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Side-by-side financial comparison of iRhythm Holdings, Inc. (IRTC) and STONERIDGE INC (SRI). Click either name above to swap in a different company.
iRhythm Holdings, Inc. is the larger business by last-quarter revenue ($208.9M vs $205.2M, roughly 1.0× STONERIDGE INC). On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs -6.0%). iRhythm Holdings, Inc. produced more free cash flow last quarter ($14.5M vs $2.6M). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs -7.4%).
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.
Stoneridge Inc is a global designer and manufacturer of advanced electrical and electronic components, integrated systems, and sensor solutions. It serves automotive, commercial vehicle, off-highway, and aerospace sectors, delivering products that boost vehicle safety, efficiency, connectivity, and environmental performance across key global markets.
IRTC vs SRI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $208.9M | $205.2M |
| Net Profit | $5.6M | — |
| Gross Margin | 70.9% | 16.2% |
| Operating Margin | 1.1% | -14.4% |
| Net Margin | 2.7% | — |
| Revenue YoY | 27.1% | -6.0% |
| Net Profit YoY | 518.5% | — |
| EPS (diluted) | $0.18 | $-2.76 |
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 | $205.2M | ||
| Q3 25 | $192.9M | $210.3M | ||
| Q2 25 | $186.7M | $228.0M | ||
| Q1 25 | $158.7M | $217.9M | ||
| Q4 24 | $164.3M | $218.2M | ||
| Q3 24 | $147.5M | $213.8M | ||
| Q2 24 | $148.0M | $237.1M | ||
| Q1 24 | $131.9M | $239.2M |
| Q4 25 | $5.6M | — | ||
| Q3 25 | $-5.2M | $-9.4M | ||
| Q2 25 | $-14.2M | $-9.4M | ||
| Q1 25 | $-30.7M | $-7.2M | ||
| Q4 24 | $-1.3M | — | ||
| Q3 24 | $-46.2M | $-7.1M | ||
| Q2 24 | $-20.1M | $2.8M | ||
| Q1 24 | $-45.7M | $-6.1M |
| Q4 25 | 70.9% | 16.2% | ||
| Q3 25 | 71.1% | 20.3% | ||
| Q2 25 | 71.2% | 21.5% | ||
| Q1 25 | 68.8% | 21.2% | ||
| Q4 24 | 70.0% | 19.5% | ||
| Q3 24 | 68.8% | 20.8% | ||
| Q2 24 | 69.9% | 22.7% | ||
| Q1 24 | 66.3% | 20.2% |
| Q4 25 | 1.1% | -14.4% | ||
| Q3 25 | -4.4% | -1.6% | ||
| Q2 25 | -10.0% | -1.1% | ||
| Q1 25 | -20.5% | -1.5% | ||
| Q4 24 | -2.5% | -2.0% | ||
| Q3 24 | -34.1% | 0.1% | ||
| Q2 24 | -15.5% | 1.4% | ||
| Q1 24 | -28.9% | 0.1% |
| Q4 25 | 2.7% | — | ||
| Q3 25 | -2.7% | -4.5% | ||
| Q2 25 | -7.6% | -4.1% | ||
| Q1 25 | -19.3% | -3.3% | ||
| Q4 24 | -0.8% | — | ||
| Q3 24 | -31.3% | -3.3% | ||
| Q2 24 | -13.6% | 1.2% | ||
| Q1 24 | -34.6% | -2.6% |
| Q4 25 | $0.18 | $-2.76 | ||
| Q3 25 | $-0.16 | $-0.34 | ||
| Q2 25 | $-0.44 | $-0.34 | ||
| Q1 25 | $-0.97 | $-0.26 | ||
| Q4 24 | $-0.03 | $-0.22 | ||
| Q3 24 | $-1.48 | $-0.26 | ||
| Q2 24 | $-0.65 | $0.10 | ||
| Q1 24 | $-1.47 | $-0.22 |
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 | $66.3M |
| Total DebtLower is stronger | — | $180.9M |
| Stockholders' EquityBook value | $152.7M | $179.8M |
| Total Assets | $1.0B | $551.2M |
| Debt / EquityLower = less leverage | — | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $583.8M | $66.3M | ||
| Q3 25 | $565.2M | $54.0M | ||
| Q2 25 | $545.5M | $49.8M | ||
| Q1 25 | $520.6M | $79.1M | ||
| Q4 24 | $535.6M | $71.8M | ||
| Q3 24 | $522.0M | $54.1M | ||
| Q2 24 | $561.5M | $42.1M | ||
| Q1 24 | $569.1M | $48.4M |
| Q4 25 | — | $180.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $201.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $152.7M | $179.8M | ||
| Q3 25 | $121.9M | $251.2M | ||
| Q2 25 | $103.7M | $260.5M | ||
| Q1 25 | $86.7M | $253.1M | ||
| Q4 24 | $90.9M | $245.3M | ||
| Q3 24 | $71.8M | $271.4M | ||
| Q2 24 | $99.2M | $270.5M | ||
| Q1 24 | $90.3M | $277.3M |
| Q4 25 | $1.0B | $551.2M | ||
| Q3 25 | $995.2M | $632.1M | ||
| Q2 25 | $964.0M | $639.4M | ||
| Q1 25 | $926.1M | $657.4M | ||
| Q4 24 | $931.4M | $621.6M | ||
| Q3 24 | $909.7M | $662.5M | ||
| Q2 24 | $919.2M | $666.7M | ||
| Q1 24 | $909.8M | $675.4M |
| Q4 25 | — | 1.01× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.82× | ||
| 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 | $8.8M |
| Free Cash FlowOCF − Capex | $14.5M | $2.6M |
| FCF MarginFCF / Revenue | 6.9% | 1.3% |
| Capex IntensityCapex / Revenue | 5.6% | 3.0% |
| Cash ConversionOCF / Net Profit | 4.70× | — |
| TTM Free Cash FlowTrailing 4 quarters | $34.5M | $12.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.2M | $8.8M | ||
| Q3 25 | $34.9M | $3.6M | ||
| Q2 25 | $27.7M | $10.7M | ||
| Q1 25 | $-7.9M | $10.9M | ||
| Q4 24 | $19.2M | $19.2M | ||
| Q3 24 | $24.3M | $10.8M | ||
| Q2 24 | $11.8M | $8.7M | ||
| Q1 24 | $-52.0M | $9.1M |
| Q4 25 | $14.5M | $2.6M | ||
| Q3 25 | $20.1M | $-2.7M | ||
| Q2 25 | $17.3M | $7.4M | ||
| Q1 25 | $-17.3M | $4.8M | ||
| Q4 24 | $12.4M | $14.0M | ||
| Q3 24 | $15.5M | $4.6M | ||
| Q2 24 | $3.4M | $1.5M | ||
| Q1 24 | $-61.8M | $3.3M |
| Q4 25 | 6.9% | 1.3% | ||
| Q3 25 | 10.4% | -1.3% | ||
| Q2 25 | 9.3% | 3.3% | ||
| Q1 25 | -10.9% | 2.2% | ||
| Q4 24 | 7.5% | 6.4% | ||
| Q3 24 | 10.5% | 2.2% | ||
| Q2 24 | 2.3% | 0.6% | ||
| Q1 24 | -46.8% | 1.4% |
| Q4 25 | 5.6% | 3.0% | ||
| Q3 25 | 7.7% | 3.0% | ||
| Q2 25 | 5.6% | 1.4% | ||
| Q1 25 | 5.9% | 2.8% | ||
| Q4 24 | 4.2% | 2.4% | ||
| Q3 24 | 6.0% | 2.9% | ||
| Q2 24 | 5.7% | 3.0% | ||
| Q1 24 | 7.4% | 2.4% |
| Q4 25 | 4.70× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.11× | ||
| 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% |
SRI
| Control Devices | $51.7M | 25% |
| Electronics | $38.0M | 19% |
| EE | $34.2M | 17% |
| SE | $28.6M | 14% |
| NL | $24.5M | 12% |
| Stoneridge Brazil | $14.1M | 7% |
| Asia Pacific | $13.1M | 6% |
