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Side-by-side financial comparison of Hilltop Holdings Inc. (HTH) and iRhythm Holdings, Inc. (IRTC). Click either name above to swap in a different company.
Hilltop Holdings Inc. is the larger business by last-quarter revenue ($300.5M vs $208.9M, roughly 1.4× iRhythm Holdings, Inc.). Hilltop Holdings Inc. runs the higher net margin — 13.0% vs 2.7%, a 10.3% gap on every dollar of revenue. Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs 0.6%).
Hilltop Holdings Inc. is a financial holding company based in Dallas, Texas. It offers financial products and banking services through three primary subsidiaries: PlainsCapital Bank, PrimeLending, and HilltopSecurities.
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.
HTH vs IRTC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $300.5M | $208.9M |
| Net Profit | $39.0M | $5.6M |
| Gross Margin | — | 70.9% |
| Operating Margin | — | 1.1% |
| Net Margin | 13.0% | 2.7% |
| Revenue YoY | — | 27.1% |
| Net Profit YoY | -12.4% | 518.5% |
| EPS (diluted) | $0.64 | $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 | $300.5M | — | ||
| Q4 25 | $329.9M | $208.9M | ||
| Q3 25 | $330.2M | $192.9M | ||
| Q2 25 | $303.3M | $186.7M | ||
| Q1 25 | $318.5M | $158.7M | ||
| Q4 24 | $301.1M | $164.3M | ||
| Q3 24 | $305.5M | $147.5M | ||
| Q2 24 | $297.0M | $148.0M |
| Q1 26 | $39.0M | — | ||
| Q4 25 | $41.6M | $5.6M | ||
| Q3 25 | $45.8M | $-5.2M | ||
| Q2 25 | $36.1M | $-14.2M | ||
| Q1 25 | $42.1M | $-30.7M | ||
| Q4 24 | $35.5M | $-1.3M | ||
| Q3 24 | $29.7M | $-46.2M | ||
| Q2 24 | $20.3M | $-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 | 16.1% | 1.1% | ||
| Q3 25 | 18.4% | -4.4% | ||
| Q2 25 | 16.3% | -10.0% | ||
| Q1 25 | 18.1% | -20.5% | ||
| Q4 24 | 14.7% | -2.5% | ||
| Q3 24 | 13.9% | -34.1% | ||
| Q2 24 | 10.0% | -15.5% |
| Q1 26 | 13.0% | — | ||
| Q4 25 | 12.6% | 2.7% | ||
| Q3 25 | 13.9% | -2.7% | ||
| Q2 25 | 11.9% | -7.6% | ||
| Q1 25 | 13.2% | -19.3% | ||
| Q4 24 | 11.8% | -0.8% | ||
| Q3 24 | 9.7% | -31.3% | ||
| Q2 24 | 6.8% | -13.6% |
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.68 | $0.18 | ||
| Q3 25 | $0.74 | $-0.16 | ||
| Q2 25 | $0.57 | $-0.44 | ||
| Q1 25 | $0.65 | $-0.97 | ||
| Q4 24 | $0.55 | $-0.03 | ||
| Q3 24 | $0.46 | $-1.48 | ||
| Q2 24 | $0.31 | $-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 | — | $583.8M |
| Total DebtLower is stronger | $990.8M | — |
| Stockholders' EquityBook value | $2.2B | $152.7M |
| Total Assets | $15.7B | $1.0B |
| Debt / EquityLower = less leverage | 0.46× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $583.8M | ||
| Q3 25 | — | $565.2M | ||
| Q2 25 | — | $545.5M | ||
| Q1 25 | — | $520.6M | ||
| Q4 24 | — | $535.6M | ||
| Q3 24 | — | $522.0M | ||
| Q2 24 | — | $561.5M |
| Q1 26 | $990.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $152.7M | ||
| Q3 25 | $2.2B | $121.9M | ||
| Q2 25 | $2.2B | $103.7M | ||
| Q1 25 | $2.2B | $86.7M | ||
| Q4 24 | $2.2B | $90.9M | ||
| Q3 24 | $2.2B | $71.8M | ||
| Q2 24 | $2.1B | $99.2M |
| Q1 26 | $15.7B | — | ||
| Q4 25 | $15.8B | $1.0B | ||
| Q3 25 | $15.6B | $995.2M | ||
| Q2 25 | $15.4B | $964.0M | ||
| Q1 25 | $15.8B | $926.1M | ||
| Q4 24 | $16.3B | $931.4M | ||
| Q3 24 | $15.9B | $909.7M | ||
| Q2 24 | $15.6B | $919.2M |
| Q1 26 | 0.46× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $-38.7M | $26.2M | ||
| Q3 25 | $273.0M | $34.9M | ||
| Q2 25 | $-234.6M | $27.7M | ||
| Q1 25 | $5.8M | $-7.9M | ||
| Q4 24 | $273.9M | $19.2M | ||
| Q3 24 | $515.6M | $24.3M | ||
| Q2 24 | $-435.3M | $11.8M |
| Q1 26 | — | — | ||
| Q4 25 | $-55.5M | $14.5M | ||
| Q3 25 | $271.0M | $20.1M | ||
| Q2 25 | $-234.6M | $17.3M | ||
| Q1 25 | $5.0M | $-17.3M | ||
| Q4 24 | $266.8M | $12.4M | ||
| Q3 24 | $513.8M | $15.5M | ||
| Q2 24 | $-437.3M | $3.4M |
| Q1 26 | — | — | ||
| Q4 25 | -16.8% | 6.9% | ||
| Q3 25 | 82.1% | 10.4% | ||
| Q2 25 | -77.4% | 9.3% | ||
| Q1 25 | 1.6% | -10.9% | ||
| Q4 24 | 88.6% | 7.5% | ||
| Q3 24 | 168.2% | 10.5% | ||
| Q2 24 | -147.2% | 2.3% |
| Q1 26 | — | — | ||
| Q4 25 | 5.1% | 5.6% | ||
| Q3 25 | 0.6% | 7.7% | ||
| Q2 25 | 0.0% | 5.6% | ||
| Q1 25 | 0.3% | 5.9% | ||
| Q4 24 | 2.4% | 4.2% | ||
| Q3 24 | 0.6% | 6.0% | ||
| Q2 24 | 0.7% | 5.7% |
| Q1 26 | — | — | ||
| Q4 25 | -0.93× | 4.70× | ||
| Q3 25 | 5.96× | — | ||
| Q2 25 | -6.50× | — | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 7.71× | — | ||
| Q3 24 | 17.36× | — | ||
| Q2 24 | -21.41× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HTH
| Noninterest Income | $188.4M | 63% |
| Net Interest Income | $112.1M | 37% |
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% |
