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HAEMONETICS CORP（HAE）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
HAEMONETICS CORP的季度营收约是iRhythm Holdings, Inc.的1.6倍（$339.0M vs $208.9M），HAEMONETICS CORP净利率更高（13.2% vs 2.7%，领先10.5%），iRhythm Holdings, Inc.同比增速更快（27.1% vs -2.7%），HAEMONETICS CORP自由现金流更多（$87.2M vs $14.5M），过去两年iRhythm Holdings, Inc.的营收复合增速更高（25.8% vs 0.4%）
豪洛捷（Haemonetics）是全球血液与血浆供应及服务提供商，于20世纪70年代由艾伦·（杰克）·莱瑟姆博士在马萨诸塞州内蒂克创立，业务围绕血液相关产品及配套服务展开，为全球医疗领域提供血液管理相关的专业解决方案。
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。
HAE vs IRTC — 直观对比
营收规模更大
HAE
是对方的1.6倍
$208.9M
营收增速更快
IRTC
高出29.9%
-2.7%
净利率更高
HAE
高出10.5%
2.7%
自由现金流更多
HAE
多$72.7M
$14.5M
两年增速更快
IRTC
近两年复合增速
0.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $339.0M | $208.9M |
| 净利润 | $44.7M | $5.6M |
| 毛利率 | 59.7% | 70.9% |
| 营业利润率 | 19.9% | 1.1% |
| 净利率 | 13.2% | 2.7% |
| 营收同比 | -2.7% | 27.1% |
| 净利润同比 | 19.3% | 518.5% |
| 每股收益（稀释后） | $0.95 | $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HAEIRTC
| Q4 25 | $339.0M | $208.9M | ||
| Q3 25 | $327.3M | $192.9M | ||
| Q2 25 | $321.4M | $186.7M | ||
| Q1 25 | $330.6M | $158.7M | ||
| Q4 24 | $348.5M | $164.3M | ||
| Q3 24 | $345.5M | $147.5M | ||
| Q2 24 | $336.2M | $148.0M | ||
| Q1 24 | — | $131.9M |
净利润HAEIRTC
| Q4 25 | $44.7M | $5.6M | ||
| Q3 25 | $38.7M | $-5.2M | ||
| Q2 25 | $34.0M | $-14.2M | ||
| Q1 25 | $58.0M | $-30.7M | ||
| Q4 24 | $37.5M | $-1.3M | ||
| Q3 24 | $33.8M | $-46.2M | ||
| Q2 24 | $38.4M | $-20.1M | ||
| Q1 24 | — | $-45.7M |
毛利率HAEIRTC
| Q4 25 | 59.7% | 70.9% | ||
| Q3 25 | 59.5% | 71.1% | ||
| Q2 25 | 59.8% | 71.2% | ||
| Q1 25 | 58.4% | 68.8% | ||
| Q4 24 | 55.5% | 70.0% | ||
| Q3 24 | 54.2% | 68.8% | ||
| Q2 24 | 52.0% | 69.9% | ||
| Q1 24 | — | 66.3% |
营业利润率HAEIRTC
| Q4 25 | 19.9% | 1.1% | ||
| Q3 25 | 17.9% | -4.4% | ||
| Q2 25 | 16.8% | -10.0% | ||
| Q1 25 | 21.6% | -20.5% | ||
| Q4 24 | 16.9% | -2.5% | ||
| Q3 24 | 15.0% | -34.1% | ||
| Q2 24 | 11.8% | -15.5% | ||
| Q1 24 | — | -28.9% |
净利率HAEIRTC
| Q4 25 | 13.2% | 2.7% | ||
| Q3 25 | 11.8% | -2.7% | ||
| Q2 25 | 10.6% | -7.6% | ||
| Q1 25 | 17.5% | -19.3% | ||
| Q4 24 | 10.8% | -0.8% | ||
| Q3 24 | 9.8% | -31.3% | ||
| Q2 24 | 11.4% | -13.6% | ||
| Q1 24 | — | -34.6% |
每股收益（稀释后）HAEIRTC
| Q4 25 | $0.95 | $0.18 | ||
| Q3 25 | $0.81 | $-0.16 | ||
| Q2 25 | $0.70 | $-0.44 | ||
| Q1 25 | $1.17 | $-0.97 | ||
| Q4 24 | $0.74 | $-0.03 | ||
| Q3 24 | $0.66 | $-1.48 | ||
| Q2 24 | $0.74 | $-0.65 | ||
| Q1 24 | — | $-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 | $363.4M | $583.8M |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $911.5M | $152.7M |
| 总资产 | $2.5B | $1.0B |
| 负债/权益比越低杠杆越低 | 1.34× | — |
8季度趋势，按日历期对齐
现金及短期投资HAEIRTC
| Q4 25 | $363.4M | $583.8M | ||
| Q3 25 | $296.4M | $565.2M | ||
| Q2 25 | $292.9M | $545.5M | ||
| Q1 25 | $306.8M | $520.6M | ||
| Q4 24 | $320.8M | $535.6M | ||
| Q3 24 | $299.3M | $522.0M | ||
| Q2 24 | $344.4M | $561.5M | ||
| Q1 24 | — | $569.1M |
总债务HAEIRTC
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益HAEIRTC
| Q4 25 | $911.5M | $152.7M | ||
| Q3 25 | $849.2M | $121.9M | ||
| Q2 25 | $882.3M | $103.7M | ||
| Q1 25 | $820.8M | $86.7M | ||
| Q4 24 | $906.9M | $90.9M | ||
| Q3 24 | $878.9M | $71.8M | ||
| Q2 24 | $905.4M | $99.2M | ||
| Q1 24 | — | $90.3M |
总资产HAEIRTC
| Q4 25 | $2.5B | $1.0B | ||
| Q3 25 | $2.4B | $995.2M | ||
| Q2 25 | $2.5B | $964.0M | ||
| Q1 25 | $2.5B | $926.1M | ||
| Q4 24 | $2.5B | $931.4M | ||
| Q3 24 | $2.5B | $909.7M | ||
| Q2 24 | $2.5B | $919.2M | ||
| Q1 24 | — | $909.8M |
负债/权益比HAEIRTC
| Q4 25 | 1.34× | — | ||
| Q3 25 | 1.44× | — | ||
| Q2 25 | 1.39× | — | ||
| Q1 25 | 1.49× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $93.6M | $26.2M |
| 自由现金流经营现金流 - 资本支出 | $87.2M | $14.5M |
| 自由现金流率自由现金流/营收 | 25.7% | 6.9% |
| 资本支出强度资本支出/营收 | 1.9% | 5.6% |
| 现金转化率经营现金流/净利润 | 2.09× | 4.70× |
| 过去12个月自由现金流最近4个季度 | $308.1M | $34.5M |
8季度趋势，按日历期对齐
经营现金流HAEIRTC
| Q4 25 | $93.6M | $26.2M | ||
| Q3 25 | $111.3M | $34.9M | ||
| Q2 25 | $17.4M | $27.7M | ||
| Q1 25 | $116.6M | $-7.9M | ||
| Q4 24 | $43.8M | $19.2M | ||
| Q3 24 | $48.8M | $24.3M | ||
| Q2 24 | $-27.4M | $11.8M | ||
| Q1 24 | — | $-52.0M |
自由现金流HAEIRTC
| Q4 25 | $87.2M | $14.5M | ||
| Q3 25 | $106.3M | $20.1M | ||
| Q2 25 | $13.6M | $17.3M | ||
| Q1 25 | $100.9M | $-17.3M | ||
| Q4 24 | $35.2M | $12.4M | ||
| Q3 24 | $39.4M | $15.5M | ||
| Q2 24 | $-33.1M | $3.4M | ||
| Q1 24 | — | $-61.8M |
自由现金流率HAEIRTC
| Q4 25 | 25.7% | 6.9% | ||
| Q3 25 | 32.5% | 10.4% | ||
| Q2 25 | 4.2% | 9.3% | ||
| Q1 25 | 30.5% | -10.9% | ||
| Q4 24 | 10.1% | 7.5% | ||
| Q3 24 | 11.4% | 10.5% | ||
| Q2 24 | -9.8% | 2.3% | ||
| Q1 24 | — | -46.8% |
资本支出强度HAEIRTC
| Q4 25 | 1.9% | 5.6% | ||
| Q3 25 | 1.5% | 7.7% | ||
| Q2 25 | 1.2% | 5.6% | ||
| Q1 25 | 4.7% | 5.9% | ||
| Q4 24 | 2.5% | 4.2% | ||
| Q3 24 | 2.7% | 6.0% | ||
| Q2 24 | 1.7% | 5.7% | ||
| Q1 24 | — | 7.4% |
现金转化率HAEIRTC
| Q4 25 | 2.09× | 4.70× | ||
| Q3 25 | 2.88× | — | ||
| Q2 25 | 0.51× | — | ||
| Q1 25 | 2.01× | — | ||
| Q4 24 | 1.17× | — | ||
| Q3 24 | 1.44× | — | ||
| Q2 24 | -0.71× | — | ||
| 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
HAE
| Hospital | $143.5M | 42% |
| Plasma Productsand Services | $138.9M | 41% |
| Blood Center Productsand Services | $56.6M | 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% |
