earnings
confidence high
sentiment positive
materiality 0.85
iRhythm posts Q4 net income of $5.6M; first positive GAAP quarter; revenue +27% YoY; guides FY26 rev $870-880M
iRhythm Holdings, Inc.
2025-FY EPS reported
-$1.39
revenue$747,138,000
- Q4 revenue $208.9M (+27.1% YoY); GAAP net income $5.6M ($0.17 diluted EPS), first positive quarterly net income in company history.
- Full year 2025 revenue $747.1M (+26.2%); net loss improved to $44.6M from $113.3M; first positive free cash flow of $34.5M.
- Q4 adjusted EBITDA $34.3M (16.4% margin) vs $19.3M (11.7% margin) in Q4 2024; gross margin 70.9% (+90 bps).
- FY2026 guidance: revenue $870-880M, adjusted EBITDA margin 11.5-12.5%.
- Cash and marketable securities $583.8M at Dec 31, 2025; record quarterly revenue and fifth consecutive quarter >20% growth.