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Ecovyst Inc.（ECVT）与iRhythm Holdings, Inc.（IRTC）财务数据对比。点击上方公司名可切换其他公司
iRhythm Holdings, Inc.的季度营收约是Ecovyst Inc.的1.0倍（$208.9M vs $199.4M），Ecovyst Inc.同比增速更快（34.0% vs 27.1%），Ecovyst Inc.自由现金流更多（$22.9M vs $14.5M），过去两年iRhythm Holdings, Inc.的营收复合增速更高（25.8% vs 18.7%）
Ecovyst Inc.是一家全球可持续特种材料供应商，主营高性能催化剂与功能性添加剂的研发、生产，产品服务覆盖工业制造、消费品、环保等核心领域，助力全球客户提升运营效率、降低碳排放。
iRhythm Holdings是一家专注于心脏护理领域的数字医疗企业，开发可穿戴动态心脏监测设备及配套AI分析工具，主要服务美国市场的医疗机构与患者，帮助检测房颤等心律异常病症，为临床诊断提供可靠的数据支持。
ECVT vs IRTC — 直观对比
营收规模更大
IRTC
是对方的1.0倍
$199.4M
营收增速更快
ECVT
高出6.8%
27.1%
自由现金流更多
ECVT
多$8.5M
$14.5M
两年增速更快
IRTC
近两年复合增速
18.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $199.4M | $208.9M |
| 净利润 | — | $5.6M |
| 毛利率 | 23.4% | 70.9% |
| 营业利润率 | 10.9% | 1.1% |
| 净利率 | — | 2.7% |
| 营收同比 | 34.0% | 27.1% |
| 净利润同比 | — | 518.5% |
| 每股收益（稀释后） | $0.06 | $0.18 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ECVTIRTC
| Q4 25 | $199.4M | $208.9M | ||
| Q3 25 | $204.9M | $192.9M | ||
| Q2 25 | $176.1M | $186.7M | ||
| Q1 25 | $143.1M | $158.7M | ||
| Q4 24 | $148.9M | $164.3M | ||
| Q3 24 | $153.9M | $147.5M | ||
| Q2 24 | $154.0M | $148.0M | ||
| Q1 24 | $141.6M | $131.9M |
净利润ECVTIRTC
| Q4 25 | — | $5.6M | ||
| Q3 25 | $-79.3M | $-5.2M | ||
| Q2 25 | $6.0M | $-14.2M | ||
| Q1 25 | $-3.6M | $-30.7M | ||
| Q4 24 | — | $-1.3M | ||
| Q3 24 | $14.3M | $-46.2M | ||
| Q2 24 | $8.3M | $-20.1M | ||
| Q1 24 | $1.2M | $-45.7M |
毛利率ECVTIRTC
| Q4 25 | 23.4% | 70.9% | ||
| Q3 25 | 25.4% | 71.1% | ||
| Q2 25 | 22.8% | 71.2% | ||
| Q1 25 | 13.3% | 68.8% | ||
| Q4 24 | 28.9% | 70.0% | ||
| Q3 24 | 29.3% | 68.8% | ||
| Q2 24 | 27.3% | 69.9% | ||
| Q1 24 | 23.5% | 66.3% |
营业利润率ECVTIRTC
| Q4 25 | 10.9% | 1.1% | ||
| Q3 25 | 13.8% | -4.4% | ||
| Q2 25 | 9.0% | -10.0% | ||
| Q1 25 | -0.7% | -20.5% | ||
| Q4 24 | 15.1% | -2.5% | ||
| Q3 24 | 17.9% | -34.1% | ||
| Q2 24 | 14.1% | -15.5% | ||
| Q1 24 | 9.5% | -28.9% |
净利率ECVTIRTC
| Q4 25 | — | 2.7% | ||
| Q3 25 | -38.7% | -2.7% | ||
| Q2 25 | 3.4% | -7.6% | ||
| Q1 25 | -2.5% | -19.3% | ||
| Q4 24 | — | -0.8% | ||
| Q3 24 | 9.3% | -31.3% | ||
| Q2 24 | 5.4% | -13.6% | ||
| Q1 24 | 0.9% | -34.6% |
每股收益（稀释后）ECVTIRTC
| Q4 25 | $0.06 | $0.18 | ||
| Q3 25 | $-0.69 | $-0.16 | ||
| Q2 25 | $0.05 | $-0.44 | ||
| Q1 25 | $-0.03 | $-0.97 | ||
| Q4 24 | $-0.26 | $-0.03 | ||
| Q3 24 | $0.12 | $-1.48 | ||
| Q2 24 | $0.07 | $-0.65 | ||
| Q1 24 | $0.01 | $-1.47 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $197.2M | $583.8M |
| 总债务越低越好 | $392.6M | — |
| 股东权益账面价值 | $603.4M | $152.7M |
| 总资产 | $1.3B | $1.0B |
| 负债/权益比越低杠杆越低 | 0.65× | — |
8季度趋势，按日历期对齐
现金及短期投资ECVTIRTC
| Q4 25 | $197.2M | $583.8M | ||
| Q3 25 | $82.0M | $565.2M | ||
| Q2 25 | $69.6M | $545.5M | ||
| Q1 25 | $127.5M | $520.6M | ||
| Q4 24 | $131.4M | $535.6M | ||
| Q3 24 | $123.5M | $522.0M | ||
| Q2 24 | $83.3M | $561.5M | ||
| Q1 24 | $103.1M | $569.1M |
总债务ECVTIRTC
| Q4 25 | $392.6M | — | ||
| Q3 25 | $854.8M | — | ||
| Q2 25 | $856.6M | — | ||
| Q1 25 | $859.0M | — | ||
| Q4 24 | $860.8M | — | ||
| Q3 24 | $862.7M | — | ||
| Q2 24 | $862.4M | — | ||
| Q1 24 | $866.2M | — |
股东权益ECVTIRTC
| Q4 25 | $603.4M | $152.7M | ||
| Q3 25 | $607.9M | $121.9M | ||
| Q2 25 | $692.4M | $103.7M | ||
| Q1 25 | $698.7M | $86.7M | ||
| Q4 24 | $700.5M | $90.9M | ||
| Q3 24 | $729.4M | $71.8M | ||
| Q2 24 | $717.3M | $99.2M | ||
| Q1 24 | $711.4M | $90.3M |
总资产ECVTIRTC
| Q4 25 | $1.3B | $1.0B | ||
| Q3 25 | $1.7B | $995.2M | ||
| Q2 25 | $1.8B | $964.0M | ||
| Q1 25 | $1.8B | $926.1M | ||
| Q4 24 | $1.8B | $931.4M | ||
| Q3 24 | $1.8B | $909.7M | ||
| Q2 24 | $1.8B | $919.2M | ||
| Q1 24 | $1.8B | $909.8M |
负债/权益比ECVTIRTC
| Q4 25 | 0.65× | — | ||
| Q3 25 | 1.41× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 1.23× | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.20× | — | ||
| Q1 24 | 1.22× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $41.8M | $26.2M |
| 自由现金流经营现金流 - 资本支出 | $22.9M | $14.5M |
| 自由现金流率自由现金流/营收 | 11.5% | 6.9% |
| 资本支出强度资本支出/营收 | 9.4% | 5.6% |
| 现金转化率经营现金流/净利润 | — | 4.70× |
| 过去12个月自由现金流最近4个季度 | $69.9M | $34.5M |
8季度趋势，按日历期对齐
经营现金流ECVTIRTC
| Q4 25 | $41.8M | $26.2M | ||
| Q3 25 | $55.3M | $34.9M | ||
| Q2 25 | $33.0M | $27.7M | ||
| Q1 25 | $10.3M | $-7.9M | ||
| Q4 24 | $43.5M | $19.2M | ||
| Q3 24 | $59.9M | $24.3M | ||
| Q2 24 | $10.0M | $11.8M | ||
| Q1 24 | $36.5M | $-52.0M |
自由现金流ECVTIRTC
| Q4 25 | $22.9M | $14.5M | ||
| Q3 25 | $53.2M | $20.1M | ||
| Q2 25 | $7.8M | $17.3M | ||
| Q1 25 | $-14.0M | $-17.3M | ||
| Q4 24 | $30.9M | $12.4M | ||
| Q3 24 | $53.6M | $15.5M | ||
| Q2 24 | $-9.3M | $3.4M | ||
| Q1 24 | $19.1M | $-61.8M |
自由现金流率ECVTIRTC
| Q4 25 | 11.5% | 6.9% | ||
| Q3 25 | 26.0% | 10.4% | ||
| Q2 25 | 4.4% | 9.3% | ||
| Q1 25 | -9.8% | -10.9% | ||
| Q4 24 | 20.7% | 7.5% | ||
| Q3 24 | 34.9% | 10.5% | ||
| Q2 24 | -6.1% | 2.3% | ||
| Q1 24 | 13.5% | -46.8% |
资本支出强度ECVTIRTC
| Q4 25 | 9.4% | 5.6% | ||
| Q3 25 | 1.0% | 7.7% | ||
| Q2 25 | 14.4% | 5.6% | ||
| Q1 25 | 16.9% | 5.9% | ||
| Q4 24 | 8.5% | 4.2% | ||
| Q3 24 | 4.1% | 6.0% | ||
| Q2 24 | 12.5% | 5.7% | ||
| Q1 24 | 12.3% | 7.4% |
现金转化率ECVTIRTC
| Q4 25 | — | 4.70× | ||
| Q3 25 | — | — | ||
| Q2 25 | 5.52× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 4.21× | — | ||
| Q2 24 | 1.20× | — | ||
| Q1 24 | 29.90× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ECVT
| Industrial Mining Automotive | $101.3M | 51% |
| Regeneration And Treatment Services | $90.0M | 45% |
| Other | $8.1M | 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% |
