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GLOBUS MEDICAL INC（GMED）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
GLOBUS MEDICAL INC的季度营收约是iRhythm Holdings, Inc.的4.0倍（$826.4M vs $208.9M）。GLOBUS MEDICAL INC净利率更高（17.0% vs 2.7%，领先14.3%）。iRhythm Holdings, Inc.同比增速更快（27.1% vs 25.7%）。GLOBUS MEDICAL INC自由现金流更多（$202.4M vs $14.5M）。过去两年iRhythm Holdings, Inc.的营收复合增速更高（25.8% vs 16.7%）
Globus Medical是总部位于美国宾夕法尼亚州奥杜邦的上市骨科医疗器械企业，专注于相关产品的设计、研发与商业化，助力外科医生为肌肉骨骼系统疾病患者提供治疗方案，促进患者康复。
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。
GMED vs IRTC — 直观对比
营收规模更大
GMED
是对方的4.0倍
$208.9M
营收增速更快
IRTC
高出1.4%
25.7%
净利率更高
GMED
高出14.3%
2.7%
自由现金流更多
GMED
多$187.9M
$14.5M
两年增速更快
IRTC
近两年复合增速
16.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $826.4M | $208.9M |
| 净利润 | $140.6M | $5.6M |
| 毛利率 | 68.4% | 70.9% |
| 营业利润率 | 20.5% | 1.1% |
| 净利率 | 17.0% | 2.7% |
| 营收同比 | 25.7% | 27.1% |
| 净利润同比 | 430.4% | 518.5% |
| 每股收益（稀释后） | $1.01 | $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GMEDIRTC
| Q4 25 | $826.4M | $208.9M | ||
| Q3 25 | $769.0M | $192.9M | ||
| Q2 25 | $745.3M | $186.7M | ||
| Q1 25 | $598.1M | $158.7M | ||
| Q4 24 | $657.3M | $164.3M | ||
| Q3 24 | $625.7M | $147.5M | ||
| Q2 24 | $629.7M | $148.0M | ||
| Q1 24 | $606.7M | $131.9M |
净利润GMEDIRTC
| Q4 25 | $140.6M | $5.6M | ||
| Q3 25 | $119.0M | $-5.2M | ||
| Q2 25 | $202.8M | $-14.2M | ||
| Q1 25 | $75.5M | $-30.7M | ||
| Q4 24 | $26.5M | $-1.3M | ||
| Q3 24 | $51.8M | $-46.2M | ||
| Q2 24 | $31.8M | $-20.1M | ||
| Q1 24 | $-7.1M | $-45.7M |
毛利率GMEDIRTC
| Q4 25 | 68.4% | 70.9% | ||
| Q3 25 | 67.2% | 71.1% | ||
| Q2 25 | 66.6% | 71.2% | ||
| Q1 25 | 67.3% | 68.8% | ||
| Q4 24 | 59.9% | 70.0% | ||
| Q3 24 | 56.8% | 68.8% | ||
| Q2 24 | 58.7% | 69.9% | ||
| Q1 24 | 60.2% | 66.3% |
营业利润率GMEDIRTC
| Q4 25 | 20.5% | 1.1% | ||
| Q3 25 | 17.9% | -4.4% | ||
| Q2 25 | 10.2% | -10.0% | ||
| Q1 25 | 16.2% | -20.5% | ||
| Q4 24 | 9.2% | -2.5% | ||
| Q3 24 | 7.7% | -34.1% | ||
| Q2 24 | 7.9% | -15.5% | ||
| Q1 24 | 1.3% | -28.9% |
净利率GMEDIRTC
| Q4 25 | 17.0% | 2.7% | ||
| Q3 25 | 15.5% | -2.7% | ||
| Q2 25 | 27.2% | -7.6% | ||
| Q1 25 | 12.6% | -19.3% | ||
| Q4 24 | 4.0% | -0.8% | ||
| Q3 24 | 8.3% | -31.3% | ||
| Q2 24 | 5.0% | -13.6% | ||
| Q1 24 | -1.2% | -34.6% |
每股收益（稀释后）GMEDIRTC
| Q4 25 | $1.01 | $0.18 | ||
| Q3 25 | $0.88 | $-0.16 | ||
| Q2 25 | $1.49 | $-0.44 | ||
| Q1 25 | $0.54 | $-0.97 | ||
| Q4 24 | $0.19 | $-0.03 | ||
| Q3 24 | $0.38 | $-1.48 | ||
| Q2 24 | $0.23 | $-0.65 | ||
| Q1 24 | $-0.05 | $-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 | $557.2M | $583.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.6B | $152.7M |
| 总资产 | $5.3B | $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GMEDIRTC
| Q4 25 | $557.2M | $583.8M | ||
| Q3 25 | $18.8M | $565.2M | ||
| Q2 25 | — | $545.5M | ||
| Q1 25 | — | $520.6M | ||
| Q4 24 | $890.1M | $535.6M | ||
| Q3 24 | $71.9M | $522.0M | ||
| Q2 24 | $82.5M | $561.5M | ||
| Q1 24 | $80.4M | $569.1M |
股东权益GMEDIRTC
| Q4 25 | $4.6B | $152.7M | ||
| Q3 25 | $4.4B | $121.9M | ||
| Q2 25 | $4.3B | $103.7M | ||
| Q1 25 | $4.1B | $86.7M | ||
| Q4 24 | $4.2B | $90.9M | ||
| Q3 24 | $4.1B | $71.8M | ||
| Q2 24 | $4.0B | $99.2M | ||
| Q1 24 | $3.9B | $90.3M |
总资产GMEDIRTC
| Q4 25 | $5.3B | $1.0B | ||
| Q3 25 | $5.1B | $995.2M | ||
| Q2 25 | $5.0B | $964.0M | ||
| Q1 25 | $4.7B | $926.1M | ||
| Q4 24 | $5.3B | $931.4M | ||
| Q3 24 | $5.1B | $909.7M | ||
| Q2 24 | $5.0B | $919.2M | ||
| Q1 24 | $4.9B | $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 | $248.6M | $26.2M |
| 自由现金流经营现金流 - 资本支出 | $202.4M | $14.5M |
| 自由现金流率自由现金流/营收 | 24.5% | 6.9% |
| 资本支出强度资本支出/营收 | 5.6% | 5.6% |
| 现金转化率经营现金流/净利润 | 1.77× | 4.70× |
| 过去12个月自由现金流最近4个季度 | $588.8M | $34.5M |
8季度趋势，按日历期对齐
经营现金流GMEDIRTC
| Q4 25 | $248.6M | $26.2M | ||
| Q3 25 | $249.7M | $34.9M | ||
| Q2 25 | $77.9M | $27.7M | ||
| Q1 25 | $177.3M | $-7.9M | ||
| Q4 24 | $210.3M | $19.2M | ||
| Q3 24 | $203.7M | $24.3M | ||
| Q2 24 | $54.3M | $11.8M | ||
| Q1 24 | $52.4M | $-52.0M |
自由现金流GMEDIRTC
| Q4 25 | $202.4M | $14.5M | ||
| Q3 25 | $213.9M | $20.1M | ||
| Q2 25 | $31.3M | $17.3M | ||
| Q1 25 | $141.2M | $-17.3M | ||
| Q4 24 | $193.2M | $12.4M | ||
| Q3 24 | $161.7M | $15.5M | ||
| Q2 24 | $26.5M | $3.4M | ||
| Q1 24 | $23.8M | $-61.8M |
自由现金流率GMEDIRTC
| Q4 25 | 24.5% | 6.9% | ||
| Q3 25 | 27.8% | 10.4% | ||
| Q2 25 | 4.2% | 9.3% | ||
| Q1 25 | 23.6% | -10.9% | ||
| Q4 24 | 29.4% | 7.5% | ||
| Q3 24 | 25.8% | 10.5% | ||
| Q2 24 | 4.2% | 2.3% | ||
| Q1 24 | 3.9% | -46.8% |
资本支出强度GMEDIRTC
| Q4 25 | 5.6% | 5.6% | ||
| Q3 25 | 4.7% | 7.7% | ||
| Q2 25 | 6.2% | 5.6% | ||
| Q1 25 | 6.0% | 5.9% | ||
| Q4 24 | 2.6% | 4.2% | ||
| Q3 24 | 6.7% | 6.0% | ||
| Q2 24 | 4.4% | 5.7% | ||
| Q1 24 | 4.7% | 7.4% |
现金转化率GMEDIRTC
| Q4 25 | 1.77× | 4.70× | ||
| Q3 25 | 2.10× | — | ||
| Q2 25 | 0.38× | — | ||
| Q1 25 | 2.35× | — | ||
| Q4 24 | 7.94× | — | ||
| Q3 24 | 3.93× | — | ||
| Q2 24 | 1.71× | — | ||
| 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
GMED
| Other | $391.8M | 47% |
| Nevro Merger Agreement | $293.6M | 36% |
| Enabling Technologies | $141.0M | 17% |
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% |
