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Side-by-side financial comparison of iRhythm Holdings, Inc. (IRTC) and Life360, Inc. (LIF). Click either name above to swap in a different company.
iRhythm Holdings, Inc. is the larger business by last-quarter revenue ($208.9M vs $146.0M, roughly 1.4× Life360, Inc.). Life360, Inc. runs the higher net margin — 88.8% vs 2.7%, a 86.1% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 26.4%). Life360, Inc. produced more free cash flow last quarter ($36.6M vs $14.5M). Over the past eight quarters, Life360, Inc.'s revenue compounded faster (36.6% CAGR vs 25.8%).
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.
Life360, Inc. develops family-focused safety and connectivity platforms. Core offerings include real-time location sharing, emergency alerts, driving behavior analysis tools and identity theft protection. It serves consumer markets across North America, Europe and Asia-Pacific, with most revenue from tiered premium subscription plans.
IRTC vs LIF — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $208.9M | $146.0M |
| Net Profit | $5.6M | $129.7M |
| Gross Margin | 70.9% | 75.1% |
| Operating Margin | 1.1% | 6.1% |
| Net Margin | 2.7% | 88.8% |
| Revenue YoY | 27.1% | 26.4% |
| Net Profit YoY | 518.5% | 1425.9% |
| EPS (diluted) | $0.18 | $1.53 |
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 | $146.0M | ||
| Q3 25 | $192.9M | $124.5M | ||
| Q2 25 | $186.7M | $115.4M | ||
| Q1 25 | $158.7M | $103.6M | ||
| Q4 24 | $164.3M | $115.5M | ||
| Q3 24 | $147.5M | $92.9M | ||
| Q2 24 | $148.0M | $84.9M | ||
| Q1 24 | $131.9M | $78.2M |
| Q4 25 | $5.6M | $129.7M | ||
| Q3 25 | $-5.2M | $9.8M | ||
| Q2 25 | $-14.2M | $7.0M | ||
| Q1 25 | $-30.7M | $4.4M | ||
| Q4 24 | $-1.3M | $8.5M | ||
| Q3 24 | $-46.2M | $7.7M | ||
| Q2 24 | $-20.1M | $-11.0M | ||
| Q1 24 | $-45.7M | $-9.8M |
| Q4 25 | 70.9% | 75.1% | ||
| Q3 25 | 71.1% | 78.0% | ||
| Q2 25 | 71.2% | 78.4% | ||
| Q1 25 | 68.8% | 80.6% | ||
| Q4 24 | 70.0% | 74.0% | ||
| Q3 24 | 68.8% | 75.4% | ||
| Q2 24 | 69.9% | 75.0% | ||
| Q1 24 | 66.3% | 76.7% |
| Q4 25 | 1.1% | 6.1% | ||
| Q3 25 | -4.4% | 4.6% | ||
| Q2 25 | -10.0% | 1.7% | ||
| Q1 25 | -20.5% | 2.1% | ||
| Q4 24 | -2.5% | 4.9% | ||
| Q3 24 | -34.1% | -5.3% | ||
| Q2 24 | -15.5% | -2.8% | ||
| Q1 24 | -28.9% | -8.2% |
| Q4 25 | 2.7% | 88.8% | ||
| Q3 25 | -2.7% | 7.9% | ||
| Q2 25 | -7.6% | 6.1% | ||
| Q1 25 | -19.3% | 4.2% | ||
| Q4 24 | -0.8% | 7.4% | ||
| Q3 24 | -31.3% | 8.3% | ||
| Q2 24 | -13.6% | -12.9% | ||
| Q1 24 | -34.6% | -12.5% |
| Q4 25 | $0.18 | $1.53 | ||
| Q3 25 | $-0.16 | $0.11 | ||
| Q2 25 | $-0.44 | $0.08 | ||
| Q1 25 | $-0.97 | $0.05 | ||
| Q4 24 | $-0.03 | $0.14 | ||
| Q3 24 | $-1.48 | $0.09 | ||
| Q2 24 | $-0.65 | $-0.15 | ||
| Q1 24 | $-1.47 | $-0.14 |
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 | $494.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $152.7M | $548.2M |
| Total Assets | $1.0B | $959.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $583.8M | $494.3M | ||
| Q3 25 | $565.2M | $455.7M | ||
| Q2 25 | $545.5M | $432.7M | ||
| Q1 25 | $520.6M | $168.9M | ||
| Q4 24 | $535.6M | $159.2M | ||
| Q3 24 | $522.0M | $159.0M | ||
| Q2 24 | $561.5M | $160.8M | ||
| Q1 24 | $569.1M | $73.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $5.2M |
| Q4 25 | $152.7M | $548.2M | ||
| Q3 25 | $121.9M | $391.4M | ||
| Q2 25 | $103.7M | $366.7M | ||
| Q1 25 | $86.7M | $376.3M | ||
| Q4 24 | $90.9M | $358.5M | ||
| Q3 24 | $71.8M | $339.7M | ||
| Q2 24 | $99.2M | $326.7M | ||
| Q1 24 | $90.3M | $239.8M |
| Q4 25 | $1.0B | $959.7M | ||
| Q3 25 | $995.2M | $787.5M | ||
| Q2 25 | $964.0M | $753.6M | ||
| Q1 25 | $926.1M | $455.4M | ||
| Q4 24 | $931.4M | $441.6M | ||
| Q3 24 | $909.7M | $427.4M | ||
| Q2 24 | $919.2M | $405.9M | ||
| Q1 24 | $909.8M | $318.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.02× |
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 | $36.8M |
| Free Cash FlowOCF − Capex | $14.5M | $36.6M |
| FCF MarginFCF / Revenue | 6.9% | 25.1% |
| Capex IntensityCapex / Revenue | 5.6% | 0.2% |
| Cash ConversionOCF / Net Profit | 4.70× | 0.28× |
| TTM Free Cash FlowTrailing 4 quarters | $34.5M | $86.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.2M | $36.8M | ||
| Q3 25 | $34.9M | $26.4M | ||
| Q2 25 | $27.7M | $13.3M | ||
| Q1 25 | $-7.9M | $12.1M | ||
| Q4 24 | $19.2M | $12.3M | ||
| Q3 24 | $24.3M | $6.3M | ||
| Q2 24 | $11.8M | $3.3M | ||
| Q1 24 | $-52.0M | $10.7M |
| Q4 25 | $14.5M | $36.6M | ||
| Q3 25 | $20.1M | $25.6M | ||
| Q2 25 | $17.3M | $12.7M | ||
| Q1 25 | $-17.3M | $11.9M | ||
| Q4 24 | $12.4M | $11.2M | ||
| Q3 24 | $15.5M | $6.3M | ||
| Q2 24 | $3.4M | $3.2M | ||
| Q1 24 | $-61.8M | — |
| Q4 25 | 6.9% | 25.1% | ||
| Q3 25 | 10.4% | 20.6% | ||
| Q2 25 | 9.3% | 11.0% | ||
| Q1 25 | -10.9% | 11.5% | ||
| Q4 24 | 7.5% | 9.7% | ||
| Q3 24 | 10.5% | 6.8% | ||
| Q2 24 | 2.3% | 3.8% | ||
| Q1 24 | -46.8% | — |
| Q4 25 | 5.6% | 0.2% | ||
| Q3 25 | 7.7% | 0.6% | ||
| Q2 25 | 5.6% | 0.6% | ||
| Q1 25 | 5.9% | 0.1% | ||
| Q4 24 | 4.2% | 1.0% | ||
| Q3 24 | 6.0% | 0.0% | ||
| Q2 24 | 5.7% | 0.1% | ||
| Q1 24 | 7.4% | 0.0% |
| Q4 25 | 4.70× | 0.28× | ||
| Q3 25 | — | 2.70× | ||
| Q2 25 | — | 1.90× | ||
| Q1 25 | — | 2.75× | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | — | ||
| Q1 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% |
LIF
Segment breakdown not available.
