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iRhythm Holdings, Inc.（IRTC）与Ribbon Communications Inc.（RBBN）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Ribbon Communications Inc.的1.3倍（$208.9M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 2.7%，领先52.1%），iRhythm Holdings, Inc.同比增速更快（27.1% vs -10.3%），过去两年iRhythm Holdings, Inc.的营收复合增速更高（25.8% vs -8.1%）
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。
睿宾通信公司（Ribbon Communications Inc.）主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立，总部位于美国得克萨斯州普莱诺，是一家上市科技企业。
IRTC vs RBBN — 直观对比
营收规模更大
IRTC
是对方的1.3倍
$162.6M
营收增速更快
IRTC
高出37.4%
-10.3%
净利率更高
RBBN
高出52.1%
2.7%
两年增速更快
IRTC
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $208.9M | $162.6M |
| 净利润 | $5.6M | $89.1M |
| 毛利率 | 70.9% | 42.9% |
| 营业利润率 | 1.1% | 37.6% |
| 净利率 | 2.7% | 54.8% |
| 营收同比 | 27.1% | -10.3% |
| 净利润同比 | 518.5% | — |
| 每股收益（稀释后） | $0.18 | $0.50 |
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IRTCRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $208.9M | $227.3M | ||
| Q3 25 | $192.9M | $215.4M | ||
| Q2 25 | $186.7M | $220.6M | ||
| Q1 25 | $158.7M | $181.3M | ||
| Q4 24 | $164.3M | $251.4M | ||
| Q3 24 | $147.5M | $210.2M | ||
| Q2 24 | $148.0M | $192.6M |
净利润IRTCRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $5.6M | — | ||
| Q3 25 | $-5.2M | $-12.1M | ||
| Q2 25 | $-14.2M | $-11.1M | ||
| Q1 25 | $-30.7M | $-26.2M | ||
| Q4 24 | $-1.3M | — | ||
| Q3 24 | $-46.2M | $-13.4M | ||
| Q2 24 | $-20.1M | $-16.8M |
毛利率IRTCRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 70.9% | 53.3% | ||
| Q3 25 | 71.1% | 50.1% | ||
| Q2 25 | 71.2% | 49.6% | ||
| Q1 25 | 68.8% | 45.4% | ||
| Q4 24 | 70.0% | 55.7% | ||
| Q3 24 | 68.8% | 52.1% | ||
| Q2 24 | 69.9% | 50.8% |
营业利润率IRTCRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 1.1% | 4.1% | ||
| Q3 25 | -4.4% | 1.3% | ||
| Q2 25 | -10.0% | 1.9% | ||
| Q1 25 | -20.5% | -10.8% | ||
| Q4 24 | -2.5% | 13.2% | ||
| Q3 24 | -34.1% | -0.4% | ||
| Q2 24 | -15.5% | -1.0% |
净利率IRTCRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 2.7% | — | ||
| Q3 25 | -2.7% | -5.6% | ||
| Q2 25 | -7.6% | -5.0% | ||
| Q1 25 | -19.3% | -14.5% | ||
| Q4 24 | -0.8% | — | ||
| Q3 24 | -31.3% | -6.4% | ||
| Q2 24 | -13.6% | -8.7% |
每股收益（稀释后）IRTCRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.18 | $0.50 | ||
| Q3 25 | $-0.16 | $-0.07 | ||
| Q2 25 | $-0.44 | $-0.06 | ||
| Q1 25 | $-0.97 | $-0.15 | ||
| Q4 24 | $-0.03 | $0.05 | ||
| Q3 24 | $-1.48 | $-0.08 | ||
| Q2 24 | $-0.65 | $-0.10 |
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 | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $152.7M | $419.1M |
| 总资产 | $1.0B | — |
| 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IRTCRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $583.8M | $96.4M | ||
| Q3 25 | $565.2M | $74.8M | ||
| Q2 25 | $545.5M | $60.5M | ||
| Q1 25 | $520.6M | $71.2M | ||
| Q4 24 | $535.6M | $87.8M | ||
| Q3 24 | $522.0M | $37.2M | ||
| Q2 24 | $561.5M | $64.6M |
总债务IRTCRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
股东权益IRTCRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $152.7M | $449.0M | ||
| Q3 25 | $121.9M | $360.1M | ||
| Q2 25 | $103.7M | $370.4M | ||
| Q1 25 | $86.7M | $381.8M | ||
| Q4 24 | $90.9M | $404.6M | ||
| Q3 24 | $71.8M | $395.5M | ||
| Q2 24 | $99.2M | $405.0M |
总资产IRTCRBBN
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $1.2B | ||
| Q3 25 | $995.2M | $1.1B | ||
| Q2 25 | $964.0M | $1.1B | ||
| Q1 25 | $926.1M | $1.1B | ||
| Q4 24 | $931.4M | $1.2B | ||
| Q3 24 | $909.7M | $1.1B | ||
| Q2 24 | $919.2M | $1.1B |
负债/权益比IRTCRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 0.86× |
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% | — |
| 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IRTCRBBN
| Q1 26 | — | — | ||
| Q4 25 | $26.2M | $29.2M | ||
| Q3 25 | $34.9M | $26.5M | ||
| Q2 25 | $27.7M | $-795.0K | ||
| Q1 25 | $-7.9M | $-3.5M | ||
| Q4 24 | $19.2M | $61.8M | ||
| Q3 24 | $24.3M | $-14.8M | ||
| Q2 24 | $11.8M | $-9.8M |
自由现金流IRTCRBBN
| Q1 26 | — | — | ||
| Q4 25 | $14.5M | $27.3M | ||
| Q3 25 | $20.1M | $21.0M | ||
| Q2 25 | $17.3M | $-6.5M | ||
| Q1 25 | $-17.3M | $-15.7M | ||
| Q4 24 | $12.4M | $53.8M | ||
| Q3 24 | $15.5M | $-23.7M | ||
| Q2 24 | $3.4M | $-12.9M |
自由现金流率IRTCRBBN
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 12.0% | ||
| Q3 25 | 10.4% | 9.7% | ||
| Q2 25 | 9.3% | -2.9% | ||
| Q1 25 | -10.9% | -8.7% | ||
| Q4 24 | 7.5% | 21.4% | ||
| Q3 24 | 10.5% | -11.3% | ||
| Q2 24 | 2.3% | -6.7% |
资本支出强度IRTCRBBN
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 0.9% | ||
| Q3 25 | 7.7% | 2.6% | ||
| Q2 25 | 5.6% | 2.6% | ||
| Q1 25 | 5.9% | 6.7% | ||
| Q4 24 | 4.2% | 3.2% | ||
| Q3 24 | 6.0% | 4.2% | ||
| Q2 24 | 5.7% | 1.6% |
现金转化率IRTCRBBN
| Q1 26 | — | — | ||
| Q4 25 | 4.70× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
