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Side-by-side financial comparison of HEARTLAND EXPRESS INC (HTLD) 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 $179.4M, roughly 1.2× HEARTLAND EXPRESS INC). iRhythm Holdings, Inc. runs the higher net margin — 2.7% vs -10.8%, a 13.5% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs -26.1%). iRhythm Holdings, Inc. produced more free cash flow last quarter ($14.5M vs $-44.2M). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs -18.5%).
Heartland Express is an American trucking company headquartered in North Liberty, Iowa. The company offers truckload shipping services across the United States.
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.
HTLD vs IRTC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $179.4M | $208.9M |
| Net Profit | $-19.4M | $5.6M |
| Gross Margin | — | 70.9% |
| Operating Margin | -12.7% | 1.1% |
| Net Margin | -10.8% | 2.7% |
| Revenue YoY | -26.1% | 27.1% |
| Net Profit YoY | -949.2% | 518.5% |
| EPS (diluted) | $-0.24 | $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 | $179.4M | $208.9M | ||
| Q3 25 | $196.5M | $192.9M | ||
| Q2 25 | $210.4M | $186.7M | ||
| Q1 25 | $219.4M | $158.7M | ||
| Q4 24 | $242.6M | $164.3M | ||
| Q3 24 | $259.9M | $147.5M | ||
| Q2 24 | $274.8M | $148.0M | ||
| Q1 24 | $270.3M | $131.9M |
| Q4 25 | $-19.4M | $5.6M | ||
| Q3 25 | $-8.3M | $-5.2M | ||
| Q2 25 | $-10.9M | $-14.2M | ||
| Q1 25 | $-13.9M | $-30.7M | ||
| Q4 24 | $-1.9M | $-1.3M | ||
| Q3 24 | $-9.3M | $-46.2M | ||
| Q2 24 | $-3.5M | $-20.1M | ||
| Q1 24 | $-15.1M | $-45.7M |
| 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 24 | — | 66.3% |
| Q4 25 | -12.7% | 1.1% | ||
| Q3 25 | -3.7% | -4.4% | ||
| Q2 25 | -5.9% | -10.0% | ||
| Q1 25 | -6.8% | -20.5% | ||
| Q4 24 | 0.4% | -2.5% | ||
| Q3 24 | -2.7% | -34.1% | ||
| Q2 24 | 0.1% | -15.5% | ||
| Q1 24 | -5.3% | -28.9% |
| Q4 25 | -10.8% | 2.7% | ||
| Q3 25 | -4.2% | -2.7% | ||
| Q2 25 | -5.2% | -7.6% | ||
| Q1 25 | -6.3% | -19.3% | ||
| Q4 24 | -0.8% | -0.8% | ||
| Q3 24 | -3.6% | -31.3% | ||
| Q2 24 | -1.3% | -13.6% | ||
| Q1 24 | -5.6% | -34.6% |
| Q4 25 | $-0.24 | $0.18 | ||
| Q3 25 | $-0.11 | $-0.16 | ||
| Q2 25 | $-0.14 | $-0.44 | ||
| Q1 25 | $-0.18 | $-0.97 | ||
| Q4 24 | $-0.03 | $-0.03 | ||
| Q3 24 | $-0.12 | $-1.48 | ||
| Q2 24 | $-0.04 | $-0.65 | ||
| Q1 24 | $-0.19 | $-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 | $18.5M | $583.8M |
| Total DebtLower is stronger | $154.1M | — |
| Stockholders' EquityBook value | $755.3M | $152.7M |
| Total Assets | $1.2B | $1.0B |
| Debt / EquityLower = less leverage | 0.20× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $18.5M | $583.8M | ||
| Q3 25 | $32.7M | $565.2M | ||
| Q2 25 | $22.9M | $545.5M | ||
| Q1 25 | $23.9M | $520.6M | ||
| Q4 24 | $12.8M | $535.6M | ||
| Q3 24 | $30.7M | $522.0M | ||
| Q2 24 | $23.9M | $561.5M | ||
| Q1 24 | $23.8M | $569.1M |
| Q4 25 | $154.1M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $187.9M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $755.3M | $152.7M | ||
| Q3 25 | $775.6M | $121.9M | ||
| Q2 25 | $786.7M | $103.7M | ||
| Q1 25 | $807.7M | $86.7M | ||
| Q4 24 | $822.6M | $90.9M | ||
| Q3 24 | $825.7M | $71.8M | ||
| Q2 24 | $836.8M | $99.2M | ||
| Q1 24 | $848.8M | $90.3M |
| Q4 25 | $1.2B | $1.0B | ||
| Q3 25 | $1.3B | $995.2M | ||
| Q2 25 | $1.3B | $964.0M | ||
| Q1 25 | $1.3B | $926.1M | ||
| Q4 24 | $1.3B | $931.4M | ||
| Q3 24 | $1.4B | $909.7M | ||
| Q2 24 | $1.4B | $919.2M | ||
| Q1 24 | $1.5B | $909.8M |
| Q4 25 | 0.20× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.23× | — | ||
| 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 | $14.9M | $26.2M |
| Free Cash FlowOCF − Capex | $-44.2M | $14.5M |
| FCF MarginFCF / Revenue | -24.6% | 6.9% |
| Capex IntensityCapex / Revenue | 33.0% | 5.6% |
| Cash ConversionOCF / Net Profit | — | 4.70× |
| TTM Free Cash FlowTrailing 4 quarters | $-66.9M | $34.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $14.9M | $26.2M | ||
| Q3 25 | $27.5M | $34.9M | ||
| Q2 25 | $21.0M | $27.7M | ||
| Q1 25 | $25.8M | $-7.9M | ||
| Q4 24 | $37.8M | $19.2M | ||
| Q3 24 | $35.6M | $24.3M | ||
| Q2 24 | $40.0M | $11.8M | ||
| Q1 24 | $31.0M | $-52.0M |
| Q4 25 | $-44.2M | $14.5M | ||
| Q3 25 | $-12.2M | $20.1M | ||
| Q2 25 | $-12.8M | $17.3M | ||
| Q1 25 | $2.3M | $-17.3M | ||
| Q4 24 | $-45.5M | $12.4M | ||
| Q3 24 | $24.6M | $15.5M | ||
| Q2 24 | $29.4M | $3.4M | ||
| Q1 24 | $26.3M | $-61.8M |
| Q4 25 | -24.6% | 6.9% | ||
| Q3 25 | -6.2% | 10.4% | ||
| Q2 25 | -6.1% | 9.3% | ||
| Q1 25 | 1.0% | -10.9% | ||
| Q4 24 | -18.8% | 7.5% | ||
| Q3 24 | 9.5% | 10.5% | ||
| Q2 24 | 10.7% | 2.3% | ||
| Q1 24 | 9.7% | -46.8% |
| Q4 25 | 33.0% | 5.6% | ||
| Q3 25 | 20.2% | 7.7% | ||
| Q2 25 | 16.1% | 5.6% | ||
| Q1 25 | 10.7% | 5.9% | ||
| Q4 24 | 34.3% | 4.2% | ||
| Q3 24 | 4.2% | 6.0% | ||
| Q2 24 | 3.8% | 5.7% | ||
| Q1 24 | 1.7% | 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
HTLD
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% |
