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iRhythm Holdings, Inc.（IRTC）与NOVANTA INC（NOVT）财务数据对比。点击上方公司名可切换其他公司
NOVANTA INC的季度营收约是iRhythm Holdings, Inc.的1.2倍（$258.3M vs $208.9M），NOVANTA INC净利率更高（6.8% vs 2.7%，领先4.1%），iRhythm Holdings, Inc.同比增速更快（27.1% vs 8.5%），iRhythm Holdings, Inc.自由现金流更多（$14.5M vs $5.1M），过去两年iRhythm Holdings, Inc.的营收复合增速更高（25.8% vs 5.8%）
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。
Novanta Inc是一家全球技术供应商，主营高精度光子学、运动控制与机器视觉解决方案，核心服务领域覆盖医疗设备制造、先进工业自动化、机器人及生命科学行业，助力全球客户提升产品性能、推动技术创新。
IRTC vs NOVT — 直观对比
营收规模更大
NOVT
是对方的1.2倍
$208.9M
营收增速更快
IRTC
高出18.6%
8.5%
净利率更高
NOVT
高出4.1%
2.7%
自由现金流更多
IRTC
多$9.4M
$5.1M
两年增速更快
IRTC
近两年复合增速
5.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $208.9M | $258.3M |
| 净利润 | $5.6M | $17.5M |
| 毛利率 | 70.9% | 43.8% |
| 营业利润率 | 1.1% | 9.6% |
| 净利率 | 2.7% | 6.8% |
| 营收同比 | 27.1% | 8.5% |
| 净利润同比 | 518.5% | 6.1% |
| 每股收益（稀释后） | $0.18 | $0.46 |
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IRTCNOVT
| Q4 25 | $208.9M | $258.3M | ||
| Q3 25 | $192.9M | $247.8M | ||
| Q2 25 | $186.7M | $241.0M | ||
| Q1 25 | $158.7M | $233.4M | ||
| Q4 24 | $164.3M | $238.1M | ||
| Q3 24 | $147.5M | $244.4M | ||
| Q2 24 | $148.0M | $235.9M | ||
| Q1 24 | $131.9M | $230.9M |
净利润IRTCNOVT
| Q4 25 | $5.6M | $17.5M | ||
| Q3 25 | $-5.2M | $10.7M | ||
| Q2 25 | $-14.2M | $4.5M | ||
| Q1 25 | $-30.7M | $21.2M | ||
| Q4 24 | $-1.3M | $16.5M | ||
| Q3 24 | $-46.2M | $19.2M | ||
| Q2 24 | $-20.1M | $13.8M | ||
| Q1 24 | $-45.7M | $14.7M |
毛利率IRTCNOVT
| Q4 25 | 70.9% | 43.8% | ||
| Q3 25 | 71.1% | 44.8% | ||
| Q2 25 | 71.2% | 44.3% | ||
| Q1 25 | 68.8% | 44.7% | ||
| Q4 24 | 70.0% | 45.5% | ||
| Q3 24 | 68.8% | 44.7% | ||
| Q2 24 | 69.9% | 44.0% | ||
| Q1 24 | 66.3% | 43.5% |
营业利润率IRTCNOVT
| Q4 25 | 1.1% | 9.6% | ||
| Q3 25 | -4.4% | 8.8% | ||
| Q2 25 | -10.0% | 6.2% | ||
| Q1 25 | -20.5% | 13.9% | ||
| Q4 24 | -2.5% | 11.2% | ||
| Q3 24 | -34.1% | 13.3% | ||
| Q2 24 | -15.5% | 10.9% | ||
| Q1 24 | -28.9% | 11.1% |
净利率IRTCNOVT
| Q4 25 | 2.7% | 6.8% | ||
| Q3 25 | -2.7% | 4.3% | ||
| Q2 25 | -7.6% | 1.9% | ||
| Q1 25 | -19.3% | 9.1% | ||
| Q4 24 | -0.8% | 6.9% | ||
| Q3 24 | -31.3% | 7.9% | ||
| Q2 24 | -13.6% | 5.8% | ||
| Q1 24 | -34.6% | 6.4% |
每股收益（稀释后）IRTCNOVT
| Q4 25 | $0.18 | $0.46 | ||
| Q3 25 | $-0.16 | $0.30 | ||
| Q2 25 | $-0.44 | $0.12 | ||
| Q1 25 | $-0.97 | $0.59 | ||
| Q4 24 | $-0.03 | $0.45 | ||
| Q3 24 | $-1.48 | $0.53 | ||
| Q2 24 | $-0.65 | $0.38 | ||
| Q1 24 | $-1.47 | $0.41 |
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 | $380.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $152.7M | $1.3B |
| 总资产 | $1.0B | $1.8B |
| 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IRTCNOVT
| Q4 25 | $583.8M | $380.9M | ||
| Q3 25 | $565.2M | $89.2M | ||
| Q2 25 | $545.5M | $109.9M | ||
| Q1 25 | $520.6M | $106.0M | ||
| Q4 24 | $535.6M | $114.0M | ||
| Q3 24 | $522.0M | $92.7M | ||
| Q2 24 | $561.5M | $98.5M | ||
| Q1 24 | $569.1M | $93.5M |
股东权益IRTCNOVT
| Q4 25 | $152.7M | $1.3B | ||
| Q3 25 | $121.9M | $801.5M | ||
| Q2 25 | $103.7M | $801.4M | ||
| Q1 25 | $86.7M | $769.8M | ||
| Q4 24 | $90.9M | $745.7M | ||
| Q3 24 | $71.8M | $742.2M | ||
| Q2 24 | $99.2M | $702.0M | ||
| Q1 24 | $90.3M | $681.7M |
总资产IRTCNOVT
| Q4 25 | $1.0B | $1.8B | ||
| Q3 25 | $995.2M | $1.5B | ||
| Q2 25 | $964.0M | $1.5B | ||
| Q1 25 | $926.1M | $1.4B | ||
| Q4 24 | $931.4M | $1.4B | ||
| Q3 24 | $909.7M | $1.4B | ||
| Q2 24 | $919.2M | $1.4B | ||
| Q1 24 | $909.8M | $1.4B |
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 | $8.8M |
| 自由现金流经营现金流 - 资本支出 | $14.5M | $5.1M |
| 自由现金流率自由现金流/营收 | 6.9% | 2.0% |
| 资本支出强度资本支出/营收 | 5.6% | 1.4% |
| 现金转化率经营现金流/净利润 | 4.70× | 0.50× |
| 过去12个月自由现金流最近4个季度 | $34.5M | $48.4M |
8季度趋势，按日历期对齐
经营现金流IRTCNOVT
| Q4 25 | $26.2M | $8.8M | ||
| Q3 25 | $34.9M | $8.5M | ||
| Q2 25 | $27.7M | $15.1M | ||
| Q1 25 | $-7.9M | $31.7M | ||
| Q4 24 | $19.2M | $61.6M | ||
| Q3 24 | $24.3M | $23.0M | ||
| Q2 24 | $11.8M | $41.1M | ||
| Q1 24 | $-52.0M | $32.8M |
自由现金流IRTCNOVT
| Q4 25 | $14.5M | $5.1M | ||
| Q3 25 | $20.1M | $4.2M | ||
| Q2 25 | $17.3M | $11.7M | ||
| Q1 25 | $-17.3M | $27.4M | ||
| Q4 24 | $12.4M | $59.3M | ||
| Q3 24 | $15.5M | $19.5M | ||
| Q2 24 | $3.4M | $36.2M | ||
| Q1 24 | $-61.8M | $26.4M |
自由现金流率IRTCNOVT
| Q4 25 | 6.9% | 2.0% | ||
| Q3 25 | 10.4% | 1.7% | ||
| Q2 25 | 9.3% | 4.8% | ||
| Q1 25 | -10.9% | 11.7% | ||
| Q4 24 | 7.5% | 24.9% | ||
| Q3 24 | 10.5% | 8.0% | ||
| Q2 24 | 2.3% | 15.3% | ||
| Q1 24 | -46.8% | 11.4% |
资本支出强度IRTCNOVT
| Q4 25 | 5.6% | 1.4% | ||
| Q3 25 | 7.7% | 1.7% | ||
| Q2 25 | 5.6% | 1.4% | ||
| Q1 25 | 5.9% | 1.8% | ||
| Q4 24 | 4.2% | 0.9% | ||
| Q3 24 | 6.0% | 1.5% | ||
| Q2 24 | 5.7% | 2.1% | ||
| Q1 24 | 7.4% | 2.8% |
现金转化率IRTCNOVT
| Q4 25 | 4.70× | 0.50× | ||
| Q3 25 | — | 0.80× | ||
| Q2 25 | — | 3.35× | ||
| Q1 25 | — | 1.49× | ||
| Q4 24 | — | 3.74× | ||
| Q3 24 | — | 1.20× | ||
| Q2 24 | — | 2.99× | ||
| Q1 24 | — | 2.24× |
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% |
NOVT
暂无分部数据
