{"schema_version":"secwatch.filing_event.v1","accession":"0001388658-26-000093","form_type":"8-K","ticker":"IRTC","cik":"0001388658","company_name":"iRhythm Holdings, Inc.","filed_at":"2026-11-05T21:15:28+00:00","discovered_at":"2026-11-05T21:16:00.469649+00:00","generated_at":"2026-11-05T21:16:09.796919+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.72,"calibrated_materiality_score":0.72,"confidence":"high","headline":"iRhythm Q3 revenue $221.6M, up 14.9% YoY; FY2026 revenue guidance raised to $890-895M","bullets":["Revenue $221.6M vs $192.9M a year ago (+14.9%); gross margin 74.2%, up 310 bps, aided by ~$3.1M one-time tariff refund benefit.","GAAP net loss $29.9M (-$0.90 per diluted share) vs $5.2M loss (-$0.16); adjusted net income $27.8M ($0.82/share) vs $0.06 loss per share.","Adjusted EBITDA $51.2M at 23.1% margin, up $29.6M and 1,190 bps YoY; cash and marketable securities $560.7M as of September 30, 2026.","FY2026 guidance: revenue $890-895M and adjusted EBITDA margin 15.5-16.0%, including ~$16M expected VitalConnect revenue from the Oct 5 close.","VitalConnect acquisition closed October 5, 2026, adding an FDA-cleared mobile cardiac telemetry device; new $300M senior secured revolver closed November 3, 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0001388658-26-000093","json":"https://secwatch.observer/filing/0001388658-26-000093.json","markdown":"https://secwatch.observer/filing/0001388658-26-000093.md","text":"https://secwatch.observer/filing/0001388658-26-000093.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1388658/000138865826000093/0001388658-26-000093-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1388658/000138865826000093/irtc-20261105.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-11-05T21:16:09.796919+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}