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Side-by-side financial comparison of Krispy Kreme, Inc. (DNUT) and iRhythm Holdings, Inc. (IRTC). Click either name above to swap in a different company.
Krispy Kreme, Inc. is the larger business by last-quarter revenue ($392.4M vs $208.9M, roughly 1.9× iRhythm Holdings, Inc.). iRhythm Holdings, Inc. runs the higher net margin — 2.7% vs -7.1%, a 9.8% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs -2.9%). Krispy Kreme, Inc. produced more free cash flow last quarter ($27.9M vs $14.5M). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs -5.9%).
Krispy Kreme, Inc. is an American multinational doughnut company and coffeehouse chain. Krispy Kreme was founded by Vernon Rudolph (1915–1973), who bought a yeast-raised recipe from a New Orleans chef, rented a building in 1937 in what is now historic Old Salem in Winston-Salem, North Carolina, and began selling to local grocery stores. Steady growth preceded an ambitious expansion as a public company in the period 2000 to 2016, which ultimately proved unprofitable. In 2016, the company retur...
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.
DNUT vs IRTC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $392.4M | $208.9M |
| Net Profit | $-27.8M | $5.6M |
| Gross Margin | — | 70.9% |
| Operating Margin | -1.9% | 1.1% |
| Net Margin | -7.1% | 2.7% |
| Revenue YoY | -2.9% | 27.1% |
| Net Profit YoY | -23.8% | 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 | $392.4M | $208.9M | ||
| Q3 25 | $375.3M | $192.9M | ||
| Q2 25 | $379.8M | $186.7M | ||
| Q1 25 | $375.2M | $158.7M | ||
| Q4 24 | $404.0M | $164.3M | ||
| Q3 24 | $379.9M | $147.5M | ||
| Q2 24 | $438.8M | $148.0M | ||
| Q1 24 | $442.7M | $131.9M |
| Q4 25 | $-27.8M | $5.6M | ||
| Q3 25 | $-19.4M | $-5.2M | ||
| Q2 25 | $-435.3M | $-14.2M | ||
| Q1 25 | $-33.3M | $-30.7M | ||
| Q4 24 | $-22.4M | $-1.3M | ||
| Q3 24 | $39.6M | $-46.2M | ||
| Q2 24 | $-5.5M | $-20.1M | ||
| Q1 24 | $-8.5M | $-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 | -1.9% | 1.1% | ||
| Q3 25 | -1.9% | -4.4% | ||
| Q2 25 | -114.4% | -10.0% | ||
| Q1 25 | -5.4% | -20.5% | ||
| Q4 24 | -2.8% | -2.5% | ||
| Q3 24 | -4.2% | -34.1% | ||
| Q2 24 | 1.6% | -15.5% | ||
| Q1 24 | 2.7% | -28.9% |
| Q4 25 | -7.1% | 2.7% | ||
| Q3 25 | -5.2% | -2.7% | ||
| Q2 25 | -114.6% | -7.6% | ||
| Q1 25 | -8.9% | -19.3% | ||
| Q4 24 | -5.6% | -0.8% | ||
| Q3 24 | 10.4% | -31.3% | ||
| Q2 24 | -1.3% | -13.6% | ||
| Q1 24 | -1.9% | -34.6% |
| Q4 25 | $-0.18 | $0.18 | ||
| Q3 25 | $-0.11 | $-0.16 | ||
| Q2 25 | $-2.55 | $-0.44 | ||
| Q1 25 | $-0.20 | $-0.97 | ||
| Q4 24 | $-0.13 | $-0.03 | ||
| Q3 24 | $0.23 | $-1.48 | ||
| Q2 24 | $-0.03 | $-0.65 | ||
| Q1 24 | $-0.05 | $-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 | $42.4M | $583.8M |
| Total DebtLower is stronger | $911.9M | — |
| Stockholders' EquityBook value | $650.1M | $152.7M |
| Total Assets | $2.6B | $1.0B |
| Debt / EquityLower = less leverage | 1.40× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $42.4M | $583.8M | ||
| Q3 25 | $30.7M | $565.2M | ||
| Q2 25 | $21.3M | $545.5M | ||
| Q1 25 | $18.7M | $520.6M | ||
| Q4 24 | $29.0M | $535.6M | ||
| Q3 24 | $25.4M | $522.0M | ||
| Q2 24 | $28.6M | $561.5M | ||
| Q1 24 | $33.1M | $569.1M |
| Q4 25 | $911.9M | — | ||
| Q3 25 | $906.2M | — | ||
| Q2 25 | $889.4M | — | ||
| Q1 25 | $935.0M | — | ||
| Q4 24 | $844.5M | — | ||
| Q3 24 | $804.6M | — | ||
| Q2 24 | $895.0M | — | ||
| Q1 24 | $881.8M | — |
| Q4 25 | $650.1M | $152.7M | ||
| Q3 25 | $670.3M | $121.9M | ||
| Q2 25 | $693.6M | $103.7M | ||
| Q1 25 | $1.1B | $86.7M | ||
| Q4 24 | $1.1B | $90.9M | ||
| Q3 24 | $1.2B | $71.8M | ||
| Q2 24 | $1.1B | $99.2M | ||
| Q1 24 | $1.2B | $90.3M |
| Q4 25 | $2.6B | $1.0B | ||
| Q3 25 | $2.6B | $995.2M | ||
| Q2 25 | $2.6B | $964.0M | ||
| Q1 25 | $3.1B | $926.1M | ||
| Q4 24 | $3.1B | $931.4M | ||
| Q3 24 | $3.1B | $909.7M | ||
| Q2 24 | $3.2B | $919.2M | ||
| Q1 24 | $3.2B | $909.8M |
| Q4 25 | 1.40× | — | ||
| Q3 25 | 1.35× | — | ||
| Q2 25 | 1.28× | — | ||
| Q1 25 | 0.85× | — | ||
| Q4 24 | 0.74× | — | ||
| Q3 24 | 0.68× | — | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | 0.76× | — |
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 | $45.0M | $26.2M |
| Free Cash FlowOCF − Capex | $27.9M | $14.5M |
| FCF MarginFCF / Revenue | 7.1% | 6.9% |
| Capex IntensityCapex / Revenue | 4.4% | 5.6% |
| Cash ConversionOCF / Net Profit | — | 4.70× |
| TTM Free Cash FlowTrailing 4 quarters | $-64.0M | $34.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $45.0M | $26.2M | ||
| Q3 25 | $42.3M | $34.9M | ||
| Q2 25 | $-32.5M | $27.7M | ||
| Q1 25 | $-20.8M | $-7.9M | ||
| Q4 24 | $27.0M | $19.2M | ||
| Q3 24 | $3.3M | $24.3M | ||
| Q2 24 | $33.2M | $11.8M | ||
| Q1 24 | $-17.7M | $-52.0M |
| Q4 25 | $27.9M | $14.5M | ||
| Q3 25 | $15.5M | $20.1M | ||
| Q2 25 | $-60.8M | $17.3M | ||
| Q1 25 | $-46.7M | $-17.3M | ||
| Q4 24 | $-6.9M | $12.4M | ||
| Q3 24 | $-22.9M | $15.5M | ||
| Q2 24 | $1.6M | $3.4M | ||
| Q1 24 | $-46.8M | $-61.8M |
| Q4 25 | 7.1% | 6.9% | ||
| Q3 25 | 4.1% | 10.4% | ||
| Q2 25 | -16.0% | 9.3% | ||
| Q1 25 | -12.5% | -10.9% | ||
| Q4 24 | -1.7% | 7.5% | ||
| Q3 24 | -6.0% | 10.5% | ||
| Q2 24 | 0.4% | 2.3% | ||
| Q1 24 | -10.6% | -46.8% |
| Q4 25 | 4.4% | 5.6% | ||
| Q3 25 | 7.1% | 7.7% | ||
| Q2 25 | 7.4% | 5.6% | ||
| Q1 25 | 6.9% | 5.9% | ||
| Q4 24 | 8.4% | 4.2% | ||
| Q3 24 | 6.9% | 6.0% | ||
| Q2 24 | 7.2% | 5.7% | ||
| Q1 24 | 6.6% | 7.4% |
| Q4 25 | — | 4.70× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.08× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DNUT
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% |
