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Side-by-side financial comparison of Forestar Group Inc. (FOR) and iRhythm Holdings, Inc. (IRTC). Click either name above to swap in a different company.
Forestar Group Inc. is the larger business by last-quarter revenue ($273.0M vs $208.9M, roughly 1.3× iRhythm Holdings, Inc.). Forestar Group Inc. runs the higher net margin — 5.6% vs 2.7%, a 3.0% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 9.0%). iRhythm Holdings, Inc. produced more free cash flow last quarter ($14.5M vs $-157.1M). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs -9.6%).
Forestar Group Inc. is a residential lot development company based in Arlington, Texas. The company has operations in 51 markets in 21 states and delivered 11,518 residential lots during the twelve-month period ended December 31, 2020. The company is publicly traded on the New York Stock Exchange and in October 2017 became a majority-owned subsidiary of D.R. Horton, Inc., the largest homebuilder by volume in the United States since 2002. The company primarily acquires entitled real estate and...
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.
FOR vs IRTC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $273.0M | $208.9M |
| Net Profit | $15.4M | $5.6M |
| Gross Margin | 20.1% | 70.9% |
| Operating Margin | 7.6% | 1.1% |
| Net Margin | 5.6% | 2.7% |
| Revenue YoY | 9.0% | 27.1% |
| Net Profit YoY | -6.7% | 518.5% |
| EPS (diluted) | $0.30 | $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 | $273.0M | $208.9M | ||
| Q3 25 | $670.5M | $192.9M | ||
| Q2 25 | $390.5M | $186.7M | ||
| Q1 25 | $351.0M | $158.7M | ||
| Q4 24 | $250.4M | $164.3M | ||
| Q3 24 | $551.3M | $147.5M | ||
| Q2 24 | $318.4M | $148.0M | ||
| Q1 24 | $333.8M | $131.9M |
| Q4 25 | $15.4M | $5.6M | ||
| Q3 25 | $86.9M | $-5.2M | ||
| Q2 25 | $32.9M | $-14.2M | ||
| Q1 25 | $31.6M | $-30.7M | ||
| Q4 24 | $16.5M | $-1.3M | ||
| Q3 24 | $81.5M | $-46.2M | ||
| Q2 24 | $38.7M | $-20.1M | ||
| Q1 24 | $45.0M | $-45.7M |
| Q4 25 | 20.1% | 70.9% | ||
| Q3 25 | 22.3% | 71.1% | ||
| Q2 25 | 20.4% | 71.2% | ||
| Q1 25 | 22.6% | 68.8% | ||
| Q4 24 | 22.0% | 70.0% | ||
| Q3 24 | 23.9% | 68.8% | ||
| Q2 24 | 22.5% | 69.9% | ||
| Q1 24 | 24.9% | 66.3% |
| Q4 25 | 7.6% | 1.1% | ||
| Q3 25 | 16.9% | -4.4% | ||
| Q2 25 | 11.2% | -10.0% | ||
| Q1 25 | 11.6% | -20.5% | ||
| Q4 24 | 8.7% | -2.5% | ||
| Q3 24 | 19.7% | -34.1% | ||
| Q2 24 | 16.2% | -15.5% | ||
| Q1 24 | 17.6% | -28.9% |
| Q4 25 | 5.6% | 2.7% | ||
| Q3 25 | 13.0% | -2.7% | ||
| Q2 25 | 8.4% | -7.6% | ||
| Q1 25 | 9.0% | -19.3% | ||
| Q4 24 | 6.6% | -0.8% | ||
| Q3 24 | 14.8% | -31.3% | ||
| Q2 24 | 12.2% | -13.6% | ||
| Q1 24 | 13.5% | -34.6% |
| Q4 25 | $0.30 | $0.18 | ||
| Q3 25 | $1.70 | $-0.16 | ||
| Q2 25 | $0.65 | $-0.44 | ||
| Q1 25 | $0.62 | $-0.97 | ||
| Q4 24 | $0.32 | $-0.03 | ||
| Q3 24 | $1.59 | $-1.48 | ||
| Q2 24 | $0.76 | $-0.65 | ||
| Q1 24 | $0.89 | $-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 | $211.7M | $583.8M |
| Total DebtLower is stronger | $793.2M | — |
| Stockholders' EquityBook value | $1.8B | $152.7M |
| Total Assets | $3.2B | $1.0B |
| Debt / EquityLower = less leverage | 0.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $211.7M | $583.8M | ||
| Q3 25 | $379.2M | $565.2M | ||
| Q2 25 | $189.2M | $545.5M | ||
| Q1 25 | $174.3M | $520.6M | ||
| Q4 24 | $132.0M | $535.6M | ||
| Q3 24 | $481.2M | $522.0M | ||
| Q2 24 | $359.2M | $561.5M | ||
| Q1 24 | $416.2M | $569.1M |
| Q4 25 | $793.2M | — | ||
| Q3 25 | $802.7M | — | ||
| Q2 25 | $872.8M | — | ||
| Q1 25 | $872.5M | — | ||
| Q4 24 | $806.8M | — | ||
| Q3 24 | $706.4M | — | ||
| Q2 24 | $706.1M | — | ||
| Q1 24 | $705.7M | — |
| Q4 25 | $1.8B | $152.7M | ||
| Q3 25 | $1.8B | $121.9M | ||
| Q2 25 | $1.7B | $103.7M | ||
| Q1 25 | $1.6B | $86.7M | ||
| Q4 24 | $1.6B | $90.9M | ||
| Q3 24 | $1.6B | $71.8M | ||
| Q2 24 | $1.5B | $99.2M | ||
| Q1 24 | $1.5B | $90.3M |
| Q4 25 | $3.2B | $1.0B | ||
| Q3 25 | $3.1B | $995.2M | ||
| Q2 25 | $3.1B | $964.0M | ||
| Q1 25 | $3.0B | $926.1M | ||
| Q4 24 | $3.0B | $931.4M | ||
| Q3 24 | $2.8B | $909.7M | ||
| Q2 24 | $2.7B | $919.2M | ||
| Q1 24 | $2.6B | $909.8M |
| Q4 25 | 0.44× | — | ||
| Q3 25 | 0.45× | — | ||
| Q2 25 | 0.52× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 0.44× | — | ||
| Q2 24 | 0.47× | — | ||
| Q1 24 | 0.48× | — |
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 | $-157.0M | $26.2M |
| Free Cash FlowOCF − Capex | $-157.1M | $14.5M |
| FCF MarginFCF / Revenue | -57.5% | 6.9% |
| Capex IntensityCapex / Revenue | 0.0% | 5.6% |
| Cash ConversionOCF / Net Profit | -10.19× | 4.70× |
| TTM Free Cash FlowTrailing 4 quarters | $93.0M | $34.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-157.0M | $26.2M | ||
| Q3 25 | $256.3M | $34.9M | ||
| Q2 25 | $15.8M | $27.7M | ||
| Q1 25 | $-19.8M | $-7.9M | ||
| Q4 24 | $-450.0M | $19.2M | ||
| Q3 24 | $119.2M | $24.3M | ||
| Q2 24 | $-61.7M | $11.8M | ||
| Q1 24 | $-59.2M | $-52.0M |
| Q4 25 | $-157.1M | $14.5M | ||
| Q3 25 | $255.6M | $20.1M | ||
| Q2 25 | $15.0M | $17.3M | ||
| Q1 25 | $-20.5M | $-17.3M | ||
| Q4 24 | — | $12.4M | ||
| Q3 24 | $118.4M | $15.5M | ||
| Q2 24 | $-62.3M | $3.4M | ||
| Q1 24 | $-59.8M | $-61.8M |
| Q4 25 | -57.5% | 6.9% | ||
| Q3 25 | 38.1% | 10.4% | ||
| Q2 25 | 3.8% | 9.3% | ||
| Q1 25 | -5.8% | -10.9% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | 21.5% | 10.5% | ||
| Q2 24 | -19.6% | 2.3% | ||
| Q1 24 | -17.9% | -46.8% |
| Q4 25 | 0.0% | 5.6% | ||
| Q3 25 | 0.1% | 7.7% | ||
| Q2 25 | 0.2% | 5.6% | ||
| Q1 25 | 0.2% | 5.9% | ||
| Q4 24 | 0.0% | 4.2% | ||
| Q3 24 | 0.1% | 6.0% | ||
| Q2 24 | 0.2% | 5.7% | ||
| Q1 24 | 0.2% | 7.4% |
| Q4 25 | -10.19× | 4.70× | ||
| Q3 25 | 2.95× | — | ||
| Q2 25 | 0.48× | — | ||
| Q1 25 | -0.63× | — | ||
| Q4 24 | -27.27× | — | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | -1.59× | — | ||
| Q1 24 | -1.32× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
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% |
