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iRhythm Holdings, Inc.（IRTC）与百胜餐饮集团（LCUT）财务数据对比。点击上方公司名可切换其他公司
iRhythm Holdings, Inc.的季度营收约是百胜餐饮集团的1.0倍（$208.9M vs $204.1M），百胜餐饮集团净利率更高（8.9% vs 2.7%，领先6.2%），iRhythm Holdings, Inc.同比增速更快（27.1% vs -5.2%），iRhythm Holdings, Inc.自由现金流更多（$14.5M vs $2.6M），过去两年iRhythm Holdings, Inc.的营收复合增速更高（25.8% vs 19.8%）
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。
百胜餐饮集团是美国跨国快餐企业，1977年百事可乐收购肯德基、必胜客、塔可Bell后将其整合为旗下子公司，1997年百事剥离该业务板块后正式独立为百胜集团。集团目前运营肯德基、必胜客、塔可Bell、哈比特汉堡等多个餐饮品牌，同时布局相关餐饮科技业务，门店网络遍布全球多个国家和地区。
IRTC vs LCUT — 直观对比
营收规模更大
IRTC
是对方的1.0倍
$204.1M
营收增速更快
IRTC
高出32.3%
-5.2%
净利率更高
LCUT
高出6.2%
2.7%
自由现金流更多
IRTC
多$11.9M
$2.6M
两年增速更快
IRTC
近两年复合增速
19.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $208.9M | $204.1M |
| 净利润 | $5.6M | $18.2M |
| 毛利率 | 70.9% | 38.6% |
| 营业利润率 | 1.1% | 9.8% |
| 净利率 | 2.7% | 8.9% |
| 营收同比 | 27.1% | -5.2% |
| 净利润同比 | 518.5% | 103.5% |
| 每股收益（稀释后） | $0.18 | $0.83 |
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IRTCLCUT
| Q4 25 | $208.9M | $204.1M | ||
| Q3 25 | $192.9M | $171.9M | ||
| Q2 25 | $186.7M | $131.9M | ||
| Q1 25 | $158.7M | $140.1M | ||
| Q4 24 | $164.3M | $215.2M | ||
| Q3 24 | $147.5M | $183.8M | ||
| Q2 24 | $148.0M | $141.7M | ||
| Q1 24 | $131.9M | $142.2M |
净利润IRTCLCUT
| Q4 25 | $5.6M | $18.2M | ||
| Q3 25 | $-5.2M | $-1.2M | ||
| Q2 25 | $-14.2M | $-39.7M | ||
| Q1 25 | $-30.7M | $-4.2M | ||
| Q4 24 | $-1.3M | $8.9M | ||
| Q3 24 | $-46.2M | $344.0K | ||
| Q2 24 | $-20.1M | $-18.2M | ||
| Q1 24 | $-45.7M | $-6.3M |
毛利率IRTCLCUT
| Q4 25 | 70.9% | 38.6% | ||
| Q3 25 | 71.1% | 35.1% | ||
| Q2 25 | 71.2% | 38.6% | ||
| Q1 25 | 68.8% | 36.1% | ||
| Q4 24 | 70.0% | 37.7% | ||
| Q3 24 | 68.8% | 36.7% | ||
| Q2 24 | 69.9% | 38.5% | ||
| Q1 24 | 66.3% | 40.5% |
营业利润率IRTCLCUT
| Q4 25 | 1.1% | 9.8% | ||
| Q3 25 | -4.4% | 3.9% | ||
| Q2 25 | -10.0% | -28.2% | ||
| Q1 25 | -20.5% | 0.8% | ||
| Q4 24 | -2.5% | 7.2% | ||
| Q3 24 | -34.1% | 4.7% | ||
| Q2 24 | -15.5% | 0.8% | ||
| Q1 24 | -28.9% | 1.3% |
净利率IRTCLCUT
| Q4 25 | 2.7% | 8.9% | ||
| Q3 25 | -2.7% | -0.7% | ||
| Q2 25 | -7.6% | -30.1% | ||
| Q1 25 | -19.3% | -3.0% | ||
| Q4 24 | -0.8% | 4.1% | ||
| Q3 24 | -31.3% | 0.2% | ||
| Q2 24 | -13.6% | -12.8% | ||
| Q1 24 | -34.6% | -4.4% |
每股收益（稀释后）IRTCLCUT
| Q4 25 | $0.18 | $0.83 | ||
| Q3 25 | $-0.16 | $-0.05 | ||
| Q2 25 | $-0.44 | $-1.83 | ||
| Q1 25 | $-0.97 | $-0.19 | ||
| Q4 24 | $-0.03 | $0.41 | ||
| Q3 24 | $-1.48 | $0.02 | ||
| Q2 24 | $-0.65 | $-0.85 | ||
| Q1 24 | $-1.47 | $-0.29 |
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 | $4.3M |
| 总债务越低越好 | — | $135.0M |
| 股东权益账面价值 | $152.7M | $202.3M |
| 总资产 | $1.0B | $572.6M |
| 负债/权益比越低杠杆越低 | — | 0.67× |
8季度趋势，按日历期对齐
现金及短期投资IRTCLCUT
| Q4 25 | $583.8M | $4.3M | ||
| Q3 25 | $565.2M | $12.1M | ||
| Q2 25 | $545.5M | $12.0M | ||
| Q1 25 | $520.6M | $10.4M | ||
| Q4 24 | $535.6M | $2.9M | ||
| Q3 24 | $522.0M | $6.0M | ||
| Q2 24 | $561.5M | $3.4M | ||
| Q1 24 | $569.1M | $4.6M |
总债务IRTCLCUT
| Q4 25 | — | $135.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $142.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益IRTCLCUT
| Q4 25 | $152.7M | $202.3M | ||
| Q3 25 | $121.9M | $184.6M | ||
| Q2 25 | $103.7M | $185.8M | ||
| Q1 25 | $86.7M | $225.7M | ||
| Q4 24 | $90.9M | $229.9M | ||
| Q3 24 | $71.8M | $220.9M | ||
| Q2 24 | $99.2M | $219.8M | ||
| Q1 24 | $90.3M | $223.7M |
总资产IRTCLCUT
| Q4 25 | $1.0B | $572.6M | ||
| Q3 25 | $995.2M | $581.1M | ||
| Q2 25 | $964.0M | $551.9M | ||
| Q1 25 | $926.1M | $594.6M | ||
| Q4 24 | $931.4M | $634.3M | ||
| Q3 24 | $909.7M | $668.7M | ||
| Q2 24 | $919.2M | $617.0M | ||
| Q1 24 | $909.8M | $602.7M |
负债/权益比IRTCLCUT
| Q4 25 | — | 0.67× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.62× | ||
| 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 | $26.2M | $3.7M |
| 自由现金流经营现金流 - 资本支出 | $14.5M | $2.6M |
| 自由现金流率自由现金流/营收 | 6.9% | 1.3% |
| 资本支出强度资本支出/营收 | 5.6% | 0.6% |
| 现金转化率经营现金流/净利润 | 4.70× | 0.21× |
| 过去12个月自由现金流最近4个季度 | $34.5M | $3.3M |
8季度趋势，按日历期对齐
经营现金流IRTCLCUT
| Q4 25 | $26.2M | $3.7M | ||
| Q3 25 | $34.9M | $-22.2M | ||
| Q2 25 | $27.7M | $9.3M | ||
| Q1 25 | $-7.9M | $16.7M | ||
| Q4 24 | $19.2M | $20.3M | ||
| Q3 24 | $24.3M | $-22.7M | ||
| Q2 24 | $11.8M | $10.4M | ||
| Q1 24 | $-52.0M | $10.5M |
自由现金流IRTCLCUT
| Q4 25 | $14.5M | $2.6M | ||
| Q3 25 | $20.1M | $-22.7M | ||
| Q2 25 | $17.3M | $8.2M | ||
| Q1 25 | $-17.3M | $15.1M | ||
| Q4 24 | $12.4M | $19.7M | ||
| Q3 24 | $15.5M | $-23.2M | ||
| Q2 24 | $3.4M | $9.9M | ||
| Q1 24 | $-61.8M | $9.9M |
自由现金流率IRTCLCUT
| Q4 25 | 6.9% | 1.3% | ||
| Q3 25 | 10.4% | -13.2% | ||
| Q2 25 | 9.3% | 6.2% | ||
| Q1 25 | -10.9% | 10.8% | ||
| Q4 24 | 7.5% | 9.1% | ||
| Q3 24 | 10.5% | -12.6% | ||
| Q2 24 | 2.3% | 7.0% | ||
| Q1 24 | -46.8% | 7.0% |
资本支出强度IRTCLCUT
| Q4 25 | 5.6% | 0.6% | ||
| Q3 25 | 7.7% | 0.3% | ||
| Q2 25 | 5.6% | 0.9% | ||
| Q1 25 | 5.9% | 1.1% | ||
| Q4 24 | 4.2% | 0.3% | ||
| Q3 24 | 6.0% | 0.3% | ||
| Q2 24 | 5.7% | 0.4% | ||
| Q1 24 | 7.4% | 0.4% |
现金转化率IRTCLCUT
| Q4 25 | 4.70× | 0.21× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.28× | ||
| Q3 24 | — | -65.89× | ||
| Q2 24 | — | — | ||
| 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
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% |
LCUT
| Kitchenware | $114.3M | 56% |
| Tableware | $41.7M | 20% |
| Home Solutions | $29.4M | 14% |
| Other | $18.8M | 9% |
