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

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

Seeking Alpha • Feb 20, 2026

iRhythm Holdings Announces Fourth Quarter and Full Year 2025 Financial Results

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.

GlobeNewsWire • Feb 19, 2026

iRhythm Holdings, Inc. (IRTC) Q4 Earnings and Revenues Beat Estimates

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.

Zacks Investment Research • Feb 19, 2026

iRhythm Holdings to Report Fourth Quarter and Full Year 2025 Financial Results on February 19, 2026

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.

GlobeNewsWire • Feb 5, 2026

iRhythm: Structural Shift To Profitable Growth

iRhythm: Structural Shift To Profitable Growth

Seeking Alpha • Jan 31, 2026

HALPER SADEH LLC ENCOURAGES IRHYTHM TECHNOLOGIES, INC. SHAREHOLDERS TO CONTACT THE FIRM TO DISCUSS THEIR RIGHTS

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.

PRNewsWire • Jan 29, 2026

Kuehn Law Encourages Investors of iRhythm Technologies, Inc. to Contact Law Firm

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.

GlobeNewsWire • Jan 28, 2026

Artisan Small Cap Fund Q4 2025 Portfolio Activity

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.

Seeking Alpha • Jan 23, 2026

Artisan Mid Cap Fund Q4 2025 Performance Discussion And Portfolio Activity

The portfolio delivered a modest negative absolute return during Q4 but outpaced the Russell Midcap® Growth Index by several percentage points. IT was an area of strength during the quarter, led by holdings exposed to data center and AI infrastructure spending. Strong product launches from Insmed (INSM), Ascendis Pharma and Argenx (ARGX) were notable performance drivers.

Seeking Alpha • Jan 20, 2026

Halper Sadeh LLC Encourages iRhythm Technologies, Inc. Shareholders to Contact the Firm to Discuss Their Rights

NEW YORK--(BUSINESS WIRE)--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. If you currently own iRhythm stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about.

Business Wire • Jan 15, 2026