vs
Side-by-side financial comparison of ALLIANCE ENTERTAINMENT HOLDING CORP (AENT) and iRhythm Holdings, Inc. (IRTC). Click either name above to swap in a different company.
ALLIANCE ENTERTAINMENT HOLDING CORP is the larger business by last-quarter revenue ($368.7M vs $208.9M, roughly 1.8× iRhythm Holdings, Inc.). iRhythm Holdings, Inc. runs the higher net margin — 2.7% vs 2.5%, a 0.1% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs -6.3%). iRhythm Holdings, Inc. produced more free cash flow last quarter ($14.5M vs $-16.9M). Over the past eight quarters, ALLIANCE ENTERTAINMENT HOLDING CORP's revenue compounded faster (32.1% CAGR vs 25.8%).
Alliance Atlantis Communications Inc. was a media company that operated primarily as a specialty service provider in Canada. Primarily based in Toronto, Alliance Atlantis also had offices in Halifax, Los Angeles, London, Dublin, Madrid, Barcelona, Shannon, and Sydney.
iRhythm Holdings is a digital healthcare company focused on cardiac care, developing and commercializing wearable ambulatory heart monitoring devices paired with AI-powered analytical tools. It primarily serves healthcare providers and patients across the United States, helping to detect undiagnosed arrhythmias such as atrial fibrillation through convenient long-term heart rhythm tracking that delivers actionable clinical insights.
AENT vs IRTC — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $368.7M | $208.9M |
| Net Profit | $9.4M | $5.6M |
| Gross Margin | — | 70.9% |
| Operating Margin | 4.7% | 1.1% |
| Net Margin | 2.5% | 2.7% |
| Revenue YoY | -6.3% | 27.1% |
| Net Profit YoY | 32.8% | 518.5% |
| EPS (diluted) | $0.18 | $0.18 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $368.7M | $208.9M | ||
| Q3 25 | $254.0M | $192.9M | ||
| Q2 25 | $227.8M | $186.7M | ||
| Q1 25 | $213.0M | $158.7M | ||
| Q4 24 | $393.7M | $164.3M | ||
| Q3 24 | $229.0M | $147.5M | ||
| Q2 24 | $236.9M | $148.0M | ||
| Q1 24 | $211.2M | $131.9M |
| Q4 25 | $9.4M | $5.6M | ||
| Q3 25 | $4.9M | $-5.2M | ||
| Q2 25 | $5.8M | $-14.2M | ||
| Q1 25 | $1.9M | $-30.7M | ||
| Q4 24 | $7.1M | $-1.3M | ||
| Q3 24 | $397.0K | $-46.2M | ||
| Q2 24 | $2.5M | $-20.1M | ||
| Q1 24 | $-3.4M | $-45.7M |
| Q4 25 | — | 70.9% | ||
| Q3 25 | — | 71.1% | ||
| Q2 25 | — | 71.2% | ||
| Q1 25 | — | 68.8% | ||
| Q4 24 | — | 70.0% | ||
| Q3 24 | — | 68.8% | ||
| Q2 24 | — | 69.9% | ||
| Q1 24 | — | 66.3% |
| Q4 25 | 4.7% | 1.1% | ||
| Q3 25 | 4.2% | -4.4% | ||
| Q2 25 | 4.3% | -10.0% | ||
| Q1 25 | 1.7% | -20.5% | ||
| Q4 24 | 3.8% | -2.5% | ||
| Q3 24 | 0.9% | -34.1% | ||
| Q2 24 | 0.2% | -15.5% | ||
| Q1 24 | -0.3% | -28.9% |
| Q4 25 | 2.5% | 2.7% | ||
| Q3 25 | 1.9% | -2.7% | ||
| Q2 25 | 2.5% | -7.6% | ||
| Q1 25 | 0.9% | -19.3% | ||
| Q4 24 | 1.8% | -0.8% | ||
| Q3 24 | 0.2% | -31.3% | ||
| Q2 24 | 1.1% | -13.6% | ||
| Q1 24 | -1.6% | -34.6% |
| Q4 25 | $0.18 | $0.18 | ||
| Q3 25 | $0.10 | $-0.16 | ||
| Q2 25 | $0.11 | $-0.44 | ||
| Q1 25 | $0.04 | $-0.97 | ||
| Q4 24 | $0.14 | $-0.03 | ||
| Q3 24 | $0.01 | $-1.48 | ||
| Q2 24 | $0.05 | $-0.65 | ||
| Q1 24 | $-0.07 | $-1.47 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $583.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $117.6M | $152.7M |
| Total Assets | $434.1M | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $583.8M | ||
| Q3 25 | — | $565.2M | ||
| Q2 25 | — | $545.5M | ||
| Q1 25 | — | $520.6M | ||
| Q4 24 | — | $535.6M | ||
| Q3 24 | $4.3M | $522.0M | ||
| Q2 24 | $1.1M | $561.5M | ||
| Q1 24 | $1.6M | $569.1M |
| Q4 25 | $117.6M | $152.7M | ||
| Q3 25 | $108.1M | $121.9M | ||
| Q2 25 | $103.2M | $103.7M | ||
| Q1 25 | $97.4M | $86.7M | ||
| Q4 24 | $95.6M | $90.9M | ||
| Q3 24 | $88.0M | $71.8M | ||
| Q2 24 | $87.6M | $99.2M | ||
| Q1 24 | $85.1M | $90.3M |
| Q4 25 | $434.1M | $1.0B | ||
| Q3 25 | $383.0M | $995.2M | ||
| Q2 25 | $361.2M | $964.0M | ||
| Q1 25 | $349.4M | $926.1M | ||
| Q4 24 | $401.7M | $931.4M | ||
| Q3 24 | $395.7M | $909.7M | ||
| Q2 24 | $340.8M | $919.2M | ||
| Q1 24 | $324.0M | $909.8M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $-16.5M | $26.2M |
| Free Cash FlowOCF − Capex | $-16.9M | $14.5M |
| FCF MarginFCF / Revenue | -4.6% | 6.9% |
| Capex IntensityCapex / Revenue | 0.1% | 5.6% |
| Cash ConversionOCF / Net Profit | -1.76× | 4.70× |
| TTM Free Cash FlowTrailing 4 quarters | $-1.4M | $34.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-16.5M | $26.2M | ||
| Q3 25 | $2.7M | $34.9M | ||
| Q2 25 | $10.7M | $27.7M | ||
| Q1 25 | $2.5M | $-7.9M | ||
| Q4 24 | $25.3M | $19.2M | ||
| Q3 24 | $-11.6M | $24.3M | ||
| Q2 24 | $9.7M | $11.8M | ||
| Q1 24 | $20.0M | $-52.0M |
| Q4 25 | $-16.9M | $14.5M | ||
| Q3 25 | $2.4M | $20.1M | ||
| Q2 25 | $10.7M | $17.3M | ||
| Q1 25 | $2.4M | $-17.3M | ||
| Q4 24 | — | $12.4M | ||
| Q3 24 | $-11.6M | $15.5M | ||
| Q2 24 | — | $3.4M | ||
| Q1 24 | $20.0M | $-61.8M |
| Q4 25 | -4.6% | 6.9% | ||
| Q3 25 | 0.9% | 10.4% | ||
| Q2 25 | 4.7% | 9.3% | ||
| Q1 25 | 1.1% | -10.9% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | -5.1% | 10.5% | ||
| Q2 24 | — | 2.3% | ||
| Q1 24 | 9.4% | -46.8% |
| Q4 25 | 0.1% | 5.6% | ||
| Q3 25 | 0.1% | 7.7% | ||
| Q2 25 | 0.0% | 5.6% | ||
| Q1 25 | 0.0% | 5.9% | ||
| Q4 24 | 0.0% | 4.2% | ||
| Q3 24 | 0.0% | 6.0% | ||
| Q2 24 | — | 5.7% | ||
| Q1 24 | 0.0% | 7.4% |
| Q4 25 | -1.76× | 4.70× | ||
| Q3 25 | 0.56× | — | ||
| Q2 25 | 1.86× | — | ||
| Q1 25 | 1.33× | — | ||
| Q4 24 | 3.57× | — | ||
| Q3 24 | -29.31× | — | ||
| Q2 24 | 3.85× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AENT
Segment breakdown not available.
IRTC
| Commercial Payors | $111.7M | 53% |
| Centers For Medicare And Medicaid | $49.2M | 24% |
| Healthcare Institutions | $34.3M | 16% |
| Non Contracted Third Party Payors | $13.7M | 7% |