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iRhythm Holdings, Inc.（IRTC）与Rocket Lab Corp（RKLB）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Rocket Lab Corp的1.2倍（$208.9M vs $179.7M），iRhythm Holdings, Inc.净利率更高（2.7% vs -29.5%，领先32.1%），Rocket Lab Corp同比增速更快（35.7% vs 27.1%），iRhythm Holdings, Inc.自由现金流更多（$14.5M vs $-114.2M），过去两年Rocket Lab Corp的营收复合增速更高（39.2% 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。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商，旗下Electron轨道火箭主打小型卫星发射，截至2026年1月已成功完成超75次任务，是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台，下一代可复用中型运载火箭Neutron目前也在研发中。
IRTC vs RKLB — 直观对比
营收规模更大
IRTC
是对方的1.2倍
$179.7M
营收增速更快
RKLB
高出8.6%
27.1%
净利率更高
IRTC
高出32.1%
-29.5%
自由现金流更多
IRTC
多$128.7M
$-114.2M
两年增速更快
RKLB
近两年复合增速
25.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $208.9M | $179.7M |
| 净利润 | $5.6M | $-52.9M |
| 毛利率 | 70.9% | 38.0% |
| 营业利润率 | 1.1% | -28.4% |
| 净利率 | 2.7% | -29.5% |
| 营收同比 | 27.1% | 35.7% |
| 净利润同比 | 518.5% | -1.1% |
| 每股收益（稀释后） | $0.18 | $-0.09 |
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IRTCRKLB
| Q4 25 | $208.9M | $179.7M | ||
| Q3 25 | $192.9M | $155.1M | ||
| Q2 25 | $186.7M | $144.5M | ||
| Q1 25 | $158.7M | $122.6M | ||
| Q4 24 | $164.3M | $132.4M | ||
| Q3 24 | $147.5M | $104.8M | ||
| Q2 24 | $148.0M | $106.3M | ||
| Q1 24 | $131.9M | $92.8M |
净利润IRTCRKLB
| Q4 25 | $5.6M | $-52.9M | ||
| Q3 25 | $-5.2M | $-18.3M | ||
| Q2 25 | $-14.2M | $-66.4M | ||
| Q1 25 | $-30.7M | $-60.6M | ||
| Q4 24 | $-1.3M | $-52.3M | ||
| Q3 24 | $-46.2M | $-51.9M | ||
| Q2 24 | $-20.1M | $-41.6M | ||
| Q1 24 | $-45.7M | $-44.3M |
毛利率IRTCRKLB
| Q4 25 | 70.9% | 38.0% | ||
| Q3 25 | 71.1% | 37.0% | ||
| Q2 25 | 71.2% | 32.1% | ||
| Q1 25 | 68.8% | 28.8% | ||
| Q4 24 | 70.0% | 27.8% | ||
| Q3 24 | 68.8% | 26.7% | ||
| Q2 24 | 69.9% | 25.6% | ||
| Q1 24 | 66.3% | 26.1% |
营业利润率IRTCRKLB
| Q4 25 | 1.1% | -28.4% | ||
| Q3 25 | -4.4% | -38.0% | ||
| Q2 25 | -10.0% | -41.3% | ||
| Q1 25 | -20.5% | -48.3% | ||
| Q4 24 | -2.5% | -38.9% | ||
| Q3 24 | -34.1% | -49.5% | ||
| Q2 24 | -15.5% | -40.7% | ||
| Q1 24 | -28.9% | -46.4% |
净利率IRTCRKLB
| Q4 25 | 2.7% | -29.5% | ||
| Q3 25 | -2.7% | -11.8% | ||
| Q2 25 | -7.6% | -46.0% | ||
| Q1 25 | -19.3% | -49.5% | ||
| Q4 24 | -0.8% | -39.5% | ||
| Q3 24 | -31.3% | -49.6% | ||
| Q2 24 | -13.6% | -39.2% | ||
| Q1 24 | -34.6% | -47.7% |
每股收益（稀释后）IRTCRKLB
| Q4 25 | $0.18 | $-0.09 | ||
| Q3 25 | $-0.16 | $-0.03 | ||
| Q2 25 | $-0.44 | $-0.13 | ||
| Q1 25 | $-0.97 | $-0.12 | ||
| Q4 24 | $-0.03 | $-0.11 | ||
| Q3 24 | $-1.48 | $-0.10 | ||
| Q2 24 | $-0.65 | $-0.08 | ||
| 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 | $1.0B |
| 总债务越低越好 | — | $152.4M |
| 股东权益账面价值 | $152.7M | $1.7B |
| 总资产 | $1.0B | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资IRTCRKLB
| Q4 25 | $583.8M | $1.0B | ||
| Q3 25 | $565.2M | $976.7M | ||
| Q2 25 | $545.5M | $688.1M | ||
| Q1 25 | $520.6M | $428.4M | ||
| Q4 24 | $535.6M | $419.0M | ||
| Q3 24 | $522.0M | $442.4M | ||
| Q2 24 | $561.5M | $496.8M | ||
| Q1 24 | $569.1M | $492.5M |
总债务IRTCRKLB
| Q4 25 | — | $152.4M | ||
| Q3 25 | — | $347.0M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $345.9M | ||
| Q4 24 | — | $345.4M | ||
| Q3 24 | — | $61.2M | ||
| Q2 24 | — | $64.2M | ||
| Q1 24 | — | $66.8M |
股东权益IRTCRKLB
| Q4 25 | $152.7M | $1.7B | ||
| Q3 25 | $121.9M | $1.3B | ||
| Q2 25 | $103.7M | $688.5M | ||
| Q1 25 | $86.7M | $431.3M | ||
| Q4 24 | $90.9M | $382.5M | ||
| Q3 24 | $71.8M | $419.8M | ||
| Q2 24 | $99.2M | $455.2M | ||
| Q1 24 | $90.3M | $478.9M |
总资产IRTCRKLB
| Q4 25 | $1.0B | $2.3B | ||
| Q3 25 | $995.2M | $2.2B | ||
| Q2 25 | $964.0M | $1.6B | ||
| Q1 25 | $926.1M | $1.3B | ||
| Q4 24 | $931.4M | $1.2B | ||
| Q3 24 | $909.7M | $1.2B | ||
| Q2 24 | $919.2M | $1.2B | ||
| Q1 24 | $909.8M | $1.2B |
负债/权益比IRTCRKLB
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.14× |
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 | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | $14.5M | $-114.2M |
| 自由现金流率自由现金流/营收 | 6.9% | -63.6% |
| 资本支出强度资本支出/营收 | 5.6% | 27.6% |
| 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 | $-321.8M |
8季度趋势，按日历期对齐
经营现金流IRTCRKLB
| Q4 25 | $26.2M | $-64.5M | ||
| Q3 25 | $34.9M | $-23.5M | ||
| Q2 25 | $27.7M | $-23.2M | ||
| Q1 25 | $-7.9M | $-54.2M | ||
| Q4 24 | $19.2M | $-2.4M | ||
| Q3 24 | $24.3M | $-30.9M | ||
| Q2 24 | $11.8M | $-13.0M | ||
| Q1 24 | $-52.0M | $-2.6M |
自由现金流IRTCRKLB
| Q4 25 | $14.5M | $-114.2M | ||
| Q3 25 | $20.1M | $-69.4M | ||
| Q2 25 | $17.3M | $-55.3M | ||
| Q1 25 | $-17.3M | $-82.9M | ||
| Q4 24 | $12.4M | $-23.9M | ||
| Q3 24 | $15.5M | $-41.9M | ||
| Q2 24 | $3.4M | $-28.3M | ||
| Q1 24 | $-61.8M | $-21.8M |
自由现金流率IRTCRKLB
| Q4 25 | 6.9% | -63.6% | ||
| Q3 25 | 10.4% | -44.8% | ||
| Q2 25 | 9.3% | -38.3% | ||
| Q1 25 | -10.9% | -67.6% | ||
| Q4 24 | 7.5% | -18.1% | ||
| Q3 24 | 10.5% | -40.0% | ||
| Q2 24 | 2.3% | -26.7% | ||
| Q1 24 | -46.8% | -23.5% |
资本支出强度IRTCRKLB
| Q4 25 | 5.6% | 27.6% | ||
| Q3 25 | 7.7% | 29.6% | ||
| Q2 25 | 5.6% | 22.2% | ||
| Q1 25 | 5.9% | 23.4% | ||
| Q4 24 | 4.2% | 16.3% | ||
| Q3 24 | 6.0% | 10.5% | ||
| Q2 24 | 5.7% | 14.4% | ||
| Q1 24 | 7.4% | 20.7% |
现金转化率IRTCRKLB
| 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% |
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |
