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Side-by-side financial comparison of Howard Hughes Holdings Inc. (HHH) and iRhythm Holdings, Inc. (IRTC). Click either name above to swap in a different company.
Howard Hughes Holdings Inc. is the larger business by last-quarter revenue ($235.9M vs $208.9M, roughly 1.1× iRhythm Holdings, Inc.). Howard Hughes Holdings Inc. runs the higher net margin — 3.4% vs 2.7%, a 0.7% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 18.4%). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs -13.8%).
Howard Hughes Holdings Inc., formerly the Howard Hughes Corporation, is a real estate development and management company based in The Woodlands, Texas. It was formed in 2010 as a spin-off from General Growth Properties (GGP). Most of its holdings are focused on several master-planned communities. It took its name from the original Howard Hughes Corporation, which had developed the planned community of Summerlin, Nevada, and later became a subsidiary of GGP.
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.
HHH vs IRTC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $235.9M | $208.9M |
| Net Profit | $8.1M | $5.6M |
| Gross Margin | — | 70.9% |
| Operating Margin | 121.6% | 1.1% |
| Net Margin | 3.4% | 2.7% |
| Revenue YoY | 18.4% | 27.1% |
| Net Profit YoY | -25.6% | 518.5% |
| EPS (diluted) | $0.14 | $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 | $235.9M | — | ||
| Q4 25 | $624.4M | $208.9M | ||
| Q3 25 | $390.2M | $192.9M | ||
| Q2 25 | $260.9M | $186.7M | ||
| Q1 25 | $199.3M | $158.7M | ||
| Q4 24 | $935.0M | $164.3M | ||
| Q3 24 | $327.1M | $147.5M | ||
| Q2 24 | $317.4M | $148.0M |
| Q1 26 | $8.1M | — | ||
| Q4 25 | $6.0M | $5.6M | ||
| Q3 25 | $119.5M | $-5.2M | ||
| Q2 25 | $-12.1M | $-14.2M | ||
| Q1 25 | $10.5M | $-30.7M | ||
| Q4 24 | $156.3M | $-1.3M | ||
| Q3 24 | $72.8M | $-46.2M | ||
| Q2 24 | $21.1M | $-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 | 121.6% | — | ||
| Q4 25 | 4.2% | 1.1% | ||
| Q3 25 | 48.6% | -4.4% | ||
| Q2 25 | 26.0% | -10.0% | ||
| Q1 25 | 24.0% | -20.5% | ||
| Q4 24 | 33.5% | -2.5% | ||
| Q3 24 | 60.6% | -34.1% | ||
| Q2 24 | 20.4% | -15.5% |
| Q1 26 | 3.4% | — | ||
| Q4 25 | 1.0% | 2.7% | ||
| Q3 25 | 30.6% | -2.7% | ||
| Q2 25 | -4.7% | -7.6% | ||
| Q1 25 | 5.3% | -19.3% | ||
| Q4 24 | 16.7% | -0.8% | ||
| Q3 24 | 22.2% | -31.3% | ||
| Q2 24 | 6.6% | -13.6% |
| Q1 26 | $0.14 | — | ||
| Q4 25 | $0.20 | $0.18 | ||
| Q3 25 | $2.02 | $-0.16 | ||
| Q2 25 | $-0.22 | $-0.44 | ||
| Q1 25 | $0.21 | $-0.97 | ||
| Q4 24 | $3.14 | $-0.03 | ||
| Q3 24 | $1.46 | $-1.48 | ||
| Q2 24 | $0.42 | $-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 | $1.8B | $583.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.8B | $152.7M |
| Total Assets | $11.2B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.5B | $583.8M | ||
| Q3 25 | $1.5B | $565.2M | ||
| Q2 25 | $1.4B | $545.5M | ||
| Q1 25 | $493.7M | $520.6M | ||
| Q4 24 | $596.1M | $535.6M | ||
| Q3 24 | $400.7M | $522.0M | ||
| Q2 24 | $436.8M | $561.5M |
| Q1 26 | — | — | ||
| Q4 25 | $5.1B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $5.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $3.8B | — | ||
| Q4 25 | $3.8B | $152.7M | ||
| Q3 25 | $3.8B | $121.9M | ||
| Q2 25 | $3.6B | $103.7M | ||
| Q1 25 | $2.8B | $86.7M | ||
| Q4 24 | $2.8B | $90.9M | ||
| Q3 24 | $2.6B | $71.8M | ||
| Q2 24 | $3.0B | $99.2M |
| Q1 26 | $11.2B | — | ||
| Q4 25 | $10.6B | $1.0B | ||
| Q3 25 | $10.7B | $995.2M | ||
| Q2 25 | $10.3B | $964.0M | ||
| Q1 25 | $9.3B | $926.1M | ||
| Q4 24 | $9.2B | $931.4M | ||
| Q3 24 | $9.4B | $909.7M | ||
| Q2 24 | $9.9B | $919.2M |
| Q1 26 | — | — | ||
| Q4 25 | 1.35× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.85× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $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 | $360.3M | $26.2M | ||
| Q3 25 | $149.8M | $34.9M | ||
| Q2 25 | $177.3M | $27.7M | ||
| Q1 25 | $-224.9M | $-7.9M | ||
| Q4 24 | $337.1M | $19.2M | ||
| Q3 24 | $248.3M | $24.3M | ||
| Q2 24 | $-17.5M | $11.8M |
| Q1 26 | — | — | ||
| Q4 25 | $348.6M | $14.5M | ||
| Q3 25 | $137.7M | $20.1M | ||
| Q2 25 | $169.7M | $17.3M | ||
| Q1 25 | $-238.4M | $-17.3M | ||
| Q4 24 | $317.1M | $12.4M | ||
| Q3 24 | $238.7M | $15.5M | ||
| Q2 24 | $-25.1M | $3.4M |
| Q1 26 | — | — | ||
| Q4 25 | 55.8% | 6.9% | ||
| Q3 25 | 35.3% | 10.4% | ||
| Q2 25 | 65.1% | 9.3% | ||
| Q1 25 | -119.6% | -10.9% | ||
| Q4 24 | 33.9% | 7.5% | ||
| Q3 24 | 73.0% | 10.5% | ||
| Q2 24 | -7.9% | 2.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | 5.6% | ||
| Q3 25 | 3.1% | 7.7% | ||
| Q2 25 | 2.9% | 5.6% | ||
| Q1 25 | 6.8% | 5.9% | ||
| Q4 24 | 2.1% | 4.2% | ||
| Q3 24 | 2.9% | 6.0% | ||
| Q2 24 | 2.4% | 5.7% |
| Q1 26 | — | — | ||
| Q4 25 | 60.04× | 4.70× | ||
| Q3 25 | 1.25× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -21.35× | — | ||
| Q4 24 | 2.16× | — | ||
| Q3 24 | 3.41× | — | ||
| Q2 24 | -0.83× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HHH
| Rental revenue | $113.5M | 48% |
| Master Planned Communities land sales | $99.6M | 42% |
| Other revenues | $11.0M | 5% |
| Builder price participation | $8.7M | 4% |
| Condominium rights and unit sales | $3.1M | 1% |
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% |
