcare
行业: Medical - Instruments & Supplies
上市日期: 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.
联系方式
52 Discovery, Irvine, CA, 92618, United States
949-297-7000
www.masimo.com
市值
$9.34B
市盈率 (TTM)
-63.1
58.7
股息率
--
52周最高
$179.00
52周最低
$125.94
52周范围
99%
排名35Top 29.9%
4.6
F-Score
改良版 Piotroski 分析
基于 10 年期基本面
一般 • 4.6 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2016-2025

财务仪表盘

Q4 2025 数据

营业收入

$412.50M+0.00%
近4季度走势

每股收益

$1.25+0.00%
近4季度走势

自由现金流

$53.40M+0.00%
近4季度走势

2025 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (TTM)

MOH stock ticker logoMOH
$45.43B
+11.7%
HSIC stock ticker logoHSIC
$13.18B
+4.0%
BAX stock ticker logoBAX
$11.24B
+5.7%

毛利率 (最新季度)

JAZZ stock ticker logoJAZZ
97.9%
-12.3pp
RYTM stock ticker logoRYTM
91.6%
+0.8pp
GMED stock ticker logoGMED
72.0%
+6.5pp

关键指标

股票代码
市值
市盈率 (TTM)
净资产收益率 (TTM)
负债率
GMED$12.84B23.912.4%2.2%
JAZZ$12.38B-34.4-8.8%46.4%
GH$11.33B-26.7164.9%83.6%

长期趋势

近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
3.5%
温和增长
4季度净利润复合增长率
N/M
盈利状态转变
现金流稳定性
100%
现金流表现优异

深度研究

下次财报:2026年5月5日
|
每股收益:$1.41
|
营业收入:$398.65M
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过去12个月
无数据