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iRhythm Holdings, Inc.(IRTC)与RESOURCES CONNECTION, INC.(RGP)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RESOURCES CONNECTION, INC.的1.8倍($208.9M vs $117.7M),iRhythm Holdings, Inc.净利率更高(2.7% vs -10.8%,领先13.4%),iRhythm Holdings, Inc.同比增速更快(27.1% vs -19.2%),RESOURCES CONNECTION, INC.自由现金流更多($15.6M vs $14.5M),过去两年iRhythm Holdings, Inc.的营收复合增速更高(25.8% vs -11.8%)
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。
RGP原名 Resources Global Professionals,是 Resources Connection, Inc. 的核心运营主体,面向全球客户提供多领域专业咨询服务,覆盖财务会计、信息管理、治理风险合规、人力资本、法务监管、企业咨询与重组、战略传播以及供应链管理等板块。
IRTC vs RGP — 直观对比
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $208.9M | $117.7M |
| 净利润 | $5.6M | $-12.7M |
| 毛利率 | 70.9% | 37.1% |
| 营业利润率 | 1.1% | -10.3% |
| 净利率 | 2.7% | -10.8% |
| 营收同比 | 27.1% | -19.2% |
| 净利润同比 | 518.5% | 81.6% |
| 每股收益(稀释后) | $0.18 | $-0.38 |
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 | $117.7M | ||
| Q3 25 | $192.9M | $120.2M | ||
| Q2 25 | $186.7M | $139.3M | ||
| Q1 25 | $158.7M | $129.4M | ||
| Q4 24 | $164.3M | $145.6M | ||
| Q3 24 | $147.5M | $136.9M | ||
| Q2 24 | $148.0M | $148.2M | ||
| Q1 24 | $131.9M | $151.3M |
| Q4 25 | $5.6M | $-12.7M | ||
| Q3 25 | $-5.2M | $-2.4M | ||
| Q2 25 | $-14.2M | $-73.3M | ||
| Q1 25 | $-30.7M | $-44.1M | ||
| Q4 24 | $-1.3M | $-68.7M | ||
| Q3 24 | $-46.2M | $-5.7M | ||
| Q2 24 | $-20.1M | $10.5M | ||
| Q1 24 | $-45.7M | $2.5M |
| Q4 25 | 70.9% | 37.1% | ||
| Q3 25 | 71.1% | 39.5% | ||
| Q2 25 | 71.2% | 40.2% | ||
| Q1 25 | 68.8% | 35.1% | ||
| Q4 24 | 70.0% | 38.5% | ||
| Q3 24 | 68.8% | 36.5% | ||
| Q2 24 | 69.9% | 40.2% | ||
| Q1 24 | 66.3% | 37.0% |
| Q4 25 | 1.1% | -10.3% | ||
| Q3 25 | -4.4% | -1.7% | ||
| Q2 25 | -10.0% | -47.0% | ||
| Q1 25 | -20.5% | -38.4% | ||
| Q4 24 | -2.5% | -52.7% | ||
| Q3 24 | -34.1% | -3.5% | ||
| Q2 24 | -15.5% | 7.6% | ||
| Q1 24 | -28.9% | 2.8% |
| Q4 25 | 2.7% | -10.8% | ||
| Q3 25 | -2.7% | -2.0% | ||
| Q2 25 | -7.6% | -52.6% | ||
| Q1 25 | -19.3% | -34.0% | ||
| Q4 24 | -0.8% | -47.2% | ||
| Q3 24 | -31.3% | -4.2% | ||
| Q2 24 | -13.6% | 7.1% | ||
| Q1 24 | -34.6% | 1.7% |
| Q4 25 | $0.18 | $-0.38 | ||
| Q3 25 | $-0.16 | $-0.07 | ||
| Q2 25 | $-0.44 | $-2.21 | ||
| Q1 25 | $-0.97 | $-1.34 | ||
| Q4 24 | $-0.03 | $-2.08 | ||
| Q3 24 | $-1.48 | $-0.17 | ||
| Q2 24 | $-0.65 | $0.31 | ||
| Q1 24 | $-1.47 | $0.08 |
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 | $89.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $152.7M | $194.6M |
| 总资产 | $1.0B | $289.3M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q4 25 | $583.8M | $89.8M | ||
| Q3 25 | $565.2M | $77.5M | ||
| Q2 25 | $545.5M | $86.1M | ||
| Q1 25 | $520.6M | $72.5M | ||
| Q4 24 | $535.6M | $78.2M | ||
| Q3 24 | $522.0M | $89.6M | ||
| Q2 24 | $561.5M | $108.9M | ||
| Q1 24 | $569.1M | $113.8M |
| Q4 25 | $152.7M | $194.6M | ||
| Q3 25 | $121.9M | $206.4M | ||
| Q2 25 | $103.7M | $207.1M | ||
| Q1 25 | $86.7M | $277.8M | ||
| Q4 24 | $90.9M | $325.7M | ||
| Q3 24 | $71.8M | $407.2M | ||
| Q2 24 | $99.2M | $418.8M | ||
| Q1 24 | $90.3M | $414.9M |
| Q4 25 | $1.0B | $289.3M | ||
| Q3 25 | $995.2M | $287.2M | ||
| Q2 25 | $964.0M | $304.7M | ||
| Q1 25 | $926.1M | $375.6M | ||
| Q4 24 | $931.4M | $424.9M | ||
| Q3 24 | $909.7M | $512.9M | ||
| Q2 24 | $919.2M | $510.9M | ||
| Q1 24 | $909.8M | $523.2M |
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 | $15.9M |
| 自由现金流经营现金流 - 资本支出 | $14.5M | $15.6M |
| 自由现金流率自由现金流/营收 | 6.9% | 13.2% |
| 资本支出强度资本支出/营收 | 5.6% | 0.3% |
| 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 | $24.3M |
8季度趋势,按日历期对齐
| Q4 25 | $26.2M | $15.9M | ||
| Q3 25 | $34.9M | $-7.8M | ||
| Q2 25 | $27.7M | $16.8M | ||
| Q1 25 | $-7.9M | $659.0K | ||
| Q4 24 | $19.2M | $1.8M | ||
| Q3 24 | $24.3M | $-309.0K | ||
| Q2 24 | $11.8M | $3.2M | ||
| Q1 24 | $-52.0M | $20.5M |
| Q4 25 | $14.5M | $15.6M | ||
| Q3 25 | $20.1M | $-8.0M | ||
| Q2 25 | $17.3M | $16.5M | ||
| Q1 25 | $-17.3M | $238.0K | ||
| Q4 24 | $12.4M | $61.0K | ||
| Q3 24 | $15.5M | $-575.0K | ||
| Q2 24 | $3.4M | $3.0M | ||
| Q1 24 | $-61.8M | $20.4M |
| Q4 25 | 6.9% | 13.2% | ||
| Q3 25 | 10.4% | -6.6% | ||
| Q2 25 | 9.3% | 11.8% | ||
| Q1 25 | -10.9% | 0.2% | ||
| Q4 24 | 7.5% | 0.0% | ||
| Q3 24 | 10.5% | -0.4% | ||
| Q2 24 | 2.3% | 2.1% | ||
| Q1 24 | -46.8% | 13.5% |
| Q4 25 | 5.6% | 0.3% | ||
| Q3 25 | 7.7% | 0.1% | ||
| Q2 25 | 5.6% | 0.2% | ||
| Q1 25 | 5.9% | 0.3% | ||
| Q4 24 | 4.2% | 1.2% | ||
| Q3 24 | 6.0% | 0.2% | ||
| Q2 24 | 5.7% | 0.1% | ||
| Q1 24 | 7.4% | 0.1% |
| Q4 25 | 4.70× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.30× | ||
| Q1 24 | — | 8.04× |
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% |
RGP
| US | $93.7M | 80% |
| Non Us | $24.0M | 20% |