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iRhythm Holdings, Inc.（IRTC）与Orchestra BioMed Holdings, Inc.（OBIO）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Orchestra BioMed Holdings, Inc.的6.8倍（$208.9M vs $30.9M）。Orchestra BioMed Holdings, Inc.净利率更高（20.2% vs 2.7%，领先17.5%）。Orchestra BioMed Holdings, Inc.同比增速更快（12120.2% vs 27.1%）。iRhythm Holdings, Inc.自由现金流更多（$14.5M vs $-2.3M）。过去两年Orchestra BioMed Holdings, Inc.的营收复合增速更高（606.2% vs 25.8%）
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。
Orchestra BioMed Holdings是一家临床阶段医疗科技企业，专注于开发针对心血管及其他高负担慢性疾病的新型循证治疗方案，核心业务覆盖介入心脏病学、慢病护理优化等领域，主要面向北美、欧洲市场运营，与头部医疗行业参与者开展合作。
IRTC vs OBIO — 直观对比
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $208.9M | $30.9M |
| 净利润 | $5.6M | $6.2M |
| 毛利率 | 70.9% | 99.8% |
| 营业利润率 | 1.1% | 21.8% |
| 净利率 | 2.7% | 20.2% |
| 营收同比 | 27.1% | 12120.2% |
| 净利润同比 | 518.5% | 138.7% |
| 每股收益（稀释后） | $0.18 | $0.28 |
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
| Q4 25 | $208.9M | $30.9M | ||
| Q3 25 | $192.9M | $861.0K | ||
| Q2 25 | $186.7M | $836.0K | ||
| Q1 25 | $158.7M | $868.0K | ||
| Q4 24 | $164.3M | $253.0K | ||
| Q3 24 | $147.5M | $987.0K | ||
| Q2 24 | $148.0M | $778.0K | ||
| Q1 24 | $131.9M | $620.0K |
| Q4 25 | $5.6M | $6.2M | ||
| Q3 25 | $-5.2M | $-20.8M | ||
| Q2 25 | $-14.2M | $-19.4M | ||
| Q1 25 | $-30.7M | $-18.8M | ||
| Q4 24 | $-1.3M | $-16.2M | ||
| Q3 24 | $-46.2M | $-15.4M | ||
| Q2 24 | $-20.1M | $-16.0M | ||
| Q1 24 | $-45.7M | $-13.5M |
| Q4 25 | 70.9% | 99.8% | ||
| Q3 25 | 71.1% | 94.3% | ||
| Q2 25 | 71.2% | 94.5% | ||
| Q1 25 | 68.8% | 94.9% | ||
| Q4 24 | 70.0% | 77.1% | ||
| Q3 24 | 68.8% | 93.1% | ||
| Q2 24 | 69.9% | 94.3% | ||
| Q1 24 | 66.3% | 94.5% |
| Q4 25 | 1.1% | 21.8% | ||
| Q3 25 | -4.4% | -2359.2% | ||
| Q2 25 | -10.0% | -2311.8% | ||
| Q1 25 | -20.5% | -2179.8% | ||
| Q4 24 | -2.5% | -6591.7% | ||
| Q3 24 | -34.1% | -1655.7% | ||
| Q2 24 | -15.5% | -2167.0% | ||
| Q1 24 | -28.9% | -2326.3% |
| Q4 25 | 2.7% | 20.2% | ||
| Q3 25 | -2.7% | -2419.0% | ||
| Q2 25 | -7.6% | -2316.1% | ||
| Q1 25 | -19.3% | -2160.7% | ||
| Q4 24 | -0.8% | -6385.4% | ||
| Q3 24 | -31.3% | -1562.9% | ||
| Q2 24 | -13.6% | -2054.0% | ||
| Q1 24 | -34.6% | -2171.5% |
| Q4 25 | $0.18 | $0.28 | ||
| Q3 25 | $-0.16 | $-0.40 | ||
| Q2 25 | $-0.44 | $-0.50 | ||
| Q1 25 | $-0.97 | $-0.49 | ||
| Q4 24 | $-0.03 | $-0.42 | ||
| Q3 24 | $-1.48 | $-0.41 | ||
| Q2 24 | $-0.65 | $-0.45 | ||
| Q1 24 | $-1.47 | $-0.38 |
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 | $106.5M |
| 总债务越低越好 | — | $15.0M |
| 股东权益账面价值 | $152.7M | $53.6M |
| 总资产 | $1.0B | $114.9M |
| 负债/权益比越低杠杆越低 | — | 0.28× |
8季度趋势，按日历期对齐
| Q4 25 | $583.8M | $106.5M | ||
| Q3 25 | $565.2M | $95.8M | ||
| Q2 25 | $545.5M | $33.9M | ||
| Q1 25 | $520.6M | $49.9M | ||
| Q4 24 | $535.6M | $66.8M | ||
| Q3 24 | $522.0M | $66.9M | ||
| Q2 24 | $561.5M | $65.2M | ||
| Q1 24 | $569.1M | $75.0M |
| Q4 25 | — | $15.0M | ||
| Q3 25 | — | $15.0M | ||
| Q2 25 | — | $15.0M | ||
| Q1 25 | — | $15.0M | ||
| Q4 24 | — | $15.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $152.7M | $53.6M | ||
| Q3 25 | $121.9M | $43.7M | ||
| Q2 25 | $103.7M | $295.0K | ||
| Q1 25 | $86.7M | $16.9M | ||
| Q4 24 | $90.9M | $33.0M | ||
| Q3 24 | $71.8M | $46.2M | ||
| Q2 24 | $99.2M | $44.1M | ||
| Q1 24 | $90.3M | $57.2M |
| Q4 25 | $1.0B | $114.9M | ||
| Q3 25 | $995.2M | $104.8M | ||
| Q2 25 | $964.0M | $42.8M | ||
| Q1 25 | $926.1M | $59.1M | ||
| Q4 24 | $931.4M | $76.2M | ||
| Q3 24 | $909.7M | $75.3M | ||
| Q2 24 | $919.2M | $72.4M | ||
| Q1 24 | $909.8M | $82.6M |
| Q4 25 | — | 0.28× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 50.85× | ||
| Q1 25 | — | 0.89× | ||
| Q4 24 | — | 0.46× | ||
| 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 | $-2.3M |
| 自由现金流经营现金流 - 资本支出 | $14.5M | $-2.3M |
| 自由现金流率自由现金流/营收 | 6.9% | -7.4% |
| 资本支出强度资本支出/营收 | 5.6% | 0.1% |
| 现金转化率经营现金流/净利润 | 4.70× | -0.36× |
| 过去12个月自由现金流最近4个季度 | $34.5M | $-49.5M |
8季度趋势，按日历期对齐
| Q4 25 | $26.2M | $-2.3M | ||
| Q3 25 | $34.9M | $-14.6M | ||
| Q2 25 | $27.7M | $-15.5M | ||
| Q1 25 | $-7.9M | $-16.6M | ||
| Q4 24 | $19.2M | $-13.5M | ||
| Q3 24 | $24.3M | $-13.7M | ||
| Q2 24 | $11.8M | $-10.2M | ||
| Q1 24 | $-52.0M | $-13.1M |
| Q4 25 | $14.5M | $-2.3M | ||
| Q3 25 | $20.1M | $-14.9M | ||
| Q2 25 | $17.3M | $-15.6M | ||
| Q1 25 | $-17.3M | $-16.7M | ||
| Q4 24 | $12.4M | $-13.6M | ||
| Q3 24 | $15.5M | $-13.8M | ||
| Q2 24 | $3.4M | $-10.3M | ||
| Q1 24 | $-61.8M | $-13.1M |
| Q4 25 | 6.9% | -7.4% | ||
| Q3 25 | 10.4% | -1725.9% | ||
| Q2 25 | 9.3% | -1861.4% | ||
| Q1 25 | -10.9% | -1927.2% | ||
| Q4 24 | 7.5% | -5392.9% | ||
| Q3 24 | 10.5% | -1394.9% | ||
| Q2 24 | 2.3% | -1325.6% | ||
| Q1 24 | -46.8% | -2116.5% |
| Q4 25 | 5.6% | 0.1% | ||
| Q3 25 | 7.7% | 36.0% | ||
| Q2 25 | 5.6% | 4.1% | ||
| Q1 25 | 5.9% | 12.9% | ||
| Q4 24 | 4.2% | 41.9% | ||
| Q3 24 | 6.0% | 6.9% | ||
| Q2 24 | 5.7% | 13.8% | ||
| Q1 24 | 7.4% | 1.3% |
| Q4 25 | 4.70× | -0.36× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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% |
OBIO
暂无分部数据
