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iRhythm Holdings, Inc.（IRTC）与J&J SNACK FOODS CORP（JJSF）财务数据对比。点击上方公司名可切换其他公司
J&J SNACK FOODS CORP的季度营收约是iRhythm Holdings, Inc.的1.6倍（$343.8M vs $208.9M），iRhythm Holdings, Inc.净利率更高（2.7% vs 0.3%，领先2.4%），iRhythm Holdings, Inc.同比增速更快（27.1% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $14.5M），过去两年iRhythm Holdings, Inc.的营收复合增速更高（25.8% vs -2.2%）
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。
强生休闲食品公司（J&J Snack Foods Corp.）是美国知名的品牌休闲食品与冷冻饮品生产商、营销商及分销商，总部位于新泽西州芒特劳雷尔，在全美44个州、墨西哥及加拿大设有超175个生产、仓储及配送设施，于纳斯达克全球精选市场上市，业务覆盖国内外市场。
IRTC vs JJSF — 直观对比
营收规模更大
JJSF
是对方的1.6倍
$208.9M
营收增速更快
IRTC
高出32.3%
-5.2%
净利率更高
IRTC
高出2.4%
0.3%
自由现金流更多
JJSF
多$2.5M
$14.5M
两年增速更快
IRTC
近两年复合增速
-2.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $208.9M | $343.8M |
| 净利润 | $5.6M | $883.0K |
| 毛利率 | 70.9% | 27.9% |
| 营业利润率 | 1.1% | 0.2% |
| 净利率 | 2.7% | 0.3% |
| 营收同比 | 27.1% | -5.2% |
| 净利润同比 | 518.5% | -82.8% |
| 每股收益（稀释后） | $0.18 | $0.05 |
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IRTCJJSF
| Q4 25 | $208.9M | $343.8M | ||
| Q3 25 | $192.9M | $410.2M | ||
| Q2 25 | $186.7M | $454.3M | ||
| Q1 25 | $158.7M | $356.1M | ||
| Q4 24 | $164.3M | $362.6M | ||
| Q3 24 | $147.5M | $426.8M | ||
| Q2 24 | $148.0M | $440.0M | ||
| Q1 24 | $131.9M | $359.7M |
净利润IRTCJJSF
| Q4 25 | $5.6M | $883.0K | ||
| Q3 25 | $-5.2M | $11.4M | ||
| Q2 25 | $-14.2M | $44.2M | ||
| Q1 25 | $-30.7M | $4.8M | ||
| Q4 24 | $-1.3M | $5.1M | ||
| Q3 24 | $-46.2M | $29.6M | ||
| Q2 24 | $-20.1M | $36.3M | ||
| Q1 24 | $-45.7M | $13.3M |
毛利率IRTCJJSF
| Q4 25 | 70.9% | 27.9% | ||
| Q3 25 | 71.1% | 31.7% | ||
| Q2 25 | 71.2% | 33.0% | ||
| Q1 25 | 68.8% | 26.9% | ||
| Q4 24 | 70.0% | 25.9% | ||
| Q3 24 | 68.8% | 31.8% | ||
| Q2 24 | 69.9% | 33.6% | ||
| Q1 24 | 66.3% | 30.1% |
营业利润率IRTCJJSF
| Q4 25 | 1.1% | 0.2% | ||
| Q3 25 | -4.4% | 2.8% | ||
| Q2 25 | -10.0% | 13.3% | ||
| Q1 25 | -20.5% | 1.7% | ||
| Q4 24 | -2.5% | 1.7% | ||
| Q3 24 | -34.1% | 9.3% | ||
| Q2 24 | -15.5% | 11.4% | ||
| Q1 24 | -28.9% | 5.0% |
净利率IRTCJJSF
| Q4 25 | 2.7% | 0.3% | ||
| Q3 25 | -2.7% | 2.8% | ||
| Q2 25 | -7.6% | 9.7% | ||
| Q1 25 | -19.3% | 1.4% | ||
| Q4 24 | -0.8% | 1.4% | ||
| Q3 24 | -31.3% | 6.9% | ||
| Q2 24 | -13.6% | 8.3% | ||
| Q1 24 | -34.6% | 3.7% |
每股收益（稀释后）IRTCJJSF
| Q4 25 | $0.18 | $0.05 | ||
| Q3 25 | $-0.16 | $0.59 | ||
| Q2 25 | $-0.44 | $2.26 | ||
| Q1 25 | $-0.97 | $0.25 | ||
| Q4 24 | $-0.03 | $0.26 | ||
| Q3 24 | $-1.48 | $1.52 | ||
| Q2 24 | $-0.65 | $1.87 | ||
| Q1 24 | $-1.47 | $0.69 |
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 | $583.8M | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $152.7M | $912.9M |
| 总资产 | $1.0B | $1.3B |
| 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IRTCJJSF
| Q4 25 | $583.8M | $66.8M | ||
| Q3 25 | $565.2M | $105.9M | ||
| Q2 25 | $545.5M | $77.4M | ||
| Q1 25 | $520.6M | $48.5M | ||
| Q4 24 | $535.6M | $73.6M | ||
| Q3 24 | $522.0M | $73.4M | ||
| Q2 24 | $561.5M | $64.0M | ||
| Q1 24 | $569.1M | $43.6M |
股东权益IRTCJJSF
| Q4 25 | $152.7M | $912.9M | ||
| Q3 25 | $121.9M | $966.7M | ||
| Q2 25 | $103.7M | $969.9M | ||
| Q1 25 | $86.7M | $935.0M | ||
| Q4 24 | $90.9M | $946.8M | ||
| Q3 24 | $71.8M | $957.0M | ||
| Q2 24 | $99.2M | $937.9M | ||
| Q1 24 | $90.3M | $915.7M |
总资产IRTCJJSF
| Q4 25 | $1.0B | $1.3B | ||
| Q3 25 | $995.2M | $1.4B | ||
| Q2 25 | $964.0M | $1.4B | ||
| Q1 25 | $926.1M | $1.4B | ||
| Q4 24 | $931.4M | $1.3B | ||
| Q3 24 | $909.7M | $1.4B | ||
| Q2 24 | $919.2M | $1.4B | ||
| Q1 24 | $909.8M | $1.3B |
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 | $26.2M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $14.5M | $17.0M |
| 自由现金流率自由现金流/营收 | 6.9% | 4.9% |
| 资本支出强度资本支出/营收 | 5.6% | 5.5% |
| 现金转化率经营现金流/净利润 | 4.70× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $34.5M | $83.1M |
8季度趋势，按日历期对齐
经营现金流IRTCJJSF
| Q4 25 | $26.2M | $36.0M | ||
| Q3 25 | $34.9M | $66.4M | ||
| Q2 25 | $27.7M | $51.2M | ||
| Q1 25 | $-7.9M | $12.3M | ||
| Q4 24 | $19.2M | $35.2M | ||
| Q3 24 | $24.3M | $46.3M | ||
| Q2 24 | $11.8M | $65.0M | ||
| Q1 24 | $-52.0M | $12.7M |
自由现金流IRTCJJSF
| Q4 25 | $14.5M | $17.0M | ||
| Q3 25 | $20.1M | $44.8M | ||
| Q2 25 | $17.3M | $28.5M | ||
| Q1 25 | $-17.3M | $-7.2M | ||
| Q4 24 | $12.4M | $16.1M | ||
| Q3 24 | $15.5M | $29.1M | ||
| Q2 24 | $3.4M | $45.3M | ||
| Q1 24 | $-61.8M | $-4.0M |
自由现金流率IRTCJJSF
| Q4 25 | 6.9% | 4.9% | ||
| Q3 25 | 10.4% | 10.9% | ||
| Q2 25 | 9.3% | 6.3% | ||
| Q1 25 | -10.9% | -2.0% | ||
| Q4 24 | 7.5% | 4.4% | ||
| Q3 24 | 10.5% | 6.8% | ||
| Q2 24 | 2.3% | 10.3% | ||
| Q1 24 | -46.8% | -1.1% |
资本支出强度IRTCJJSF
| Q4 25 | 5.6% | 5.5% | ||
| Q3 25 | 7.7% | 5.3% | ||
| Q2 25 | 5.6% | 5.0% | ||
| Q1 25 | 5.9% | 5.5% | ||
| Q4 24 | 4.2% | 5.3% | ||
| Q3 24 | 6.0% | 4.0% | ||
| Q2 24 | 5.7% | 4.5% | ||
| Q1 24 | 7.4% | 4.6% |
现金转化率IRTCJJSF
| Q4 25 | 4.70× | 40.73× | ||
| Q3 25 | — | 5.84× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 2.55× | ||
| Q4 24 | — | 6.84× | ||
| Q3 24 | — | 1.56× | ||
| Q2 24 | — | 1.79× | ||
| Q1 24 | — | 0.96× |
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
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% |
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
