Feed / IRTC

iRhythm Holdings, Inc.

IRTC

Healthcare · 117.23 -1.6% today

Jodie read · what matters now

Revenue increased 25.7% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to IRTC, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections2 verified linksBuilt from company filings
Organic co-movement groupCardiac Monitoring Devices · LeaderLast observed group; it is between live snapshots · See active groups →

Latest filing assessment · baseline

The latest filing presents a mixed picture

10-Q filed 2026-04-30 against the comparable filing from 2025-05-01.

mixed
OperationsconstructiveEvidence score +3
liquiditycautiousEvidence score -2
valuationpremium

What improved

  • Revenue increased 25.7% versus the comparable filing period.
  • The operating loss narrowed by 16.4M.

What weakened

  • Operating cash flow remained negative at -26.2M.
  • Cash declined 135.1M versus the comparable period.

Filing receipts

These increases in cash used in operating activities were offset by reductions in our net loss driven by our revenue growth.

The increase was primarily due to increases in material component costs (inclusive of tariffs), amortization costs related to Zio monitor and Zio AT PCBA, material scrap costs, headcount-related costs, and freight costs associated with the increase in volume of iRhythm Services.

Cash used in operating activities increased by $18.3 million, primarily attributable to a higher level of payments associated with our accrued payroll and related expenses as a result of annual bonuses paid during the first quarter of each year under our annual bonus plan.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind IRTC

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

BSXBoston Scientific CorporationcompetitorFull receipt with Pro →
BAXBaxter International Inc.competitorFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

IRTC is currently a Leader in the organic co-movement group Cardiac Monitoring Devices. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for IRTC; it is not active in the latest market snapshot.

Theme membership history

No durable theme membership has been observed for this name yet.