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IRTC iRhythm Holdings, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-06, not restated
Healthcare

Scale

Market cap
$3.9bn
Revenue TTM
$825m
Net income TTM
$-14m
Free cash flow
$39m
Composite score
58.1
Sector rank
#1232

Valuation

P / E
EV / EBITDA
EV / sales
4.0
FCF yield
1.00%
Earnings yield vs 10-yr
-5.09pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-1.7%
EBITDA margin
-0.5%
ROE
-7.5%
ROIC
Revenue growth
25.6%

Insider activity, last 90 days

Net open-market
$-7.89m
Buyers
0
Sellers
9

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We receive revenue for our iRhythm Services primarily from third-party payors, which include contracted third-party payors and CMS. We earn revenue from the provision of our iRhythm Services primarily from contracted third-party payors, CMS, and healthcare institutions. We expect cost of revenue to increase in absolute dollars as our revenue increases due to increased direct labor, direct materials, and variable spending, as well as amortization of internal-use software, partially offset by economies of scale in relation to fixed costs such as overhead and facilities costs. …iRhythm Holdings, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-06

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