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GLAUKOS Corp（GKOS）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GLAUKOS Corp的1.5倍（$208.9M vs $143.1M）。iRhythm Holdings, Inc.净利率更高（2.7% vs -93.4%，领先96.1%）。GLAUKOS Corp同比增速更快（35.7% vs 27.1%）。iRhythm Holdings, Inc.自由现金流更多（$14.5M vs $3.9M）。过去两年GLAUKOS Corp的营收复合增速更高（29.3% vs 25.8%）
Glaukos Corp是一家专注于眼科领域的医疗科技企业，开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品，主要市场覆盖北美、欧洲及亚太地区，为全球医院、眼科诊所及患者提供服务。
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。
GKOS vs IRTC — 直观对比
营收规模更大
IRTC
是对方的1.5倍
$143.1M
营收增速更快
GKOS
高出8.5%
27.1%
净利率更高
IRTC
高出96.1%
-93.4%
自由现金流更多
IRTC
多$10.6M
$3.9M
两年增速更快
GKOS
近两年复合增速
25.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $143.1M | $208.9M |
| 净利润 | $-133.7M | $5.6M |
| 毛利率 | -1.1% | 70.9% |
| 营业利润率 | -97.7% | 1.1% |
| 净利率 | -93.4% | 2.7% |
| 营收同比 | 35.7% | 27.1% |
| 净利润同比 | -298.0% | 518.5% |
| 每股收益（稀释后） | $-2.34 | $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GKOSIRTC
| Q4 25 | $143.1M | $208.9M | ||
| Q3 25 | $133.5M | $192.9M | ||
| Q2 25 | $124.1M | $186.7M | ||
| Q1 25 | $106.7M | $158.7M | ||
| Q4 24 | $105.5M | $164.3M | ||
| Q3 24 | $96.7M | $147.5M | ||
| Q2 24 | $95.7M | $148.0M | ||
| Q1 24 | $85.6M | $131.9M |
净利润GKOSIRTC
| Q4 25 | $-133.7M | $5.6M | ||
| Q3 25 | $-16.2M | $-5.2M | ||
| Q2 25 | $-19.7M | $-14.2M | ||
| Q1 25 | $-18.1M | $-30.7M | ||
| Q4 24 | $-33.6M | $-1.3M | ||
| Q3 24 | $-21.4M | $-46.2M | ||
| Q2 24 | $-50.5M | $-20.1M | ||
| Q1 24 | $-40.8M | $-45.7M |
毛利率GKOSIRTC
| Q4 25 | -1.1% | 70.9% | ||
| Q3 25 | 78.4% | 71.1% | ||
| Q2 25 | 78.3% | 71.2% | ||
| Q1 25 | 77.2% | 68.8% | ||
| Q4 24 | 72.9% | 70.0% | ||
| Q3 24 | 76.6% | 68.8% | ||
| Q2 24 | 76.4% | 69.9% | ||
| Q1 24 | 76.3% | 66.3% |
营业利润率GKOSIRTC
| Q4 25 | -97.7% | 1.1% | ||
| Q3 25 | -12.3% | -4.4% | ||
| Q2 25 | -18.3% | -10.0% | ||
| Q1 25 | -19.4% | -20.5% | ||
| Q4 24 | -27.2% | -2.5% | ||
| Q3 24 | -25.5% | -34.1% | ||
| Q2 24 | -31.3% | -15.5% | ||
| Q1 24 | -45.6% | -28.9% |
净利率GKOSIRTC
| Q4 25 | -93.4% | 2.7% | ||
| Q3 25 | -12.2% | -2.7% | ||
| Q2 25 | -15.8% | -7.6% | ||
| Q1 25 | -17.0% | -19.3% | ||
| Q4 24 | -31.8% | -0.8% | ||
| Q3 24 | -22.1% | -31.3% | ||
| Q2 24 | -52.8% | -13.6% | ||
| Q1 24 | -47.7% | -34.6% |
每股收益（稀释后）GKOSIRTC
| Q4 25 | $-2.34 | $0.18 | ||
| Q3 25 | $-0.28 | $-0.16 | ||
| Q2 25 | $-0.34 | $-0.44 | ||
| Q1 25 | $-0.32 | $-0.97 | ||
| Q4 24 | $-0.56 | $-0.03 | ||
| Q3 24 | $-0.39 | $-1.48 | ||
| Q2 24 | $-1.00 | $-0.65 | ||
| Q1 24 | $-0.82 | $-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 | $90.8M | $583.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $656.2M | $152.7M |
| 总资产 | $893.5M | $1.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资GKOSIRTC
| Q4 25 | $90.8M | $583.8M | ||
| Q3 25 | $98.2M | $565.2M | ||
| Q2 25 | $100.8M | $545.5M | ||
| Q1 25 | $114.3M | $520.6M | ||
| Q4 24 | $169.6M | $535.6M | ||
| Q3 24 | $100.1M | $522.0M | ||
| Q2 24 | $68.1M | $561.5M | ||
| Q1 24 | $42.5M | $569.1M |
股东权益GKOSIRTC
| Q4 25 | $656.2M | $152.7M | ||
| Q3 25 | $769.5M | $121.9M | ||
| Q2 25 | $765.1M | $103.7M | ||
| Q1 25 | $764.0M | $86.7M | ||
| Q4 24 | $766.9M | $90.9M | ||
| Q3 24 | $668.5M | $71.8M | ||
| Q2 24 | $665.2M | $99.2M | ||
| Q1 24 | $450.7M | $90.3M |
总资产GKOSIRTC
| Q4 25 | $893.5M | $1.0B | ||
| Q3 25 | $999.4M | $995.2M | ||
| Q2 25 | $987.0M | $964.0M | ||
| Q1 25 | $966.2M | $926.1M | ||
| Q4 24 | $974.8M | $931.4M | ||
| Q3 24 | $926.5M | $909.7M | ||
| Q2 24 | $919.7M | $919.2M | ||
| Q1 24 | $933.3M | $909.8M |
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 | $6.8M | $26.2M |
| 自由现金流经营现金流 - 资本支出 | $3.9M | $14.5M |
| 自由现金流率自由现金流/营收 | 2.7% | 6.9% |
| 资本支出强度资本支出/营收 | 2.0% | 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 | $-22.5M | $34.5M |
8季度趋势，按日历期对齐
经营现金流GKOSIRTC
| Q4 25 | $6.8M | $26.2M | ||
| Q3 25 | $-10.1M | $34.9M | ||
| Q2 25 | $7.0M | $27.7M | ||
| Q1 25 | $-18.5M | $-7.9M | ||
| Q4 24 | $507.0K | $19.2M | ||
| Q3 24 | $-9.6M | $24.3M | ||
| Q2 24 | $-18.4M | $11.8M | ||
| Q1 24 | $-33.9M | $-52.0M |
自由现金流GKOSIRTC
| Q4 25 | $3.9M | $14.5M | ||
| Q3 25 | $-11.7M | $20.1M | ||
| Q2 25 | $5.8M | $17.3M | ||
| Q1 25 | $-20.5M | $-17.3M | ||
| Q4 24 | $-1.2M | $12.4M | ||
| Q3 24 | $-11.0M | $15.5M | ||
| Q2 24 | $-20.5M | $3.4M | ||
| Q1 24 | $-34.8M | $-61.8M |
自由现金流率GKOSIRTC
| Q4 25 | 2.7% | 6.9% | ||
| Q3 25 | -8.8% | 10.4% | ||
| Q2 25 | 4.7% | 9.3% | ||
| Q1 25 | -19.2% | -10.9% | ||
| Q4 24 | -1.2% | 7.5% | ||
| Q3 24 | -11.4% | 10.5% | ||
| Q2 24 | -21.4% | 2.3% | ||
| Q1 24 | -40.7% | -46.8% |
资本支出强度GKOSIRTC
| Q4 25 | 2.0% | 5.6% | ||
| Q3 25 | 1.2% | 7.7% | ||
| Q2 25 | 0.9% | 5.6% | ||
| Q1 25 | 1.8% | 5.9% | ||
| Q4 24 | 1.6% | 4.2% | ||
| Q3 24 | 1.5% | 6.0% | ||
| Q2 24 | 2.2% | 5.7% | ||
| Q1 24 | 1.1% | 7.4% |
现金转化率GKOSIRTC
| Q4 25 | — | 4.70× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
GKOS
| Glaucoma | $86.4M | 60% |
| Other | $35.1M | 25% |
| Corneal Health | $21.6M | 15% |
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% |
