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Side-by-side financial comparison of FIRSTSUN CAPITAL BANCORP (FSUN) 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 $110.0M, roughly 1.9× FIRSTSUN CAPITAL BANCORP). FIRSTSUN CAPITAL BANCORP runs the higher net margin — 19.6% vs 2.7%, a 17.0% gap on every dollar of revenue. Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs 6.9%).
FirstSun Capital Bancorp is a U.S.-headquartered financial holding company that offers a comprehensive range of banking and financial services, including commercial and consumer lending, deposit products, wealth management, and treasury solutions. It mainly serves individual customers, small and medium-sized enterprises, and corporate clients across U.S. regional markets.
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.
FSUN vs IRTC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $110.0M | $208.9M |
| Net Profit | $21.6M | $5.6M |
| Gross Margin | — | 70.9% |
| Operating Margin | — | 1.1% |
| Net Margin | 19.6% | 2.7% |
| Revenue YoY | — | 27.1% |
| Net Profit YoY | -8.4% | 518.5% |
| EPS (diluted) | $0.76 | $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 | $110.0M | — | ||
| Q4 25 | $110.2M | $208.9M | ||
| Q3 25 | $107.3M | $192.9M | ||
| Q2 25 | $105.6M | $186.7M | ||
| Q1 25 | $96.2M | $158.7M | ||
| Q4 24 | $98.7M | $164.3M | ||
| Q3 24 | $98.2M | $147.5M | ||
| Q2 24 | $96.2M | $148.0M |
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.8M | $5.6M | ||
| Q3 25 | $23.2M | $-5.2M | ||
| Q2 25 | $26.4M | $-14.2M | ||
| Q1 25 | $23.6M | $-30.7M | ||
| Q4 24 | $16.4M | $-1.3M | ||
| Q3 24 | $22.4M | $-46.2M | ||
| Q2 24 | $24.6M | $-20.1M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 29.0% | 1.1% | ||
| Q3 25 | 26.4% | -4.4% | ||
| Q2 25 | 31.2% | -10.0% | ||
| Q1 25 | 30.9% | -20.5% | ||
| Q4 24 | 20.4% | -2.5% | ||
| Q3 24 | 29.1% | -34.1% | ||
| Q2 24 | 32.3% | -15.5% |
| Q1 26 | 19.6% | — | ||
| Q4 25 | 22.5% | 2.7% | ||
| Q3 25 | 21.6% | -2.7% | ||
| Q2 25 | 25.0% | -7.6% | ||
| Q1 25 | 24.5% | -19.3% | ||
| Q4 24 | 16.6% | -0.8% | ||
| Q3 24 | 22.8% | -31.3% | ||
| Q2 24 | 25.5% | -13.6% |
| Q1 26 | $0.76 | — | ||
| Q4 25 | $0.89 | $0.18 | ||
| Q3 25 | $0.82 | $-0.16 | ||
| Q2 25 | $0.93 | $-0.44 | ||
| Q1 25 | $0.83 | $-0.97 | ||
| Q4 24 | $0.57 | $-0.03 | ||
| Q3 24 | $0.79 | $-1.48 | ||
| Q2 24 | $0.88 | $-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 | $413.7M | $583.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $152.7M |
| Total Assets | $8.6B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $413.7M | — | ||
| Q4 25 | $652.6M | $583.8M | ||
| Q3 25 | $659.9M | $565.2M | ||
| Q2 25 | $785.1M | $545.5M | ||
| Q1 25 | $621.4M | $520.6M | ||
| Q4 24 | $615.9M | $535.6M | ||
| Q3 24 | $573.7M | $522.0M | ||
| Q2 24 | $535.8M | $561.5M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $152.7M | ||
| Q3 25 | $1.1B | $121.9M | ||
| Q2 25 | $1.1B | $103.7M | ||
| Q1 25 | $1.1B | $86.7M | ||
| Q4 24 | $1.0B | $90.9M | ||
| Q3 24 | $1.0B | $71.8M | ||
| Q2 24 | $996.6M | $99.2M |
| Q1 26 | $8.6B | — | ||
| Q4 25 | $8.5B | $1.0B | ||
| Q3 25 | $8.5B | $995.2M | ||
| Q2 25 | $8.4B | $964.0M | ||
| Q1 25 | $8.2B | $926.1M | ||
| Q4 24 | $8.1B | $931.4M | ||
| Q3 24 | $8.1B | $909.7M | ||
| Q2 24 | $8.0B | $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 | $111.5M | $26.2M | ||
| Q3 25 | $49.4M | $34.9M | ||
| Q2 25 | $15.0M | $27.7M | ||
| Q1 25 | $26.4M | $-7.9M | ||
| Q4 24 | $101.1M | $19.2M | ||
| Q3 24 | $48.1M | $24.3M | ||
| Q2 24 | $20.9M | $11.8M |
| Q1 26 | — | — | ||
| Q4 25 | $104.0M | $14.5M | ||
| Q3 25 | $47.6M | $20.1M | ||
| Q2 25 | $13.0M | $17.3M | ||
| Q1 25 | $24.3M | $-17.3M | ||
| Q4 24 | $95.7M | $12.4M | ||
| Q3 24 | $47.1M | $15.5M | ||
| Q2 24 | $19.9M | $3.4M |
| Q1 26 | — | — | ||
| Q4 25 | 94.3% | 6.9% | ||
| Q3 25 | 44.4% | 10.4% | ||
| Q2 25 | 12.3% | 9.3% | ||
| Q1 25 | 25.3% | -10.9% | ||
| Q4 24 | 97.0% | 7.5% | ||
| Q3 24 | 47.9% | 10.5% | ||
| Q2 24 | 20.6% | 2.3% |
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 5.6% | ||
| Q3 25 | 1.6% | 7.7% | ||
| Q2 25 | 1.9% | 5.6% | ||
| Q1 25 | 2.1% | 5.9% | ||
| Q4 24 | 5.5% | 4.2% | ||
| Q3 24 | 1.1% | 6.0% | ||
| Q2 24 | 1.1% | 5.7% |
| Q1 26 | — | — | ||
| Q4 25 | 4.49× | 4.70× | ||
| Q3 25 | 2.13× | — | ||
| Q2 25 | 0.57× | — | ||
| Q1 25 | 1.12× | — | ||
| Q4 24 | 6.18× | — | ||
| Q3 24 | 2.15× | — | ||
| Q2 24 | 0.85× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FSUN
| Net Interest Income | $82.8M | 75% |
| Noninterest Income | $27.2M | 25% |
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% |
