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Side-by-side financial comparison of iRhythm Holdings, Inc. (IRTC) and KULICKE & SOFFA INDUSTRIES INC (KLIC). Click either name above to swap in a different company.
iRhythm Holdings, Inc. is the larger business by last-quarter revenue ($208.9M vs $199.6M, roughly 1.0× KULICKE & SOFFA INDUSTRIES INC). KULICKE & SOFFA INDUSTRIES INC runs the higher net margin — 8.4% vs 2.7%, a 5.7% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 20.2%). iRhythm Holdings, Inc. produced more free cash flow last quarter ($14.5M vs $-11.6M).
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.
Kulicke & Soffa Industries Inc. is a leading global provider of semiconductor packaging and assembly equipment, materials, and process solutions. It serves semiconductor manufacturers across automotive electronics, consumer devices, industrial systems, and high-performance computing markets, with core offerings covering wire bonding and advanced packaging technologies.
IRTC vs KLIC — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $208.9M | $199.6M |
| Net Profit | $5.6M | $16.8M |
| Gross Margin | 70.9% | 49.6% |
| Operating Margin | 1.1% | 8.9% |
| Net Margin | 2.7% | 8.4% |
| Revenue YoY | 27.1% | 20.2% |
| Net Profit YoY | 518.5% | -79.4% |
| EPS (diluted) | $0.18 | $0.32 |
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 | — | $199.6M | ||
| Q4 25 | $208.9M | — | ||
| Q3 25 | $192.9M | — | ||
| Q2 25 | $186.7M | — | ||
| Q1 25 | $158.7M | — | ||
| Q4 24 | $164.3M | — | ||
| Q3 24 | $147.5M | — | ||
| Q2 24 | $148.0M | — |
| Q1 26 | — | $16.8M | ||
| Q4 25 | $5.6M | — | ||
| Q3 25 | $-5.2M | — | ||
| Q2 25 | $-14.2M | — | ||
| Q1 25 | $-30.7M | — | ||
| Q4 24 | $-1.3M | — | ||
| Q3 24 | $-46.2M | — | ||
| Q2 24 | $-20.1M | — |
| Q1 26 | — | 49.6% | ||
| 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 | — | 8.9% | ||
| Q4 25 | 1.1% | — | ||
| Q3 25 | -4.4% | — | ||
| Q2 25 | -10.0% | — | ||
| Q1 25 | -20.5% | — | ||
| Q4 24 | -2.5% | — | ||
| Q3 24 | -34.1% | — | ||
| Q2 24 | -15.5% | — |
| Q1 26 | — | 8.4% | ||
| Q4 25 | 2.7% | — | ||
| Q3 25 | -2.7% | — | ||
| Q2 25 | -7.6% | — | ||
| Q1 25 | -19.3% | — | ||
| Q4 24 | -0.8% | — | ||
| Q3 24 | -31.3% | — | ||
| Q2 24 | -13.6% | — |
| Q1 26 | — | $0.32 | ||
| Q4 25 | $0.18 | — | ||
| Q3 25 | $-0.16 | — | ||
| Q2 25 | $-0.44 | — | ||
| Q1 25 | $-0.97 | — | ||
| Q4 24 | $-0.03 | — | ||
| Q3 24 | $-1.48 | — | ||
| Q2 24 | $-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 | $481.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $152.7M | $825.0M |
| Total Assets | $1.0B | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $481.1M | ||
| 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 | — | $825.0M | ||
| Q4 25 | $152.7M | — | ||
| Q3 25 | $121.9M | — | ||
| Q2 25 | $103.7M | — | ||
| Q1 25 | $86.7M | — | ||
| Q4 24 | $90.9M | — | ||
| Q3 24 | $71.8M | — | ||
| Q2 24 | $99.2M | — |
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $995.2M | — | ||
| Q2 25 | $964.0M | — | ||
| Q1 25 | $926.1M | — | ||
| Q4 24 | $931.4M | — | ||
| Q3 24 | $909.7M | — | ||
| Q2 24 | $919.2M | — |
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 | $-8.9M |
| Free Cash FlowOCF − Capex | $14.5M | $-11.6M |
| FCF MarginFCF / Revenue | 6.9% | -5.8% |
| Capex IntensityCapex / Revenue | 5.6% | 1.3% |
| Cash ConversionOCF / Net Profit | 4.70× | -0.53× |
| TTM Free Cash FlowTrailing 4 quarters | $34.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $-8.9M | ||
| Q4 25 | $26.2M | — | ||
| Q3 25 | $34.9M | — | ||
| Q2 25 | $27.7M | — | ||
| Q1 25 | $-7.9M | — | ||
| Q4 24 | $19.2M | — | ||
| Q3 24 | $24.3M | — | ||
| Q2 24 | $11.8M | — |
| Q1 26 | — | $-11.6M | ||
| Q4 25 | $14.5M | — | ||
| Q3 25 | $20.1M | — | ||
| Q2 25 | $17.3M | — | ||
| Q1 25 | $-17.3M | — | ||
| Q4 24 | $12.4M | — | ||
| Q3 24 | $15.5M | — | ||
| Q2 24 | $3.4M | — |
| Q1 26 | — | -5.8% | ||
| Q4 25 | 6.9% | — | ||
| Q3 25 | 10.4% | — | ||
| Q2 25 | 9.3% | — | ||
| Q1 25 | -10.9% | — | ||
| Q4 24 | 7.5% | — | ||
| Q3 24 | 10.5% | — | ||
| Q2 24 | 2.3% | — |
| Q1 26 | — | 1.3% | ||
| Q4 25 | 5.6% | — | ||
| Q3 25 | 7.7% | — | ||
| Q2 25 | 5.6% | — | ||
| Q1 25 | 5.9% | — | ||
| Q4 24 | 4.2% | — | ||
| Q3 24 | 6.0% | — | ||
| Q2 24 | 5.7% | — |
| Q1 26 | — | -0.53× | ||
| Q4 25 | 4.70× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
KLIC
| Ball Bonding Equipment Segment | $110.3M | 55% |
| Aftermarket Products And Services APS Segment Post Cessation | $45.1M | 23% |
| Wedge Bonding Equipment Segment | $21.1M | 11% |
| Automotiveand Industrial | $13.6M | 7% |
| All Others Segment | $11.4M | 6% |
