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Side-by-side financial comparison of iRhythm Holdings, Inc. (IRTC) and POTLATCHDELTIC CORP (PCH). Click either name above to swap in a different company.
POTLATCHDELTIC CORP is the larger business by last-quarter revenue ($314.2M vs $208.9M, roughly 1.5× iRhythm Holdings, Inc.). POTLATCHDELTIC CORP runs the higher net margin — 8.2% vs 2.7%, a 5.6% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 23.1%). POTLATCHDELTIC CORP produced more free cash flow last quarter ($50.1M vs $14.5M). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs 11.1%).
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.
POTLATCHDELTIC CORPPCHEarnings & Financial Report
PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.
IRTC vs PCH — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $208.9M | $314.2M |
| Net Profit | $5.6M | $25.9M |
| Gross Margin | 70.9% | 18.2% |
| Operating Margin | 1.1% | 11.2% |
| Net Margin | 2.7% | 8.2% |
| Revenue YoY | 27.1% | 23.1% |
| Net Profit YoY | 518.5% | 682.5% |
| EPS (diluted) | $0.18 | $0.33 |
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 | — | ||
| Q3 25 | $192.9M | $314.2M | ||
| Q2 25 | $186.7M | $275.0M | ||
| Q1 25 | $158.7M | $268.3M | ||
| Q4 24 | $164.3M | $258.1M | ||
| Q3 24 | $147.5M | $255.1M | ||
| Q2 24 | $148.0M | $320.7M | ||
| Q1 24 | $131.9M | $228.1M |
| Q4 25 | $5.6M | — | ||
| Q3 25 | $-5.2M | $25.9M | ||
| Q2 25 | $-14.2M | $7.4M | ||
| Q1 25 | $-30.7M | $25.8M | ||
| Q4 24 | $-1.3M | $5.2M | ||
| Q3 24 | $-46.2M | $3.3M | ||
| Q2 24 | $-20.1M | $13.7M | ||
| Q1 24 | $-45.7M | $-305.0K |
| Q4 25 | 70.9% | — | ||
| Q3 25 | 71.1% | 18.2% | ||
| Q2 25 | 71.2% | 13.0% | ||
| Q1 25 | 68.8% | 17.8% | ||
| Q4 24 | 70.0% | 13.4% | ||
| Q3 24 | 68.8% | 10.8% | ||
| Q2 24 | 69.9% | 11.9% | ||
| Q1 24 | 66.3% | 7.0% |
| Q4 25 | 1.1% | — | ||
| Q3 25 | -4.4% | 11.2% | ||
| Q2 25 | -10.0% | 5.0% | ||
| Q1 25 | -20.5% | 10.3% | ||
| Q4 24 | -2.5% | 5.2% | ||
| Q3 24 | -34.1% | 2.8% | ||
| Q2 24 | -15.5% | 5.4% | ||
| Q1 24 | -28.9% | -2.1% |
| Q4 25 | 2.7% | — | ||
| Q3 25 | -2.7% | 8.2% | ||
| Q2 25 | -7.6% | 2.7% | ||
| Q1 25 | -19.3% | 9.6% | ||
| Q4 24 | -0.8% | 2.0% | ||
| Q3 24 | -31.3% | 1.3% | ||
| Q2 24 | -13.6% | 4.3% | ||
| Q1 24 | -34.6% | -0.1% |
| Q4 25 | $0.18 | — | ||
| Q3 25 | $-0.16 | $0.33 | ||
| Q2 25 | $-0.44 | $0.09 | ||
| Q1 25 | $-0.97 | $0.33 | ||
| Q4 24 | $-0.03 | $0.07 | ||
| Q3 24 | $-1.48 | $0.04 | ||
| Q2 24 | $-0.65 | $0.17 | ||
| Q1 24 | $-1.47 | $0.00 |
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 | $88.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $152.7M | $1.9B |
| Total Assets | $1.0B | $3.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $583.8M | — | ||
| Q3 25 | $565.2M | $88.8M | ||
| Q2 25 | $545.5M | $95.3M | ||
| Q1 25 | $520.6M | $147.5M | ||
| Q4 24 | $535.6M | $151.6M | ||
| Q3 24 | $522.0M | $161.1M | ||
| Q2 24 | $561.5M | $199.7M | ||
| Q1 24 | $569.1M | $180.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $152.7M | — | ||
| Q3 25 | $121.9M | $1.9B | ||
| Q2 25 | $103.7M | $1.9B | ||
| Q1 25 | $86.7M | $2.0B | ||
| Q4 24 | $90.9M | $2.0B | ||
| Q3 24 | $71.8M | $2.1B | ||
| Q2 24 | $99.2M | $2.1B | ||
| Q1 24 | $90.3M | $2.2B |
| Q4 25 | $1.0B | — | ||
| Q3 25 | $995.2M | $3.2B | ||
| Q2 25 | $964.0M | $3.2B | ||
| Q1 25 | $926.1M | $3.3B | ||
| Q4 24 | $931.4M | $3.3B | ||
| Q3 24 | $909.7M | $3.3B | ||
| Q2 24 | $919.2M | $3.4B | ||
| Q1 24 | $909.8M | $3.4B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.51× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $65.7M |
| Free Cash FlowOCF − Capex | $14.5M | $50.1M |
| FCF MarginFCF / Revenue | 6.9% | 15.9% |
| Capex IntensityCapex / Revenue | 5.6% | 4.9% |
| Cash ConversionOCF / Net Profit | 4.70× | 2.54× |
| TTM Free Cash FlowTrailing 4 quarters | $34.5M | $132.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.2M | — | ||
| Q3 25 | $34.9M | $65.7M | ||
| Q2 25 | $27.7M | $41.0M | ||
| Q1 25 | $-7.9M | $49.1M | ||
| Q4 24 | $19.2M | $45.4M | ||
| Q3 24 | $24.3M | $26.5M | ||
| Q2 24 | $11.8M | $100.6M | ||
| Q1 24 | $-52.0M | $16.0M |
| Q4 25 | $14.5M | — | ||
| Q3 25 | $20.1M | $50.1M | ||
| Q2 25 | $17.3M | $30.6M | ||
| Q1 25 | $-17.3M | $26.3M | ||
| Q4 24 | $12.4M | $25.4M | ||
| Q3 24 | $15.5M | $-8.2M | ||
| Q2 24 | $3.4M | $72.4M | ||
| Q1 24 | $-61.8M | $2.0M |
| Q4 25 | 6.9% | — | ||
| Q3 25 | 10.4% | 15.9% | ||
| Q2 25 | 9.3% | 11.1% | ||
| Q1 25 | -10.9% | 9.8% | ||
| Q4 24 | 7.5% | 9.9% | ||
| Q3 24 | 10.5% | -3.2% | ||
| Q2 24 | 2.3% | 22.6% | ||
| Q1 24 | -46.8% | 0.9% |
| Q4 25 | 5.6% | — | ||
| Q3 25 | 7.7% | 4.9% | ||
| Q2 25 | 5.6% | 3.8% | ||
| Q1 25 | 5.9% | 8.5% | ||
| Q4 24 | 4.2% | 7.7% | ||
| Q3 24 | 6.0% | 13.6% | ||
| Q2 24 | 5.7% | 8.8% | ||
| Q1 24 | 7.4% | 6.1% |
| Q4 25 | 4.70× | — | ||
| Q3 25 | — | 2.54× | ||
| Q2 25 | — | 5.58× | ||
| Q1 25 | — | 1.90× | ||
| Q4 24 | — | 8.74× | ||
| Q3 24 | — | 7.99× | ||
| Q2 24 | — | 7.35× | ||
| 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% |
PCH
| Lumber | $131.8M | 42% |
| Timberlands | $52.5M | 17% |
| Rural Real Estate | $51.3M | 16% |
| Residuals And Panels | $34.0M | 11% |
| Pulpwood | $16.7M | 5% |
| Development Real Estate | $14.6M | 5% |
| Other | $8.1M | 3% |
| Other Products | $5.2M | 2% |
