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iRhythm Holdings, Inc.（IRTC）与泰利福（TFX）财务数据对比。点击上方公司名可切换其他公司
泰利福净利率更高（177.8% vs 2.7%，领先175.1%）。iRhythm Holdings, Inc.同比增速更快（27.1% vs -150.5%）。iRhythm Holdings, Inc.自由现金流更多（$14.5M vs $-92.9M）。过去两年泰利福的营收复合增速更高（NaN% vs NaN%）
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。
泰利福（Teleflex）总部位于美国宾夕法尼亚州韦恩，是专业医疗设备供应商，产品广泛应用于重症监护、外科手术等各类诊疗场景。公司年营收达24亿美元，在全球40个国家开展业务，员工总数超15000人。经过数年的收并购与业务剥离，公司于2011年完成业务调整，全面聚焦医疗设备制造领域。
IRTC vs TFX — 直观对比
营收规模更大
IRTC
是对方的-0.5倍
$-401.9M
营收增速更快
IRTC
高出177.6%
-150.5%
净利率更高
TFX
高出175.1%
2.7%
自由现金流更多
IRTC
多$107.4M
$-92.9M
两年增速更快
TFX
近两年复合增速
25.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $208.9M | $-401.9M |
| 净利润 | $5.6M | $-714.3M |
| 毛利率 | 70.9% | — |
| 营业利润率 | 1.1% | — |
| 净利率 | 2.7% | 177.8% |
| 营收同比 | 27.1% | -150.5% |
| 净利润同比 | 518.5% | -422.7% |
| 每股收益（稀释后） | $0.18 | $-15.85 |
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IRTCTFX
| Q4 25 | $208.9M | $-401.9M | ||
| Q3 25 | $192.9M | $913.0M | ||
| Q2 25 | $186.7M | $780.9M | ||
| Q1 25 | $158.7M | $700.7M | ||
| Q4 24 | $164.3M | $795.4M | ||
| Q3 24 | $147.5M | $764.4M | ||
| Q2 24 | $148.0M | $749.7M | ||
| Q1 24 | $131.9M | $737.8M |
净利润IRTCTFX
| Q4 25 | $5.6M | $-714.3M | ||
| Q3 25 | $-5.2M | $-408.9M | ||
| Q2 25 | $-14.2M | $122.6M | ||
| Q1 25 | $-30.7M | $95.0M | ||
| Q4 24 | $-1.3M | $-136.7M | ||
| Q3 24 | $-46.2M | $111.0M | ||
| Q2 24 | $-20.1M | $80.0M | ||
| Q1 24 | $-45.7M | $15.3M |
毛利率IRTCTFX
| Q4 25 | 70.9% | — | ||
| Q3 25 | 71.1% | 49.5% | ||
| Q2 25 | 71.2% | 55.2% | ||
| Q1 25 | 68.8% | 55.6% | ||
| Q4 24 | 70.0% | 55.3% | ||
| Q3 24 | 68.8% | 56.3% | ||
| Q2 24 | 69.9% | 55.6% | ||
| Q1 24 | 66.3% | 56.4% |
营业利润率IRTCTFX
| Q4 25 | 1.1% | — | ||
| Q3 25 | -4.4% | -44.8% | ||
| Q2 25 | -10.0% | 19.9% | ||
| Q1 25 | -20.5% | 17.9% | ||
| Q4 24 | -2.5% | -13.9% | ||
| Q3 24 | -34.1% | 19.5% | ||
| Q2 24 | -15.5% | 15.6% | ||
| Q1 24 | -28.9% | -0.6% |
净利率IRTCTFX
| Q4 25 | 2.7% | 177.8% | ||
| Q3 25 | -2.7% | -44.8% | ||
| Q2 25 | -7.6% | 15.7% | ||
| Q1 25 | -19.3% | 13.6% | ||
| Q4 24 | -0.8% | -17.2% | ||
| Q3 24 | -31.3% | 14.5% | ||
| Q2 24 | -13.6% | 10.7% | ||
| Q1 24 | -34.6% | 2.1% |
每股收益（稀释后）IRTCTFX
| Q4 25 | $0.18 | $-15.85 | ||
| Q3 25 | $-0.16 | $-9.24 | ||
| Q2 25 | $-0.44 | $2.77 | ||
| Q1 25 | $-0.97 | $2.07 | ||
| Q4 24 | $-0.03 | $-2.89 | ||
| Q3 24 | $-1.48 | $2.36 | ||
| Q2 24 | $-0.65 | $1.69 | ||
| Q1 24 | $-1.47 | $0.32 |
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 | $378.6M |
| 总债务越低越好 | — | $2.6B |
| 股东权益账面价值 | $152.7M | $3.1B |
| 总资产 | $1.0B | $6.9B |
| 负债/权益比越低杠杆越低 | — | 0.85× |
8季度趋势，按日历期对齐
现金及短期投资IRTCTFX
| Q4 25 | $583.8M | $378.6M | ||
| Q3 25 | $565.2M | $354.0M | ||
| Q2 25 | $545.5M | $253.7M | ||
| Q1 25 | $520.6M | $284.1M | ||
| Q4 24 | $535.6M | $290.2M | ||
| Q3 24 | $522.0M | $243.2M | ||
| Q2 24 | $561.5M | $238.6M | ||
| Q1 24 | $569.1M | $237.4M |
总债务IRTCTFX
| Q4 25 | — | $2.6B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益IRTCTFX
| Q4 25 | $152.7M | $3.1B | ||
| Q3 25 | $121.9M | $3.8B | ||
| Q2 25 | $103.7M | $4.2B | ||
| Q1 25 | $86.7M | $4.1B | ||
| Q4 24 | $90.9M | $4.3B | ||
| Q3 24 | $71.8M | $4.5B | ||
| Q2 24 | $99.2M | $4.6B | ||
| Q1 24 | $90.3M | $4.5B |
总资产IRTCTFX
| Q4 25 | $1.0B | $6.9B | ||
| Q3 25 | $995.2M | $7.9B | ||
| Q2 25 | $964.0M | $7.4B | ||
| Q1 25 | $926.1M | $7.2B | ||
| Q4 24 | $931.4M | $7.1B | ||
| Q3 24 | $909.7M | $7.5B | ||
| Q2 24 | $919.2M | $7.4B | ||
| Q1 24 | $909.8M | $7.5B |
负债/权益比IRTCTFX
| Q4 25 | — | 0.85× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.45× | ||
| Q1 25 | — | 0.47× | ||
| Q4 24 | — | 0.39× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-92.3M |
| 自由现金流经营现金流 - 资本支出 | $14.5M | $-92.9M |
| 自由现金流率自由现金流/营收 | 6.9% | 23.1% |
| 资本支出强度资本支出/营收 | 5.6% | -0.2% |
| 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 | $1.4M |
8季度趋势，按日历期对齐
经营现金流IRTCTFX
| Q4 25 | $26.2M | $-92.3M | ||
| Q3 25 | $34.9M | $107.8M | ||
| Q2 25 | $27.7M | $7.8M | ||
| Q1 25 | $-7.9M | $73.3M | ||
| Q4 24 | $19.2M | $202.6M | ||
| Q3 24 | $24.3M | $231.1M | ||
| Q2 24 | $11.8M | $91.7M | ||
| Q1 24 | $-52.0M | $112.8M |
自由现金流IRTCTFX
| Q4 25 | $14.5M | $-92.9M | ||
| Q3 25 | $20.1M | $77.8M | ||
| Q2 25 | $17.3M | $-26.8M | ||
| Q1 25 | $-17.3M | $43.3M | ||
| Q4 24 | $12.4M | $170.6M | ||
| Q3 24 | $15.5M | $209.9M | ||
| Q2 24 | $3.4M | $56.9M | ||
| Q1 24 | $-61.8M | $74.4M |
自由现金流率IRTCTFX
| Q4 25 | 6.9% | 23.1% | ||
| Q3 25 | 10.4% | 8.5% | ||
| Q2 25 | 9.3% | -3.4% | ||
| Q1 25 | -10.9% | 6.2% | ||
| Q4 24 | 7.5% | 21.4% | ||
| Q3 24 | 10.5% | 27.5% | ||
| Q2 24 | 2.3% | 7.6% | ||
| Q1 24 | -46.8% | 10.1% |
资本支出强度IRTCTFX
| Q4 25 | 5.6% | -0.2% | ||
| Q3 25 | 7.7% | 3.3% | ||
| Q2 25 | 5.6% | 4.4% | ||
| Q1 25 | 5.9% | 4.3% | ||
| Q4 24 | 4.2% | 4.0% | ||
| Q3 24 | 6.0% | 2.8% | ||
| Q2 24 | 5.7% | 4.6% | ||
| Q1 24 | 7.4% | 5.2% |
现金转化率IRTCTFX
| Q4 25 | 4.70× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.06× | ||
| Q1 25 | — | 0.77× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.08× | ||
| Q2 24 | — | 1.15× | ||
| Q1 24 | — | 7.38× |
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% |
TFX
暂无分部数据
