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iRhythm Holdings, Inc.（IRTC）与LiveRamp Holdings, Inc.（RAMP）财务数据对比。点击上方公司名可切换其他公司
LiveRamp Holdings, Inc.的季度营收约是iRhythm Holdings, Inc.的1.0倍（$212.2M vs $208.9M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 2.7%，领先16.1%），iRhythm Holdings, Inc.同比增速更快（27.1% vs 8.6%），过去两年iRhythm Holdings, Inc.的营收复合增速更高（25.8% vs 11.1%）
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。
LiveRamp Holdings, Inc.是一家美国SaaS企业，核心业务为提供数据连接平台，服务涵盖数据导入、线下数据线上迁移等能力，助力企业开展营销相关的数据应用，为品牌及营销从业者的数字化运营提供技术支撑。
IRTC vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.0倍
$208.9M
营收增速更快
IRTC
高出18.5%
8.6%
净利率更高
RAMP
高出16.1%
2.7%
两年增速更快
IRTC
近两年复合增速
11.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $208.9M | $212.2M |
| 净利润 | $5.6M | $39.9M |
| 毛利率 | 70.9% | 71.9% |
| 营业利润率 | 1.1% | 18.6% |
| 净利率 | 2.7% | 18.8% |
| 营收同比 | 27.1% | 8.6% |
| 净利润同比 | 518.5% | 255.7% |
| 每股收益（稀释后） | $0.18 | $0.62 |
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IRTCRAMP
| Q4 25 | $208.9M | $212.2M | ||
| Q3 25 | $192.9M | $199.8M | ||
| Q2 25 | $186.7M | $194.8M | ||
| Q1 25 | $158.7M | $188.7M | ||
| Q4 24 | $164.3M | $195.4M | ||
| Q3 24 | $147.5M | $185.5M | ||
| Q2 24 | $148.0M | $176.0M | ||
| Q1 24 | $131.9M | $171.9M |
净利润IRTCRAMP
| Q4 25 | $5.6M | $39.9M | ||
| Q3 25 | $-5.2M | $27.4M | ||
| Q2 25 | $-14.2M | $7.7M | ||
| Q1 25 | $-30.7M | $-6.3M | ||
| Q4 24 | $-1.3M | $11.2M | ||
| Q3 24 | $-46.2M | $1.7M | ||
| Q2 24 | $-20.1M | $-7.5M | ||
| Q1 24 | $-45.7M | $-5.4M |
毛利率IRTCRAMP
| Q4 25 | 70.9% | 71.9% | ||
| Q3 25 | 71.1% | 70.2% | ||
| Q2 25 | 71.2% | 70.1% | ||
| Q1 25 | 68.8% | 69.3% | ||
| Q4 24 | 70.0% | 71.9% | ||
| Q3 24 | 68.8% | 72.4% | ||
| Q2 24 | 69.9% | 70.6% | ||
| Q1 24 | 66.3% | 72.2% |
营业利润率IRTCRAMP
| Q4 25 | 1.1% | 18.6% | ||
| Q3 25 | -4.4% | 10.7% | ||
| Q2 25 | -10.0% | 3.7% | ||
| Q1 25 | -20.5% | -6.1% | ||
| Q4 24 | -2.5% | 7.5% | ||
| Q3 24 | -34.1% | 4.0% | ||
| Q2 24 | -15.5% | -3.0% | ||
| Q1 24 | -28.9% | -8.3% |
净利率IRTCRAMP
| Q4 25 | 2.7% | 18.8% | ||
| Q3 25 | -2.7% | 13.7% | ||
| Q2 25 | -7.6% | 4.0% | ||
| Q1 25 | -19.3% | -3.3% | ||
| Q4 24 | -0.8% | 5.7% | ||
| Q3 24 | -31.3% | 0.9% | ||
| Q2 24 | -13.6% | -4.3% | ||
| Q1 24 | -34.6% | -3.1% |
每股收益（稀释后）IRTCRAMP
| Q4 25 | $0.18 | $0.62 | ||
| Q3 25 | $-0.16 | $0.42 | ||
| Q2 25 | $-0.44 | $0.12 | ||
| Q1 25 | $-0.97 | $-0.10 | ||
| Q4 24 | $-0.03 | $0.17 | ||
| Q3 24 | $-1.48 | $0.03 | ||
| Q2 24 | $-0.65 | $-0.11 | ||
| Q1 24 | $-1.47 | $-0.09 |
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 | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $152.7M | $962.3M |
| 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IRTCRAMP
| Q4 25 | $583.8M | $403.4M | ||
| Q3 25 | $565.2M | $376.9M | ||
| Q2 25 | $545.5M | $371.1M | ||
| Q1 25 | $520.6M | $420.8M | ||
| Q4 24 | $535.6M | $384.3M | ||
| Q3 24 | $522.0M | $348.4M | ||
| Q2 24 | $561.5M | $342.7M | ||
| Q1 24 | $569.1M | $368.9M |
股东权益IRTCRAMP
| Q4 25 | $152.7M | $962.3M | ||
| Q3 25 | $121.9M | $943.8M | ||
| Q2 25 | $103.7M | $947.8M | ||
| Q1 25 | $86.7M | $948.9M | ||
| Q4 24 | $90.9M | $957.7M | ||
| Q3 24 | $71.8M | $932.1M | ||
| Q2 24 | $99.2M | $951.9M | ||
| Q1 24 | $90.3M | $949.1M |
总资产IRTCRAMP
| Q4 25 | $1.0B | $1.3B | ||
| Q3 25 | $995.2M | $1.2B | ||
| Q2 25 | $964.0M | $1.2B | ||
| Q1 25 | $926.1M | $1.3B | ||
| Q4 24 | $931.4M | $1.3B | ||
| Q3 24 | $909.7M | $1.2B | ||
| Q2 24 | $919.2M | $1.2B | ||
| Q1 24 | $909.8M | $1.2B |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $14.5M | — |
| 自由现金流率自由现金流/营收 | 6.9% | — |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $34.5M | — |
8季度趋势，按日历期对齐
经营现金流IRTCRAMP
| Q4 25 | $26.2M | — | ||
| Q3 25 | $34.9M | $57.4M | ||
| Q2 25 | $27.7M | $-15.8M | ||
| Q1 25 | $-7.9M | — | ||
| Q4 24 | $19.2M | $45.1M | ||
| Q3 24 | $24.3M | $55.6M | ||
| Q2 24 | $11.8M | $-9.3M | ||
| Q1 24 | $-52.0M | — |
自由现金流IRTCRAMP
| Q4 25 | $14.5M | — | ||
| Q3 25 | $20.1M | $56.8M | ||
| Q2 25 | $17.3M | $-16.2M | ||
| Q1 25 | $-17.3M | — | ||
| Q4 24 | $12.4M | $44.8M | ||
| Q3 24 | $15.5M | $55.4M | ||
| Q2 24 | $3.4M | $-9.6M | ||
| Q1 24 | $-61.8M | — |
自由现金流率IRTCRAMP
| Q4 25 | 6.9% | — | ||
| Q3 25 | 10.4% | 28.4% | ||
| Q2 25 | 9.3% | -8.3% | ||
| Q1 25 | -10.9% | — | ||
| Q4 24 | 7.5% | 22.9% | ||
| Q3 24 | 10.5% | 29.8% | ||
| Q2 24 | 2.3% | -5.4% | ||
| Q1 24 | -46.8% | — |
资本支出强度IRTCRAMP
| Q4 25 | 5.6% | 0.1% | ||
| Q3 25 | 7.7% | 0.3% | ||
| Q2 25 | 5.6% | 0.2% | ||
| Q1 25 | 5.9% | 0.2% | ||
| Q4 24 | 4.2% | 0.1% | ||
| Q3 24 | 6.0% | 0.1% | ||
| Q2 24 | 5.7% | 0.1% | ||
| Q1 24 | 7.4% | 1.0% |
现金转化率IRTCRAMP
| Q4 25 | 4.70× | — | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | — | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| 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% |
RAMP
暂无分部数据
