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iRhythm Holdings, Inc.（IRTC）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是iRhythm Holdings, Inc.的1.7倍（$362.7M vs $208.9M），iRhythm Holdings, Inc.净利率更高（2.7% vs -10.7%，领先13.3%），iRhythm Holdings, Inc.自由现金流更多（$14.5M vs $-193.1M），过去两年iRhythm Holdings, Inc.的营收复合增速更高（25.8% vs 17.4%）
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。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
IRTC vs VNET — 直观对比
营收规模更大
VNET
是对方的1.7倍
$208.9M
净利率更高
IRTC
高出13.3%
-10.7%
自由现金流更多
IRTC
多$207.6M
$-193.1M
两年增速更快
IRTC
近两年复合增速
17.4%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $208.9M | $362.7M |
| 净利润 | $5.6M | $-38.7M |
| 毛利率 | 70.9% | 20.9% |
| 营业利润率 | 1.1% | 0.5% |
| 净利率 | 2.7% | -10.7% |
| 营收同比 | 27.1% | — |
| 净利润同比 | 518.5% | — |
| 每股收益（稀释后） | $0.18 | — |
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IRTCVNET
| Q4 25 | $208.9M | — | ||
| Q3 25 | $192.9M | $362.7M | ||
| Q2 25 | $186.7M | — | ||
| Q1 25 | $158.7M | $309.5M | ||
| Q4 24 | $164.3M | — | ||
| Q3 24 | $147.5M | $302.2M | ||
| Q2 24 | $148.0M | $274.4M | ||
| Q1 24 | $131.9M | $262.9M |
净利润IRTCVNET
| Q4 25 | $5.6M | — | ||
| Q3 25 | $-5.2M | $-38.7M | ||
| Q2 25 | $-14.2M | — | ||
| Q1 25 | $-30.7M | $-2.4M | ||
| Q4 24 | $-1.3M | — | ||
| Q3 24 | $-46.2M | $-2.1M | ||
| Q2 24 | $-20.1M | $-1.1M | ||
| Q1 24 | $-45.7M | $-22.0M |
毛利率IRTCVNET
| Q4 25 | 70.9% | — | ||
| Q3 25 | 71.1% | 20.9% | ||
| Q2 25 | 71.2% | — | ||
| Q1 25 | 68.8% | 25.2% | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 68.8% | 23.2% | ||
| Q2 24 | 69.9% | 21.3% | ||
| Q1 24 | 66.3% | 21.6% |
营业利润率IRTCVNET
| Q4 25 | 1.1% | — | ||
| Q3 25 | -4.4% | 0.5% | ||
| Q2 25 | -10.0% | — | ||
| Q1 25 | -20.5% | 0.1% | ||
| Q4 24 | -2.5% | — | ||
| Q3 24 | -34.1% | 24.5% | ||
| Q2 24 | -15.5% | 0.2% | ||
| Q1 24 | -28.9% | 0.2% |
净利率IRTCVNET
| Q4 25 | 2.7% | — | ||
| Q3 25 | -2.7% | -10.7% | ||
| Q2 25 | -7.6% | — | ||
| Q1 25 | -19.3% | -0.8% | ||
| Q4 24 | -0.8% | — | ||
| Q3 24 | -31.3% | -0.7% | ||
| Q2 24 | -13.6% | -0.4% | ||
| Q1 24 | -34.6% | -8.4% |
每股收益（稀释后）IRTCVNET
| Q4 25 | $0.18 | — | ||
| Q3 25 | $-0.16 | — | ||
| Q2 25 | $-0.44 | — | ||
| Q1 25 | $-0.97 | — | ||
| Q4 24 | $-0.03 | — | ||
| Q3 24 | $-1.48 | — | ||
| Q2 24 | $-0.65 | — | ||
| Q1 24 | $-1.47 | — |
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 | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $152.7M | $890.8M |
| 总资产 | $1.0B | $6.1B |
| 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IRTCVNET
| Q4 25 | $583.8M | — | ||
| Q3 25 | $565.2M | $492.1M | ||
| Q2 25 | $545.5M | — | ||
| Q1 25 | $520.6M | $544.3M | ||
| Q4 24 | $535.6M | — | ||
| Q3 24 | $522.0M | $219.5M | ||
| Q2 24 | $561.5M | $247.2M | ||
| Q1 24 | $569.1M | $246.9M |
总债务IRTCVNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益IRTCVNET
| Q4 25 | $152.7M | — | ||
| Q3 25 | $121.9M | $890.8M | ||
| Q2 25 | $103.7M | — | ||
| Q1 25 | $86.7M | $927.8M | ||
| Q4 24 | $90.9M | — | ||
| Q3 24 | $71.8M | $902.9M | ||
| Q2 24 | $99.2M | $900.6M | ||
| Q1 24 | $90.3M | $895.1M |
总资产IRTCVNET
| Q4 25 | $1.0B | — | ||
| Q3 25 | $995.2M | $6.1B | ||
| Q2 25 | $964.0M | — | ||
| Q1 25 | $926.1M | $5.4B | ||
| Q4 24 | $931.4M | — | ||
| Q3 24 | $909.7M | $4.3B | ||
| Q2 24 | $919.2M | $4.0B | ||
| Q1 24 | $909.8M | $3.9B |
负债/权益比IRTCVNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.28× | ||
| 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 | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $14.5M | $-193.1M |
| 自由现金流率自由现金流/营收 | 6.9% | -53.2% |
| 资本支出强度资本支出/营收 | 5.6% | 84.6% |
| 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 | $-589.7M |
8季度趋势，按日历期对齐
经营现金流IRTCVNET
| Q4 25 | $26.2M | — | ||
| Q3 25 | $34.9M | $113.8M | ||
| Q2 25 | $27.7M | — | ||
| Q1 25 | $-7.9M | $27.0M | ||
| Q4 24 | $19.2M | — | ||
| Q3 24 | $24.3M | $108.3M | ||
| Q2 24 | $11.8M | $55.8M | ||
| Q1 24 | $-52.0M | $37.1M |
自由现金流IRTCVNET
| Q4 25 | $14.5M | — | ||
| Q3 25 | $20.1M | $-193.1M | ||
| Q2 25 | $17.3M | — | ||
| Q1 25 | $-17.3M | $-220.0M | ||
| Q4 24 | $12.4M | — | ||
| Q3 24 | $15.5M | $-95.0M | ||
| Q2 24 | $3.4M | $-81.6M | ||
| Q1 24 | $-61.8M | $-102.2M |
自由现金流率IRTCVNET
| Q4 25 | 6.9% | — | ||
| Q3 25 | 10.4% | -53.2% | ||
| Q2 25 | 9.3% | — | ||
| Q1 25 | -10.9% | -71.1% | ||
| Q4 24 | 7.5% | — | ||
| Q3 24 | 10.5% | -31.4% | ||
| Q2 24 | 2.3% | -29.8% | ||
| Q1 24 | -46.8% | -38.9% |
资本支出强度IRTCVNET
| Q4 25 | 5.6% | — | ||
| Q3 25 | 7.7% | 84.6% | ||
| Q2 25 | 5.6% | — | ||
| Q1 25 | 5.9% | 79.8% | ||
| Q4 24 | 4.2% | — | ||
| Q3 24 | 6.0% | 67.3% | ||
| Q2 24 | 5.7% | 50.1% | ||
| Q1 24 | 7.4% | 53.0% |
现金转化率IRTCVNET
| 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% |
VNET
暂无分部数据
