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Side-by-side financial comparison of Great Lakes Dredge & Dock CORP (GLDD) and iRhythm Holdings, Inc. (IRTC). Click either name above to swap in a different company.
Great Lakes Dredge & Dock CORP is the larger business by last-quarter revenue ($256.5M vs $208.9M, roughly 1.2× iRhythm Holdings, Inc.). Great Lakes Dredge & Dock CORP runs the higher net margin — 4.9% vs 2.7%, a 2.3% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 26.5%). Great Lakes Dredge & Dock CORP produced more free cash flow last quarter ($50.3M vs $14.5M). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs 13.6%).
Great Lakes Dredge and Dock Company is an American company providing construction services in dredging and land reclamation, currently the largest such provider in the United States. GLD&D operates primarily in the United States but conducts one-quarter of its business overseas. The company was based in Oak Brook, Illinois, but in October 2020 relocated its corporate headquarters to Houston, Texas.
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.
GLDD vs IRTC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $256.5M | $208.9M |
| Net Profit | $12.6M | $5.6M |
| Gross Margin | 20.9% | 70.9% |
| Operating Margin | 12.7% | 1.1% |
| Net Margin | 4.9% | 2.7% |
| Revenue YoY | 26.5% | 27.1% |
| Net Profit YoY | -35.9% | 518.5% |
| EPS (diluted) | $0.19 | $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 | $256.5M | $208.9M | ||
| Q3 25 | $195.2M | $192.9M | ||
| Q2 25 | $193.8M | $186.7M | ||
| Q1 25 | $242.9M | $158.7M | ||
| Q4 24 | $202.8M | $164.3M | ||
| Q3 24 | $191.2M | $147.5M | ||
| Q2 24 | $170.1M | $148.0M | ||
| Q1 24 | $198.7M | $131.9M |
| Q4 25 | $12.6M | $5.6M | ||
| Q3 25 | $17.7M | $-5.2M | ||
| Q2 25 | $9.7M | $-14.2M | ||
| Q1 25 | $33.4M | $-30.7M | ||
| Q4 24 | $19.7M | $-1.3M | ||
| Q3 24 | $8.9M | $-46.2M | ||
| Q2 24 | $7.7M | $-20.1M | ||
| Q1 24 | $21.0M | $-45.7M |
| Q4 25 | 20.9% | 70.9% | ||
| Q3 25 | 22.4% | 71.1% | ||
| Q2 25 | 18.9% | 71.2% | ||
| Q1 25 | 28.6% | 68.8% | ||
| Q4 24 | 24.1% | 70.0% | ||
| Q3 24 | 19.0% | 68.8% | ||
| Q2 24 | 17.5% | 69.9% | ||
| Q1 24 | 22.9% | 66.3% |
| Q4 25 | 12.7% | 1.1% | ||
| Q3 25 | 14.4% | -4.4% | ||
| Q2 25 | 8.8% | -10.0% | ||
| Q1 25 | 20.6% | -20.5% | ||
| Q4 24 | 14.8% | -2.5% | ||
| Q3 24 | 8.7% | -34.1% | ||
| Q2 24 | 8.6% | -15.5% | ||
| Q1 24 | 15.8% | -28.9% |
| Q4 25 | 4.9% | 2.7% | ||
| Q3 25 | 9.1% | -2.7% | ||
| Q2 25 | 5.0% | -7.6% | ||
| Q1 25 | 13.8% | -19.3% | ||
| Q4 24 | 9.7% | -0.8% | ||
| Q3 24 | 4.6% | -31.3% | ||
| Q2 24 | 4.5% | -13.6% | ||
| Q1 24 | 10.6% | -34.6% |
| Q4 25 | $0.19 | $0.18 | ||
| Q3 25 | $0.26 | $-0.16 | ||
| Q2 25 | $0.14 | $-0.44 | ||
| Q1 25 | $0.49 | $-0.97 | ||
| Q4 24 | $0.29 | $-0.03 | ||
| Q3 24 | $0.13 | $-1.48 | ||
| Q2 24 | $0.11 | $-0.65 | ||
| Q1 24 | $0.31 | $-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 | $13.4M | $583.8M |
| Total DebtLower is stronger | $378.2M | — |
| Stockholders' EquityBook value | $517.1M | $152.7M |
| Total Assets | $1.3B | $1.0B |
| Debt / EquityLower = less leverage | 0.73× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $13.4M | $583.8M | ||
| Q3 25 | $12.7M | $565.2M | ||
| Q2 25 | $2.9M | $545.5M | ||
| Q1 25 | $11.3M | $520.6M | ||
| Q4 24 | $10.2M | $535.6M | ||
| Q3 24 | $12.0M | $522.0M | ||
| Q2 24 | $23.1M | $561.5M | ||
| Q1 24 | $22.8M | $569.1M |
| Q4 25 | $378.2M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $448.2M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $517.1M | $152.7M | ||
| Q3 25 | $502.1M | $121.9M | ||
| Q2 25 | $481.9M | $103.7M | ||
| Q1 25 | $479.9M | $86.7M | ||
| Q4 24 | $448.9M | $90.9M | ||
| Q3 24 | $425.4M | $71.8M | ||
| Q2 24 | $418.0M | $99.2M | ||
| Q1 24 | $409.0M | $90.3M |
| Q4 25 | $1.3B | $1.0B | ||
| Q3 25 | $1.3B | $995.2M | ||
| Q2 25 | $1.2B | $964.0M | ||
| Q1 25 | $1.2B | $926.1M | ||
| Q4 24 | $1.3B | $931.4M | ||
| Q3 24 | $1.1B | $909.7M | ||
| Q2 24 | $1.1B | $919.2M | ||
| Q1 24 | $1.1B | $909.8M |
| Q4 25 | 0.73× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $79.7M | $26.2M |
| Free Cash FlowOCF − Capex | $50.3M | $14.5M |
| FCF MarginFCF / Revenue | 19.6% | 6.9% |
| Capex IntensityCapex / Revenue | 11.5% | 5.6% |
| Cash ConversionOCF / Net Profit | 6.31× | 4.70× |
| TTM Free Cash FlowTrailing 4 quarters | $99.5M | $34.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $79.7M | $26.2M | ||
| Q3 25 | $49.2M | $34.9M | ||
| Q2 25 | $56.9M | $27.7M | ||
| Q1 25 | $60.9M | $-7.9M | ||
| Q4 24 | $-13.5M | $19.2M | ||
| Q3 24 | $26.8M | $24.3M | ||
| Q2 24 | $18.4M | $11.8M | ||
| Q1 24 | $38.4M | $-52.0M |
| Q4 25 | $50.3M | $14.5M | ||
| Q3 25 | $13.2M | $20.1M | ||
| Q2 25 | $-3.7M | $17.3M | ||
| Q1 25 | $39.6M | $-17.3M | ||
| Q4 24 | $-36.1M | $12.4M | ||
| Q3 24 | $-11.5M | $15.5M | ||
| Q2 24 | $-34.0M | $3.4M | ||
| Q1 24 | $26.5M | $-61.8M |
| Q4 25 | 19.6% | 6.9% | ||
| Q3 25 | 6.8% | 10.4% | ||
| Q2 25 | -1.9% | 9.3% | ||
| Q1 25 | 16.3% | -10.9% | ||
| Q4 24 | -17.8% | 7.5% | ||
| Q3 24 | -6.0% | 10.5% | ||
| Q2 24 | -20.0% | 2.3% | ||
| Q1 24 | 13.4% | -46.8% |
| Q4 25 | 11.5% | 5.6% | ||
| Q3 25 | 18.4% | 7.7% | ||
| Q2 25 | 31.3% | 5.6% | ||
| Q1 25 | 8.7% | 5.9% | ||
| Q4 24 | 11.2% | 4.2% | ||
| Q3 24 | 20.0% | 6.0% | ||
| Q2 24 | 30.8% | 5.7% | ||
| Q1 24 | 6.0% | 7.4% |
| Q4 25 | 6.31× | 4.70× | ||
| Q3 25 | 2.77× | — | ||
| Q2 25 | 5.87× | — | ||
| Q1 25 | 1.82× | — | ||
| Q4 24 | -0.69× | — | ||
| Q3 24 | 3.02× | — | ||
| Q2 24 | 2.39× | — | ||
| Q1 24 | 1.83× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GLDD
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% |
