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Side-by-side financial comparison of iRhythm Holdings, Inc. (IRTC) and Limbach Holdings, Inc. (LMB). Click either name above to swap in a different company.
iRhythm Holdings, Inc. is the larger business by last-quarter revenue ($208.9M vs $186.9M, roughly 1.1× Limbach Holdings, Inc.). Limbach Holdings, Inc. runs the higher net margin — 6.6% vs 2.7%, a 3.9% gap on every dollar of revenue. On growth, Limbach Holdings, Inc. posted the faster year-over-year revenue change (30.1% vs 27.1%). Limbach Holdings, Inc. produced more free cash flow last quarter ($27.9M vs $14.5M). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs 25.3%).
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.
Limbach Flugmotoren is a Chinese-owned company based in Germany that produces aircraft engines.
IRTC vs LMB — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $208.9M | $186.9M |
| Net Profit | $5.6M | $12.3M |
| Gross Margin | 70.9% | 25.7% |
| Operating Margin | 1.1% | 9.4% |
| Net Margin | 2.7% | 6.6% |
| Revenue YoY | 27.1% | 30.1% |
| Net Profit YoY | 518.5% | 25.0% |
| EPS (diluted) | $0.18 | $1.01 |
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 | $186.9M | ||
| Q3 25 | $192.9M | $184.6M | ||
| Q2 25 | $186.7M | $142.2M | ||
| Q1 25 | $158.7M | $133.1M | ||
| Q4 24 | $164.3M | $143.7M | ||
| Q3 24 | $147.5M | $133.9M | ||
| Q2 24 | $148.0M | $122.2M | ||
| Q1 24 | $131.9M | $119.0M |
| Q4 25 | $5.6M | $12.3M | ||
| Q3 25 | $-5.2M | $8.8M | ||
| Q2 25 | $-14.2M | $7.8M | ||
| Q1 25 | $-30.7M | $10.2M | ||
| Q4 24 | $-1.3M | $9.8M | ||
| Q3 24 | $-46.2M | $7.5M | ||
| Q2 24 | $-20.1M | $6.0M | ||
| Q1 24 | $-45.7M | $7.6M |
| Q4 25 | 70.9% | 25.7% | ||
| Q3 25 | 71.1% | 24.2% | ||
| Q2 25 | 71.2% | 28.0% | ||
| Q1 25 | 68.8% | 27.6% | ||
| Q4 24 | 70.0% | 30.3% | ||
| Q3 24 | 68.8% | 27.0% | ||
| Q2 24 | 69.9% | 27.4% | ||
| Q1 24 | 66.3% | 26.1% |
| Q4 25 | 1.1% | 9.4% | ||
| Q3 25 | -4.4% | 7.2% | ||
| Q2 25 | -10.0% | 7.5% | ||
| Q1 25 | -20.5% | 5.9% | ||
| Q4 24 | -2.5% | 9.1% | ||
| Q3 24 | -34.1% | 8.1% | ||
| Q2 24 | -15.5% | 6.7% | ||
| Q1 24 | -28.9% | 5.5% |
| Q4 25 | 2.7% | 6.6% | ||
| Q3 25 | -2.7% | 4.8% | ||
| Q2 25 | -7.6% | 5.5% | ||
| Q1 25 | -19.3% | 7.7% | ||
| Q4 24 | -0.8% | 6.9% | ||
| Q3 24 | -31.3% | 5.6% | ||
| Q2 24 | -13.6% | 4.9% | ||
| Q1 24 | -34.6% | 6.4% |
| Q4 25 | $0.18 | $1.01 | ||
| Q3 25 | $-0.16 | $0.73 | ||
| Q2 25 | $-0.44 | $0.64 | ||
| Q1 25 | $-0.97 | $0.85 | ||
| Q4 24 | $-0.03 | $0.81 | ||
| Q3 24 | $-1.48 | $0.62 | ||
| Q2 24 | $-0.65 | $0.50 | ||
| Q1 24 | $-1.47 | $0.64 |
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 | $11.3M |
| Total DebtLower is stronger | — | $30.5M |
| Stockholders' EquityBook value | $152.7M | $195.7M |
| Total Assets | $1.0B | $381.1M |
| Debt / EquityLower = less leverage | — | 0.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $583.8M | $11.3M | ||
| Q3 25 | $565.2M | $9.8M | ||
| Q2 25 | $545.5M | $38.9M | ||
| Q1 25 | $520.6M | $38.1M | ||
| Q4 24 | $535.6M | $44.9M | ||
| Q3 24 | $522.0M | $51.2M | ||
| Q2 24 | $561.5M | $59.5M | ||
| Q1 24 | $569.1M | $48.2M |
| Q4 25 | — | $30.5M | ||
| Q3 25 | — | $56.3M | ||
| Q2 25 | — | $28.4M | ||
| Q1 25 | — | $23.7M | ||
| Q4 24 | — | $23.6M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $19.7M | ||
| Q1 24 | — | $19.4M |
| Q4 25 | $152.7M | $195.7M | ||
| Q3 25 | $121.9M | $181.6M | ||
| Q2 25 | $103.7M | $170.5M | ||
| Q1 25 | $86.7M | $161.1M | ||
| Q4 24 | $90.9M | $153.5M | ||
| Q3 24 | $71.8M | $142.2M | ||
| Q2 24 | $99.2M | $133.0M | ||
| Q1 24 | $90.3M | $125.5M |
| Q4 25 | $1.0B | $381.1M | ||
| Q3 25 | $995.2M | $409.1M | ||
| Q2 25 | $964.0M | $343.0M | ||
| Q1 25 | $926.1M | $336.4M | ||
| Q4 24 | $931.4M | $352.1M | ||
| Q3 24 | $909.7M | $324.4M | ||
| Q2 24 | $919.2M | $303.9M | ||
| Q1 24 | $909.8M | $289.2M |
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | 0.15× |
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 | $28.1M |
| Free Cash FlowOCF − Capex | $14.5M | $27.9M |
| FCF MarginFCF / Revenue | 6.9% | 14.9% |
| Capex IntensityCapex / Revenue | 5.6% | 0.1% |
| Cash ConversionOCF / Net Profit | 4.70× | 2.29× |
| TTM Free Cash FlowTrailing 4 quarters | $34.5M | $41.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.2M | $28.1M | ||
| Q3 25 | $34.9M | $13.3M | ||
| Q2 25 | $27.7M | $2.0M | ||
| Q1 25 | $-7.9M | $2.2M | ||
| Q4 24 | $19.2M | $19.3M | ||
| Q3 24 | $24.3M | $4.9M | ||
| Q2 24 | $11.8M | $16.5M | ||
| Q1 24 | $-52.0M | $-3.9M |
| Q4 25 | $14.5M | $27.9M | ||
| Q3 25 | $20.1M | $12.8M | ||
| Q2 25 | $17.3M | $1.2M | ||
| Q1 25 | $-17.3M | $11.0K | ||
| Q4 24 | $12.4M | $18.0M | ||
| Q3 24 | $15.5M | $4.6M | ||
| Q2 24 | $3.4M | $13.2M | ||
| Q1 24 | $-61.8M | $-6.5M |
| Q4 25 | 6.9% | 14.9% | ||
| Q3 25 | 10.4% | 7.0% | ||
| Q2 25 | 9.3% | 0.8% | ||
| Q1 25 | -10.9% | 0.0% | ||
| Q4 24 | 7.5% | 12.5% | ||
| Q3 24 | 10.5% | 3.4% | ||
| Q2 24 | 2.3% | 10.8% | ||
| Q1 24 | -46.8% | -5.5% |
| Q4 25 | 5.6% | 0.1% | ||
| Q3 25 | 7.7% | 0.3% | ||
| Q2 25 | 5.6% | 0.6% | ||
| Q1 25 | 5.9% | 1.7% | ||
| Q4 24 | 4.2% | 0.9% | ||
| Q3 24 | 6.0% | 0.3% | ||
| Q2 24 | 5.7% | 2.7% | ||
| Q1 24 | 7.4% | 2.1% |
| Q4 25 | 4.70× | 2.29× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | — | 1.96× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 2.77× | ||
| Q1 24 | — | -0.52× |
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% |
LMB
| Owner Direct Relationships Segment | $145.0M | 78% |
| General Contractor Construction Manager Relationships Segment | $41.9M | 22% |
