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Side-by-side financial comparison of GoPro, Inc. (GPRO) 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 $201.7M, roughly 1.0× GoPro, Inc.). On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 0.4%). GoPro, Inc. produced more free cash flow last quarter ($15.0M vs $14.5M). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs 13.9%).
GoPro, Inc. is an American technology company founded in 2002 by Nick Woodman. It manufactures action cameras and develops its own mobile apps and video-editing software. Founded as Woodman Labs, Inc, the company is based in San Mateo, California.
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.
GPRO vs IRTC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $201.7M | $208.9M |
| Net Profit | — | $5.6M |
| Gross Margin | 31.8% | 70.9% |
| Operating Margin | -4.1% | 1.1% |
| Net Margin | — | 2.7% |
| Revenue YoY | 0.4% | 27.1% |
| Net Profit YoY | — | 518.5% |
| EPS (diluted) | $-0.06 | $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 | $201.7M | $208.9M | ||
| Q3 25 | $162.9M | $192.9M | ||
| Q2 25 | $152.6M | $186.7M | ||
| Q1 25 | $134.3M | $158.7M | ||
| Q4 24 | $200.9M | $164.3M | ||
| Q3 24 | $258.9M | $147.5M | ||
| Q2 24 | $186.2M | $148.0M | ||
| Q1 24 | $155.5M | $131.9M |
| Q4 25 | — | $5.6M | ||
| Q3 25 | $-21.3M | $-5.2M | ||
| Q2 25 | $-16.4M | $-14.2M | ||
| Q1 25 | $-46.7M | $-30.7M | ||
| Q4 24 | — | $-1.3M | ||
| Q3 24 | $-8.2M | $-46.2M | ||
| Q2 24 | $-47.8M | $-20.1M | ||
| Q1 24 | $-339.1M | $-45.7M |
| Q4 25 | 31.8% | 70.9% | ||
| Q3 25 | 35.1% | 71.1% | ||
| Q2 25 | 35.8% | 71.2% | ||
| Q1 25 | 32.1% | 68.8% | ||
| Q4 24 | 34.7% | 70.0% | ||
| Q3 24 | 35.5% | 68.8% | ||
| Q2 24 | 30.5% | 69.9% | ||
| Q1 24 | 34.1% | 66.3% |
| Q4 25 | -4.1% | 1.1% | ||
| Q3 25 | -9.8% | -4.4% | ||
| Q2 25 | -9.2% | -10.0% | ||
| Q1 25 | -33.7% | -20.5% | ||
| Q4 24 | -19.5% | -2.5% | ||
| Q3 24 | -3.1% | -34.1% | ||
| Q2 24 | -25.0% | -15.5% | ||
| Q1 24 | -26.6% | -28.9% |
| Q4 25 | — | 2.7% | ||
| Q3 25 | -13.0% | -2.7% | ||
| Q2 25 | -10.8% | -7.6% | ||
| Q1 25 | -34.8% | -19.3% | ||
| Q4 24 | — | -0.8% | ||
| Q3 24 | -3.2% | -31.3% | ||
| Q2 24 | -25.7% | -13.6% | ||
| Q1 24 | -218.1% | -34.6% |
| Q4 25 | $-0.06 | $0.18 | ||
| Q3 25 | $-0.13 | $-0.16 | ||
| Q2 25 | $-0.10 | $-0.44 | ||
| Q1 25 | $-0.30 | $-0.97 | ||
| Q4 24 | $-0.22 | $-0.03 | ||
| Q3 24 | $-0.05 | $-1.48 | ||
| Q2 24 | $-0.31 | $-0.65 | ||
| Q1 24 | $-2.24 | $-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 | $49.7M | $583.8M |
| Total DebtLower is stronger | $44.3M | — |
| Stockholders' EquityBook value | $76.5M | $152.7M |
| Total Assets | $428.0M | $1.0B |
| Debt / EquityLower = less leverage | 0.58× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $49.7M | $583.8M | ||
| Q3 25 | $152.8M | $565.2M | ||
| Q2 25 | $58.6M | $545.5M | ||
| Q1 25 | $69.6M | $520.6M | ||
| Q4 24 | $102.8M | $535.6M | ||
| Q3 24 | $130.2M | $522.0M | ||
| Q2 24 | $133.0M | $561.5M | ||
| Q1 24 | $133.7M | $569.1M |
| Q4 25 | $44.3M | — | ||
| Q3 25 | $43.9M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $93.1M | — | ||
| Q2 24 | $92.9M | — | ||
| Q1 24 | $92.7M | — |
| Q4 25 | $76.5M | $152.7M | ||
| Q3 25 | $80.5M | $121.9M | ||
| Q2 25 | $97.9M | $103.7M | ||
| Q1 25 | $110.0M | $86.7M | ||
| Q4 24 | $151.7M | $90.9M | ||
| Q3 24 | $183.9M | $71.8M | ||
| Q2 24 | $184.7M | $99.2M | ||
| Q1 24 | $224.9M | $90.3M |
| Q4 25 | $428.0M | $1.0B | ||
| Q3 25 | $538.6M | $995.2M | ||
| Q2 25 | $439.0M | $964.0M | ||
| Q1 25 | $462.5M | $926.1M | ||
| Q4 24 | $543.7M | $931.4M | ||
| Q3 24 | $661.6M | $909.7M | ||
| Q2 24 | $556.8M | $919.2M | ||
| Q1 24 | $575.8M | $909.8M |
| Q4 25 | 0.58× | — | ||
| Q3 25 | 0.55× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.51× | — | ||
| Q2 24 | 0.50× | — | ||
| Q1 24 | 0.41× | — |
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 | $15.6M | $26.2M |
| Free Cash FlowOCF − Capex | $15.0M | $14.5M |
| FCF MarginFCF / Revenue | 7.4% | 6.9% |
| Capex IntensityCapex / Revenue | 0.3% | 5.6% |
| Cash ConversionOCF / Net Profit | — | 4.70× |
| TTM Free Cash FlowTrailing 4 quarters | $-24.0M | $34.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $15.6M | $26.2M | ||
| Q3 25 | $12.2M | $34.9M | ||
| Q2 25 | $8.8M | $27.7M | ||
| Q1 25 | $-57.2M | $-7.9M | ||
| Q4 24 | $-25.1M | $19.2M | ||
| Q3 24 | $-2.2M | $24.3M | ||
| Q2 24 | $605.0K | $11.8M | ||
| Q1 24 | $-98.4M | $-52.0M |
| Q4 25 | $15.0M | $14.5M | ||
| Q3 25 | $11.2M | $20.1M | ||
| Q2 25 | $8.3M | $17.3M | ||
| Q1 25 | $-58.5M | $-17.3M | ||
| Q4 24 | $-25.5M | $12.4M | ||
| Q3 24 | $-4.2M | $15.5M | ||
| Q2 24 | $-111.0K | $3.4M | ||
| Q1 24 | $-99.4M | $-61.8M |
| Q4 25 | 7.4% | 6.9% | ||
| Q3 25 | 6.9% | 10.4% | ||
| Q2 25 | 5.4% | 9.3% | ||
| Q1 25 | -43.5% | -10.9% | ||
| Q4 24 | -12.7% | 7.5% | ||
| Q3 24 | -1.6% | 10.5% | ||
| Q2 24 | -0.1% | 2.3% | ||
| Q1 24 | -63.9% | -46.8% |
| Q4 25 | 0.3% | 5.6% | ||
| Q3 25 | 0.6% | 7.7% | ||
| Q2 25 | 0.3% | 5.6% | ||
| Q1 25 | 1.0% | 5.9% | ||
| Q4 24 | 0.2% | 4.2% | ||
| Q3 24 | 0.8% | 6.0% | ||
| Q2 24 | 0.4% | 5.7% | ||
| Q1 24 | 0.6% | 7.4% |
| Q4 25 | — | 4.70× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GPRO
| Subscription And Services | $106.3M | 53% |
| Other | $95.4M | 47% |
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% |
