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Side-by-side financial comparison of iRhythm Holdings, Inc. (IRTC) and OIL STATES INTERNATIONAL, INC (OIS). Click either name above to swap in a different company.
iRhythm Holdings, Inc. is the larger business by last-quarter revenue ($208.9M vs $178.5M, roughly 1.2× OIL STATES INTERNATIONAL, INC). iRhythm Holdings, Inc. runs the higher net margin — 2.7% vs -65.7%, a 68.4% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 8.4%). OIL STATES INTERNATIONAL, INC produced more free cash flow last quarter ($47.1M vs $14.5M). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs 3.3%).
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.
Oil States International, Inc. is an American multinational corporation. It focuses on providing services to oil and gas companies. It is a public company listed on the New York Stock Exchange.
IRTC vs OIS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $208.9M | $178.5M |
| Net Profit | $5.6M | $-117.2M |
| Gross Margin | 70.9% | 10.9% |
| Operating Margin | 1.1% | -63.7% |
| Net Margin | 2.7% | -65.7% |
| Revenue YoY | 27.1% | 8.4% |
| Net Profit YoY | 518.5% | -873.2% |
| EPS (diluted) | $0.18 | $-1.99 |
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 | $178.5M | ||
| Q3 25 | $192.9M | $165.2M | ||
| Q2 25 | $186.7M | $165.4M | ||
| Q1 25 | $158.7M | $159.9M | ||
| Q4 24 | $164.3M | $164.6M | ||
| Q3 24 | $147.5M | $174.3M | ||
| Q2 24 | $148.0M | $186.4M | ||
| Q1 24 | $131.9M | $167.3M |
| Q4 25 | $5.6M | $-117.2M | ||
| Q3 25 | $-5.2M | $1.9M | ||
| Q2 25 | $-14.2M | $2.8M | ||
| Q1 25 | $-30.7M | $3.2M | ||
| Q4 24 | $-1.3M | $15.2M | ||
| Q3 24 | $-46.2M | $-14.3M | ||
| Q2 24 | $-20.1M | $1.3M | ||
| Q1 24 | $-45.7M | $-13.4M |
| Q4 25 | 70.9% | 10.9% | ||
| Q3 25 | 71.1% | 22.1% | ||
| Q2 25 | 71.2% | 24.2% | ||
| Q1 25 | 68.8% | 23.3% | ||
| Q4 24 | 70.0% | 23.7% | ||
| Q3 24 | 68.8% | 21.7% | ||
| Q2 24 | 69.9% | 23.8% | ||
| Q1 24 | 66.3% | 21.1% |
| Q4 25 | 1.1% | -63.7% | ||
| Q3 25 | -4.4% | 2.9% | ||
| Q2 25 | -10.0% | 3.2% | ||
| Q1 25 | -20.5% | 3.5% | ||
| Q4 24 | -2.5% | 11.2% | ||
| Q3 24 | -34.1% | -6.3% | ||
| Q2 24 | -15.5% | 1.1% | ||
| Q1 24 | -28.9% | -6.7% |
| Q4 25 | 2.7% | -65.7% | ||
| Q3 25 | -2.7% | 1.2% | ||
| Q2 25 | -7.6% | 1.7% | ||
| Q1 25 | -19.3% | 2.0% | ||
| Q4 24 | -0.8% | 9.2% | ||
| Q3 24 | -31.3% | -8.2% | ||
| Q2 24 | -13.6% | 0.7% | ||
| Q1 24 | -34.6% | -8.0% |
| Q4 25 | $0.18 | $-1.99 | ||
| Q3 25 | $-0.16 | $0.03 | ||
| Q2 25 | $-0.44 | $0.05 | ||
| Q1 25 | $-0.97 | $0.05 | ||
| Q4 24 | $-0.03 | $0.24 | ||
| Q3 24 | $-1.48 | $-0.23 | ||
| Q2 24 | $-0.65 | $0.02 | ||
| Q1 24 | $-1.47 | $-0.21 |
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 | $69.9M |
| Total DebtLower is stronger | — | $1.7M |
| Stockholders' EquityBook value | $152.7M | $573.2M |
| Total Assets | $1.0B | $883.4M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $583.8M | $69.9M | ||
| Q3 25 | $565.2M | $67.1M | ||
| Q2 25 | $545.5M | $53.9M | ||
| Q1 25 | $520.6M | $66.8M | ||
| Q4 24 | $535.6M | $65.4M | ||
| Q3 24 | $522.0M | $46.0M | ||
| Q2 24 | $561.5M | $25.2M | ||
| Q1 24 | $569.1M | $24.1M |
| Q4 25 | — | $1.7M | ||
| Q3 25 | — | $1.9M | ||
| Q2 25 | — | $1.9M | ||
| Q1 25 | — | $124.7M | ||
| Q4 24 | — | $124.7M | ||
| Q3 24 | — | $124.6M | ||
| Q2 24 | — | $124.3M | ||
| Q1 24 | — | $135.6M |
| Q4 25 | $152.7M | $573.2M | ||
| Q3 25 | $121.9M | $689.0M | ||
| Q2 25 | $103.7M | $690.6M | ||
| Q1 25 | $86.7M | $683.4M | ||
| Q4 24 | $90.9M | $680.7M | ||
| Q3 24 | $71.8M | $684.8M | ||
| Q2 24 | $99.2M | $690.4M | ||
| Q1 24 | $90.3M | $692.3M |
| Q4 25 | $1.0B | $883.4M | ||
| Q3 25 | $995.2M | $1.0B | ||
| Q2 25 | $964.0M | $993.7M | ||
| Q1 25 | $926.1M | $990.7M | ||
| Q4 24 | $931.4M | $1.0B | ||
| Q3 24 | $909.7M | $994.1M | ||
| Q2 24 | $919.2M | $1.0B | ||
| Q1 24 | $909.8M | $1.0B |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.18× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | 0.18× | ||
| Q1 24 | — | 0.20× |
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 | $50.1M |
| Free Cash FlowOCF − Capex | $14.5M | $47.1M |
| FCF MarginFCF / Revenue | 6.9% | 26.4% |
| Capex IntensityCapex / Revenue | 5.6% | 1.7% |
| Cash ConversionOCF / Net Profit | 4.70× | — |
| TTM Free Cash FlowTrailing 4 quarters | $34.5M | $73.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.2M | $50.1M | ||
| Q3 25 | $34.9M | $30.7M | ||
| Q2 25 | $27.7M | $15.0M | ||
| Q1 25 | $-7.9M | $9.3M | ||
| Q4 24 | $19.2M | $18.2M | ||
| Q3 24 | $24.3M | $28.8M | ||
| Q2 24 | $11.8M | $10.2M | ||
| Q1 24 | $-52.0M | $-11.4M |
| Q4 25 | $14.5M | $47.1M | ||
| Q3 25 | $20.1M | $22.0M | ||
| Q2 25 | $17.3M | $4.7M | ||
| Q1 25 | $-17.3M | $137.0K | ||
| Q4 24 | $12.4M | $4.0M | ||
| Q3 24 | $15.5M | $21.4M | ||
| Q2 24 | $3.4M | $4.5M | ||
| Q1 24 | $-61.8M | $-21.5M |
| Q4 25 | 6.9% | 26.4% | ||
| Q3 25 | 10.4% | 13.3% | ||
| Q2 25 | 9.3% | 2.8% | ||
| Q1 25 | -10.9% | 0.1% | ||
| Q4 24 | 7.5% | 2.4% | ||
| Q3 24 | 10.5% | 12.3% | ||
| Q2 24 | 2.3% | 2.4% | ||
| Q1 24 | -46.8% | -12.8% |
| Q4 25 | 5.6% | 1.7% | ||
| Q3 25 | 7.7% | 5.3% | ||
| Q2 25 | 5.6% | 6.2% | ||
| Q1 25 | 5.9% | 5.7% | ||
| Q4 24 | 4.2% | 8.6% | ||
| Q3 24 | 6.0% | 4.3% | ||
| Q2 24 | 5.7% | 3.1% | ||
| Q1 24 | 7.4% | 6.0% |
| Q4 25 | 4.70× | — | ||
| Q3 25 | — | 16.15× | ||
| Q2 25 | — | 5.33× | ||
| Q1 25 | — | 2.94× | ||
| Q4 24 | — | 1.20× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 7.87× | ||
| 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% |
OIS
| Project Driven | $112.6M | 63% |
| Downhole Technologies | $32.1M | 18% |
| Completion And Production Services | $23.1M | 13% |
| Military And Other Products | $10.7M | 6% |
