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IRIDEX CORP（IRIX）与TransMedics Group, Inc.（TMDX）财务数据对比。点击上方公司名可切换其他公司
TransMedics Group, Inc.的季度营收约是IRIDEX CORP的10.9倍（$160.8M vs $14.7M），TransMedics Group, Inc.同比增速更快（32.2% vs -69.7%），过去两年TransMedics Group, Inc.的营收复合增速更高（28.8% vs 11.9%）
IRIDEX Corporation是一家全球性医疗科技企业，主要研发、生产和销售面向眼科及医疗美容领域的激光类医疗设备，产品供应至北美、欧洲、亚太等地区的医疗机构与诊所，为眼部疾病治疗和医美项目提供微创解决方案。
TransMedics Group, Inc.是一家专注于器官移植领域的医疗科技企业，核心产品器官护理系统可在运输过程中维持捐献器官的活性，提升心、肺、肝、肾移植手术的成功率，服务覆盖北美、欧洲及亚太地区的移植中心与器官获取组织。
IRIX vs TMDX — 直观对比
营收规模更大
TMDX
是对方的10.9倍
$14.7M
营收增速更快
TMDX
高出101.9%
-69.7%
两年增速更快
TMDX
近两年复合增速
11.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $14.7M | $160.8M |
| 净利润 | — | $105.4M |
| 毛利率 | 37.2% | 58.1% |
| 营业利润率 | — | 13.2% |
| 净利率 | — | 65.6% |
| 营收同比 | -69.7% | 32.2% |
| 净利润同比 | — | 1436.9% |
| 每股收益（稀释后） | — | $2.59 |
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IRIXTMDX
| Q4 25 | $14.7M | $160.8M | ||
| Q3 25 | $12.5M | $143.8M | ||
| Q2 25 | $13.6M | $157.4M | ||
| Q1 25 | $11.9M | $143.5M | ||
| Q4 24 | $12.7M | $121.6M | ||
| Q3 24 | $11.6M | $108.8M | ||
| Q2 24 | $12.6M | $114.3M | ||
| Q1 24 | $11.8M | $96.8M |
净利润IRIXTMDX
| Q4 25 | — | $105.4M | ||
| Q3 25 | $-1.6M | $24.3M | ||
| Q2 25 | $-994.0K | $34.9M | ||
| Q1 25 | $-1.7M | $25.7M | ||
| Q4 24 | $-834.0K | $6.9M | ||
| Q3 24 | $-1.9M | $4.2M | ||
| Q2 24 | $-2.7M | $12.2M | ||
| Q1 24 | $-3.5M | $12.2M |
毛利率IRIXTMDX
| Q4 25 | 37.2% | 58.1% | ||
| Q3 25 | 32.1% | 58.8% | ||
| Q2 25 | 34.5% | 61.4% | ||
| Q1 25 | 42.5% | 61.5% | ||
| Q4 24 | 44.0% | 59.2% | ||
| Q3 24 | 37.3% | 55.9% | ||
| Q2 24 | 40.7% | 60.6% | ||
| Q1 24 | 37.9% | 61.9% |
营业利润率IRIXTMDX
| Q4 25 | — | 13.2% | ||
| Q3 25 | -11.3% | 16.2% | ||
| Q2 25 | -6.9% | 23.2% | ||
| Q1 25 | -1.7% | 19.1% | ||
| Q4 24 | -3.9% | 7.1% | ||
| Q3 24 | -16.1% | 3.6% | ||
| Q2 24 | -20.9% | 10.9% | ||
| Q1 24 | -28.0% | 12.8% |
净利率IRIXTMDX
| Q4 25 | — | 65.6% | ||
| Q3 25 | -12.6% | 16.9% | ||
| Q2 25 | -7.3% | 22.2% | ||
| Q1 25 | -14.2% | 17.9% | ||
| Q4 24 | -6.6% | 5.6% | ||
| Q3 24 | -16.7% | 3.9% | ||
| Q2 24 | -21.2% | 10.7% | ||
| Q1 24 | -29.5% | 12.6% |
每股收益（稀释后）IRIXTMDX
| Q4 25 | — | $2.59 | ||
| Q3 25 | $-0.09 | $0.66 | ||
| Q2 25 | $-0.06 | $0.92 | ||
| Q1 25 | $-0.10 | $0.70 | ||
| Q4 24 | $-0.05 | $0.19 | ||
| Q3 24 | $-0.12 | $0.12 | ||
| Q2 24 | $-0.16 | $0.35 | ||
| Q1 24 | $-0.21 | $0.35 |
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 | $6.0M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $473.1M |
| 总资产 | $29.2M | $1.1B |
| 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IRIXTMDX
| Q4 25 | $6.0M | — | ||
| Q3 25 | $5.6M | — | ||
| Q2 25 | $6.8M | — | ||
| Q1 25 | $7.2M | — | ||
| Q4 24 | $2.4M | — | ||
| Q3 24 | $3.9M | $330.1M | ||
| Q2 24 | $4.1M | $362.8M | ||
| Q1 24 | $5.4M | $350.2M |
总债务IRIXTMDX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.0M | — | ||
| Q3 24 | $1.4M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益IRIXTMDX
| Q4 25 | — | $473.1M | ||
| Q3 25 | $4.7M | $355.2M | ||
| Q2 25 | $6.1M | $318.1M | ||
| Q1 25 | $852.0K | $266.3M | ||
| Q4 24 | $2.1M | $228.6M | ||
| Q3 24 | $2.6M | $209.9M | ||
| Q2 24 | $4.2M | $189.9M | ||
| Q1 24 | $6.5M | $159.5M |
总资产IRIXTMDX
| Q4 25 | $29.2M | $1.1B | ||
| Q3 25 | $28.4M | $946.0M | ||
| Q2 25 | $31.6M | $890.5M | ||
| Q1 25 | $34.2M | $837.5M | ||
| Q4 24 | $29.1M | $804.1M | ||
| Q3 24 | $30.2M | $785.6M | ||
| Q2 24 | $31.2M | $758.6M | ||
| Q1 24 | $34.1M | $723.8M |
负债/权益比IRIXTMDX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.48× | — | ||
| Q3 24 | 0.53× | — | ||
| 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 | — | $34.5M |
| 自由现金流经营现金流 - 资本支出 | — | $19.0M |
| 自由现金流率自由现金流/营收 | — | 11.8% |
| 资本支出强度资本支出/营收 | — | 9.7% |
| 现金转化率经营现金流/净利润 | — | 0.33× |
| 过去12个月自由现金流最近4个季度 | — | $133.6M |
8季度趋势，按日历期对齐
经营现金流IRIXTMDX
| Q4 25 | — | $34.5M | ||
| Q3 25 | $-1.2M | $69.6M | ||
| Q2 25 | $-397.0K | $91.6M | ||
| Q1 25 | $-1.1M | $-2.9M | ||
| Q4 24 | $-1.2M | $19.7M | ||
| Q3 24 | $-3.1M | $6.9M | ||
| Q2 24 | $-1.3M | $25.7M | ||
| Q1 24 | $-1.6M | $-3.4M |
自由现金流IRIXTMDX
| Q4 25 | — | $19.0M | ||
| Q3 25 | $-1.2M | $61.9M | ||
| Q2 25 | $-410.0K | $82.5M | ||
| Q1 25 | $-1.2M | $-29.9M | ||
| Q4 24 | $-1.2M | $6.1M | ||
| Q3 24 | $-3.1M | $-41.3M | ||
| Q2 24 | — | $2.0M | ||
| Q1 24 | $-1.7M | $-47.6M |
自由现金流率IRIXTMDX
| Q4 25 | — | 11.8% | ||
| Q3 25 | -9.4% | 43.1% | ||
| Q2 25 | -3.0% | 52.4% | ||
| Q1 25 | -9.8% | -20.8% | ||
| Q4 24 | -9.8% | 5.0% | ||
| Q3 24 | -26.5% | -38.0% | ||
| Q2 24 | — | 1.7% | ||
| Q1 24 | -14.0% | -49.2% |
资本支出强度IRIXTMDX
| Q4 25 | — | 9.7% | ||
| Q3 25 | 0.1% | 5.3% | ||
| Q2 25 | 0.1% | 5.8% | ||
| Q1 25 | 0.1% | 18.8% | ||
| Q4 24 | 0.1% | 11.2% | ||
| Q3 24 | 0.0% | 44.3% | ||
| Q2 24 | 0.0% | 20.8% | ||
| Q1 24 | 0.0% | 45.6% |
现金转化率IRIXTMDX
| Q4 25 | — | 0.33× | ||
| Q3 25 | — | 2.86× | ||
| Q2 25 | — | 2.62× | ||
| Q1 25 | — | -0.11× | ||
| Q4 24 | — | 2.87× | ||
| Q3 24 | — | 1.63× | ||
| Q2 24 | — | 2.11× | ||
| Q1 24 | — | -0.28× |
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
IRIX
暂无分部数据
TMDX
| Liver Product | $127.0M | 79% |
| Heart Product | $26.0M | 16% |
| Other | $5.9M | 4% |
| Lung Product | $1.9M | 1% |
