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iRhythm Holdings, Inc.（IRTC）与GIBRALTAR INDUSTRIES, INC.（ROCK）财务数据对比。点击上方公司名可切换其他公司
GIBRALTAR INDUSTRIES, INC.的季度营收约是iRhythm Holdings, Inc.的1.1倍（$225.0M vs $208.9M），iRhythm Holdings, Inc.同比增速更快（27.1% vs 24.9%），GIBRALTAR INDUSTRIES, INC.自由现金流更多（$26.2M vs $14.5M），过去两年iRhythm Holdings, Inc.的营收复合增速更高（25.8% vs -12.3%）
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。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
IRTC vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.1倍
$208.9M
营收增速更快
IRTC
高出2.2%
24.9%
自由现金流更多
ROCK
多$11.7M
$14.5M
两年增速更快
IRTC
近两年复合增速
-12.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $208.9M | $225.0M |
| 净利润 | $5.6M | — |
| 毛利率 | 70.9% | 25.3% |
| 营业利润率 | 1.1% | 7.9% |
| 净利率 | 2.7% | — |
| 营收同比 | 27.1% | 24.9% |
| 净利润同比 | 518.5% | — |
| 每股收益（稀释后） | $0.18 | — |
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IRTCROCK
| Q4 25 | $208.9M | $225.0M | ||
| Q3 25 | $192.9M | $310.9M | ||
| Q2 25 | $186.7M | $309.5M | ||
| Q1 25 | $158.7M | $290.0M | ||
| Q4 24 | $164.3M | $180.1M | ||
| Q3 24 | $147.5M | $277.1M | ||
| Q2 24 | $148.0M | $273.6M | ||
| Q1 24 | $131.9M | $292.5M |
净利润IRTCROCK
| Q4 25 | $5.6M | — | ||
| Q3 25 | $-5.2M | $-89.1M | ||
| Q2 25 | $-14.2M | $26.0M | ||
| Q1 25 | $-30.7M | $21.1M | ||
| Q4 24 | $-1.3M | — | ||
| Q3 24 | $-46.2M | $34.0M | ||
| Q2 24 | $-20.1M | $32.2M | ||
| Q1 24 | $-45.7M | $24.9M |
毛利率IRTCROCK
| Q4 25 | 70.9% | 25.3% | ||
| Q3 25 | 71.1% | 26.6% | ||
| Q2 25 | 71.2% | 28.4% | ||
| Q1 25 | 68.8% | 26.8% | ||
| Q4 24 | 70.0% | 29.0% | ||
| Q3 24 | 68.8% | 29.4% | ||
| Q2 24 | 69.9% | 30.5% | ||
| Q1 24 | 66.3% | 28.9% |
营业利润率IRTCROCK
| Q4 25 | 1.1% | 7.9% | ||
| Q3 25 | -4.4% | 12.8% | ||
| Q2 25 | -10.0% | 12.8% | ||
| Q1 25 | -20.5% | 8.8% | ||
| Q4 24 | -2.5% | 13.3% | ||
| Q3 24 | -34.1% | 15.6% | ||
| Q2 24 | -15.5% | 14.9% | ||
| Q1 24 | -28.9% | 10.8% |
净利率IRTCROCK
| Q4 25 | 2.7% | — | ||
| Q3 25 | -2.7% | -28.6% | ||
| Q2 25 | -7.6% | 8.4% | ||
| Q1 25 | -19.3% | 7.3% | ||
| Q4 24 | -0.8% | — | ||
| Q3 24 | -31.3% | 12.3% | ||
| Q2 24 | -13.6% | 11.8% | ||
| Q1 24 | -34.6% | 8.5% |
每股收益（稀释后）IRTCROCK
| Q4 25 | $0.18 | — | ||
| Q3 25 | $-0.16 | $-2.98 | ||
| Q2 25 | $-0.44 | $0.87 | ||
| Q1 25 | $-0.97 | — | ||
| Q4 24 | $-0.03 | — | ||
| Q3 24 | $-1.48 | $1.11 | ||
| Q2 24 | $-0.65 | $1.05 | ||
| Q1 24 | $-1.47 | — |
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 | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $152.7M | $950.4M |
| 总资产 | $1.0B | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资IRTCROCK
| Q4 25 | $583.8M | $115.7M | ||
| Q3 25 | $565.2M | $89.4M | ||
| Q2 25 | $545.5M | $43.3M | ||
| Q1 25 | $520.6M | $25.1M | ||
| Q4 24 | $535.6M | $269.5M | ||
| Q3 24 | $522.0M | $228.9M | ||
| Q2 24 | $561.5M | $179.1M | ||
| Q1 24 | $569.1M | $146.7M |
总债务IRTCROCK
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益IRTCROCK
| Q4 25 | $152.7M | $950.4M | ||
| Q3 25 | $121.9M | $951.8M | ||
| Q2 25 | $103.7M | $1.0B | ||
| Q1 25 | $86.7M | $1.0B | ||
| Q4 24 | $90.9M | $1.0B | ||
| Q3 24 | $71.8M | $1.0B | ||
| Q2 24 | $99.2M | $975.7M | ||
| Q1 24 | $90.3M | $940.2M |
总资产IRTCROCK
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $995.2M | $1.4B | ||
| Q2 25 | $964.0M | $1.5B | ||
| Q1 25 | $926.1M | $1.4B | ||
| Q4 24 | $931.4M | $1.4B | ||
| Q3 24 | $909.7M | $1.4B | ||
| Q2 24 | $919.2M | $1.4B | ||
| Q1 24 | $909.8M | $1.3B |
负债/权益比IRTCROCK
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $14.5M | $26.2M |
| 自由现金流率自由现金流/营收 | 6.9% | 11.7% |
| 资本支出强度资本支出/营收 | 5.6% | 4.1% |
| 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 | $120.6M |
8季度趋势，按日历期对齐
经营现金流IRTCROCK
| Q4 25 | $26.2M | $35.5M | ||
| Q3 25 | $34.9M | $73.0M | ||
| Q2 25 | $27.7M | $44.9M | ||
| Q1 25 | $-7.9M | $13.7M | ||
| Q4 24 | $19.2M | $19.9M | ||
| Q3 24 | $24.3M | $64.7M | ||
| Q2 24 | $11.8M | $36.5M | ||
| Q1 24 | $-52.0M | $53.2M |
自由现金流IRTCROCK
| Q4 25 | $14.5M | $26.2M | ||
| Q3 25 | $20.1M | $64.8M | ||
| Q2 25 | $17.3M | $27.3M | ||
| Q1 25 | $-17.3M | $2.3M | ||
| Q4 24 | $12.4M | $14.1M | ||
| Q3 24 | $15.5M | $60.5M | ||
| Q2 24 | $3.4M | $33.5M | ||
| Q1 24 | $-61.8M | $48.8M |
自由现金流率IRTCROCK
| Q4 25 | 6.9% | 11.7% | ||
| Q3 25 | 10.4% | 20.8% | ||
| Q2 25 | 9.3% | 8.8% | ||
| Q1 25 | -10.9% | 0.8% | ||
| Q4 24 | 7.5% | 7.8% | ||
| Q3 24 | 10.5% | 21.8% | ||
| Q2 24 | 2.3% | 12.2% | ||
| Q1 24 | -46.8% | 16.7% |
资本支出强度IRTCROCK
| Q4 25 | 5.6% | 4.1% | ||
| Q3 25 | 7.7% | 2.6% | ||
| Q2 25 | 5.6% | 5.7% | ||
| Q1 25 | 5.9% | 3.9% | ||
| Q4 24 | 4.2% | 3.3% | ||
| Q3 24 | 6.0% | 1.5% | ||
| Q2 24 | 5.7% | 1.1% | ||
| Q1 24 | 7.4% | 1.5% |
现金转化率IRTCROCK
| Q4 25 | 4.70× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.73× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.90× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 2.13× |
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% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
