vs
IMAX（IMAX）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IMAX的1.7倍（$208.9M vs $125.2M），iRhythm Holdings, Inc.净利率更高（2.7% vs 0.5%，领先2.2%），IMAX同比增速更快（35.1% vs 27.1%），IMAX自由现金流更多（$28.0M vs $14.5M），过去两年iRhythm Holdings, Inc.的营收复合增速更高（25.8% vs 25.8%）
IMAX公司是加拿大的影视放映技术企业，1967年创立于蒙特利尔，总部位于多伦多地区，在纽约、洛杉矶均设有业务点。核心业务包括IMAX摄影机与放映系统的设计制造，同时面向全球合作影院提供影片开发、制作、后期及发行服务，是沉浸式观影技术领域的领先企业。
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。
IMAX vs IRTC — 直观对比
营收规模更大
IRTC
是对方的1.7倍
$125.2M
营收增速更快
IMAX
高出8.0%
27.1%
净利率更高
IRTC
高出2.2%
0.5%
自由现金流更多
IMAX
多$13.5M
$14.5M
两年增速更快
IRTC
近两年复合增速
25.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $125.2M | $208.9M |
| 净利润 | $637.0K | $5.6M |
| 毛利率 | 57.6% | 70.9% |
| 营业利润率 | 19.3% | 1.1% |
| 净利率 | 0.5% | 2.7% |
| 营收同比 | 35.1% | 27.1% |
| 净利润同比 | -88.0% | 518.5% |
| 每股收益（稀释后） | $0.02 | $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IMAXIRTC
| Q4 25 | $125.2M | $208.9M | ||
| Q3 25 | $106.7M | $192.9M | ||
| Q2 25 | $91.7M | $186.7M | ||
| Q1 25 | $86.7M | $158.7M | ||
| Q4 24 | $92.7M | $164.3M | ||
| Q3 24 | $91.5M | $147.5M | ||
| Q2 24 | $89.0M | $148.0M | ||
| Q1 24 | $79.1M | $131.9M |
净利润IMAXIRTC
| Q4 25 | $637.0K | $5.6M | ||
| Q3 25 | $20.7M | $-5.2M | ||
| Q2 25 | $11.3M | $-14.2M | ||
| Q1 25 | $2.3M | $-30.7M | ||
| Q4 24 | $5.3M | $-1.3M | ||
| Q3 24 | $13.9M | $-46.2M | ||
| Q2 24 | $3.6M | $-20.1M | ||
| Q1 24 | $3.3M | $-45.7M |
毛利率IMAXIRTC
| Q4 25 | 57.6% | 70.9% | ||
| Q3 25 | 63.1% | 71.1% | ||
| Q2 25 | 58.5% | 71.2% | ||
| Q1 25 | 61.4% | 68.8% | ||
| Q4 24 | 52.2% | 70.0% | ||
| Q3 24 | 55.8% | 68.8% | ||
| Q2 24 | 49.4% | 69.9% | ||
| Q1 24 | 59.3% | 66.3% |
营业利润率IMAXIRTC
| Q4 25 | 19.3% | 1.1% | ||
| Q3 25 | 27.2% | -4.4% | ||
| Q2 25 | 15.6% | -10.0% | ||
| Q1 25 | 19.3% | -20.5% | ||
| Q4 24 | 10.3% | -2.5% | ||
| Q3 24 | 21.2% | -34.1% | ||
| Q2 24 | 3.2% | -15.5% | ||
| Q1 24 | 15.3% | -28.9% |
净利率IMAXIRTC
| Q4 25 | 0.5% | 2.7% | ||
| Q3 25 | 19.4% | -2.7% | ||
| Q2 25 | 12.3% | -7.6% | ||
| Q1 25 | 2.7% | -19.3% | ||
| Q4 24 | 5.7% | -0.8% | ||
| Q3 24 | 15.2% | -31.3% | ||
| Q2 24 | 4.0% | -13.6% | ||
| Q1 24 | 4.1% | -34.6% |
每股收益（稀释后）IMAXIRTC
| Q4 25 | $0.02 | $0.18 | ||
| Q3 25 | $0.37 | $-0.16 | ||
| Q2 25 | $0.20 | $-0.44 | ||
| Q1 25 | $0.04 | $-0.97 | ||
| Q4 24 | $0.09 | $-0.03 | ||
| Q3 24 | $0.26 | $-1.48 | ||
| Q2 24 | $0.07 | $-0.65 | ||
| Q1 24 | $0.06 | $-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 | $151.2M | $583.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $337.9M | $152.7M |
| 总资产 | $894.0M | $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IMAXIRTC
| Q4 25 | $151.2M | $583.8M | ||
| Q3 25 | $143.1M | $565.2M | ||
| Q2 25 | $109.3M | $545.5M | ||
| Q1 25 | $97.1M | $520.6M | ||
| Q4 24 | $100.6M | $535.6M | ||
| Q3 24 | $104.5M | $522.0M | ||
| Q2 24 | $91.6M | $561.5M | ||
| Q1 24 | $81.0M | $569.1M |
股东权益IMAXIRTC
| Q4 25 | $337.9M | $152.7M | ||
| Q3 25 | $349.5M | $121.9M | ||
| Q2 25 | $320.4M | $103.7M | ||
| Q1 25 | $299.5M | $86.7M | ||
| Q4 24 | $299.5M | $90.9M | ||
| Q3 24 | $289.4M | $71.8M | ||
| Q2 24 | $267.2M | $99.2M | ||
| Q1 24 | $258.8M | $90.3M |
总资产IMAXIRTC
| Q4 25 | $894.0M | $1.0B | ||
| Q3 25 | $889.6M | $995.2M | ||
| Q2 25 | $868.6M | $964.0M | ||
| Q1 25 | $848.3M | $926.1M | ||
| Q4 24 | $830.4M | $931.4M | ||
| Q3 24 | $847.6M | $909.7M | ||
| Q2 24 | $827.4M | $919.2M | ||
| Q1 24 | $824.1M | $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 | $29.4M | $26.2M |
| 自由现金流经营现金流 - 资本支出 | $28.0M | $14.5M |
| 自由现金流率自由现金流/营收 | 22.3% | 6.9% |
| 资本支出强度资本支出/营收 | 1.1% | 5.6% |
| 现金转化率经营现金流/净利润 | 46.11× | 4.70× |
| 过去12个月自由现金流最近4个季度 | $118.9M | $34.5M |
8季度趋势，按日历期对齐
经营现金流IMAXIRTC
| Q4 25 | $29.4M | $26.2M | ||
| Q3 25 | $67.5M | $34.9M | ||
| Q2 25 | $23.2M | $27.7M | ||
| Q1 25 | $7.0M | $-7.9M | ||
| Q4 24 | $11.5M | $19.2M | ||
| Q3 24 | $35.3M | $24.3M | ||
| Q2 24 | $35.0M | $11.8M | ||
| Q1 24 | $-11.0M | $-52.0M |
自由现金流IMAXIRTC
| Q4 25 | $28.0M | $14.5M | ||
| Q3 25 | $64.8M | $20.1M | ||
| Q2 25 | $20.9M | $17.3M | ||
| Q1 25 | $5.3M | $-17.3M | ||
| Q4 24 | $6.9M | $12.4M | ||
| Q3 24 | $34.2M | $15.5M | ||
| Q2 24 | $33.5M | $3.4M | ||
| Q1 24 | $-12.1M | $-61.8M |
自由现金流率IMAXIRTC
| Q4 25 | 22.3% | 6.9% | ||
| Q3 25 | 60.7% | 10.4% | ||
| Q2 25 | 22.8% | 9.3% | ||
| Q1 25 | 6.1% | -10.9% | ||
| Q4 24 | 7.4% | 7.5% | ||
| Q3 24 | 37.3% | 10.5% | ||
| Q2 24 | 37.6% | 2.3% | ||
| Q1 24 | -15.3% | -46.8% |
资本支出强度IMAXIRTC
| Q4 25 | 1.1% | 5.6% | ||
| Q3 25 | 2.6% | 7.7% | ||
| Q2 25 | 2.6% | 5.6% | ||
| Q1 25 | 1.9% | 5.9% | ||
| Q4 24 | 5.0% | 4.2% | ||
| Q3 24 | 1.2% | 6.0% | ||
| Q2 24 | 1.8% | 5.7% | ||
| Q1 24 | 1.4% | 7.4% |
现金转化率IMAXIRTC
| Q4 25 | 46.11× | 4.70× | ||
| Q3 25 | 3.27× | — | ||
| Q2 25 | 2.06× | — | ||
| Q1 25 | 2.99× | — | ||
| Q4 24 | 2.16× | — | ||
| Q3 24 | 2.54× | — | ||
| Q2 24 | 9.78× | — | ||
| Q1 24 | -3.35× | — |
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
IMAX
| Technology Sales | $46.6M | 37% |
| Image Enhancement And Maintenance Services | $38.1M | 30% |
| Joint Revenue Sharing Arrangement | $20.4M | 16% |
| Maintenance | $16.3M | 13% |
| Finance Income | $2.8M | 2% |
| Other Content Solutions | $1.6M | 1% |
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% |
