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Forestar Group Inc.（FOR）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
Forestar Group Inc.的季度营收约是iRhythm Holdings, Inc.的1.3倍（$273.0M vs $208.9M），Forestar Group Inc.净利率更高（5.6% vs 2.7%，领先3.0%），iRhythm Holdings, Inc.同比增速更快（27.1% vs 9.0%），iRhythm Holdings, Inc.自由现金流更多（$14.5M vs $-157.1M），过去两年iRhythm Holdings, Inc.的营收复合增速更高（25.8% vs -9.6%）
福雷斯特集团是一家住宅地块开发企业，总部位于得克萨斯州阿灵顿，业务覆盖美国21个州的51个市场。截至2020年12月31日的12个月内，该公司交付了11518块住宅地块，目前在纽约证券交易所上市，自2002年起就是美国规模最大的住宅建筑商D.R. Horton的控股子公司。
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。
FOR vs IRTC — 直观对比
营收规模更大
FOR
是对方的1.3倍
$208.9M
营收增速更快
IRTC
高出18.1%
9.0%
净利率更高
FOR
高出3.0%
2.7%
自由现金流更多
IRTC
多$171.6M
$-157.1M
两年增速更快
IRTC
近两年复合增速
-9.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $273.0M | $208.9M |
| 净利润 | $15.4M | $5.6M |
| 毛利率 | 20.1% | 70.9% |
| 营业利润率 | 7.6% | 1.1% |
| 净利率 | 5.6% | 2.7% |
| 营收同比 | 9.0% | 27.1% |
| 净利润同比 | -6.7% | 518.5% |
| 每股收益（稀释后） | $0.30 | $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FORIRTC
| Q4 25 | $273.0M | $208.9M | ||
| Q3 25 | $670.5M | $192.9M | ||
| Q2 25 | $390.5M | $186.7M | ||
| Q1 25 | $351.0M | $158.7M | ||
| Q4 24 | $250.4M | $164.3M | ||
| Q3 24 | $551.3M | $147.5M | ||
| Q2 24 | $318.4M | $148.0M | ||
| Q1 24 | $333.8M | $131.9M |
净利润FORIRTC
| Q4 25 | $15.4M | $5.6M | ||
| Q3 25 | $86.9M | $-5.2M | ||
| Q2 25 | $32.9M | $-14.2M | ||
| Q1 25 | $31.6M | $-30.7M | ||
| Q4 24 | $16.5M | $-1.3M | ||
| Q3 24 | $81.5M | $-46.2M | ||
| Q2 24 | $38.7M | $-20.1M | ||
| Q1 24 | $45.0M | $-45.7M |
毛利率FORIRTC
| Q4 25 | 20.1% | 70.9% | ||
| Q3 25 | 22.3% | 71.1% | ||
| Q2 25 | 20.4% | 71.2% | ||
| Q1 25 | 22.6% | 68.8% | ||
| Q4 24 | 22.0% | 70.0% | ||
| Q3 24 | 23.9% | 68.8% | ||
| Q2 24 | 22.5% | 69.9% | ||
| Q1 24 | 24.9% | 66.3% |
营业利润率FORIRTC
| Q4 25 | 7.6% | 1.1% | ||
| Q3 25 | 16.9% | -4.4% | ||
| Q2 25 | 11.2% | -10.0% | ||
| Q1 25 | 11.6% | -20.5% | ||
| Q4 24 | 8.7% | -2.5% | ||
| Q3 24 | 19.7% | -34.1% | ||
| Q2 24 | 16.2% | -15.5% | ||
| Q1 24 | 17.6% | -28.9% |
净利率FORIRTC
| Q4 25 | 5.6% | 2.7% | ||
| Q3 25 | 13.0% | -2.7% | ||
| Q2 25 | 8.4% | -7.6% | ||
| Q1 25 | 9.0% | -19.3% | ||
| Q4 24 | 6.6% | -0.8% | ||
| Q3 24 | 14.8% | -31.3% | ||
| Q2 24 | 12.2% | -13.6% | ||
| Q1 24 | 13.5% | -34.6% |
每股收益（稀释后）FORIRTC
| Q4 25 | $0.30 | $0.18 | ||
| Q3 25 | $1.70 | $-0.16 | ||
| Q2 25 | $0.65 | $-0.44 | ||
| Q1 25 | $0.62 | $-0.97 | ||
| Q4 24 | $0.32 | $-0.03 | ||
| Q3 24 | $1.59 | $-1.48 | ||
| Q2 24 | $0.76 | $-0.65 | ||
| Q1 24 | $0.89 | $-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 | $211.7M | $583.8M |
| 总债务越低越好 | $793.2M | — |
| 股东权益账面价值 | $1.8B | $152.7M |
| 总资产 | $3.2B | $1.0B |
| 负债/权益比越低杠杆越低 | 0.44× | — |
8季度趋势，按日历期对齐
现金及短期投资FORIRTC
| Q4 25 | $211.7M | $583.8M | ||
| Q3 25 | $379.2M | $565.2M | ||
| Q2 25 | $189.2M | $545.5M | ||
| Q1 25 | $174.3M | $520.6M | ||
| Q4 24 | $132.0M | $535.6M | ||
| Q3 24 | $481.2M | $522.0M | ||
| Q2 24 | $359.2M | $561.5M | ||
| Q1 24 | $416.2M | $569.1M |
总债务FORIRTC
| Q4 25 | $793.2M | — | ||
| Q3 25 | $802.7M | — | ||
| Q2 25 | $872.8M | — | ||
| Q1 25 | $872.5M | — | ||
| Q4 24 | $806.8M | — | ||
| Q3 24 | $706.4M | — | ||
| Q2 24 | $706.1M | — | ||
| Q1 24 | $705.7M | — |
股东权益FORIRTC
| Q4 25 | $1.8B | $152.7M | ||
| Q3 25 | $1.8B | $121.9M | ||
| Q2 25 | $1.7B | $103.7M | ||
| Q1 25 | $1.6B | $86.7M | ||
| Q4 24 | $1.6B | $90.9M | ||
| Q3 24 | $1.6B | $71.8M | ||
| Q2 24 | $1.5B | $99.2M | ||
| Q1 24 | $1.5B | $90.3M |
总资产FORIRTC
| Q4 25 | $3.2B | $1.0B | ||
| Q3 25 | $3.1B | $995.2M | ||
| Q2 25 | $3.1B | $964.0M | ||
| Q1 25 | $3.0B | $926.1M | ||
| Q4 24 | $3.0B | $931.4M | ||
| Q3 24 | $2.8B | $909.7M | ||
| Q2 24 | $2.7B | $919.2M | ||
| Q1 24 | $2.6B | $909.8M |
负债/权益比FORIRTC
| Q4 25 | 0.44× | — | ||
| Q3 25 | 0.45× | — | ||
| Q2 25 | 0.52× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 0.44× | — | ||
| Q2 24 | 0.47× | — | ||
| Q1 24 | 0.48× | — |
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 | $-157.0M | $26.2M |
| 自由现金流经营现金流 - 资本支出 | $-157.1M | $14.5M |
| 自由现金流率自由现金流/营收 | -57.5% | 6.9% |
| 资本支出强度资本支出/营收 | 0.0% | 5.6% |
| 现金转化率经营现金流/净利润 | -10.19× | 4.70× |
| 过去12个月自由现金流最近4个季度 | $93.0M | $34.5M |
8季度趋势，按日历期对齐
经营现金流FORIRTC
| Q4 25 | $-157.0M | $26.2M | ||
| Q3 25 | $256.3M | $34.9M | ||
| Q2 25 | $15.8M | $27.7M | ||
| Q1 25 | $-19.8M | $-7.9M | ||
| Q4 24 | $-450.0M | $19.2M | ||
| Q3 24 | $119.2M | $24.3M | ||
| Q2 24 | $-61.7M | $11.8M | ||
| Q1 24 | $-59.2M | $-52.0M |
自由现金流FORIRTC
| Q4 25 | $-157.1M | $14.5M | ||
| Q3 25 | $255.6M | $20.1M | ||
| Q2 25 | $15.0M | $17.3M | ||
| Q1 25 | $-20.5M | $-17.3M | ||
| Q4 24 | — | $12.4M | ||
| Q3 24 | $118.4M | $15.5M | ||
| Q2 24 | $-62.3M | $3.4M | ||
| Q1 24 | $-59.8M | $-61.8M |
自由现金流率FORIRTC
| Q4 25 | -57.5% | 6.9% | ||
| Q3 25 | 38.1% | 10.4% | ||
| Q2 25 | 3.8% | 9.3% | ||
| Q1 25 | -5.8% | -10.9% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | 21.5% | 10.5% | ||
| Q2 24 | -19.6% | 2.3% | ||
| Q1 24 | -17.9% | -46.8% |
资本支出强度FORIRTC
| Q4 25 | 0.0% | 5.6% | ||
| Q3 25 | 0.1% | 7.7% | ||
| Q2 25 | 0.2% | 5.6% | ||
| Q1 25 | 0.2% | 5.9% | ||
| Q4 24 | 0.0% | 4.2% | ||
| Q3 24 | 0.1% | 6.0% | ||
| Q2 24 | 0.2% | 5.7% | ||
| Q1 24 | 0.2% | 7.4% |
现金转化率FORIRTC
| Q4 25 | -10.19× | 4.70× | ||
| Q3 25 | 2.95× | — | ||
| Q2 25 | 0.48× | — | ||
| Q1 25 | -0.63× | — | ||
| Q4 24 | -27.27× | — | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | -1.59× | — | ||
| Q1 24 | -1.32× | — |
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
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
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% |
