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Side-by-side financial comparison of iRhythm Holdings, Inc. (IRTC) and OXFORD INDUSTRIES INC (OXM). Click either name above to swap in a different company.
OXFORD INDUSTRIES INC is the larger business by last-quarter revenue ($307.3M vs $208.9M, roughly 1.5× iRhythm Holdings, Inc.). iRhythm Holdings, Inc. runs the higher net margin — 2.7% vs -20.7%, a 23.4% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs -0.2%). iRhythm Holdings, Inc. produced more free cash flow last quarter ($14.5M vs $-47.9M). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs -3.0%).
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.
Oxford Industries, Inc. is a publicly traded clothing company in the United States that specializes in high-end clothing and apparel. The company carries many major labels, including Tommy Bahama, Lilly Pulitzer, Johnny Was and Southern Tide.
IRTC vs OXM — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $208.9M | $307.3M |
| Net Profit | $5.6M | $-63.7M |
| Gross Margin | 70.9% | 60.3% |
| Operating Margin | 1.1% | -27.7% |
| Net Margin | 2.7% | -20.7% |
| Revenue YoY | 27.1% | -0.2% |
| Net Profit YoY | 518.5% | -1517.6% |
| EPS (diluted) | $0.18 | $-4.28 |
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 | $307.3M | ||
| Q3 25 | $192.9M | $403.1M | ||
| Q2 25 | $186.7M | $392.9M | ||
| Q1 25 | $158.7M | — | ||
| Q4 24 | $164.3M | $308.0M | ||
| Q3 24 | $147.5M | $419.9M | ||
| Q2 24 | $148.0M | $398.2M | ||
| Q1 24 | $131.9M | $404.4M |
| Q4 25 | $5.6M | $-63.7M | ||
| Q3 25 | $-5.2M | $16.7M | ||
| Q2 25 | $-14.2M | $26.2M | ||
| Q1 25 | $-30.7M | — | ||
| Q4 24 | $-1.3M | $-3.9M | ||
| Q3 24 | $-46.2M | $40.6M | ||
| Q2 24 | $-20.1M | $38.4M | ||
| Q1 24 | $-45.7M | $-60.1M |
| Q4 25 | 70.9% | 60.3% | ||
| Q3 25 | 71.1% | 61.4% | ||
| Q2 25 | 71.2% | 64.2% | ||
| Q1 25 | 68.8% | — | ||
| Q4 24 | 70.0% | 63.1% | ||
| Q3 24 | 68.8% | 63.1% | ||
| Q2 24 | 69.9% | 64.9% | ||
| Q1 24 | 66.3% | 60.9% |
| Q4 25 | 1.1% | -27.7% | ||
| Q3 25 | -4.4% | 6.3% | ||
| Q2 25 | -10.0% | 9.2% | ||
| Q1 25 | -20.5% | — | ||
| Q4 24 | -2.5% | -2.0% | ||
| Q3 24 | -34.1% | 12.5% | ||
| Q2 24 | -15.5% | 13.2% | ||
| Q1 24 | -28.9% | -20.1% |
| Q4 25 | 2.7% | -20.7% | ||
| Q3 25 | -2.7% | 4.1% | ||
| Q2 25 | -7.6% | 6.7% | ||
| Q1 25 | -19.3% | — | ||
| Q4 24 | -0.8% | -1.3% | ||
| Q3 24 | -31.3% | 9.7% | ||
| Q2 24 | -13.6% | 9.6% | ||
| Q1 24 | -34.6% | -14.9% |
| Q4 25 | $0.18 | $-4.28 | ||
| Q3 25 | $-0.16 | $1.12 | ||
| Q2 25 | $-0.44 | $1.70 | ||
| Q1 25 | $-0.97 | — | ||
| Q4 24 | $-0.03 | $-0.25 | ||
| Q3 24 | $-1.48 | $2.57 | ||
| Q2 24 | $-0.65 | $2.42 | ||
| Q1 24 | $-1.47 | $-3.72 |
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 | $8.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $152.7M | $528.0M |
| Total Assets | $1.0B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $583.8M | $8.0M | ||
| Q3 25 | $565.2M | $6.9M | ||
| Q2 25 | $545.5M | $8.2M | ||
| Q1 25 | $520.6M | — | ||
| Q4 24 | $535.6M | $7.0M | ||
| Q3 24 | $522.0M | $18.4M | ||
| Q2 24 | $561.5M | $7.7M | ||
| Q1 24 | $569.1M | $7.6M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $29.0M |
| Q4 25 | $152.7M | $528.0M | ||
| Q3 25 | $121.9M | $597.1M | ||
| Q2 25 | $103.7M | $592.4M | ||
| Q1 25 | $86.7M | — | ||
| Q4 24 | $90.9M | $612.2M | ||
| Q3 24 | $71.8M | $621.6M | ||
| Q2 24 | $99.2M | $592.9M | ||
| Q1 24 | $90.3M | $560.9M |
| Q4 25 | $1.0B | $1.3B | ||
| Q3 25 | $995.2M | $1.3B | ||
| Q2 25 | $964.0M | $1.3B | ||
| Q1 25 | $926.1M | — | ||
| Q4 24 | $931.4M | $1.2B | ||
| Q3 24 | $909.7M | $1.2B | ||
| Q2 24 | $919.2M | $1.2B | ||
| Q1 24 | $909.8M | $1.1B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.05× |
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 | $-9.1M |
| Free Cash FlowOCF − Capex | $14.5M | $-47.9M |
| FCF MarginFCF / Revenue | 6.9% | -15.6% |
| Capex IntensityCapex / Revenue | 5.6% | 12.6% |
| Cash ConversionOCF / Net Profit | 4.70× | — |
| TTM Free Cash FlowTrailing 4 quarters | $34.5M | $-79.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.2M | $-9.1M | ||
| Q3 25 | $34.9M | $83.5M | ||
| Q2 25 | $27.7M | $-3.9M | ||
| Q1 25 | $-7.9M | — | ||
| Q4 24 | $19.2M | $-18.2M | ||
| Q3 24 | $24.3M | $88.8M | ||
| Q2 24 | $11.8M | $32.9M | ||
| Q1 24 | $-52.0M | $74.9M |
| Q4 25 | $14.5M | $-47.9M | ||
| Q3 25 | $20.1M | $52.3M | ||
| Q2 25 | $17.3M | $-27.4M | ||
| Q1 25 | $-17.3M | — | ||
| Q4 24 | $12.4M | $-56.9M | ||
| Q3 24 | $15.5M | $47.2M | ||
| Q2 24 | $3.4M | $21.0M | ||
| Q1 24 | $-61.8M | $55.3M |
| Q4 25 | 6.9% | -15.6% | ||
| Q3 25 | 10.4% | 13.0% | ||
| Q2 25 | 9.3% | -7.0% | ||
| Q1 25 | -10.9% | — | ||
| Q4 24 | 7.5% | -18.5% | ||
| Q3 24 | 10.5% | 11.2% | ||
| Q2 24 | 2.3% | 5.3% | ||
| Q1 24 | -46.8% | 13.7% |
| Q4 25 | 5.6% | 12.6% | ||
| Q3 25 | 7.7% | 7.7% | ||
| Q2 25 | 5.6% | 6.0% | ||
| Q1 25 | 5.9% | — | ||
| Q4 24 | 4.2% | 12.6% | ||
| Q3 24 | 6.0% | 9.9% | ||
| Q2 24 | 5.7% | 3.0% | ||
| Q1 24 | 7.4% | 4.8% |
| Q4 25 | 4.70× | — | ||
| Q3 25 | — | 5.00× | ||
| Q2 25 | — | -0.15× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.19× | ||
| Q2 24 | — | 0.86× | ||
| 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% |
OXM
| Sales Channel Retail | $162.9M | 53% |
| Sales Channel Wholesale | $61.3M | 20% |
| Johnny Was | $45.4M | 15% |
| Sales Channel Food And Beverage | $29.3M | 10% |
| Other Foreign Countries | $9.0M | 3% |
