Inferra AI / Company / IRTC

iRhythm Holdings, Inc.

IRTC · Health Care

Last earnings Aug 6, 2026

Key results

Revenuequarter

$186.7 million

Revenue of $186.7 million, a 26.1% increase compared to second quarter 2024

SEC original ↗iRhythm Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Gross marginquarter

71.2%

Gross margin of 71.2%, a 130-basis point increase compared to second quarter 2024 Unrestricted cash, cash equivalents, and marketable securities of $545.5 million as of June 30

SEC original ↗iRhythm Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Growthquarter

up 26.1%

Second Quarter Financial Results Revenue for the second quarter of 2025 was $186.7 million, up 26.1% from $148.0 million during the same period in 2024.

SEC original ↗iRhythm Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Gross profit for the second quarter of 2025 was $132.9 million, up 28.4% from $103.5 million during the same period in 2024, while gross margin was 71.2%, up from 69.9% during the same period in 2024.

SEC original ↗iRhythm Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Research and developmentquarter

$1,698 thousand

research and development 1,698 1,994

SEC original ↗iRhythm Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

AI analysis

Q2 2025 · reported Jul 31, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q2 2025
$186.7M
EX-99 · Jul 31, 2025
Gross margin · Q2 2025
71.2%
EX-99 · Jul 31, 2025
Research and development · Q2 2025
$1,698 thousand
EX-99 · Jul 31, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue$186.7 million——
Gross margin71.2%——
Growthup 26.1%——
Research and development$1,698 thousand——

EX-99 · Jul 31, 2025

Guidance · company-stated

Direction: raised

No guidance located in the held release

Outlook statement

“3 million as of June 30, 2026 Increased fiscal year 2026 revenue guidance to $880 million to $890 million and adjusted EBITDA margin guidance to 13.”

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin71.2%

Capital allocation

Adjusted EBITDA excludes non-cash operating charges for stock-based compensation expense, changes in fair value of strategic investments, impairment and restructuring charges, business transformation costs, certain intellectual property litigation expenses and settlements, and loss on extinguishment of debt.

If the current equity and credit markets deteriorate, it may make any necessary debt or equity financing more difficult, more costly, and more dilutive.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

iRhythm Technologies Announces Second Quarter 2025 Financial Results

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Adjusted EBITDA excludes non-cash operating charges for stock-based compensation expense, changes in fair value of strategic investments, impairment and restructuring charges, business transformation costs, certain intellectual property litigation expenses and settlements, and loss on extinguishment of debt.

SEC original ↗iRhythm Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

If the current equity and credit markets deteriorate, it may make any necessary debt or equity financing more difficult, more costly, and more dilutive.

SEC original ↗iRhythm Holdings, Inc. — 10-Q Quarterly report10-QAug 6, 2026

The Company is in compliance with its convertible debt requirements.

SEC original ↗iRhythm Holdings, Inc. — 10-Q Quarterly report10-QAug 6, 2026

On an ongoing basis, management evaluates its estimates, including those related to revenue recognition, contractual allowances, provision for credit losses, the useful lives of property and equipment, the recoverability of long-lived assets, including the estimated usage of the printed circuit board assemblies ( PCBAs ), the incremental borrowing rate for operating leases, fair value of strategic loan investments, accounting for income taxes, impairment of ROU assets, contingent consideration liabilities, and various inputs used in estimating stock-based compensation.

SEC original ↗iRhythm Holdings, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Strategy & priorities

(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 ended June 30, 2025.

SEC original ↗iRhythm Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Our continued momentum spans three key areas accelerating growth in our core monitoring business, continued penetration of Zio AT across major health systems, and successful expansion with innovative value-based care partners.

SEC original ↗iRhythm Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

The decrease in net loss was primarily driven by our revenue growth and operating leverage achieved through implementation of efficiency initiatives.

SEC original ↗iRhythm Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Through a relentless focus on patient care, iRhythm s vision is to deliver better data, better insights, and better health for all.

SEC original ↗iRhythm Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Adjusted EBITDA excludes non-cash operating charges for stock-based compensation expense, changes in fair value of strategic investments, impairment and restructuring charges, business transformation costs, certain intellectual property litigation expenses and settlements, and loss on extinguishment of debt.

SEC original ↗iRhythm Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Risks & headwinds

Adjusted EBITDA excludes non-cash operating charges for stock-based compensation expense, changes in fair value of strategic investments, impairment and restructuring charges, business transformation costs, certain intellectual property litigation expenses and settlements, and loss on extinguishment of debt.

SEC original ↗iRhythm Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Such statements are based on current assumptions that involve risks and uncertainties that could cause actual outcomes and results to differ materially.

SEC original ↗iRhythm Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

These risks and uncertainties, many of which are beyond our control, include risks described in the section entitled Risk Factors and elsewhere in our filings made with the Securities and Exchange Commission, including those on the Form 10-Q expected to be filed on or about July 31, 2025.

SEC original ↗iRhythm Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

2 Excludes third-party attorneys' fees and expenses associated with patent litigation brought against the Company by Welch Allyn, Inc.

SEC original ↗iRhythm Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Legal Proceedings 42 Item 1A.

SEC original ↗iRhythm Holdings, Inc. — 10-Q Quarterly report10-QAug 6, 2026

These forward-looking statements are based on management s current expectations, estimates, forecasts, and projections about our business and the industry in which we operate and management s beliefs and assumptions and are not guarantees of future performance or development and involve known and unknown risks, uncertainties, and other factors that are in some cases beyond our control.

SEC original ↗iRhythm Holdings, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

31 documents

Earnings releases

8 documents

Presentations

0 documents

No presentations for iRhythm Holdings, Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for iRhythm Holdings, Inc. are held in this edition of the library.

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