IRTC
iRhythm·NASDAQ
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IRTC fundamentals
iRhythm (IRTC) released its earnings on Feb 19, 2026: revenue was 208.89M (YoY +27.12%), beat estimates; EPS was 0.17 (YoY +525.00%), beat estimates.
Revenue / YoY
208.89M
+27.12%
EPS / YoY
0.17
+525.00%
Report date
Feb 19, 2026
IRTC Earnings Call Summary for Q4,2025
- Revenue Growth Record: 27% Q4 and 26.2% full year growth, driven by 20+ consecutive quarters of >20% expansion.
- Profitability Breakthrough: First positive quarterly net income and free cash flow, with adjusted EBITDA margin up 1,000+ bps YoY.
- AI & Proactive Care Lead: 85% accuracy in predictive AI pilots, expanding into 27 million high-risk patients.
- MCT Device Momentum: Next-gen 21-day wear Zio AT under FDA review, targeting 2027 launch with $80-100 million/year market share upside.
- CMS Tailwind: Zio's confirmatory diagnosis reduces audit risk, with early data showing $10,000+ savings per patient in downstream costs.
- 2026 Outlook: $870-880 million revenue (+16-18%), 11.5-12.5% EBITDA margin, and 80-100 bps gross margin expansion.
EPS
Actual | -0.34 | -0.75 | -0.17 | -0.33 | -0.95 | -0.59 | -0.81 | -1.1 | -1.71 | -0.8 | -0.71 | -0.67 | -1.29 | -0.61 | -0.89 | -1.26 | -1.47 | -0.65 | -1.48 | -0.04 | -0.97 | -0.44 | -0.16 | 0.17 | ||||||||||
Forecast | -0.5926 | -0.8014 | -0.5134 | -0.2924 | -0.8344 | -0.9436 | -1.0228 | -1.1693 | -1.0976 | -0.9136 | -0.8167 | -0.6256 | -0.8983 | -0.7615 | -0.6365 | -0.573 | -0.9658 | -0.8938 | -0.7947 | -0.3312 | -0.9613 | -0.4844 | -0.3242 | 0.0111 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +42.63% | +6.41% | +66.89% | -12.86% | -13.85% | +37.47% | +20.81% | +5.93% | -55.79% | +12.43% | +13.06% | -7.10% | -43.60% | +19.89% | -39.83% | -119.90% | -52.21% | +27.28% | -86.23% | +87.92% | -0.91% | +9.17% | +50.65% | +1431.53% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 63.53M | 50.88M | 71.94M | 78.81M | 74.31M | 81.28M | 85.43M | 81.80M | 92.38M | 102.05M | 103.88M | 112.62M | 111.44M | 124.13M | 124.60M | 132.51M | 131.93M | 148.05M | 147.54M | 164.32M | 158.68M | 186.69M | 192.88M | 208.89M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 61.40M | 42.18M | 62.34M | 76.59M | 70.27M | 72.71M | 83.89M | 78.30M | 86.76M | 100.36M | 105.86M | 110.26M | 107.05M | 120.29M | 122.61M | 130.20M | 128.41M | 146.15M | 147.00M | 158.10M | 153.38M | 173.98M | 184.77M | 201.90M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +3.47% | +20.61% | +15.41% | +2.89% | +5.76% | +11.78% | +1.83% | +4.48% | +6.48% | +1.69% | -1.88% | +2.14% | +4.10% | +3.19% | +1.63% | +1.78% | +2.74% | +1.30% | +0.37% | +3.94% | +3.45% | +7.30% | +4.39% | +3.46% |
Earnings Call
You can ask Aime
What is the market's earnings forecast for iRhythm next quarter?What were the key takeaways from iRhythm’s earnings call?What is the revenue and EPS growth rate for iRhythm year over year?What factors drove the changes in iRhythm's revenue and profit?What is iRhythm's gross profit margin?What were the key takeaways from iRhythm's earnings call?What is iRhythm's latest dividend and current dividend yield?What does iRhythm do and what are its main business segments?
