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Side-by-side financial comparison of Climb Global Solutions, Inc. (CLMB) and iRhythm Holdings, Inc. (IRTC). Click either name above to swap in a different company.
iRhythm Holdings, Inc. is the larger business by last-quarter revenue ($208.9M vs $182.4M, roughly 1.1× Climb Global Solutions, Inc.). iRhythm Holdings, Inc. runs the higher net margin — 2.7% vs 1.8%, a 0.8% gap on every dollar of revenue. On growth, Climb Global Solutions, Inc. posted the faster year-over-year revenue change (32.1% vs 27.1%). Over the past eight quarters, Climb Global Solutions, Inc.'s revenue compounded faster (40.7% CAGR vs 25.8%).
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
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.
CLMB vs IRTC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $182.4M | $208.9M |
| Net Profit | $3.3M | $5.6M |
| Gross Margin | 14.5% | 70.9% |
| Operating Margin | 2.1% | 1.1% |
| Net Margin | 1.8% | 2.7% |
| Revenue YoY | 32.1% | 27.1% |
| Net Profit YoY | -9.5% | 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.
| Q1 26 | $182.4M | — | ||
| Q4 25 | $193.8M | $208.9M | ||
| Q3 25 | $161.3M | $192.9M | ||
| Q2 25 | $159.3M | $186.7M | ||
| Q1 25 | $138.0M | $158.7M | ||
| Q4 24 | $161.8M | $164.3M | ||
| Q3 24 | $119.3M | $147.5M | ||
| Q2 24 | $92.1M | $148.0M |
| Q1 26 | $3.3M | — | ||
| Q4 25 | $7.0M | $5.6M | ||
| Q3 25 | $4.7M | $-5.2M | ||
| Q2 25 | $6.0M | $-14.2M | ||
| Q1 25 | $3.7M | $-30.7M | ||
| Q4 24 | $7.0M | $-1.3M | ||
| Q3 24 | $5.5M | $-46.2M | ||
| Q2 24 | $3.4M | $-20.1M |
| Q1 26 | 14.5% | — | ||
| Q4 25 | 15.4% | 70.9% | ||
| Q3 25 | 15.9% | 71.1% | ||
| Q2 25 | 16.5% | 71.2% | ||
| Q1 25 | 16.9% | 68.8% | ||
| Q4 24 | 19.3% | 70.0% | ||
| Q3 24 | 20.3% | 68.8% | ||
| Q2 24 | 20.2% | 69.9% |
| Q1 26 | 2.1% | — | ||
| Q4 25 | 4.9% | 1.1% | ||
| Q3 25 | 4.3% | -4.4% | ||
| Q2 25 | 5.0% | -10.0% | ||
| Q1 25 | 3.5% | -20.5% | ||
| Q4 24 | 7.2% | -2.5% | ||
| Q3 24 | 7.1% | -34.1% | ||
| Q2 24 | 4.6% | -15.5% |
| Q1 26 | 1.8% | — | ||
| Q4 25 | 3.6% | 2.7% | ||
| Q3 25 | 2.9% | -2.7% | ||
| Q2 25 | 3.7% | -7.6% | ||
| Q1 25 | 2.7% | -19.3% | ||
| Q4 24 | 4.3% | -0.8% | ||
| Q3 24 | 4.6% | -31.3% | ||
| Q2 24 | 3.7% | -13.6% |
| Q1 26 | $0.18 | — | ||
| Q4 25 | $1.51 | $0.18 | ||
| Q3 25 | $1.02 | $-0.16 | ||
| Q2 25 | $1.30 | $-0.44 | ||
| Q1 25 | $0.81 | $-0.97 | ||
| Q4 24 | $1.52 | $-0.03 | ||
| Q3 24 | $1.19 | $-1.48 | ||
| Q2 24 | $0.75 | $-0.65 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $41.8M | $583.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $118.4M | $152.7M |
| Total Assets | $458.8M | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $41.8M | — | ||
| Q4 25 | $36.6M | $583.8M | ||
| Q3 25 | $49.8M | $565.2M | ||
| Q2 25 | $28.6M | $545.5M | ||
| Q1 25 | $32.5M | $520.6M | ||
| Q4 24 | $29.8M | $535.6M | ||
| Q3 24 | $22.1M | $522.0M | ||
| Q2 24 | $48.4M | $561.5M |
| Q1 26 | $118.4M | — | ||
| Q4 25 | $116.6M | $152.7M | ||
| Q3 25 | $109.3M | $121.9M | ||
| Q2 25 | $105.2M | $103.7M | ||
| Q1 25 | $95.6M | $86.7M | ||
| Q4 24 | $90.6M | $90.9M | ||
| Q3 24 | $87.7M | $71.8M | ||
| Q2 24 | $79.8M | $99.2M |
| Q1 26 | $458.8M | — | ||
| Q4 25 | $460.2M | $1.0B | ||
| Q3 25 | $376.1M | $995.2M | ||
| Q2 25 | $420.7M | $964.0M | ||
| Q1 25 | $370.1M | $926.1M | ||
| Q4 24 | $469.2M | $931.4M | ||
| Q3 24 | $371.9M | $909.7M | ||
| Q2 24 | $302.8M | $919.2M |
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 | — | $26.2M |
| Free Cash FlowOCF − Capex | — | $14.5M |
| FCF MarginFCF / Revenue | — | 6.9% |
| Capex IntensityCapex / Revenue | — | 5.6% |
| Cash ConversionOCF / Net Profit | — | 4.70× |
| TTM Free Cash FlowTrailing 4 quarters | — | $34.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-11.9M | $26.2M | ||
| Q3 25 | $22.2M | $34.9M | ||
| Q2 25 | $-2.2M | $27.7M | ||
| Q1 25 | $8.5M | $-7.9M | ||
| Q4 24 | $16.0M | $19.2M | ||
| Q3 24 | $-3.6M | $24.3M | ||
| Q2 24 | $7.3M | $11.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $14.5M | ||
| Q3 25 | — | $20.1M | ||
| Q2 25 | — | $17.3M | ||
| Q1 25 | — | $-17.3M | ||
| Q4 24 | — | $12.4M | ||
| Q3 24 | — | $15.5M | ||
| Q2 24 | — | $3.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.9% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | — | 9.3% | ||
| Q1 25 | — | -10.9% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | — | 10.5% | ||
| Q2 24 | — | 2.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 5.6% | ||
| Q3 25 | — | 7.7% | ||
| Q2 25 | — | 5.6% | ||
| Q1 25 | — | 5.9% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | — | 6.0% | ||
| Q2 24 | — | 5.7% |
| Q1 26 | — | — | ||
| Q4 25 | -1.70× | 4.70× | ||
| Q3 25 | 4.73× | — | ||
| Q2 25 | -0.37× | — | ||
| Q1 25 | 2.30× | — | ||
| Q4 24 | 2.29× | — | ||
| Q3 24 | -0.66× | — | ||
| Q2 24 | 2.13× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLMB
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% |
