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iRhythm Holdings, Inc.（IRTC）とRevolve Group, Inc.（RVLV）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
Revolve Group, Inc.の直近四半期売上が大きい（$324.4M vs $208.9M、iRhythm Holdings, Inc.の約1.6倍）。Revolve Group, Inc.の純利益率が高く（5.7% vs 2.7%、差は3.0%）。iRhythm Holdings, Inc.の前年同期比売上増加率が高い（27.1% vs 10.4%）。iRhythm Holdings, Inc.の直近四半期フリーキャッシュフローが多い（$14.5M vs $-13.3M）。過去8四半期でiRhythm Holdings, Inc.の売上複合成長率が高い（25.8% vs 9.5%）
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。
Revolve Theatre Companyはテムズ河畔ヘンリーを拠点とする劇団で、政治的なテーマの作品やシェイクスピア劇を専門に制作・上演しており、オリバー・デンチ、ジョー・モリス、トム・スミスの3人が所有しています。
IRTC vs RVLV — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $208.9M | $324.4M |
| 純利益 | $5.6M | $18.6M |
| 粗利率 | 70.9% | 53.3% |
| 営業利益率 | 1.1% | 6.3% |
| 純利益率 | 2.7% | 5.7% |
| 売上前年比 | 27.1% | 10.4% |
| 純利益前年比 | 518.5% | 50.4% |
| EPS（希薄化後） | $0.18 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $192.9M | $295.6M | ||
| Q2 25 | $186.7M | $309.0M | ||
| Q1 25 | $158.7M | $296.7M | ||
| Q4 24 | $164.3M | $293.7M | ||
| Q3 24 | $147.5M | $283.1M | ||
| Q2 24 | $148.0M | $282.5M | ||
| Q1 24 | $131.9M | $270.6M |
| Q4 25 | $5.6M | $18.6M | ||
| Q3 25 | $-5.2M | $21.2M | ||
| Q2 25 | $-14.2M | $10.2M | ||
| Q1 25 | $-30.7M | $11.8M | ||
| Q4 24 | $-1.3M | $12.3M | ||
| Q3 24 | $-46.2M | $11.0M | ||
| Q2 24 | $-20.1M | $15.4M | ||
| Q1 24 | $-45.7M | $10.9M |
| Q4 25 | 70.9% | 53.3% | ||
| Q3 25 | 71.1% | 54.6% | ||
| Q2 25 | 71.2% | 54.1% | ||
| Q1 25 | 68.8% | 52.0% | ||
| Q4 24 | 70.0% | 52.5% | ||
| Q3 24 | 68.8% | 51.2% | ||
| Q2 24 | 69.9% | 54.0% | ||
| Q1 24 | 66.3% | 52.3% |
| Q4 25 | 1.1% | 6.3% | ||
| Q3 25 | -4.4% | 7.1% | ||
| Q2 25 | -10.0% | 5.8% | ||
| Q1 25 | -20.5% | 5.0% | ||
| Q4 24 | -2.5% | 3.9% | ||
| Q3 24 | -34.1% | 5.0% | ||
| Q2 24 | -15.5% | 5.8% | ||
| Q1 24 | -28.9% | 3.4% |
| Q4 25 | 2.7% | 5.7% | ||
| Q3 25 | -2.7% | 7.2% | ||
| Q2 25 | -7.6% | 3.3% | ||
| Q1 25 | -19.3% | 4.0% | ||
| Q4 24 | -0.8% | 4.2% | ||
| Q3 24 | -31.3% | 3.9% | ||
| Q2 24 | -13.6% | 5.4% | ||
| Q1 24 | -34.6% | 4.0% |
| Q4 25 | $0.18 | $0.27 | ||
| Q3 25 | $-0.16 | $0.29 | ||
| Q2 25 | $-0.44 | $0.14 | ||
| Q1 25 | $-0.97 | $0.16 | ||
| Q4 24 | $-0.03 | $0.18 | ||
| Q3 24 | $-1.48 | $0.15 | ||
| Q2 24 | $-0.65 | $0.21 | ||
| Q1 24 | $-1.47 | $0.15 |
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 | $292.3M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $152.7M | $512.5M |
| 総資産 | $1.0B | $765.0M |
| 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 | $292.3M | ||
| Q3 25 | $565.2M | $315.4M | ||
| Q2 25 | $545.5M | $310.7M | ||
| Q1 25 | $520.6M | $300.8M | ||
| Q4 24 | $535.6M | $256.6M | ||
| Q3 24 | $522.0M | $252.8M | ||
| Q2 24 | $561.5M | $244.7M | ||
| Q1 24 | $569.1M | $273.4M |
| Q4 25 | $152.7M | $512.5M | ||
| Q3 25 | $121.9M | $490.2M | ||
| Q2 25 | $103.7M | $468.6M | ||
| Q1 25 | $86.7M | $453.4M | ||
| Q4 24 | $90.9M | $437.8M | ||
| Q3 24 | $71.8M | $420.8M | ||
| Q2 24 | $99.2M | $405.8M | ||
| Q1 24 | $90.3M | $389.9M |
| Q4 25 | $1.0B | $765.0M | ||
| Q3 25 | $995.2M | $751.3M | ||
| Q2 25 | $964.0M | $722.9M | ||
| Q1 25 | $926.1M | $713.9M | ||
| Q4 24 | $931.4M | $665.5M | ||
| Q3 24 | $909.7M | $670.9M | ||
| Q2 24 | $919.2M | $657.8M | ||
| Q1 24 | $909.8M | $650.0M |
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 | $-10.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $14.5M | $-13.3M |
| FCFマージンFCF / 売上 | 6.9% | -4.1% |
| 設備投資強度設備投資 / 売上 | 5.6% | 1.0% |
| キャッシュ転換率営業CF / 純利益 | 4.70× | -0.55× |
| 直近12ヶ月FCF直近4四半期 | $34.5M | $48.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $26.2M | $-10.2M | ||
| Q3 25 | $34.9M | $11.8M | ||
| Q2 25 | $27.7M | $12.6M | ||
| Q1 25 | $-7.9M | $45.1M | ||
| Q4 24 | $19.2M | $3.9M | ||
| Q3 24 | $24.3M | $9.1M | ||
| Q2 24 | $11.8M | $-24.7M | ||
| Q1 24 | $-52.0M | $38.4M |
| Q4 25 | $14.5M | $-13.3M | ||
| Q3 25 | $20.1M | $7.5M | ||
| Q2 25 | $17.3M | $10.4M | ||
| Q1 25 | $-17.3M | $43.4M | ||
| Q4 24 | $12.4M | $2.1M | ||
| Q3 24 | $15.5M | $8.0M | ||
| Q2 24 | $3.4M | $-25.7M | ||
| Q1 24 | $-61.8M | $36.7M |
| Q4 25 | 6.9% | -4.1% | ||
| Q3 25 | 10.4% | 2.5% | ||
| Q2 25 | 9.3% | 3.4% | ||
| Q1 25 | -10.9% | 14.6% | ||
| Q4 24 | 7.5% | 0.7% | ||
| Q3 24 | 10.5% | 2.8% | ||
| Q2 24 | 2.3% | -9.1% | ||
| Q1 24 | -46.8% | 13.5% |
| Q4 25 | 5.6% | 1.0% | ||
| Q3 25 | 7.7% | 1.5% | ||
| Q2 25 | 5.6% | 0.7% | ||
| Q1 25 | 5.9% | 0.6% | ||
| Q4 24 | 4.2% | 0.6% | ||
| Q3 24 | 6.0% | 0.4% | ||
| Q2 24 | 5.7% | 0.4% | ||
| Q1 24 | 7.4% | 0.6% |
| Q4 25 | 4.70× | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | — | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
