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Side-by-side financial comparison of iRhythm Holdings, Inc. (IRTC) and ROGERS CORP (ROG). Click either name above to swap in a different company.
iRhythm Holdings, Inc. is the larger business by last-quarter revenue ($208.9M vs $200.5M, roughly 1.0× ROGERS CORP). iRhythm Holdings, Inc. runs the higher net margin — 2.7% vs 2.2%, a 0.4% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 5.2%). iRhythm Holdings, Inc. produced more free cash flow last quarter ($14.5M vs $1.1M). 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.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
IRTC vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $208.9M | $200.5M |
| Net Profit | $5.6M | $4.5M |
| Gross Margin | 70.9% | 32.2% |
| Operating Margin | 1.1% | — |
| Net Margin | 2.7% | 2.2% |
| Revenue YoY | 27.1% | 5.2% |
| Net Profit YoY | 518.5% | 421.4% |
| EPS (diluted) | $0.18 | $0.25 |
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.
| Q1 26 | — | $200.5M | ||
| Q4 25 | $208.9M | $201.5M | ||
| Q3 25 | $192.9M | $216.0M | ||
| Q2 25 | $186.7M | $202.8M | ||
| Q1 25 | $158.7M | $190.5M | ||
| Q4 24 | $164.3M | $192.2M | ||
| Q3 24 | $147.5M | $210.3M | ||
| Q2 24 | $148.0M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $5.6M | $4.6M | ||
| Q3 25 | $-5.2M | $8.6M | ||
| Q2 25 | $-14.2M | $-73.6M | ||
| Q1 25 | $-30.7M | $-1.4M | ||
| Q4 24 | $-1.3M | $-500.0K | ||
| Q3 24 | $-46.2M | $10.7M | ||
| Q2 24 | $-20.1M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 70.9% | 31.5% | ||
| Q3 25 | 71.1% | 33.5% | ||
| Q2 25 | 71.2% | 31.6% | ||
| Q1 25 | 68.8% | 29.9% | ||
| Q4 24 | 70.0% | 32.1% | ||
| Q3 24 | 68.8% | 35.2% | ||
| Q2 24 | 69.9% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 3.5% | ||
| Q3 25 | -4.4% | 7.3% | ||
| Q2 25 | -10.0% | -33.3% | ||
| Q1 25 | -20.5% | -0.2% | ||
| Q4 24 | -2.5% | -6.6% | ||
| Q3 24 | -34.1% | 6.9% | ||
| Q2 24 | -15.5% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 2.7% | 2.3% | ||
| Q3 25 | -2.7% | 4.0% | ||
| Q2 25 | -7.6% | -36.3% | ||
| Q1 25 | -19.3% | -0.7% | ||
| Q4 24 | -0.8% | -0.3% | ||
| Q3 24 | -31.3% | 5.1% | ||
| Q2 24 | -13.6% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.18 | $0.20 | ||
| Q3 25 | $-0.16 | $0.48 | ||
| Q2 25 | $-0.44 | $-4.00 | ||
| Q1 25 | $-0.97 | $-0.08 | ||
| Q4 24 | $-0.03 | $-0.04 | ||
| Q3 24 | $-1.48 | $0.58 | ||
| Q2 24 | $-0.65 | $0.44 |
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 | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $152.7M | $1.2B |
| Total Assets | $1.0B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $583.8M | $197.0M | ||
| Q3 25 | $565.2M | $167.8M | ||
| Q2 25 | $545.5M | $157.2M | ||
| Q1 25 | $520.6M | $175.6M | ||
| Q4 24 | $535.6M | $159.8M | ||
| Q3 24 | $522.0M | $146.4M | ||
| Q2 24 | $561.5M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $152.7M | $1.2B | ||
| Q3 25 | $121.9M | $1.2B | ||
| Q2 25 | $103.7M | $1.2B | ||
| Q1 25 | $86.7M | $1.3B | ||
| Q4 24 | $90.9M | $1.3B | ||
| Q3 24 | $71.8M | $1.3B | ||
| Q2 24 | $99.2M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $995.2M | $1.4B | ||
| Q2 25 | $964.0M | $1.5B | ||
| Q1 25 | $926.1M | $1.5B | ||
| Q4 24 | $931.4M | $1.5B | ||
| Q3 24 | $909.7M | $1.5B | ||
| Q2 24 | $919.2M | $1.5B |
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 | $5.8M |
| Free Cash FlowOCF − Capex | $14.5M | $1.1M |
| FCF MarginFCF / Revenue | 6.9% | 0.5% |
| Capex IntensityCapex / Revenue | 5.6% | 2.3% |
| Cash ConversionOCF / Net Profit | 4.70× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $34.5M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $26.2M | $46.9M | ||
| Q3 25 | $34.9M | $28.9M | ||
| Q2 25 | $27.7M | $13.7M | ||
| Q1 25 | $-7.9M | $11.7M | ||
| Q4 24 | $19.2M | $33.7M | ||
| Q3 24 | $24.3M | $42.4M | ||
| Q2 24 | $11.8M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $14.5M | $42.2M | ||
| Q3 25 | $20.1M | $21.2M | ||
| Q2 25 | $17.3M | $5.6M | ||
| Q1 25 | $-17.3M | $2.1M | ||
| Q4 24 | $12.4M | $18.3M | ||
| Q3 24 | $15.5M | $25.2M | ||
| Q2 24 | $3.4M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 6.9% | 20.9% | ||
| Q3 25 | 10.4% | 9.8% | ||
| Q2 25 | 9.3% | 2.8% | ||
| Q1 25 | -10.9% | 1.1% | ||
| Q4 24 | 7.5% | 9.5% | ||
| Q3 24 | 10.5% | 12.0% | ||
| Q2 24 | 2.3% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 5.6% | 2.3% | ||
| Q3 25 | 7.7% | 3.6% | ||
| Q2 25 | 5.6% | 4.0% | ||
| Q1 25 | 5.9% | 5.0% | ||
| Q4 24 | 4.2% | 8.0% | ||
| Q3 24 | 6.0% | 8.2% | ||
| Q2 24 | 5.7% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 4.70× | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
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% |
ROG
Segment breakdown not available.
