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CSG SYSTEMS INTERNATIONAL INC（CSGS）とiRhythm Holdings, Inc.（IRTC）の財務データ比較。上の社名をクリックして会社を切り替えられます
CSG SYSTEMS INTERNATIONAL INCの直近四半期売上が大きい（$323.1M vs $208.9M、iRhythm Holdings, Inc.の約1.5倍）。iRhythm Holdings, Inc.の純利益率が高く（2.7% vs 2.2%、差は0.5%）。iRhythm Holdings, Inc.の前年同期比売上増加率が高い（27.1% vs 2.0%）。CSG SYSTEMS INTERNATIONAL INCの直近四半期フリーキャッシュフローが多い（$55.8M vs $14.5M）。過去8四半期でiRhythm Holdings, Inc.の売上複合成長率が高い（25.8% vs 4.6%）
中国南玻集団股フン有限公司は中国最大級の建築用ガラスメーカーで、浮きガラス、建築用ガラス、ディスプレイ用ガラス、自動車用ガラス、コーティングガラス、鏡、カラーフィルターガラス、太陽光発電用ガラス、省エネガラスなど多種多様なガラス製品の製造・販売を手がけています。
iRhythm Holdingsは心臓ケア分野に特化したデジタルヘルスケア企業で、ウェアラブル型の携帯用心拍モニタリングデバイスとAI搭載の解析ツールを開発・販売しています。主に米国の医療機関と患者を対象に、心房細動などの不整脈の検出を支援し、臨床診断に有用なデータを提供しています。
CSGS vs IRTC — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $323.1M | $208.9M |
| 純利益 | $7.0M | $5.6M |
| 粗利率 | 50.0% | 70.9% |
| 営業利益率 | 9.0% | 1.1% |
| 純利益率 | 2.2% | 2.7% |
| 売上前年比 | 2.0% | 27.1% |
| 純利益前年比 | -79.7% | 518.5% |
| EPS（希薄化後） | $0.24 | $0.18 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $323.1M | $208.9M | ||
| Q3 25 | $303.6M | $192.9M | ||
| Q2 25 | $297.1M | $186.7M | ||
| Q1 25 | $299.5M | $158.7M | ||
| Q4 24 | $316.7M | $164.3M | ||
| Q3 24 | $295.1M | $147.5M | ||
| Q2 24 | $290.3M | $148.0M | ||
| Q1 24 | $295.1M | $131.9M |
| Q4 25 | $7.0M | $5.6M | ||
| Q3 25 | $20.5M | $-5.2M | ||
| Q2 25 | $12.3M | $-14.2M | ||
| Q1 25 | $16.1M | $-30.7M | ||
| Q4 24 | $34.5M | $-1.3M | ||
| Q3 24 | $19.1M | $-46.2M | ||
| Q2 24 | $13.8M | $-20.1M | ||
| Q1 24 | $19.5M | $-45.7M |
| Q4 25 | 50.0% | 70.9% | ||
| Q3 25 | 48.1% | 71.1% | ||
| Q2 25 | 49.5% | 71.2% | ||
| Q1 25 | 48.4% | 68.8% | ||
| Q4 24 | 51.3% | 70.0% | ||
| Q3 24 | 49.4% | 68.8% | ||
| Q2 24 | 47.3% | 69.9% | ||
| Q1 24 | 46.5% | 66.3% |
| Q4 25 | 9.0% | 1.1% | ||
| Q3 25 | 10.0% | -4.4% | ||
| Q2 25 | 10.0% | -10.0% | ||
| Q1 25 | 9.8% | -20.5% | ||
| Q4 24 | 13.4% | -2.5% | ||
| Q3 24 | 10.8% | -34.1% | ||
| Q2 24 | 8.8% | -15.5% | ||
| Q1 24 | 10.8% | -28.9% |
| Q4 25 | 2.2% | 2.7% | ||
| Q3 25 | 6.7% | -2.7% | ||
| Q2 25 | 4.1% | -7.6% | ||
| Q1 25 | 5.4% | -19.3% | ||
| Q4 24 | 10.9% | -0.8% | ||
| Q3 24 | 6.5% | -31.3% | ||
| Q2 24 | 4.8% | -13.6% | ||
| Q1 24 | 6.6% | -34.6% |
| Q4 25 | $0.24 | $0.18 | ||
| Q3 25 | $0.73 | $-0.16 | ||
| Q2 25 | $0.44 | $-0.44 | ||
| Q1 25 | $0.57 | $-0.97 | ||
| Q4 24 | $1.20 | $-0.03 | ||
| Q3 24 | $0.67 | $-1.48 | ||
| Q2 24 | $0.48 | $-0.65 | ||
| Q1 24 | $0.68 | $-1.47 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $180.0M | $583.8M |
| 総負債低いほど良い | $539.5M | — |
| 株主資本純資産 | $283.7M | $152.7M |
| 総資産 | $1.5B | $1.0B |
| 負債/資本比率低いほどレバレッジが低い | 1.90× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $180.0M | $583.8M | ||
| Q3 25 | $158.4M | $565.2M | ||
| Q2 25 | $145.9M | $545.5M | ||
| Q1 25 | $136.0M | $520.6M | ||
| Q4 24 | $161.8M | $535.6M | ||
| Q3 24 | $118.4M | $522.0M | ||
| Q2 24 | $110.4M | $561.5M | ||
| Q1 24 | $120.8M | $569.1M |
| Q4 25 | $539.5M | — | ||
| Q3 25 | $538.6M | — | ||
| Q2 25 | $537.8M | — | ||
| Q1 25 | $537.6M | — | ||
| Q4 24 | $538.5M | — | ||
| Q3 24 | $539.5M | — | ||
| Q2 24 | $540.5M | — | ||
| Q1 24 | $541.5M | — |
| Q4 25 | $283.7M | $152.7M | ||
| Q3 25 | $289.5M | $121.9M | ||
| Q2 25 | $290.7M | $103.7M | ||
| Q1 25 | $283.1M | $86.7M | ||
| Q4 24 | $282.6M | $90.9M | ||
| Q3 24 | $288.4M | $71.8M | ||
| Q2 24 | $273.3M | $99.2M | ||
| Q1 24 | $269.3M | $90.3M |
| Q4 25 | $1.5B | $1.0B | ||
| Q3 25 | $1.5B | $995.2M | ||
| Q2 25 | $1.4B | $964.0M | ||
| Q1 25 | $1.4B | $926.1M | ||
| Q4 24 | $1.5B | $931.4M | ||
| Q3 24 | $1.4B | $909.7M | ||
| Q2 24 | $1.4B | $919.2M | ||
| Q1 24 | $1.3B | $909.8M |
| Q4 25 | 1.90× | — | ||
| Q3 25 | 1.86× | — | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 1.90× | — | ||
| Q4 24 | 1.91× | — | ||
| Q3 24 | 1.87× | — | ||
| Q2 24 | 1.98× | — | ||
| Q1 24 | 2.01× | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $59.2M | $26.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $55.8M | $14.5M |
| FCFマージンFCF / 売上 | 17.3% | 6.9% |
| 設備投資強度設備投資 / 売上 | 1.1% | 5.6% |
| キャッシュ転換率営業CF / 純利益 | 8.46× | 4.70× |
| 直近12ヶ月FCF直近4四半期 | $141.4M | $34.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $59.2M | $26.2M | ||
| Q3 25 | $47.9M | $34.9M | ||
| Q2 25 | $37.3M | $27.7M | ||
| Q1 25 | $11.5M | $-7.9M | ||
| Q4 24 | $82.5M | $19.2M | ||
| Q3 24 | $39.5M | $24.3M | ||
| Q2 24 | $43.1M | $11.8M | ||
| Q1 24 | $-29.4M | $-52.0M |
| Q4 25 | $55.8M | $14.5M | ||
| Q3 25 | $43.9M | $20.1M | ||
| Q2 25 | $34.6M | $17.3M | ||
| Q1 25 | $7.1M | $-17.3M | ||
| Q4 24 | $76.6M | $12.4M | ||
| Q3 24 | $32.0M | $15.5M | ||
| Q2 24 | $38.8M | $3.4M | ||
| Q1 24 | $-34.1M | $-61.8M |
| Q4 25 | 17.3% | 6.9% | ||
| Q3 25 | 14.5% | 10.4% | ||
| Q2 25 | 11.6% | 9.3% | ||
| Q1 25 | 2.4% | -10.9% | ||
| Q4 24 | 24.2% | 7.5% | ||
| Q3 24 | 10.8% | 10.5% | ||
| Q2 24 | 13.4% | 2.3% | ||
| Q1 24 | -11.6% | -46.8% |
| Q4 25 | 1.1% | 5.6% | ||
| Q3 25 | 1.3% | 7.7% | ||
| Q2 25 | 0.9% | 5.6% | ||
| Q1 25 | 1.5% | 5.9% | ||
| Q4 24 | 1.9% | 4.2% | ||
| Q3 24 | 2.5% | 6.0% | ||
| Q2 24 | 1.5% | 5.7% | ||
| Q1 24 | 1.6% | 7.4% |
| Q4 25 | 8.46× | 4.70× | ||
| Q3 25 | 2.34× | — | ||
| Q2 25 | 3.04× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 2.39× | — | ||
| Q3 24 | 2.07× | — | ||
| Q2 24 | 3.12× | — | ||
| Q1 24 | -1.51× | — |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
IRTC
| Commercial Payors | $111.7M | 53% |
| Centers For Medicare And Medicaid | $49.2M | 24% |
| Healthcare Institutions | $34.3M | 16% |
| Non Contracted Third Party Payors | $13.7M | 7% |
