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iRhythm Holdings, Inc.（IRTC）与ROGERS CORP（ROG）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ROGERS CORP的1.0倍（$208.9M vs $200.5M），iRhythm Holdings, Inc.净利率更高（2.7% vs 2.2%，领先0.4%），iRhythm Holdings, Inc.同比增速更快（27.1% vs 5.2%），iRhythm Holdings, Inc.自由现金流更多（$14.5M vs $1.1M），过去两年iRhythm Holdings, Inc.的营收复合增速更高（25.8% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
IRTC vs ROG — 直观对比
营收规模更大
IRTC
是对方的1.0倍
$200.5M
营收增速更快
IRTC
高出21.9%
5.2%
净利率更高
IRTC
高出0.4%
2.2%
自由现金流更多
IRTC
多$13.4M
$1.1M
两年增速更快
IRTC
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $208.9M | $200.5M |
| 净利润 | $5.6M | $4.5M |
| 毛利率 | 70.9% | 32.2% |
| 营业利润率 | 1.1% | — |
| 净利率 | 2.7% | 2.2% |
| 营收同比 | 27.1% | 5.2% |
| 净利润同比 | 518.5% | 421.4% |
| 每股收益（稀释后） | $0.18 | $0.25 |
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IRTCROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $208.9M | $201.5M | ||
| Q3 25 | $192.9M | $216.0M | ||
| Q2 25 | $186.7M | $202.8M | ||
| Q1 25 | $158.7M | $190.5M | ||
| Q4 24 | $164.3M | $192.2M | ||
| Q3 24 | $147.5M | $210.3M | ||
| Q2 24 | $148.0M | $214.2M |
净利润IRTCROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $5.6M | $4.6M | ||
| Q3 25 | $-5.2M | $8.6M | ||
| Q2 25 | $-14.2M | $-73.6M | ||
| Q1 25 | $-30.7M | $-1.4M | ||
| Q4 24 | $-1.3M | $-500.0K | ||
| Q3 24 | $-46.2M | $10.7M | ||
| Q2 24 | $-20.1M | $8.1M |
毛利率IRTCROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 70.9% | 31.5% | ||
| Q3 25 | 71.1% | 33.5% | ||
| Q2 25 | 71.2% | 31.6% | ||
| Q1 25 | 68.8% | 29.9% | ||
| Q4 24 | 70.0% | 32.1% | ||
| Q3 24 | 68.8% | 35.2% | ||
| Q2 24 | 69.9% | 34.1% |
营业利润率IRTCROG
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 3.5% | ||
| Q3 25 | -4.4% | 7.3% | ||
| Q2 25 | -10.0% | -33.3% | ||
| Q1 25 | -20.5% | -0.2% | ||
| Q4 24 | -2.5% | -6.6% | ||
| Q3 24 | -34.1% | 6.9% | ||
| Q2 24 | -15.5% | 5.3% |
净利率IRTCROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 2.7% | 2.3% | ||
| Q3 25 | -2.7% | 4.0% | ||
| Q2 25 | -7.6% | -36.3% | ||
| Q1 25 | -19.3% | -0.7% | ||
| Q4 24 | -0.8% | -0.3% | ||
| Q3 24 | -31.3% | 5.1% | ||
| Q2 24 | -13.6% | 3.8% |
每股收益（稀释后）IRTCROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.18 | $0.20 | ||
| Q3 25 | $-0.16 | $0.48 | ||
| Q2 25 | $-0.44 | $-4.00 | ||
| Q1 25 | $-0.97 | $-0.08 | ||
| Q4 24 | $-0.03 | $-0.04 | ||
| Q3 24 | $-1.48 | $0.58 | ||
| Q2 24 | $-0.65 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $152.7M | $1.2B |
| 总资产 | $1.0B | $1.4B |
| 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IRTCROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $583.8M | $197.0M | ||
| Q3 25 | $565.2M | $167.8M | ||
| Q2 25 | $545.5M | $157.2M | ||
| Q1 25 | $520.6M | $175.6M | ||
| Q4 24 | $535.6M | $159.8M | ||
| Q3 24 | $522.0M | $146.4M | ||
| Q2 24 | $561.5M | $119.9M |
股东权益IRTCROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $152.7M | $1.2B | ||
| Q3 25 | $121.9M | $1.2B | ||
| Q2 25 | $103.7M | $1.2B | ||
| Q1 25 | $86.7M | $1.3B | ||
| Q4 24 | $90.9M | $1.3B | ||
| Q3 24 | $71.8M | $1.3B | ||
| Q2 24 | $99.2M | $1.3B |
总资产IRTCROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $995.2M | $1.4B | ||
| Q2 25 | $964.0M | $1.5B | ||
| Q1 25 | $926.1M | $1.5B | ||
| Q4 24 | $931.4M | $1.5B | ||
| Q3 24 | $909.7M | $1.5B | ||
| Q2 24 | $919.2M | $1.5B |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $14.5M | $1.1M |
| 自由现金流率自由现金流/营收 | 6.9% | 0.5% |
| 资本支出强度资本支出/营收 | 5.6% | 2.3% |
| 现金转化率经营现金流/净利润 | 4.70× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $34.5M | $70.1M |
8季度趋势，按日历期对齐
经营现金流IRTCROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $26.2M | $46.9M | ||
| Q3 25 | $34.9M | $28.9M | ||
| Q2 25 | $27.7M | $13.7M | ||
| Q1 25 | $-7.9M | $11.7M | ||
| Q4 24 | $19.2M | $33.7M | ||
| Q3 24 | $24.3M | $42.4M | ||
| Q2 24 | $11.8M | $22.9M |
自由现金流IRTCROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $14.5M | $42.2M | ||
| Q3 25 | $20.1M | $21.2M | ||
| Q2 25 | $17.3M | $5.6M | ||
| Q1 25 | $-17.3M | $2.1M | ||
| Q4 24 | $12.4M | $18.3M | ||
| Q3 24 | $15.5M | $25.2M | ||
| Q2 24 | $3.4M | $8.8M |
自由现金流率IRTCROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 6.9% | 20.9% | ||
| Q3 25 | 10.4% | 9.8% | ||
| Q2 25 | 9.3% | 2.8% | ||
| Q1 25 | -10.9% | 1.1% | ||
| Q4 24 | 7.5% | 9.5% | ||
| Q3 24 | 10.5% | 12.0% | ||
| Q2 24 | 2.3% | 4.1% |
资本支出强度IRTCROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 5.6% | 2.3% | ||
| Q3 25 | 7.7% | 3.6% | ||
| Q2 25 | 5.6% | 4.0% | ||
| Q1 25 | 5.9% | 5.0% | ||
| Q4 24 | 4.2% | 8.0% | ||
| Q3 24 | 6.0% | 8.2% | ||
| Q2 24 | 5.7% | 6.6% |
现金转化率IRTCROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 4.70× | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
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% |
ROG
暂无分部数据
