US · Healthcare · Medical Devices
EPS came in at 0.82 against a street estimate of 0.02 — a beat of 4000.0%.
Analysts rate iRhythm Technologies Inc a strong buy (16 buy, 0 hold, 0 sell out of 16) with an average price target of $171.33.
CONFIDENT Strong Q2: $224.2M revenue (+20.1% YoY), 19.3% adj. EBITDA margin. Acquired Vital Connect for MCT expansion and multivital capability. Raised FY26 guidance to $880–890M (+18–19% YoY). FDA warning letter remains unresolved. Q2 2026 US remains dominant driver. International (UK, Netherlands, Japan) early-stage, disciplined expansion ongoing. Analysts pressed on MCT cannibalization and product roadmap clarity. Mgmt clarified dual-product strategy as necessary to serve diverse market segments and timelines, with Vital Patch immediate focus and Zio MCT optionality preserved. Heavy emphasis on integration logistics and broader multivital/RPM expansion beyond MCT alone. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.06% |
| RTW INVESTMENTS, LLC | 6.62% |
| Vanguard Portfolio Management, LLC | 5.81% |
| Artisan Partners Limited Partnership | 5.04% |
| Vanguard Capital Management, LLC | 4.44% |
| Millennium Management LLC | 4.27% |
| FMR Inc | 3.62% |
| UBS Asset Mgmt Americas Inc | 2.87% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $221,592,000, up from $192,884,000 in the third quarter of 2025. • Nine-month 2026 revenue was $64 | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $221.6 million, up 14.9% from $192.9 million in Q3 2025. • Gross margin was 74.2%, up 310 basis points year o | 2026-11-05 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • iRhythm Holdings announced completion of its previously disclosed acquisition of Vital Connect, Inc. on October 5, 2026. • Vital | 2026-10-05 |
| Reg FD disclosure · Q3 2026 IRHYTHM HOLDINGS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Filing Date: September 22, 2026 • Company: iRhythm Holdings, Inc. (NASDAQ: IRTC) • Head | 2026-09-22 |
| Board / officer change · Q3 2026 IRHYTHM HOLDINGS, INC. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • iRhythm Holdings, Inc. is a medical device company traded on NASDAQ under | 2026-08-13 |
| Quarterly report · Q2 2026 IRHYTHM HOLDINGS, INC. (IRTC) – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue Q2 2026: $224.2 million (vs. $186.7 million Q2 2025; +20% growth) • | 2026-08-06 |
| Material agreement · Q3 2026 IRHYTHM HOLDINGS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Total acquisition consideration: $287.5 million ($237.5 million cash + $50 million in i | 2026-08-06 |
| Results announced · Q3 2026 IRHYTHM HOLDINGS, INC. - Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Revenue: $224.2 million in Q2 2026, up 20.1% from $186.7 million in Q2 2025 • | 2026-08-06 |
Readable in the app.
| Announcement | Date |
|---|---|
| Acquisition of Vital Connect completed, making it a wholly owned subsidiary iRhythm announced that it completed its previously disclosed acquisition of Vital Connect on October 5, 2026. Vital Connect is now a wholly owned subsidiary of iRhythm Technologies, which is | 2026-10-05 |
| Hart-Scott-Rodino waiting period expires for Vital Connect acquisition iRhythm Holdings announced that its acquisition of Vital Connect, Inc. has cleared a major regulatory hurdle. The Hart-Scott-Rodino antitrust review period expired on September 18, 2026, mea | 2026-09-22 |
| Acquisition of Vital Connect for $287.5 million in cash and stock iRhythm Holdings announced on August 5, 2026 that it will acquire Vital Connect, Inc. for total consideration of $287.5 million ($237.5 million in cash plus $50 million in iRhythm stock). Th | 2026-08-06 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.