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iRhythm Holdings, Inc.（IRTC）与Rapid7, Inc.（RPD）财务数据对比。点击上方公司名可切换其他公司
Rapid7, Inc.的季度营收约是iRhythm Holdings, Inc.的1.0倍（$217.4M vs $208.9M），iRhythm Holdings, Inc.净利率更高（2.7% vs 1.4%，领先1.2%），iRhythm Holdings, Inc.同比增速更快（27.1% vs 0.5%），Rapid7, Inc.自由现金流更多（$36.4M vs $14.5M），过去两年iRhythm Holdings, Inc.的营收复合增速更高（25.8% vs 3.0%）
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。
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
IRTC vs RPD — 直观对比
营收规模更大
RPD
是对方的1.0倍
$208.9M
营收增速更快
IRTC
高出26.6%
0.5%
净利率更高
IRTC
高出1.2%
1.4%
自由现金流更多
RPD
多$21.9M
$14.5M
两年增速更快
IRTC
近两年复合增速
3.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $208.9M | $217.4M |
| 净利润 | $5.6M | $3.1M |
| 毛利率 | 70.9% | 68.9% |
| 营业利润率 | 1.1% | 1.0% |
| 净利率 | 2.7% | 1.4% |
| 营收同比 | 27.1% | 0.5% |
| 净利润同比 | 518.5% | 44.1% |
| 每股收益（稀释后） | $0.18 | $0.05 |
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IRTCRPD
| Q4 25 | $208.9M | $217.4M | ||
| Q3 25 | $192.9M | $218.0M | ||
| Q2 25 | $186.7M | $214.2M | ||
| Q1 25 | $158.7M | $210.3M | ||
| Q4 24 | $164.3M | $216.3M | ||
| Q3 24 | $147.5M | $214.7M | ||
| Q2 24 | $148.0M | $208.0M | ||
| Q1 24 | $131.9M | $205.1M |
净利润IRTCRPD
| Q4 25 | $5.6M | $3.1M | ||
| Q3 25 | $-5.2M | $9.8M | ||
| Q2 25 | $-14.2M | $8.3M | ||
| Q1 25 | $-30.7M | $2.1M | ||
| Q4 24 | $-1.3M | $2.2M | ||
| Q3 24 | $-46.2M | $15.4M | ||
| Q2 24 | $-20.1M | $6.5M | ||
| Q1 24 | $-45.7M | $1.4M |
毛利率IRTCRPD
| Q4 25 | 70.9% | 68.9% | ||
| Q3 25 | 71.1% | 70.2% | ||
| Q2 25 | 71.2% | 70.6% | ||
| Q1 25 | 68.8% | 71.7% | ||
| Q4 24 | 70.0% | 69.5% | ||
| Q3 24 | 68.8% | 70.6% | ||
| Q2 24 | 69.9% | 70.7% | ||
| Q1 24 | 66.3% | 70.3% |
营业利润率IRTCRPD
| Q4 25 | 1.1% | 1.0% | ||
| Q3 25 | -4.4% | 2.7% | ||
| Q2 25 | -10.0% | 1.6% | ||
| Q1 25 | -20.5% | -0.0% | ||
| Q4 24 | -2.5% | 3.4% | ||
| Q3 24 | -34.1% | 6.0% | ||
| Q2 24 | -15.5% | 2.5% | ||
| Q1 24 | -28.9% | 4.7% |
净利率IRTCRPD
| Q4 25 | 2.7% | 1.4% | ||
| Q3 25 | -2.7% | 4.5% | ||
| Q2 25 | -7.6% | 3.9% | ||
| Q1 25 | -19.3% | 1.0% | ||
| Q4 24 | -0.8% | 1.0% | ||
| Q3 24 | -31.3% | 7.2% | ||
| Q2 24 | -13.6% | 3.1% | ||
| Q1 24 | -34.6% | 0.7% |
每股收益（稀释后）IRTCRPD
| Q4 25 | $0.18 | $0.05 | ||
| Q3 25 | $-0.16 | $0.15 | ||
| Q2 25 | $-0.44 | $0.13 | ||
| Q1 25 | $-0.97 | $0.03 | ||
| Q4 24 | $-0.03 | $0.08 | ||
| Q3 24 | $-1.48 | $0.21 | ||
| Q2 24 | $-0.65 | $0.09 | ||
| Q1 24 | $-1.47 | $0.02 |
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 | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $152.7M | $154.7M |
| 总资产 | $1.0B | $1.7B |
| 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IRTCRPD
| Q4 25 | $583.8M | $474.7M | ||
| Q3 25 | $565.2M | $407.1M | ||
| Q2 25 | $545.5M | $511.7M | ||
| Q1 25 | $520.6M | $493.5M | ||
| Q4 24 | $535.6M | $521.7M | ||
| Q3 24 | $522.0M | $443.7M | ||
| Q2 24 | $561.5M | $442.6M | ||
| Q1 24 | $569.1M | $411.7M |
股东权益IRTCRPD
| Q4 25 | $152.7M | $154.7M | ||
| Q3 25 | $121.9M | $127.2M | ||
| Q2 25 | $103.7M | $90.4M | ||
| Q1 25 | $86.7M | $52.7M | ||
| Q4 24 | $90.9M | $17.7M | ||
| Q3 24 | $71.8M | $-5.1M | ||
| Q2 24 | $99.2M | $-52.6M | ||
| Q1 24 | $90.3M | $-86.4M |
总资产IRTCRPD
| Q4 25 | $1.0B | $1.7B | ||
| Q3 25 | $995.2M | $1.7B | ||
| Q2 25 | $964.0M | $1.6B | ||
| Q1 25 | $926.1M | $1.6B | ||
| Q4 24 | $931.4M | $1.7B | ||
| Q3 24 | $909.7M | $1.6B | ||
| Q2 24 | $919.2M | $1.5B | ||
| Q1 24 | $909.8M | $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 | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $14.5M | $36.4M |
| 自由现金流率自由现金流/营收 | 6.9% | 16.8% |
| 资本支出强度资本支出/营收 | 5.6% | 0.5% |
| 现金转化率经营现金流/净利润 | 4.70× | 12.01× |
| 过去12个月自由现金流最近4个季度 | $34.5M | $146.2M |
8季度趋势，按日历期对齐
经营现金流IRTCRPD
| Q4 25 | $26.2M | $37.6M | ||
| Q3 25 | $34.9M | $39.0M | ||
| Q2 25 | $27.7M | $47.5M | ||
| Q1 25 | $-7.9M | $29.8M | ||
| Q4 24 | $19.2M | $63.8M | ||
| Q3 24 | $24.3M | $44.0M | ||
| Q2 24 | $11.8M | $32.9M | ||
| Q1 24 | $-52.0M | $31.1M |
自由现金流IRTCRPD
| Q4 25 | $14.5M | $36.4M | ||
| Q3 25 | $20.1M | $34.8M | ||
| Q2 25 | $17.3M | $46.6M | ||
| Q1 25 | $-17.3M | $28.4M | ||
| Q4 24 | $12.4M | $62.6M | ||
| Q3 24 | $15.5M | $42.6M | ||
| Q2 24 | $3.4M | $32.6M | ||
| Q1 24 | $-61.8M | $30.4M |
自由现金流率IRTCRPD
| Q4 25 | 6.9% | 16.8% | ||
| Q3 25 | 10.4% | 16.0% | ||
| Q2 25 | 9.3% | 21.8% | ||
| Q1 25 | -10.9% | 13.5% | ||
| Q4 24 | 7.5% | 28.9% | ||
| Q3 24 | 10.5% | 19.9% | ||
| Q2 24 | 2.3% | 15.7% | ||
| Q1 24 | -46.8% | 14.8% |
资本支出强度IRTCRPD
| Q4 25 | 5.6% | 0.5% | ||
| Q3 25 | 7.7% | 1.9% | ||
| Q2 25 | 5.6% | 0.4% | ||
| Q1 25 | 5.9% | 0.6% | ||
| Q4 24 | 4.2% | 0.5% | ||
| Q3 24 | 6.0% | 0.6% | ||
| Q2 24 | 5.7% | 0.1% | ||
| Q1 24 | 7.4% | 0.3% |
现金转化率IRTCRPD
| Q4 25 | 4.70× | 12.01× | ||
| Q3 25 | — | 3.97× | ||
| Q2 25 | — | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | — | 29.36× | ||
| Q3 24 | — | 2.85× | ||
| Q2 24 | — | 5.03× | ||
| Q1 24 | — | 22.10× |
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% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
