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Masimo Corporation

NASDAQ•MASI
執行長: Ms. Michelle M. Brennan
板塊: Healthcare
行業: 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.
聯絡資訊
52 Discovery, Irvine, CA, 92618, United States
949-297-7000
www.masimo.com
市值
$9.42B
本益比 (TTM)
-62.1
58.6
股息率
--
52周最高
$183.50
52周最低
$125.94
52周範圍
86%
排名35Top 29.9%
4.6
F-Score
改良版 Piotroski 分析
基於 10 年期基本面
一般 • 4.6 / 9 分
評分區間 (0-9)
8-9: 價值優異
6-7: 基本面強勁
4-5: 整體穩健
0-3: 表現疲弱
資料區間: 2016-2025

財務儀表板

Q4 2025 數據

營業收入

$412.50M+0.00%
近4季度走勢

每股收益

$1.25+0.00%
近4季度走勢

自由現金流

$53.40M+0.00%
近4季度走勢

2025 Annual 財報亮點

核心亮點

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.

關注風險

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.

未來展望

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.

同行對比

營業收入 (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

關鍵指標

股票代碼
市值
本益比 (TTM)
股東權益報酬率 (TTM)
負債率
GH$12.14B-28.6164.9%83.6%
GMED$12.08B22.412.4%2.2%
JAZZ$11.30B-31.4-8.8%46.4%

長期趨勢

近4季度
營業收入
淨利
營運現金流
4季度營業收入複合增長率
3.5%
溫和增長
4季度淨利複合增長率
N/M
盈利狀態轉變
現金流穩定性
100%
現金流表現優異

深度研究

下次財報:2026年5月12日
|
每股收益:$1.43
|
營業收入:$398.65M
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