本帖最后由 交响无际 于 2022-11-4 16:48 编辑
有意思,这公司不算太大呀,市值$6.57B,并购Sound United $1B
7月份季报里有更多的信息
http://news.windin.com/bulletin/2022-08-10-MASI.O-%E9%BA%A6%E6%96%AF%E8%8E%AB%E5%8C%BB%E7%96%97%28MASIMO%29-10-Q.html?mediatype=03&pkid=132196089&id=B73A436434E22795077B82B33055D515&title=&direct=1
这个坑看起来还挺大的了,一个季度就能亏这么多,不赶紧止血的话,不太乐观呀,a net loss of $26.9 million for the period of April 11, 2022 to July 2, 2022.
这一块的毛利率34.9%,还可以呀
这是存了多少库存呀,赶紧降价甩卖呀~~~弄对8系列玩玩?嘻嘻嘻
又看了看,库存水平,其实也就是大概一个季度的revenue,也说的过去呀
The Company acquired 100% of the equity interests of Sound United for $1.086 billion in cash, subject to adjustments based on Sound United’s net working capital, transaction expenses, cash and debt as of the closing of the Merger (Closing), payable by the Company in cash.
The results of operations of Sound United subsequent to the acquisition date and the acquired assets and assumed liabilities, including the preliminary allocation of goodwill and intangible assets, are included in the non-healthcare segment, including revenue of $208.3 million and a net loss of $26.9 million for the period of April 11, 2022 to July 2, 2022.
We sought differentiated growth opportunities to cross-leverage technologies, bringing our core clinically superior solutions into the “home” and “on-the-go” as well as bringing Sound United’s premium technologies into the hospital to advance hospital automation connectivity and cloud-based technologies. The technology and expertise within Sound United will serve us well as we aim to augment our hospital-to-home strategy, providing innovative solutions to improve patient outcomes, and reducing the cost of care™. Furthermore, Sound United unlocks access to large, well-established consumer channels by offering us immediate scale with leading retail establishments across the U.S. and Europe. The collaboration will translate into products that broaden our access to untapped consumer demographics around the world.
The non-healthcare revenue segment is a new reportable segment resulting from the Sound United acquisition. Non-healthcare revenue represented below is from April 11, 2022 through July 2, 2022. The non-healthcare segment saw strong demand for consumer audio products from April 11, 2022 through July 2, 2022. Despite the improvement of supply, we still maintain a product backlog due to industry-wide supply chain challenges.
|