secwatch.observer — SEC 8-K summary
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Issuer:     iRhythm Holdings, Inc. (IRTC)
CIK:        0001388658
Form:       8-K
Filed at:   2026-11-05T21:15:28+00:00
Accession:  0001388658-26-000093
Event type: earnings
Sentiment:  positive
Materiality: 0.72
Item codes: 2.02, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

iRhythm Q3 revenue $221.6M, up 14.9% YoY; FY2026 revenue guidance raised to $890-895M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1388658/000138865826000093/0001388658-26-000093-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1388658/000138865826000093/irtc-20261105.htm
  HTML page:      https://secwatch.observer/filing/0001388658-26-000093

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer