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iRhythm Holdings, Inc.（IRTC）与Orthofix Medical Inc.（OFIX）财务数据对比。点击上方公司名可切换其他公司
Orthofix Medical Inc.的季度营收约是iRhythm Holdings, Inc.的1.1倍（$219.9M vs $208.9M），iRhythm Holdings, Inc.净利率更高（2.7% vs -1.0%，领先3.7%），iRhythm Holdings, Inc.同比增速更快（27.1% vs 2.0%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $14.5M），过去两年iRhythm Holdings, Inc.的营收复合增速更高（25.8% vs 8.0%）
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。
Orthofix医疗是全球知名骨科医疗器械企业，专注于研发、生产及销售脊柱植入物、骨科创伤产品、骨生长刺激治疗设备及再生医疗产品，服务全球多地的骨科医师与医疗机构，致力于提升肌肉骨骼疾病患者的诊疗效果。
IRTC vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.1倍
$208.9M
营收增速更快
IRTC
高出25.1%
2.0%
净利率更高
IRTC
高出3.7%
-1.0%
自由现金流更多
OFIX
多$2.3M
$14.5M
两年增速更快
IRTC
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $208.9M | $219.9M |
| 净利润 | $5.6M | $-2.2M |
| 毛利率 | 70.9% | 71.1% |
| 营业利润率 | 1.1% | 0.2% |
| 净利率 | 2.7% | -1.0% |
| 营收同比 | 27.1% | 2.0% |
| 净利润同比 | 518.5% | 92.4% |
| 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IRTCOFIX
| Q4 25 | $208.9M | $219.9M | ||
| Q3 25 | $192.9M | $205.6M | ||
| Q2 25 | $186.7M | $203.1M | ||
| Q1 25 | $158.7M | $193.6M | ||
| Q4 24 | $164.3M | $215.7M | ||
| Q3 24 | $147.5M | $196.6M | ||
| Q2 24 | $148.0M | $198.6M | ||
| Q1 24 | $131.9M | $188.6M |
净利润IRTCOFIX
| Q4 25 | $5.6M | $-2.2M | ||
| Q3 25 | $-5.2M | $-22.8M | ||
| Q2 25 | $-14.2M | $-14.1M | ||
| Q1 25 | $-30.7M | $-53.1M | ||
| Q4 24 | $-1.3M | $-29.1M | ||
| Q3 24 | $-46.2M | $-27.4M | ||
| Q2 24 | $-20.1M | $-33.4M | ||
| Q1 24 | $-45.7M | $-36.0M |
毛利率IRTCOFIX
| Q4 25 | 70.9% | 71.1% | ||
| Q3 25 | 71.1% | 72.2% | ||
| Q2 25 | 71.2% | 68.7% | ||
| Q1 25 | 68.8% | 62.8% | ||
| Q4 24 | 70.0% | 69.0% | ||
| Q3 24 | 68.8% | 68.7% | ||
| Q2 24 | 69.9% | 67.8% | ||
| Q1 24 | 66.3% | 67.5% |
营业利润率IRTCOFIX
| Q4 25 | 1.1% | 0.2% | ||
| Q3 25 | -4.4% | -8.3% | ||
| Q2 25 | -10.0% | -7.9% | ||
| Q1 25 | -20.5% | -25.2% | ||
| Q4 24 | -2.5% | -5.3% | ||
| Q3 24 | -34.1% | -9.6% | ||
| Q2 24 | -15.5% | -12.5% | ||
| Q1 24 | -28.9% | -15.6% |
净利率IRTCOFIX
| Q4 25 | 2.7% | -1.0% | ||
| Q3 25 | -2.7% | -11.1% | ||
| Q2 25 | -7.6% | -6.9% | ||
| Q1 25 | -19.3% | -27.4% | ||
| Q4 24 | -0.8% | -13.5% | ||
| Q3 24 | -31.3% | -13.9% | ||
| Q2 24 | -13.6% | -16.8% | ||
| Q1 24 | -34.6% | -19.1% |
每股收益（稀释后）IRTCOFIX
| Q4 25 | $0.18 | $-0.05 | ||
| Q3 25 | $-0.16 | $-0.57 | ||
| Q2 25 | $-0.44 | $-0.36 | ||
| Q1 25 | $-0.97 | $-1.35 | ||
| Q4 24 | $-0.03 | $-0.76 | ||
| Q3 24 | $-1.48 | $-0.71 | ||
| Q2 24 | $-0.65 | $-0.88 | ||
| Q1 24 | $-1.47 | $-0.95 |
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 | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $152.7M | $450.0M |
| 总资产 | $1.0B | $850.6M |
| 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IRTCOFIX
| Q4 25 | $583.8M | $82.0M | ||
| Q3 25 | $565.2M | $62.9M | ||
| Q2 25 | $545.5M | $65.6M | ||
| Q1 25 | $520.6M | $58.0M | ||
| Q4 24 | $535.6M | $83.2M | ||
| Q3 24 | $522.0M | $30.1M | ||
| Q2 24 | $561.5M | $26.4M | ||
| Q1 24 | $569.1M | $27.0M |
总债务IRTCOFIX
| Q4 25 | — | — | ||
| Q3 25 | — | $157.2M | ||
| Q2 25 | — | $157.0M | ||
| Q1 25 | — | $156.9M | ||
| Q4 24 | — | $157.0M | ||
| Q3 24 | — | $118.5M | ||
| Q2 24 | — | $118.0M | ||
| Q1 24 | — | $118.2M |
股东权益IRTCOFIX
| Q4 25 | $152.7M | $450.0M | ||
| Q3 25 | $121.9M | $442.5M | ||
| Q2 25 | $103.7M | $458.3M | ||
| Q1 25 | $86.7M | $458.3M | ||
| Q4 24 | $90.9M | $503.1M | ||
| Q3 24 | $71.8M | $525.9M | ||
| Q2 24 | $99.2M | $546.0M | ||
| Q1 24 | $90.3M | $570.3M |
总资产IRTCOFIX
| Q4 25 | $1.0B | $850.6M | ||
| Q3 25 | $995.2M | $832.6M | ||
| Q2 25 | $964.0M | $837.2M | ||
| Q1 25 | $926.1M | $823.1M | ||
| Q4 24 | $931.4M | $893.3M | ||
| Q3 24 | $909.7M | $867.9M | ||
| Q2 24 | $919.2M | $882.0M | ||
| Q1 24 | $909.8M | $906.0M |
负债/权益比IRTCOFIX
| Q4 25 | — | — | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | — | 0.31× | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.22× | ||
| Q1 24 | — | 0.21× |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $14.5M | $16.8M |
| 自由现金流率自由现金流/营收 | 6.9% | 7.6% |
| 资本支出强度资本支出/营收 | 5.6% | 4.9% |
| 现金转化率经营现金流/净利润 | 4.70× | — |
| 过去12个月自由现金流最近4个季度 | $34.5M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流IRTCOFIX
| Q4 25 | $26.2M | $27.7M | ||
| Q3 25 | $34.9M | $12.4M | ||
| Q2 25 | $27.7M | $11.6M | ||
| Q1 25 | $-7.9M | $-18.4M | ||
| Q4 24 | $19.2M | $23.7M | ||
| Q3 24 | $24.3M | $11.7M | ||
| Q2 24 | $11.8M | $9.0M | ||
| Q1 24 | $-52.0M | $-18.6M |
自由现金流IRTCOFIX
| Q4 25 | $14.5M | $16.8M | ||
| Q3 25 | $20.1M | $2.5M | ||
| Q2 25 | $17.3M | $4.5M | ||
| Q1 25 | $-17.3M | $-25.1M | ||
| Q4 24 | $12.4M | $15.2M | ||
| Q3 24 | $15.5M | $6.3M | ||
| Q2 24 | $3.4M | $-360.0K | ||
| Q1 24 | $-61.8M | $-29.1M |
自由现金流率IRTCOFIX
| Q4 25 | 6.9% | 7.6% | ||
| Q3 25 | 10.4% | 1.2% | ||
| Q2 25 | 9.3% | 2.2% | ||
| Q1 25 | -10.9% | -13.0% | ||
| Q4 24 | 7.5% | 7.0% | ||
| Q3 24 | 10.5% | 3.2% | ||
| Q2 24 | 2.3% | -0.2% | ||
| Q1 24 | -46.8% | -15.4% |
资本支出强度IRTCOFIX
| Q4 25 | 5.6% | 4.9% | ||
| Q3 25 | 7.7% | 4.8% | ||
| Q2 25 | 5.6% | 3.5% | ||
| Q1 25 | 5.9% | 3.5% | ||
| Q4 24 | 4.2% | 4.0% | ||
| Q3 24 | 6.0% | 2.7% | ||
| Q2 24 | 5.7% | 4.7% | ||
| Q1 24 | 7.4% | 5.6% |
现金转化率IRTCOFIX
| Q4 25 | 4.70× | — | ||
| 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% |
OFIX
| Spinal Implants Biologics And Enabling Technologies | $113.6M | 52% |
| Bone Growth Therapies | $68.3M | 31% |
| Other | $22.7M | 10% |
| IT | $5.9M | 3% |
| GB | $3.5M | 2% |
| FR | $3.5M | 2% |
| DE | $2.3M | 1% |
