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iRhythm Holdings, Inc.(IRTC)与WSFS FINANCIAL CORP(WSFS)财务数据对比。点击上方公司名可切换其他公司
WSFS FINANCIAL CORP的季度营收约是iRhythm Holdings, Inc.的1.3倍($275.3M vs $208.9M),WSFS FINANCIAL CORP净利率更高(31.5% vs 2.7%,领先28.9%),iRhythm Holdings, Inc.同比增速更快(27.1% vs 7.5%),过去两年iRhythm Holdings, Inc.的营收复合增速更高(25.8% vs 1.7%)
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。
WSFS金融集团是一家金融服务企业,核心子公司WSFS银行是总部位于特拉华州及大特拉华谷地区规模最大、经营历史最久的本地管理银行与财富管理机构。集团共运营115个网点,其中88个为银行网点,分布在宾夕法尼亚、特拉华、新泽西、佛罗里达、弗吉尼亚、内华达六州,提供全面金融服务。
IRTC vs WSFS — 直观对比
营收规模更大
WSFS
是对方的1.3倍
$208.9M
营收增速更快
IRTC
高出19.6%
7.5%
净利率更高
WSFS
高出28.9%
2.7%
两年增速更快
IRTC
近两年复合增速
1.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $208.9M | $275.3M |
| 净利润 | $5.6M | $86.8M |
| 毛利率 | 70.9% | — |
| 营业利润率 | 1.1% | — |
| 净利率 | 2.7% | 31.5% |
| 营收同比 | 27.1% | 7.5% |
| 净利润同比 | 518.5% | 31.7% |
| 每股收益(稀释后) | $0.18 | $1.64 |
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
IRTC
WSFS
| Q1 26 | — | $275.3M | ||
| Q4 25 | $208.9M | $271.9M | ||
| Q3 25 | $192.9M | $270.5M | ||
| Q2 25 | $186.7M | $267.5M | ||
| Q1 25 | $158.7M | $256.1M | ||
| Q4 24 | $164.3M | $261.5M | ||
| Q3 24 | $147.5M | $267.7M | ||
| Q2 24 | $148.0M | $266.0M |
净利润
IRTC
WSFS
| Q1 26 | — | $86.8M | ||
| Q4 25 | $5.6M | $72.7M | ||
| Q3 25 | $-5.2M | $76.4M | ||
| Q2 25 | $-14.2M | $72.3M | ||
| Q1 25 | $-30.7M | $65.9M | ||
| Q4 24 | $-1.3M | $64.2M | ||
| Q3 24 | $-46.2M | $64.4M | ||
| Q2 24 | $-20.1M | $69.3M |
毛利率
IRTC
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 70.9% | — | ||
| Q3 25 | 71.1% | — | ||
| Q2 25 | 71.2% | — | ||
| Q1 25 | 68.8% | — | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 68.8% | — | ||
| Q2 24 | 69.9% | — |
营业利润率
IRTC
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 35.8% | ||
| Q3 25 | -4.4% | 37.3% | ||
| Q2 25 | -10.0% | 35.7% | ||
| Q1 25 | -20.5% | 34.0% | ||
| Q4 24 | -2.5% | 32.3% | ||
| Q3 24 | -34.1% | 31.9% | ||
| Q2 24 | -15.5% | 34.0% |
净利率
IRTC
WSFS
| Q1 26 | — | 31.5% | ||
| Q4 25 | 2.7% | 26.7% | ||
| Q3 25 | -2.7% | 28.3% | ||
| Q2 25 | -7.6% | 27.0% | ||
| Q1 25 | -19.3% | 25.7% | ||
| Q4 24 | -0.8% | 24.6% | ||
| Q3 24 | -31.3% | 24.1% | ||
| Q2 24 | -13.6% | 26.0% |
每股收益(稀释后)
IRTC
WSFS
| Q1 26 | — | $1.64 | ||
| Q4 25 | $0.18 | $1.33 | ||
| Q3 25 | $-0.16 | $1.37 | ||
| Q2 25 | $-0.44 | $1.27 | ||
| Q1 25 | $-0.97 | $1.12 | ||
| Q4 24 | $-0.03 | $1.08 | ||
| Q3 24 | $-1.48 | $1.08 | ||
| Q2 24 | $-0.65 | $1.16 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $152.7M | $2.7B |
| 总资产 | $1.0B | $22.1B |
| 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
IRTC
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $583.8M | $1.7B | ||
| Q3 25 | $565.2M | — | ||
| Q2 25 | $545.5M | — | ||
| Q1 25 | $520.6M | — | ||
| Q4 24 | $535.6M | $1.2B | ||
| Q3 24 | $522.0M | — | ||
| Q2 24 | $561.5M | — |
股东权益
IRTC
WSFS
| Q1 26 | — | $2.7B | ||
| Q4 25 | $152.7M | $2.7B | ||
| Q3 25 | $121.9M | $2.8B | ||
| Q2 25 | $103.7M | $2.7B | ||
| Q1 25 | $86.7M | $2.7B | ||
| Q4 24 | $90.9M | $2.6B | ||
| Q3 24 | $71.8M | $2.7B | ||
| Q2 24 | $99.2M | $2.5B |
总资产
IRTC
WSFS
| Q1 26 | — | $22.1B | ||
| Q4 25 | $1.0B | $21.3B | ||
| Q3 25 | $995.2M | $20.8B | ||
| Q2 25 | $964.0M | $20.8B | ||
| Q1 25 | $926.1M | $20.5B | ||
| Q4 24 | $931.4M | $20.8B | ||
| Q3 24 | $909.7M | $20.9B | ||
| Q2 24 | $919.2M | $20.7B |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $14.5M | — |
| 自由现金流率自由现金流/营收 | 6.9% | — |
| 资本支出强度资本支出/营收 | 5.6% | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
IRTC
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $26.2M | $220.0M | ||
| Q3 25 | $34.9M | $121.5M | ||
| Q2 25 | $27.7M | $37.2M | ||
| Q1 25 | $-7.9M | $8.7M | ||
| Q4 24 | $19.2M | $219.9M | ||
| Q3 24 | $24.3M | $3.1M | ||
| Q2 24 | $11.8M | $44.8M |
自由现金流
IRTC
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $14.5M | $213.6M | ||
| Q3 25 | $20.1M | $120.3M | ||
| Q2 25 | $17.3M | $35.2M | ||
| Q1 25 | $-17.3M | $6.3M | ||
| Q4 24 | $12.4M | $205.6M | ||
| Q3 24 | $15.5M | $-489.0K | ||
| Q2 24 | $3.4M | $42.1M |
自由现金流率
IRTC
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 78.6% | ||
| Q3 25 | 10.4% | 44.5% | ||
| Q2 25 | 9.3% | 13.2% | ||
| Q1 25 | -10.9% | 2.5% | ||
| Q4 24 | 7.5% | 78.6% | ||
| Q3 24 | 10.5% | -0.2% | ||
| Q2 24 | 2.3% | 15.8% |
资本支出强度
IRTC
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 2.3% | ||
| Q3 25 | 7.7% | 0.5% | ||
| Q2 25 | 5.6% | 0.7% | ||
| Q1 25 | 5.9% | 0.9% | ||
| Q4 24 | 4.2% | 5.5% | ||
| Q3 24 | 6.0% | 1.4% | ||
| Q2 24 | 5.7% | 1.0% |
现金转化率
IRTC
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 4.70× | 3.03× | ||
| Q3 25 | — | 1.59× | ||
| Q2 25 | — | 0.51× | ||
| Q1 25 | — | 0.13× | ||
| Q4 24 | — | 3.43× | ||
| Q3 24 | — | 0.05× | ||
| Q2 24 | — | 0.65× |
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% |
WSFS
暂无分部数据