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iRhythm Holdings, Inc.（IRTC）とJ&J SNACK FOODS CORP（JJSF）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
J&J SNACK FOODS CORPの直近四半期売上が大きい（$343.8M vs $208.9M、iRhythm Holdings, Inc.の約1.6倍）。iRhythm Holdings, Inc.の純利益率が高く（2.7% vs 0.3%、差は2.4%）。iRhythm Holdings, Inc.の前年同期比売上増加率が高い（27.1% vs -5.2%）。J&J SNACK FOODS CORPの直近四半期フリーキャッシュフローが多い（$17.0M 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 -2.2%）
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。
J&Jスナックフーズ社は米国の有名なブランドスナック菓子・冷凍飲料の製造・販売・流通業者で、本社はニュージャージー州マウントローレルに所在します。米国44州、メキシコ、カナダに175を超える生産・保管・流通拠点を構え、ナスダックグローバルセレクト市場に上場し、国内外の市場に事業を展開しています。
IRTC vs JJSF — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $208.9M | $343.8M |
| 純利益 | $5.6M | $883.0K |
| 粗利率 | 70.9% | 27.9% |
| 営業利益率 | 1.1% | 0.2% |
| 純利益率 | 2.7% | 0.3% |
| 売上前年比 | 27.1% | -5.2% |
| 純利益前年比 | 518.5% | -82.8% |
| EPS（希薄化後） | $0.18 | $0.05 |
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 | $208.9M | $343.8M | ||
| Q3 25 | $192.9M | $410.2M | ||
| Q2 25 | $186.7M | $454.3M | ||
| Q1 25 | $158.7M | $356.1M | ||
| Q4 24 | $164.3M | $362.6M | ||
| Q3 24 | $147.5M | $426.8M | ||
| Q2 24 | $148.0M | $440.0M | ||
| Q1 24 | $131.9M | $359.7M |
| Q4 25 | $5.6M | $883.0K | ||
| Q3 25 | $-5.2M | $11.4M | ||
| Q2 25 | $-14.2M | $44.2M | ||
| Q1 25 | $-30.7M | $4.8M | ||
| Q4 24 | $-1.3M | $5.1M | ||
| Q3 24 | $-46.2M | $29.6M | ||
| Q2 24 | $-20.1M | $36.3M | ||
| Q1 24 | $-45.7M | $13.3M |
| Q4 25 | 70.9% | 27.9% | ||
| Q3 25 | 71.1% | 31.7% | ||
| Q2 25 | 71.2% | 33.0% | ||
| Q1 25 | 68.8% | 26.9% | ||
| Q4 24 | 70.0% | 25.9% | ||
| Q3 24 | 68.8% | 31.8% | ||
| Q2 24 | 69.9% | 33.6% | ||
| Q1 24 | 66.3% | 30.1% |
| Q4 25 | 1.1% | 0.2% | ||
| Q3 25 | -4.4% | 2.8% | ||
| Q2 25 | -10.0% | 13.3% | ||
| Q1 25 | -20.5% | 1.7% | ||
| Q4 24 | -2.5% | 1.7% | ||
| Q3 24 | -34.1% | 9.3% | ||
| Q2 24 | -15.5% | 11.4% | ||
| Q1 24 | -28.9% | 5.0% |
| Q4 25 | 2.7% | 0.3% | ||
| Q3 25 | -2.7% | 2.8% | ||
| Q2 25 | -7.6% | 9.7% | ||
| Q1 25 | -19.3% | 1.4% | ||
| Q4 24 | -0.8% | 1.4% | ||
| Q3 24 | -31.3% | 6.9% | ||
| Q2 24 | -13.6% | 8.3% | ||
| Q1 24 | -34.6% | 3.7% |
| Q4 25 | $0.18 | $0.05 | ||
| Q3 25 | $-0.16 | $0.59 | ||
| Q2 25 | $-0.44 | $2.26 | ||
| Q1 25 | $-0.97 | $0.25 | ||
| Q4 24 | $-0.03 | $0.26 | ||
| Q3 24 | $-1.48 | $1.52 | ||
| Q2 24 | $-0.65 | $1.87 | ||
| Q1 24 | $-1.47 | $0.69 |
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 | $583.8M | $66.8M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $152.7M | $912.9M |
| 総資産 | $1.0B | $1.3B |
| 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 | $583.8M | $66.8M | ||
| Q3 25 | $565.2M | $105.9M | ||
| Q2 25 | $545.5M | $77.4M | ||
| Q1 25 | $520.6M | $48.5M | ||
| Q4 24 | $535.6M | $73.6M | ||
| Q3 24 | $522.0M | $73.4M | ||
| Q2 24 | $561.5M | $64.0M | ||
| Q1 24 | $569.1M | $43.6M |
| Q4 25 | $152.7M | $912.9M | ||
| Q3 25 | $121.9M | $966.7M | ||
| Q2 25 | $103.7M | $969.9M | ||
| Q1 25 | $86.7M | $935.0M | ||
| Q4 24 | $90.9M | $946.8M | ||
| Q3 24 | $71.8M | $957.0M | ||
| Q2 24 | $99.2M | $937.9M | ||
| Q1 24 | $90.3M | $915.7M |
| Q4 25 | $1.0B | $1.3B | ||
| Q3 25 | $995.2M | $1.4B | ||
| Q2 25 | $964.0M | $1.4B | ||
| Q1 25 | $926.1M | $1.4B | ||
| Q4 24 | $931.4M | $1.3B | ||
| Q3 24 | $909.7M | $1.4B | ||
| Q2 24 | $919.2M | $1.4B | ||
| Q1 24 | $909.8M | $1.3B |
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 | $26.2M | $36.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $14.5M | $17.0M |
| FCFマージンFCF / 売上 | 6.9% | 4.9% |
| 設備投資強度設備投資 / 売上 | 5.6% | 5.5% |
| キャッシュ転換率営業CF / 純利益 | 4.70× | 40.73× |
| 直近12ヶ月FCF直近4四半期 | $34.5M | $83.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $26.2M | $36.0M | ||
| Q3 25 | $34.9M | $66.4M | ||
| Q2 25 | $27.7M | $51.2M | ||
| Q1 25 | $-7.9M | $12.3M | ||
| Q4 24 | $19.2M | $35.2M | ||
| Q3 24 | $24.3M | $46.3M | ||
| Q2 24 | $11.8M | $65.0M | ||
| Q1 24 | $-52.0M | $12.7M |
| Q4 25 | $14.5M | $17.0M | ||
| Q3 25 | $20.1M | $44.8M | ||
| Q2 25 | $17.3M | $28.5M | ||
| Q1 25 | $-17.3M | $-7.2M | ||
| Q4 24 | $12.4M | $16.1M | ||
| Q3 24 | $15.5M | $29.1M | ||
| Q2 24 | $3.4M | $45.3M | ||
| Q1 24 | $-61.8M | $-4.0M |
| Q4 25 | 6.9% | 4.9% | ||
| Q3 25 | 10.4% | 10.9% | ||
| Q2 25 | 9.3% | 6.3% | ||
| Q1 25 | -10.9% | -2.0% | ||
| Q4 24 | 7.5% | 4.4% | ||
| Q3 24 | 10.5% | 6.8% | ||
| Q2 24 | 2.3% | 10.3% | ||
| Q1 24 | -46.8% | -1.1% |
| Q4 25 | 5.6% | 5.5% | ||
| Q3 25 | 7.7% | 5.3% | ||
| Q2 25 | 5.6% | 5.0% | ||
| Q1 25 | 5.9% | 5.5% | ||
| Q4 24 | 4.2% | 5.3% | ||
| Q3 24 | 6.0% | 4.0% | ||
| Q2 24 | 5.7% | 4.5% | ||
| Q1 24 | 7.4% | 4.6% |
| Q4 25 | 4.70× | 40.73× | ||
| Q3 25 | — | 5.84× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 2.55× | ||
| Q4 24 | — | 6.84× | ||
| Q3 24 | — | 1.56× | ||
| Q2 24 | — | 1.79× | ||
| Q1 24 | — | 0.96× |
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
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% |
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
