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CSW INDUSTRIALS, INC.（CSW）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
CSW INDUSTRIALS, INC.の直近四半期売上が大きい（$233.0M vs $208.9M、iRhythm Holdings, Inc.の約1.1倍）。CSW INDUSTRIALS, INC.の純利益率が高く（4.4% vs 2.7%、差は1.7%）。iRhythm Holdings, Inc.の前年同期比売上増加率が高い（27.1% vs 20.3%）。CSW INDUSTRIALS, INC.の直近四半期フリーキャッシュフローが多い（$22.7M 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 5.1%）
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。
CSW vs IRTC — 直接比較
売上が大きい
CSW
1.1倍大きい
$208.9M
売上成長率が高い
IRTC
+6.8%の差
20.3%
純利益率が高い
CSW
純利益率が1.7%高い
2.7%
フリーキャッシュフローが多い
CSW
FCF $8.2M多い
$14.5M
2年売上CAGRが高い
IRTC
2年複合成長率
5.1%
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $233.0M | $208.9M |
| 純利益 | $10.3M | $5.6M |
| 粗利率 | 39.7% | 70.9% |
| 営業利益率 | 7.4% | 1.1% |
| 純利益率 | 4.4% | 2.7% |
| 売上前年比 | 20.3% | 27.1% |
| 純利益前年比 | -61.9% | 518.5% |
| EPS（希薄化後） | $0.62 | $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
売上CSWIRTC
| Q4 25 | $233.0M | $208.9M | ||
| Q3 25 | $277.0M | $192.9M | ||
| Q2 25 | $263.6M | $186.7M | ||
| Q1 25 | $230.5M | $158.7M | ||
| Q4 24 | $193.6M | $164.3M | ||
| Q3 24 | $227.9M | $147.5M | ||
| Q2 24 | $226.2M | $148.0M | ||
| Q1 24 | $210.9M | $131.9M |
純利益CSWIRTC
| Q4 25 | $10.3M | $5.6M | ||
| Q3 25 | $40.7M | $-5.2M | ||
| Q2 25 | $40.9M | $-14.2M | ||
| Q1 25 | $35.1M | $-30.7M | ||
| Q4 24 | $26.9M | $-1.3M | ||
| Q3 24 | $36.1M | $-46.2M | ||
| Q2 24 | $38.6M | $-20.1M | ||
| Q1 24 | $31.8M | $-45.7M |
粗利率CSWIRTC
| Q4 25 | 39.7% | 70.9% | ||
| Q3 25 | 43.0% | 71.1% | ||
| Q2 25 | 43.8% | 71.2% | ||
| Q1 25 | 44.2% | 68.8% | ||
| Q4 24 | 41.4% | 70.0% | ||
| Q3 24 | 45.6% | 68.8% | ||
| Q2 24 | 47.5% | 69.9% | ||
| Q1 24 | 44.4% | 66.3% |
営業利益率CSWIRTC
| Q4 25 | 7.4% | 1.1% | ||
| Q3 25 | 20.5% | -4.4% | ||
| Q2 25 | 20.8% | -10.0% | ||
| Q1 25 | 19.5% | -20.5% | ||
| Q4 24 | 15.3% | -2.5% | ||
| Q3 24 | 22.6% | -34.1% | ||
| Q2 24 | 24.3% | -15.5% | ||
| Q1 24 | 21.0% | -28.9% |
純利益率CSWIRTC
| Q4 25 | 4.4% | 2.7% | ||
| Q3 25 | 14.7% | -2.7% | ||
| Q2 25 | 15.5% | -7.6% | ||
| Q1 25 | 15.2% | -19.3% | ||
| Q4 24 | 13.9% | -0.8% | ||
| Q3 24 | 15.8% | -31.3% | ||
| Q2 24 | 17.1% | -13.6% | ||
| Q1 24 | 15.1% | -34.6% |
EPS（希薄化後）CSWIRTC
| Q4 25 | $0.62 | $0.18 | ||
| Q3 25 | $2.41 | $-0.16 | ||
| Q2 25 | $2.43 | $-0.44 | ||
| Q1 25 | $2.05 | $-0.97 | ||
| Q4 24 | $1.60 | $-0.03 | ||
| Q3 24 | $2.26 | $-1.48 | ||
| Q2 24 | $2.47 | $-0.65 | ||
| Q1 24 | $2.03 | $-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 | $40.2M | $583.8M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.1B | $152.7M |
| 総資産 | $2.3B | $1.0B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
現金・短期投資CSWIRTC
| Q4 25 | $40.2M | $583.8M | ||
| Q3 25 | $31.5M | $565.2M | ||
| Q2 25 | $38.0M | $545.5M | ||
| Q1 25 | $225.8M | $520.6M | ||
| Q4 24 | $213.8M | $535.6M | ||
| Q3 24 | $273.2M | $522.0M | ||
| Q2 24 | $18.9M | $561.5M | ||
| Q1 24 | $22.2M | $569.1M |
総負債CSWIRTC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
株主資本CSWIRTC
| Q4 25 | $1.1B | $152.7M | ||
| Q3 25 | $1.1B | $121.9M | ||
| Q2 25 | $1.1B | $103.7M | ||
| Q1 25 | $1.1B | $86.7M | ||
| Q4 24 | $1.0B | $90.9M | ||
| Q3 24 | $1.0B | $71.8M | ||
| Q2 24 | $650.2M | $99.2M | ||
| Q1 24 | $615.7M | $90.3M |
総資産CSWIRTC
| Q4 25 | $2.3B | $1.0B | ||
| Q3 25 | $1.5B | $995.2M | ||
| Q2 25 | $1.5B | $964.0M | ||
| Q1 25 | $1.4B | $926.1M | ||
| Q4 24 | $1.4B | $931.4M | ||
| Q3 24 | $1.4B | $909.7M | ||
| Q2 24 | $1.1B | $919.2M | ||
| Q1 24 | $1.0B | $909.8M |
負債/資本比率CSWIRTC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.27× | — |
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 | $28.9M | $26.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.7M | $14.5M |
| FCFマージンFCF / 売上 | 9.8% | 6.9% |
| 設備投資強度設備投資 / 売上 | 2.6% | 5.6% |
| キャッシュ転換率営業CF / 純利益 | 2.81× | 4.70× |
| 直近12ヶ月FCF直近4四半期 | $162.0M | $34.5M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローCSWIRTC
| Q4 25 | $28.9M | $26.2M | ||
| Q3 25 | $61.8M | $34.9M | ||
| Q2 25 | $60.6M | $27.7M | ||
| Q1 25 | $27.3M | $-7.9M | ||
| Q4 24 | $11.6M | $19.2M | ||
| Q3 24 | $66.8M | $24.3M | ||
| Q2 24 | $62.7M | $11.8M | ||
| Q1 24 | $22.4M | $-52.0M |
フリーキャッシュフローCSWIRTC
| Q4 25 | $22.7M | $14.5M | ||
| Q3 25 | $58.7M | $20.1M | ||
| Q2 25 | $57.7M | $17.3M | ||
| Q1 25 | $22.8M | $-17.3M | ||
| Q4 24 | $8.5M | $12.4M | ||
| Q3 24 | $61.3M | $15.5M | ||
| Q2 24 | $59.6M | $3.4M | ||
| Q1 24 | $17.5M | $-61.8M |
FCFマージンCSWIRTC
| Q4 25 | 9.8% | 6.9% | ||
| Q3 25 | 21.2% | 10.4% | ||
| Q2 25 | 21.9% | 9.3% | ||
| Q1 25 | 9.9% | -10.9% | ||
| Q4 24 | 4.4% | 7.5% | ||
| Q3 24 | 26.9% | 10.5% | ||
| Q2 24 | 26.3% | 2.3% | ||
| Q1 24 | 8.3% | -46.8% |
設備投資強度CSWIRTC
| Q4 25 | 2.6% | 5.6% | ||
| Q3 25 | 1.1% | 7.7% | ||
| Q2 25 | 1.1% | 5.6% | ||
| Q1 25 | 2.0% | 5.9% | ||
| Q4 24 | 1.6% | 4.2% | ||
| Q3 24 | 2.4% | 6.0% | ||
| Q2 24 | 1.4% | 5.7% | ||
| Q1 24 | 2.3% | 7.4% |
キャッシュ転換率CSWIRTC
| Q4 25 | 2.81× | 4.70× | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 0.71× | — |
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
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
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% |
