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Side-by-side financial comparison of iRhythm Holdings, Inc. (IRTC) and Kennedy-Wilson Holdings, Inc. (KW). Click either name above to swap in a different company.
iRhythm Holdings, Inc. is the larger business by last-quarter revenue ($208.9M vs $120.6M, roughly 1.7× Kennedy-Wilson Holdings, Inc.). Kennedy-Wilson Holdings, Inc. runs the higher net margin — 48.1% vs 2.7%, a 45.4% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs -11.0%). iRhythm Holdings, Inc. produced more free cash flow last quarter ($14.5M vs $-55.2M). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs -6.0%).
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.
Kennedy Wilson is a real estate investment company headquartered in Beverly Hills, California, United States.
IRTC vs KW — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $208.9M | $120.6M |
| Net Profit | $5.6M | $58.0M |
| Gross Margin | 70.9% | — |
| Operating Margin | 1.1% | 57.3% |
| Net Margin | 2.7% | 48.1% |
| Revenue YoY | 27.1% | -11.0% |
| Net Profit YoY | 518.5% | 32.7% |
| EPS (diluted) | $0.18 | $0.22 |
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 | $208.9M | $120.6M | ||
| Q3 25 | $192.9M | $116.4M | ||
| Q2 25 | $186.7M | $135.7M | ||
| Q1 25 | $158.7M | $128.3M | ||
| Q4 24 | $164.3M | $135.5M | ||
| Q3 24 | $147.5M | $127.5M | ||
| Q2 24 | $148.0M | $132.0M | ||
| Q1 24 | $131.9M | $136.4M |
| Q4 25 | $5.6M | $58.0M | ||
| Q3 25 | $-5.2M | $-10.2M | ||
| Q2 25 | $-14.2M | $5.6M | ||
| Q1 25 | $-30.7M | $-29.6M | ||
| Q4 24 | $-1.3M | $43.7M | ||
| Q3 24 | $-46.2M | $-66.8M | ||
| Q2 24 | $-20.1M | $-48.3M | ||
| Q1 24 | $-45.7M | $37.7M |
| 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 | 1.1% | 57.3% | ||
| Q3 25 | -4.4% | -6.2% | ||
| Q2 25 | -10.0% | 7.4% | ||
| Q1 25 | -20.5% | -26.9% | ||
| Q4 24 | -2.5% | 36.7% | ||
| Q3 24 | -34.1% | -60.8% | ||
| Q2 24 | -15.5% | -45.5% | ||
| Q1 24 | -28.9% | 47.2% |
| Q4 25 | 2.7% | 48.1% | ||
| Q3 25 | -2.7% | -8.8% | ||
| Q2 25 | -7.6% | 4.1% | ||
| Q1 25 | -19.3% | -23.1% | ||
| Q4 24 | -0.8% | 32.3% | ||
| Q3 24 | -31.3% | -52.4% | ||
| Q2 24 | -13.6% | -36.6% | ||
| Q1 24 | -34.6% | 27.6% |
| Q4 25 | $0.18 | $0.22 | ||
| Q3 25 | $-0.16 | $-0.15 | ||
| Q2 25 | $-0.44 | $-0.05 | ||
| Q1 25 | $-0.97 | $-0.30 | ||
| Q4 24 | $-0.03 | $0.24 | ||
| Q3 24 | $-1.48 | $-0.56 | ||
| Q2 24 | $-0.65 | $-0.43 | ||
| Q1 24 | $-1.47 | $0.19 |
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 | $184.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $152.7M | $1.5B |
| Total Assets | $1.0B | $6.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $583.8M | $184.5M | ||
| Q3 25 | $565.2M | $382.6M | ||
| Q2 25 | $545.5M | $309.1M | ||
| Q1 25 | $520.6M | $356.6M | ||
| Q4 24 | $535.6M | $217.5M | ||
| Q3 24 | $522.0M | $367.1M | ||
| Q2 24 | $561.5M | $366.5M | ||
| Q1 24 | $569.1M | $541.9M |
| Q4 25 | $152.7M | $1.5B | ||
| Q3 25 | $121.9M | $1.5B | ||
| Q2 25 | $103.7M | $1.6B | ||
| Q1 25 | $86.7M | $1.6B | ||
| Q4 24 | $90.9M | $1.6B | ||
| Q3 24 | $71.8M | $1.6B | ||
| Q2 24 | $99.2M | $1.7B | ||
| Q1 24 | $90.3M | $1.7B |
| Q4 25 | $1.0B | $6.6B | ||
| Q3 25 | $995.2M | $6.7B | ||
| Q2 25 | $964.0M | $6.8B | ||
| Q1 25 | $926.1M | $7.2B | ||
| Q4 24 | $931.4M | $7.0B | ||
| Q3 24 | $909.7M | $7.4B | ||
| Q2 24 | $919.2M | $7.5B | ||
| Q1 24 | $909.8M | $7.7B |
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 | $11.4M |
| Free Cash FlowOCF − Capex | $14.5M | $-55.2M |
| FCF MarginFCF / Revenue | 6.9% | -45.8% |
| Capex IntensityCapex / Revenue | 5.6% | 55.2% |
| Cash ConversionOCF / Net Profit | 4.70× | 0.20× |
| TTM Free Cash FlowTrailing 4 quarters | $34.5M | $-103.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.2M | $11.4M | ||
| Q3 25 | $34.9M | $-7.6M | ||
| Q2 25 | $27.7M | $42.0M | ||
| Q1 25 | $-7.9M | $-51.9M | ||
| Q4 24 | $19.2M | $55.1M | ||
| Q3 24 | $24.3M | $-5.6M | ||
| Q2 24 | $11.8M | $36.7M | ||
| Q1 24 | $-52.0M | $-5.6M |
| Q4 25 | $14.5M | $-55.2M | ||
| Q3 25 | $20.1M | $-18.0M | ||
| Q2 25 | $17.3M | $29.4M | ||
| Q1 25 | $-17.3M | $-59.7M | ||
| Q4 24 | $12.4M | $-76.5M | ||
| Q3 24 | $15.5M | $-27.7M | ||
| Q2 24 | $3.4M | $-500.0K | ||
| Q1 24 | $-61.8M | $-57.1M |
| Q4 25 | 6.9% | -45.8% | ||
| Q3 25 | 10.4% | -15.5% | ||
| Q2 25 | 9.3% | 21.7% | ||
| Q1 25 | -10.9% | -46.5% | ||
| Q4 24 | 7.5% | -56.5% | ||
| Q3 24 | 10.5% | -21.7% | ||
| Q2 24 | 2.3% | -0.4% | ||
| Q1 24 | -46.8% | -41.9% |
| Q4 25 | 5.6% | 55.2% | ||
| Q3 25 | 7.7% | 8.9% | ||
| Q2 25 | 5.6% | 9.3% | ||
| Q1 25 | 5.9% | 6.1% | ||
| Q4 24 | 4.2% | 97.1% | ||
| Q3 24 | 6.0% | 17.3% | ||
| Q2 24 | 5.7% | 28.2% | ||
| Q1 24 | 7.4% | 37.8% |
| Q4 25 | 4.70× | 0.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 7.50× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.26× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -0.15× |
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% |
KW
| Consolidated Portfolio Segment | $84.9M | 70% |
| Investment Management Fees | $30.4M | 25% |
| Real Estate | $5.1M | 4% |
