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GLOBUS MEDICAL INC（GMED）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
GLOBUS MEDICAL INCの直近四半期売上が大きい（$826.4M vs $208.9M、iRhythm Holdings, Inc.の約4.0倍）。GLOBUS MEDICAL INCの純利益率が高く（17.0% vs 2.7%、差は14.3%）。iRhythm Holdings, Inc.の前年同期比売上増加率が高い（27.1% vs 25.7%）。GLOBUS MEDICAL INCの直近四半期フリーキャッシュフローが多い（$202.4M 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 16.7%）
Globus Medical, Inc.は米国ペンシルベニア州オーダボンに本社を置く上場整形外科向け医療機器企業で、筋骨格系疾患の患者の治癒を促す製品の設計・開発・商用化に注力し、外科医による治療を支援している。
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。
GMED vs IRTC — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $826.4M | $208.9M |
| 純利益 | $140.6M | $5.6M |
| 粗利率 | 68.4% | 70.9% |
| 営業利益率 | 20.5% | 1.1% |
| 純利益率 | 17.0% | 2.7% |
| 売上前年比 | 25.7% | 27.1% |
| 純利益前年比 | 430.4% | 518.5% |
| EPS（希薄化後） | $1.01 | $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 | $826.4M | $208.9M | ||
| Q3 25 | $769.0M | $192.9M | ||
| Q2 25 | $745.3M | $186.7M | ||
| Q1 25 | $598.1M | $158.7M | ||
| Q4 24 | $657.3M | $164.3M | ||
| Q3 24 | $625.7M | $147.5M | ||
| Q2 24 | $629.7M | $148.0M | ||
| Q1 24 | $606.7M | $131.9M |
| Q4 25 | $140.6M | $5.6M | ||
| Q3 25 | $119.0M | $-5.2M | ||
| Q2 25 | $202.8M | $-14.2M | ||
| Q1 25 | $75.5M | $-30.7M | ||
| Q4 24 | $26.5M | $-1.3M | ||
| Q3 24 | $51.8M | $-46.2M | ||
| Q2 24 | $31.8M | $-20.1M | ||
| Q1 24 | $-7.1M | $-45.7M |
| Q4 25 | 68.4% | 70.9% | ||
| Q3 25 | 67.2% | 71.1% | ||
| Q2 25 | 66.6% | 71.2% | ||
| Q1 25 | 67.3% | 68.8% | ||
| Q4 24 | 59.9% | 70.0% | ||
| Q3 24 | 56.8% | 68.8% | ||
| Q2 24 | 58.7% | 69.9% | ||
| Q1 24 | 60.2% | 66.3% |
| Q4 25 | 20.5% | 1.1% | ||
| Q3 25 | 17.9% | -4.4% | ||
| Q2 25 | 10.2% | -10.0% | ||
| Q1 25 | 16.2% | -20.5% | ||
| Q4 24 | 9.2% | -2.5% | ||
| Q3 24 | 7.7% | -34.1% | ||
| Q2 24 | 7.9% | -15.5% | ||
| Q1 24 | 1.3% | -28.9% |
| Q4 25 | 17.0% | 2.7% | ||
| Q3 25 | 15.5% | -2.7% | ||
| Q2 25 | 27.2% | -7.6% | ||
| Q1 25 | 12.6% | -19.3% | ||
| Q4 24 | 4.0% | -0.8% | ||
| Q3 24 | 8.3% | -31.3% | ||
| Q2 24 | 5.0% | -13.6% | ||
| Q1 24 | -1.2% | -34.6% |
| Q4 25 | $1.01 | $0.18 | ||
| Q3 25 | $0.88 | $-0.16 | ||
| Q2 25 | $1.49 | $-0.44 | ||
| Q1 25 | $0.54 | $-0.97 | ||
| Q4 24 | $0.19 | $-0.03 | ||
| Q3 24 | $0.38 | $-1.48 | ||
| Q2 24 | $0.23 | $-0.65 | ||
| Q1 24 | $-0.05 | $-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 | $557.2M | $583.8M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $4.6B | $152.7M |
| 総資産 | $5.3B | $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
| Q4 25 | $557.2M | $583.8M | ||
| Q3 25 | $18.8M | $565.2M | ||
| Q2 25 | — | $545.5M | ||
| Q1 25 | — | $520.6M | ||
| Q4 24 | $890.1M | $535.6M | ||
| Q3 24 | $71.9M | $522.0M | ||
| Q2 24 | $82.5M | $561.5M | ||
| Q1 24 | $80.4M | $569.1M |
| Q4 25 | $4.6B | $152.7M | ||
| Q3 25 | $4.4B | $121.9M | ||
| Q2 25 | $4.3B | $103.7M | ||
| Q1 25 | $4.1B | $86.7M | ||
| Q4 24 | $4.2B | $90.9M | ||
| Q3 24 | $4.1B | $71.8M | ||
| Q2 24 | $4.0B | $99.2M | ||
| Q1 24 | $3.9B | $90.3M |
| Q4 25 | $5.3B | $1.0B | ||
| Q3 25 | $5.1B | $995.2M | ||
| Q2 25 | $5.0B | $964.0M | ||
| Q1 25 | $4.7B | $926.1M | ||
| Q4 24 | $5.3B | $931.4M | ||
| Q3 24 | $5.1B | $909.7M | ||
| Q2 24 | $5.0B | $919.2M | ||
| Q1 24 | $4.9B | $909.8M |
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 | $248.6M | $26.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $202.4M | $14.5M |
| FCFマージンFCF / 売上 | 24.5% | 6.9% |
| 設備投資強度設備投資 / 売上 | 5.6% | 5.6% |
| キャッシュ転換率営業CF / 純利益 | 1.77× | 4.70× |
| 直近12ヶ月FCF直近4四半期 | $588.8M | $34.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $248.6M | $26.2M | ||
| Q3 25 | $249.7M | $34.9M | ||
| Q2 25 | $77.9M | $27.7M | ||
| Q1 25 | $177.3M | $-7.9M | ||
| Q4 24 | $210.3M | $19.2M | ||
| Q3 24 | $203.7M | $24.3M | ||
| Q2 24 | $54.3M | $11.8M | ||
| Q1 24 | $52.4M | $-52.0M |
| Q4 25 | $202.4M | $14.5M | ||
| Q3 25 | $213.9M | $20.1M | ||
| Q2 25 | $31.3M | $17.3M | ||
| Q1 25 | $141.2M | $-17.3M | ||
| Q4 24 | $193.2M | $12.4M | ||
| Q3 24 | $161.7M | $15.5M | ||
| Q2 24 | $26.5M | $3.4M | ||
| Q1 24 | $23.8M | $-61.8M |
| Q4 25 | 24.5% | 6.9% | ||
| Q3 25 | 27.8% | 10.4% | ||
| Q2 25 | 4.2% | 9.3% | ||
| Q1 25 | 23.6% | -10.9% | ||
| Q4 24 | 29.4% | 7.5% | ||
| Q3 24 | 25.8% | 10.5% | ||
| Q2 24 | 4.2% | 2.3% | ||
| Q1 24 | 3.9% | -46.8% |
| Q4 25 | 5.6% | 5.6% | ||
| Q3 25 | 4.7% | 7.7% | ||
| Q2 25 | 6.2% | 5.6% | ||
| Q1 25 | 6.0% | 5.9% | ||
| Q4 24 | 2.6% | 4.2% | ||
| Q3 24 | 6.7% | 6.0% | ||
| Q2 24 | 4.4% | 5.7% | ||
| Q1 24 | 4.7% | 7.4% |
| Q4 25 | 1.77× | 4.70× | ||
| Q3 25 | 2.10× | — | ||
| Q2 25 | 0.38× | — | ||
| Q1 25 | 2.35× | — | ||
| Q4 24 | 7.94× | — | ||
| Q3 24 | 3.93× | — | ||
| Q2 24 | 1.71× | — | ||
| Q1 24 | — | — |
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
GMED
| Other | $391.8M | 47% |
| Nevro Merger Agreement | $293.6M | 36% |
| Enabling Technologies | $141.0M | 17% |
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% |
