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iRhythm Holdings, Inc.（IRTC）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是iRhythm Holdings, Inc.的1.6倍（$324.4M vs $208.9M），Revolve Group, Inc.净利率更高（5.7% vs 2.7%，领先3.0%），iRhythm Holdings, Inc.同比增速更快（27.1% vs 10.4%），iRhythm Holdings, Inc.自由现金流更多（$14.5M vs $-13.3M），过去两年iRhythm Holdings, Inc.的营收复合增速更高（25.8% vs 9.5%）
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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
IRTC vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.6倍
$208.9M
营收增速更快
IRTC
高出16.7%
10.4%
净利率更高
RVLV
高出3.0%
2.7%
自由现金流更多
IRTC
多$27.8M
$-13.3M
两年增速更快
IRTC
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $208.9M | $324.4M |
| 净利润 | $5.6M | $18.6M |
| 毛利率 | 70.9% | 53.3% |
| 营业利润率 | 1.1% | 6.3% |
| 净利率 | 2.7% | 5.7% |
| 营收同比 | 27.1% | 10.4% |
| 净利润同比 | 518.5% | 50.4% |
| 每股收益（稀释后） | $0.18 | $0.27 |
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IRTCRVLV
| Q4 25 | $208.9M | $324.4M | ||
| Q3 25 | $192.9M | $295.6M | ||
| Q2 25 | $186.7M | $309.0M | ||
| Q1 25 | $158.7M | $296.7M | ||
| Q4 24 | $164.3M | $293.7M | ||
| Q3 24 | $147.5M | $283.1M | ||
| Q2 24 | $148.0M | $282.5M | ||
| Q1 24 | $131.9M | $270.6M |
净利润IRTCRVLV
| Q4 25 | $5.6M | $18.6M | ||
| Q3 25 | $-5.2M | $21.2M | ||
| Q2 25 | $-14.2M | $10.2M | ||
| Q1 25 | $-30.7M | $11.8M | ||
| Q4 24 | $-1.3M | $12.3M | ||
| Q3 24 | $-46.2M | $11.0M | ||
| Q2 24 | $-20.1M | $15.4M | ||
| Q1 24 | $-45.7M | $10.9M |
毛利率IRTCRVLV
| Q4 25 | 70.9% | 53.3% | ||
| Q3 25 | 71.1% | 54.6% | ||
| Q2 25 | 71.2% | 54.1% | ||
| Q1 25 | 68.8% | 52.0% | ||
| Q4 24 | 70.0% | 52.5% | ||
| Q3 24 | 68.8% | 51.2% | ||
| Q2 24 | 69.9% | 54.0% | ||
| Q1 24 | 66.3% | 52.3% |
营业利润率IRTCRVLV
| Q4 25 | 1.1% | 6.3% | ||
| Q3 25 | -4.4% | 7.1% | ||
| Q2 25 | -10.0% | 5.8% | ||
| Q1 25 | -20.5% | 5.0% | ||
| Q4 24 | -2.5% | 3.9% | ||
| Q3 24 | -34.1% | 5.0% | ||
| Q2 24 | -15.5% | 5.8% | ||
| Q1 24 | -28.9% | 3.4% |
净利率IRTCRVLV
| Q4 25 | 2.7% | 5.7% | ||
| Q3 25 | -2.7% | 7.2% | ||
| Q2 25 | -7.6% | 3.3% | ||
| Q1 25 | -19.3% | 4.0% | ||
| Q4 24 | -0.8% | 4.2% | ||
| Q3 24 | -31.3% | 3.9% | ||
| Q2 24 | -13.6% | 5.4% | ||
| Q1 24 | -34.6% | 4.0% |
每股收益（稀释后）IRTCRVLV
| Q4 25 | $0.18 | $0.27 | ||
| Q3 25 | $-0.16 | $0.29 | ||
| Q2 25 | $-0.44 | $0.14 | ||
| Q1 25 | $-0.97 | $0.16 | ||
| Q4 24 | $-0.03 | $0.18 | ||
| Q3 24 | $-1.48 | $0.15 | ||
| Q2 24 | $-0.65 | $0.21 | ||
| Q1 24 | $-1.47 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $152.7M | $512.5M |
| 总资产 | $1.0B | $765.0M |
| 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IRTCRVLV
| Q4 25 | $583.8M | $292.3M | ||
| Q3 25 | $565.2M | $315.4M | ||
| Q2 25 | $545.5M | $310.7M | ||
| Q1 25 | $520.6M | $300.8M | ||
| Q4 24 | $535.6M | $256.6M | ||
| Q3 24 | $522.0M | $252.8M | ||
| Q2 24 | $561.5M | $244.7M | ||
| Q1 24 | $569.1M | $273.4M |
股东权益IRTCRVLV
| Q4 25 | $152.7M | $512.5M | ||
| Q3 25 | $121.9M | $490.2M | ||
| Q2 25 | $103.7M | $468.6M | ||
| Q1 25 | $86.7M | $453.4M | ||
| Q4 24 | $90.9M | $437.8M | ||
| Q3 24 | $71.8M | $420.8M | ||
| Q2 24 | $99.2M | $405.8M | ||
| Q1 24 | $90.3M | $389.9M |
总资产IRTCRVLV
| Q4 25 | $1.0B | $765.0M | ||
| Q3 25 | $995.2M | $751.3M | ||
| Q2 25 | $964.0M | $722.9M | ||
| Q1 25 | $926.1M | $713.9M | ||
| Q4 24 | $931.4M | $665.5M | ||
| Q3 24 | $909.7M | $670.9M | ||
| Q2 24 | $919.2M | $657.8M | ||
| Q1 24 | $909.8M | $650.0M |
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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $14.5M | $-13.3M |
| 自由现金流率自由现金流/营收 | 6.9% | -4.1% |
| 资本支出强度资本支出/营收 | 5.6% | 1.0% |
| 现金转化率经营现金流/净利润 | 4.70× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $34.5M | $48.0M |
8季度趋势，按日历期对齐
经营现金流IRTCRVLV
| Q4 25 | $26.2M | $-10.2M | ||
| Q3 25 | $34.9M | $11.8M | ||
| Q2 25 | $27.7M | $12.6M | ||
| Q1 25 | $-7.9M | $45.1M | ||
| Q4 24 | $19.2M | $3.9M | ||
| Q3 24 | $24.3M | $9.1M | ||
| Q2 24 | $11.8M | $-24.7M | ||
| Q1 24 | $-52.0M | $38.4M |
自由现金流IRTCRVLV
| Q4 25 | $14.5M | $-13.3M | ||
| Q3 25 | $20.1M | $7.5M | ||
| Q2 25 | $17.3M | $10.4M | ||
| Q1 25 | $-17.3M | $43.4M | ||
| Q4 24 | $12.4M | $2.1M | ||
| Q3 24 | $15.5M | $8.0M | ||
| Q2 24 | $3.4M | $-25.7M | ||
| Q1 24 | $-61.8M | $36.7M |
自由现金流率IRTCRVLV
| Q4 25 | 6.9% | -4.1% | ||
| Q3 25 | 10.4% | 2.5% | ||
| Q2 25 | 9.3% | 3.4% | ||
| Q1 25 | -10.9% | 14.6% | ||
| Q4 24 | 7.5% | 0.7% | ||
| Q3 24 | 10.5% | 2.8% | ||
| Q2 24 | 2.3% | -9.1% | ||
| Q1 24 | -46.8% | 13.5% |
资本支出强度IRTCRVLV
| Q4 25 | 5.6% | 1.0% | ||
| Q3 25 | 7.7% | 1.5% | ||
| Q2 25 | 5.6% | 0.7% | ||
| Q1 25 | 5.9% | 0.6% | ||
| Q4 24 | 4.2% | 0.6% | ||
| Q3 24 | 6.0% | 0.4% | ||
| Q2 24 | 5.7% | 0.4% | ||
| Q1 24 | 7.4% | 0.6% |
现金转化率IRTCRVLV
| Q4 25 | 4.70× | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | — | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
