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Side-by-side financial comparison of iRhythm Holdings, Inc. (IRTC) and STURM RUGER & CO INC (RGR). Click either name above to swap in a different company.
iRhythm Holdings, Inc. is the larger business by last-quarter revenue ($208.9M vs $151.1M, roughly 1.4× STURM RUGER & CO INC). On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 3.6%). iRhythm Holdings, Inc. produced more free cash flow last quarter ($14.5M vs $12.3M). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs 5.1%).
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.
Sturm, Ruger & Company, Inc., better known by the shortened name Ruger, is an American firearm manufacturing company based in Southport, Connecticut, with production facilities also in Newport, New Hampshire; Mayodan, North Carolina; and Prescott, Arizona. The company was founded in 1949 by Alexander McCormick Sturm and William B. Ruger and has been publicly traded since 1969.
IRTC vs RGR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $208.9M | $151.1M |
| Net Profit | $5.6M | — |
| Gross Margin | 70.9% | 17.8% |
| Operating Margin | 1.1% | 2.3% |
| Net Margin | 2.7% | — |
| Revenue YoY | 27.1% | 3.6% |
| Net Profit YoY | 518.5% | — |
| EPS (diluted) | $0.18 | $0.22 |
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 | $151.1M | ||
| Q3 25 | $192.9M | $126.8M | ||
| Q2 25 | $186.7M | $132.5M | ||
| Q1 25 | $158.7M | $135.7M | ||
| Q4 24 | $164.3M | $145.8M | ||
| Q3 24 | $147.5M | $122.3M | ||
| Q2 24 | $148.0M | $130.8M | ||
| Q1 24 | $131.9M | $136.8M |
| Q4 25 | $5.6M | — | ||
| Q3 25 | $-5.2M | $1.6M | ||
| Q2 25 | $-14.2M | $-17.2M | ||
| Q1 25 | $-30.7M | $7.8M | ||
| Q4 24 | $-1.3M | — | ||
| Q3 24 | $-46.2M | $4.7M | ||
| Q2 24 | $-20.1M | $8.3M | ||
| Q1 24 | $-45.7M | $7.1M |
| Q4 25 | 70.9% | 17.8% | ||
| Q3 25 | 71.1% | 15.1% | ||
| Q2 25 | 71.2% | 3.9% | ||
| Q1 25 | 68.8% | 22.0% | ||
| Q4 24 | 70.0% | 22.8% | ||
| Q3 24 | 68.8% | 18.5% | ||
| Q2 24 | 69.9% | 22.3% | ||
| Q1 24 | 66.3% | 21.5% |
| Q4 25 | 1.1% | 2.3% | ||
| Q3 25 | -4.4% | -2.7% | ||
| Q2 25 | -10.0% | -15.6% | ||
| Q1 25 | -20.5% | 6.2% | ||
| Q4 24 | -2.5% | 7.8% | ||
| Q3 24 | -34.1% | 3.1% | ||
| Q2 24 | -15.5% | 6.9% | ||
| Q1 24 | -28.9% | 5.5% |
| Q4 25 | 2.7% | — | ||
| Q3 25 | -2.7% | 1.2% | ||
| Q2 25 | -7.6% | -13.0% | ||
| Q1 25 | -19.3% | 5.7% | ||
| Q4 24 | -0.8% | — | ||
| Q3 24 | -31.3% | 3.9% | ||
| Q2 24 | -13.6% | 6.3% | ||
| Q1 24 | -34.6% | 5.2% |
| Q4 25 | $0.18 | $0.22 | ||
| Q3 25 | $-0.16 | $0.10 | ||
| Q2 25 | $-0.44 | $-1.05 | ||
| Q1 25 | $-0.97 | $0.46 | ||
| Q4 24 | $-0.03 | $0.62 | ||
| Q3 24 | $-1.48 | $0.28 | ||
| Q2 24 | $-0.65 | $0.47 | ||
| Q1 24 | $-1.47 | $0.40 |
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 | $92.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $152.7M | $283.8M |
| Total Assets | $1.0B | $342.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $583.8M | $92.5M | ||
| Q3 25 | $565.2M | $80.8M | ||
| Q2 25 | $545.5M | $101.4M | ||
| Q1 25 | $520.6M | $108.3M | ||
| Q4 24 | $535.6M | $105.5M | ||
| Q3 24 | $522.0M | $96.0M | ||
| Q2 24 | $561.5M | $105.6M | ||
| Q1 24 | $569.1M | $115.3M |
| Q4 25 | $152.7M | $283.8M | ||
| Q3 25 | $121.9M | $279.6M | ||
| Q2 25 | $103.7M | $289.3M | ||
| Q1 25 | $86.7M | $321.5M | ||
| Q4 24 | $90.9M | $319.6M | ||
| Q3 24 | $71.8M | $314.9M | ||
| Q2 24 | $99.2M | $321.5M | ||
| Q1 24 | $90.3M | $332.0M |
| Q4 25 | $1.0B | $342.0M | ||
| Q3 25 | $995.2M | $342.3M | ||
| Q2 25 | $964.0M | $349.5M | ||
| Q1 25 | $926.1M | $379.0M | ||
| Q4 24 | $931.4M | $384.0M | ||
| Q3 24 | $909.7M | $373.5M | ||
| Q2 24 | $919.2M | $376.7M | ||
| Q1 24 | $909.8M | $385.0M |
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 | $15.5M |
| Free Cash FlowOCF − Capex | $14.5M | $12.3M |
| FCF MarginFCF / Revenue | 6.9% | 8.2% |
| Capex IntensityCapex / Revenue | 5.6% | 2.1% |
| Cash ConversionOCF / Net Profit | 4.70× | — |
| TTM Free Cash FlowTrailing 4 quarters | $34.5M | $38.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.2M | $15.5M | ||
| Q3 25 | $34.9M | $12.9M | ||
| Q2 25 | $27.7M | $14.7M | ||
| Q1 25 | $-7.9M | $11.1M | ||
| Q4 24 | $19.2M | $20.0M | ||
| Q3 24 | $24.3M | $9.4M | ||
| Q2 24 | $11.8M | $18.7M | ||
| Q1 24 | $-52.0M | $7.3M |
| Q4 25 | $14.5M | $12.3M | ||
| Q3 25 | $20.1M | $7.0M | ||
| Q2 25 | $17.3M | $9.1M | ||
| Q1 25 | $-17.3M | $10.0M | ||
| Q4 24 | $12.4M | $16.4M | ||
| Q3 24 | $15.5M | $2.6M | ||
| Q2 24 | $3.4M | $10.1M | ||
| Q1 24 | $-61.8M | $5.6M |
| Q4 25 | 6.9% | 8.2% | ||
| Q3 25 | 10.4% | 5.5% | ||
| Q2 25 | 9.3% | 6.9% | ||
| Q1 25 | -10.9% | 7.4% | ||
| Q4 24 | 7.5% | 11.2% | ||
| Q3 24 | 10.5% | 2.1% | ||
| Q2 24 | 2.3% | 7.7% | ||
| Q1 24 | -46.8% | 4.1% |
| Q4 25 | 5.6% | 2.1% | ||
| Q3 25 | 7.7% | 4.6% | ||
| Q2 25 | 5.6% | 4.2% | ||
| Q1 25 | 5.9% | 0.8% | ||
| Q4 24 | 4.2% | 2.5% | ||
| Q3 24 | 6.0% | 5.5% | ||
| Q2 24 | 5.7% | 6.6% | ||
| Q1 24 | 7.4% | 1.3% |
| Q4 25 | 4.70× | — | ||
| Q3 25 | — | 8.15× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.43× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.98× | ||
| Q2 24 | — | 2.27× | ||
| Q1 24 | — | 1.04× |
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% |
RGR
| Firearms | $150.6M | 100% |
| Castings | $7.3M | 5% |
