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iRhythm Holdings, Inc.（IRTC）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是iRhythm Holdings, Inc.的1.6倍（$342.1M vs $208.9M），iRhythm Holdings, Inc.净利率更高（2.7% vs -1.9%，领先4.5%），iRhythm Holdings, Inc.同比增速更快（27.1% vs 7.3%），iRhythm Holdings, Inc.自由现金流更多（$14.5M vs $5.6M），过去两年iRhythm Holdings, Inc.的营收复合增速更高（25.8% vs 1.8%）
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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
IRTC vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.6倍
$208.9M
营收增速更快
IRTC
高出19.8%
7.3%
净利率更高
IRTC
高出4.5%
-1.9%
自由现金流更多
IRTC
多$8.9M
$5.6M
两年增速更快
IRTC
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $208.9M | $342.1M |
| 净利润 | $5.6M | $-6.4M |
| 毛利率 | 70.9% | 43.6% |
| 营业利润率 | 1.1% | -2.5% |
| 净利率 | 2.7% | -1.9% |
| 营收同比 | 27.1% | 7.3% |
| 净利润同比 | 518.5% | -1.7% |
| 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IRTCSFIX
| Q4 25 | $208.9M | $342.1M | ||
| Q3 25 | $192.9M | $311.2M | ||
| Q2 25 | $186.7M | $325.0M | ||
| Q1 25 | $158.7M | $312.1M | ||
| Q4 24 | $164.3M | $318.8M | ||
| Q3 24 | $147.5M | $319.6M | ||
| Q2 24 | $148.0M | $322.7M | ||
| Q1 24 | $131.9M | $330.4M |
净利润IRTCSFIX
| Q4 25 | $5.6M | $-6.4M | ||
| Q3 25 | $-5.2M | $-8.6M | ||
| Q2 25 | $-14.2M | $-7.4M | ||
| Q1 25 | $-30.7M | $-6.5M | ||
| Q4 24 | $-1.3M | $-6.3M | ||
| Q3 24 | $-46.2M | $-36.5M | ||
| Q2 24 | $-20.1M | $-21.3M | ||
| Q1 24 | $-45.7M | $-35.5M |
毛利率IRTCSFIX
| Q4 25 | 70.9% | 43.6% | ||
| Q3 25 | 71.1% | 43.6% | ||
| Q2 25 | 71.2% | 44.2% | ||
| Q1 25 | 68.8% | 44.5% | ||
| Q4 24 | 70.0% | 45.4% | ||
| Q3 24 | 68.8% | 44.6% | ||
| Q2 24 | 69.9% | 45.5% | ||
| Q1 24 | 66.3% | 43.4% |
营业利润率IRTCSFIX
| Q4 25 | 1.1% | -2.5% | ||
| Q3 25 | -4.4% | -3.6% | ||
| Q2 25 | -10.0% | -3.0% | ||
| Q1 25 | -20.5% | -2.9% | ||
| Q4 24 | -2.5% | -2.8% | ||
| Q3 24 | -34.1% | -13.1% | ||
| Q2 24 | -15.5% | -7.7% | ||
| Q1 24 | -28.9% | -11.5% |
净利率IRTCSFIX
| Q4 25 | 2.7% | -1.9% | ||
| Q3 25 | -2.7% | -2.8% | ||
| Q2 25 | -7.6% | -2.3% | ||
| Q1 25 | -19.3% | -2.1% | ||
| Q4 24 | -0.8% | -2.0% | ||
| Q3 24 | -31.3% | -11.4% | ||
| Q2 24 | -13.6% | -6.6% | ||
| Q1 24 | -34.6% | -10.8% |
每股收益（稀释后）IRTCSFIX
| Q4 25 | $0.18 | $-0.05 | ||
| Q3 25 | $-0.16 | $-0.06 | ||
| Q2 25 | $-0.44 | $-0.06 | ||
| Q1 25 | $-0.97 | $-0.05 | ||
| Q4 24 | $-0.03 | $-0.05 | ||
| Q3 24 | $-1.48 | $-0.29 | ||
| Q2 24 | $-0.65 | $-0.18 | ||
| Q1 24 | $-1.47 | $-0.30 |
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 | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $152.7M | $204.1M |
| 总资产 | $1.0B | $530.7M |
| 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IRTCSFIX
| Q4 25 | $583.8M | $244.2M | ||
| Q3 25 | $565.2M | $234.9M | ||
| Q2 25 | $545.5M | $234.2M | ||
| Q1 25 | $520.6M | $219.1M | ||
| Q4 24 | $535.6M | $253.3M | ||
| Q3 24 | $522.0M | $247.0M | ||
| Q2 24 | $561.5M | $244.5M | ||
| Q1 24 | $569.1M | $229.8M |
股东权益IRTCSFIX
| Q4 25 | $152.7M | $204.1M | ||
| Q3 25 | $121.9M | $203.0M | ||
| Q2 25 | $103.7M | $200.4M | ||
| Q1 25 | $86.7M | $197.8M | ||
| Q4 24 | $90.9M | $190.5M | ||
| Q3 24 | $71.8M | $187.0M | ||
| Q2 24 | $99.2M | $208.9M | ||
| Q1 24 | $90.3M | $213.3M |
总资产IRTCSFIX
| Q4 25 | $1.0B | $530.7M | ||
| Q3 25 | $995.2M | $480.6M | ||
| Q2 25 | $964.0M | $484.7M | ||
| Q1 25 | $926.1M | $472.6M | ||
| Q4 24 | $931.4M | $507.1M | ||
| Q3 24 | $909.7M | $486.9M | ||
| Q2 24 | $919.2M | $537.0M | ||
| Q1 24 | $909.8M | $538.3M |
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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $14.5M | $5.6M |
| 自由现金流率自由现金流/营收 | 6.9% | 1.6% |
| 资本支出强度资本支出/营收 | 5.6% | 1.6% |
| 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 | $4.9M |
8季度趋势，按日历期对齐
经营现金流IRTCSFIX
| Q4 25 | $26.2M | $10.9M | ||
| Q3 25 | $34.9M | $7.0M | ||
| Q2 25 | $27.7M | $20.5M | ||
| Q1 25 | $-7.9M | $-16.2M | ||
| Q4 24 | $19.2M | $14.3M | ||
| Q3 24 | $24.3M | $8.2M | ||
| Q2 24 | $11.8M | $21.7M | ||
| Q1 24 | $-52.0M | $-22.3M |
自由现金流IRTCSFIX
| Q4 25 | $14.5M | $5.6M | ||
| Q3 25 | $20.1M | $2.8M | ||
| Q2 25 | $17.3M | $16.0M | ||
| Q1 25 | $-17.3M | $-19.4M | ||
| Q4 24 | $12.4M | $9.9M | ||
| Q3 24 | $15.5M | $4.5M | ||
| Q2 24 | $3.4M | $18.9M | ||
| Q1 24 | $-61.8M | $-26.1M |
自由现金流率IRTCSFIX
| Q4 25 | 6.9% | 1.6% | ||
| Q3 25 | 10.4% | 0.9% | ||
| Q2 25 | 9.3% | 4.9% | ||
| Q1 25 | -10.9% | -6.2% | ||
| Q4 24 | 7.5% | 3.1% | ||
| Q3 24 | 10.5% | 1.4% | ||
| Q2 24 | 2.3% | 5.9% | ||
| Q1 24 | -46.8% | -7.9% |
资本支出强度IRTCSFIX
| Q4 25 | 5.6% | 1.6% | ||
| Q3 25 | 7.7% | 1.4% | ||
| Q2 25 | 5.6% | 1.4% | ||
| Q1 25 | 5.9% | 1.0% | ||
| Q4 24 | 4.2% | 1.4% | ||
| Q3 24 | 6.0% | 1.2% | ||
| Q2 24 | 5.7% | 0.9% | ||
| Q1 24 | 7.4% | 1.1% |
现金转化率IRTCSFIX
| 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% |
SFIX
暂无分部数据
