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Side-by-side financial comparison of iRhythm Holdings, Inc. (IRTC) and QUINSTREET, INC (QNST). Click either name above to swap in a different company.
QUINSTREET, INC is the larger business by last-quarter revenue ($287.8M vs $208.9M, roughly 1.4× iRhythm Holdings, Inc.). QUINSTREET, INC runs the higher net margin — 17.4% vs 2.7%, a 14.8% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 1.9%). QUINSTREET, INC produced more free cash flow last quarter ($20.7M vs $14.5M). Over the past eight quarters, QUINSTREET, INC's revenue compounded faster (53.2% 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.
QUINSTREET, INCQNSTEarnings & Financial Report
QuinStreet, Inc. is a publicly traded online marketing company based in Foster City, California. The company helps generate web traffic for clients by acquiring popular domain names.
IRTC vs QNST — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $208.9M | $287.8M |
| Net Profit | $5.6M | $50.2M |
| Gross Margin | 70.9% | 9.6% |
| Operating Margin | 1.1% | 0.4% |
| Net Margin | 2.7% | 17.4% |
| Revenue YoY | 27.1% | 1.9% |
| Net Profit YoY | 518.5% | 3342.5% |
| EPS (diluted) | $0.18 | $0.87 |
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 | $287.8M | ||
| Q3 25 | $192.9M | $285.9M | ||
| Q2 25 | $186.7M | — | ||
| Q1 25 | $158.7M | $269.8M | ||
| Q4 24 | $164.3M | $282.6M | ||
| Q3 24 | $147.5M | $279.2M | ||
| Q2 24 | $148.0M | $198.3M | ||
| Q1 24 | $131.9M | $168.6M |
| Q4 25 | $5.6M | $50.2M | ||
| Q3 25 | $-5.2M | $4.5M | ||
| Q2 25 | $-14.2M | — | ||
| Q1 25 | $-30.7M | $4.4M | ||
| Q4 24 | $-1.3M | $-1.5M | ||
| Q3 24 | $-46.2M | $-1.4M | ||
| Q2 24 | $-20.1M | $-2.2M | ||
| Q1 24 | $-45.7M | $-7.0M |
| Q4 25 | 70.9% | 9.6% | ||
| Q3 25 | 71.1% | 9.4% | ||
| Q2 25 | 71.2% | — | ||
| Q1 25 | 68.8% | 10.3% | ||
| Q4 24 | 70.0% | 9.5% | ||
| Q3 24 | 68.8% | 10.2% | ||
| Q2 24 | 69.9% | 8.8% | ||
| Q1 24 | 66.3% | 8.5% |
| Q4 25 | 1.1% | 0.4% | ||
| Q3 25 | -4.4% | 1.7% | ||
| Q2 25 | -10.0% | — | ||
| Q1 25 | -20.5% | 1.8% | ||
| Q4 24 | -2.5% | -0.5% | ||
| Q3 24 | -34.1% | -0.4% | ||
| Q2 24 | -15.5% | -0.7% | ||
| Q1 24 | -28.9% | -3.2% |
| Q4 25 | 2.7% | 17.4% | ||
| Q3 25 | -2.7% | 1.6% | ||
| Q2 25 | -7.6% | — | ||
| Q1 25 | -19.3% | 1.6% | ||
| Q4 24 | -0.8% | -0.5% | ||
| Q3 24 | -31.3% | -0.5% | ||
| Q2 24 | -13.6% | -1.1% | ||
| Q1 24 | -34.6% | -4.2% |
| Q4 25 | $0.18 | $0.87 | ||
| Q3 25 | $-0.16 | $0.08 | ||
| Q2 25 | $-0.44 | — | ||
| Q1 25 | $-0.97 | $0.08 | ||
| Q4 24 | $-0.03 | $-0.03 | ||
| Q3 24 | $-1.48 | $-0.02 | ||
| Q2 24 | $-0.65 | $-0.04 | ||
| Q1 24 | $-1.47 | $-0.13 |
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 | $107.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $152.7M | $294.4M |
| Total Assets | $1.0B | $493.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $583.8M | $107.0M | ||
| Q3 25 | $565.2M | $101.3M | ||
| Q2 25 | $545.5M | — | ||
| Q1 25 | $520.6M | $81.8M | ||
| Q4 24 | $535.6M | $57.8M | ||
| Q3 24 | $522.0M | $25.0M | ||
| Q2 24 | $561.5M | $50.5M | ||
| Q1 24 | $569.1M | $39.6M |
| Q4 25 | $152.7M | $294.4M | ||
| Q3 25 | $121.9M | $246.7M | ||
| Q2 25 | $103.7M | — | ||
| Q1 25 | $86.7M | $235.5M | ||
| Q4 24 | $90.9M | $224.3M | ||
| Q3 24 | $71.8M | $219.8M | ||
| Q2 24 | $99.2M | $216.8M | ||
| Q1 24 | $90.3M | $215.0M |
| Q4 25 | $1.0B | $493.0M | ||
| Q3 25 | $995.2M | $442.6M | ||
| Q2 25 | $964.0M | — | ||
| Q1 25 | $926.1M | $417.2M | ||
| Q4 24 | $931.4M | $409.6M | ||
| Q3 24 | $909.7M | $401.2M | ||
| Q2 24 | $919.2M | $368.5M | ||
| Q1 24 | $909.8M | $349.3M |
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 | $21.6M |
| Free Cash FlowOCF − Capex | $14.5M | $20.7M |
| FCF MarginFCF / Revenue | 6.9% | 7.2% |
| Capex IntensityCapex / Revenue | 5.6% | 0.3% |
| Cash ConversionOCF / Net Profit | 4.70× | 0.43× |
| TTM Free Cash FlowTrailing 4 quarters | $34.5M | $106.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.2M | $21.6M | ||
| Q3 25 | $34.9M | $19.6M | ||
| Q2 25 | $27.7M | — | ||
| Q1 25 | $-7.9M | $30.1M | ||
| Q4 24 | $19.2M | $38.7M | ||
| Q3 24 | $24.3M | $-13.7M | ||
| Q2 24 | $11.8M | $16.6M | ||
| Q1 24 | $-52.0M | $4.1M |
| Q4 25 | $14.5M | $20.7M | ||
| Q3 25 | $20.1M | $18.4M | ||
| Q2 25 | $17.3M | — | ||
| Q1 25 | $-17.3M | $29.5M | ||
| Q4 24 | $12.4M | $38.2M | ||
| Q3 24 | $15.5M | $-14.1M | ||
| Q2 24 | $3.4M | $15.4M | ||
| Q1 24 | $-61.8M | $2.9M |
| Q4 25 | 6.9% | 7.2% | ||
| Q3 25 | 10.4% | 6.4% | ||
| Q2 25 | 9.3% | — | ||
| Q1 25 | -10.9% | 10.9% | ||
| Q4 24 | 7.5% | 13.5% | ||
| Q3 24 | 10.5% | -5.1% | ||
| Q2 24 | 2.3% | 7.8% | ||
| Q1 24 | -46.8% | 1.7% |
| Q4 25 | 5.6% | 0.3% | ||
| Q3 25 | 7.7% | 0.4% | ||
| Q2 25 | 5.6% | — | ||
| Q1 25 | 5.9% | 0.2% | ||
| Q4 24 | 4.2% | 0.2% | ||
| Q3 24 | 6.0% | 0.2% | ||
| Q2 24 | 5.7% | 0.6% | ||
| Q1 24 | 7.4% | 0.7% |
| Q4 25 | 4.70× | 0.43× | ||
| Q3 25 | — | 4.32× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 6.82× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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% |
QNST
| Financial Service | $216.8M | 75% |
| Home Services And Other Revenue | $71.0M | 25% |
