iRhythm Holdings

IRTC

Market cap $4.07B

The portfolio generated strong absolute returns in Q4 and 2025 but trailed the MSCI All Country World Small Mid Index over each period. Stock selection in health care was the strongest contributor to performance for both the quarter and year. Management highlighted strong demand for high-speed optical components supporting AI-driven data center growth, alongside improving margins.

iRhythm Holdings, Inc. (IRTC) Q4 2025 Earnings Call Transcript

iRhythm Holdings, Inc. (IRTC) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to earnings of $0.01 per share a year ago.

SAN FRANCISCO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- iRhythm Holdings, Inc. (NASDAQ: IRTC), a leading digital health care company focused on creating trusted solutions that detect, predict, and prevent disease, today reported financial results for the three months and full year ended December 31, 2025. Fourth Quarter 2025 Financial Highlights Revenue of $208.9 million, a 27.1% increase compared to fourth quarter 2024 Gross margin of 70.9%, a 90-basis point increase compared to fourth quarter 2024 Net income of $5.6 million, a $6.9 million improvement compared to fourth quarter 2024 and the first quarter of positive GAAP net income in Company history Adjusted EBITDA and adjusted EBITDA margin of $34.3 million and 16.4%, respectively, a $15.0 million and 470-basis point improvement, respectively, compared to fourth quarter 2024 Unrestricted cash, cash equivalents and marketable securities of $583.8 million at December 31, 2025, a $18.6 million increase from September 30, 2025 Full Year 2025 Financial Highlights Revenue of $747.1 million, a 26.2% increase compared to full year 2024 Gross margin of 70.6%, a 170-basis point increase compared to full year 2024 Net loss of $44.6 million, a $68.7 million improvement compared to full year 2024 Adjusted EBITDA and adjusted EBITDA margin of $68.9 million and 9.2%, respectively, a $76.7 million and 1,050-basis point improvement, respectively compared to full year 2024 Free cash flow of $34.5 million, the first year of positive free cash flow in Company history Recent Operational Highlights Record quarterly revenue and fifth consecutive quarterly revenue above 20% year-over-year growth, driven by volume across our US core business, innovative health channels, and international markets Upcoming data presentations at the American College of Cardiology's Annual Scientific Session & Expo in New Orleans, Louisiana, from March 28 – 30, 2026 “The fourth quarter capped a transformational year for iRhythm,” said Quentin Blackford, President and Chief Executive Officer of iRhythm.

SAN FRANCISCO, Feb. 05, 2026 (GLOBE NEWSWIRE) -- iRhythm Holdings, Inc. (NASDAQ:IRTC), a leading digital health care company focused on creating trusted solutions that detect, prevent, and predict disease, today announced that it will release financial results for the fourth quarter and full year 2025 after the close of trading on Thursday, February 19, 2026. The company's management team will host a corresponding conference call beginning at 1:30 p.m. PT / 4:30 p.m. ET.

iRhythm: Structural Shift To Profitable Growth

Shareholders should contact the firm immediately as there may be limited time to enforce your rights.   NEW YORK, Jan. 29, 2026 /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of iRhythm Technologies, Inc. (NASDAQ: IRTC) breached their fiduciary duties to shareholders.

NEW YORK, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of iRhythm Technologies, Inc. (NASDAQ: IRTC) breached their fiduciary duties to shareholders.

During the quarter, we initiated new positions in nLIGHT, Guardant Health and Cellebrite. We also added to Bruker, Hexcel and Penumbra during the quarter. Along with Insmed, we also ended our investment campaigns in Integer Holdings and SharkNinja during the quarter.

NEW YORK, Jan. 21, 2026 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of iRhythm Technologies, Inc. (NASDAQ: IRTC)  breached their fiduciary duties to shareholders.  According to a federal securities lawsuit, Insiders at iRhythm caused the company to misrepresent or fail to disclose that the Zio AT monitor was a real-time monitor intended for high-risk patients.