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Side-by-side financial comparison of iRhythm Holdings, Inc. (IRTC) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
STAG Industrial, Inc. is the larger business by last-quarter revenue ($224.2M vs $208.9M, roughly 1.1× iRhythm Holdings, Inc.). STAG Industrial, Inc. runs the higher net margin — 27.6% vs 2.7%, a 25.0% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 9.1%). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs 8.7%).
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.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
IRTC vs STAG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $208.9M | $224.2M |
| Net Profit | $5.6M | $62.0M |
| Gross Margin | 70.9% | — |
| Operating Margin | 1.1% | — |
| Net Margin | 2.7% | 27.6% |
| Revenue YoY | 27.1% | 9.1% |
| Net Profit YoY | 518.5% | — |
| EPS (diluted) | $0.18 | $0.32 |
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 | — | $224.2M | ||
| Q4 25 | $208.9M | $220.9M | ||
| Q3 25 | $192.9M | $211.1M | ||
| Q2 25 | $186.7M | $207.6M | ||
| Q1 25 | $158.7M | $205.6M | ||
| Q4 24 | $164.3M | $199.3M | ||
| Q3 24 | $147.5M | $190.7M | ||
| Q2 24 | $148.0M | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | $5.6M | $83.5M | ||
| Q3 25 | $-5.2M | $48.6M | ||
| Q2 25 | $-14.2M | $50.0M | ||
| Q1 25 | $-30.7M | $91.4M | ||
| Q4 24 | $-1.3M | $51.0M | ||
| Q3 24 | $-46.2M | $41.9M | ||
| Q2 24 | $-20.1M | $59.8M |
| Q1 26 | — | — | ||
| Q4 25 | 70.9% | — | ||
| Q3 25 | 71.1% | — | ||
| Q2 25 | 71.2% | — | ||
| Q1 25 | 68.8% | — | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 68.8% | — | ||
| Q2 24 | 69.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | — | ||
| Q3 25 | -4.4% | — | ||
| Q2 25 | -10.0% | — | ||
| Q1 25 | -20.5% | — | ||
| Q4 24 | -2.5% | — | ||
| Q3 24 | -34.1% | — | ||
| Q2 24 | -15.5% | — |
| Q1 26 | — | 27.6% | ||
| Q4 25 | 2.7% | 37.8% | ||
| Q3 25 | -2.7% | 23.0% | ||
| Q2 25 | -7.6% | 24.1% | ||
| Q1 25 | -19.3% | 44.5% | ||
| Q4 24 | -0.8% | 25.6% | ||
| Q3 24 | -31.3% | 21.9% | ||
| Q2 24 | -13.6% | 31.5% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | $0.18 | — | ||
| Q3 25 | $-0.16 | — | ||
| Q2 25 | $-0.44 | — | ||
| Q1 25 | $-0.97 | — | ||
| Q4 24 | $-0.03 | — | ||
| Q3 24 | $-1.48 | — | ||
| Q2 24 | $-0.65 | — |
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 | $8.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $152.7M | $3.6B |
| Total Assets | $1.0B | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | $583.8M | $14.9M | ||
| Q3 25 | $565.2M | $17.3M | ||
| Q2 25 | $545.5M | $15.4M | ||
| Q1 25 | $520.6M | $9.3M | ||
| Q4 24 | $535.6M | $36.3M | ||
| Q3 24 | $522.0M | $70.0M | ||
| Q2 24 | $561.5M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $152.7M | $3.6B | ||
| Q3 25 | $121.9M | $3.4B | ||
| Q2 25 | $103.7M | $3.4B | ||
| Q1 25 | $86.7M | $3.5B | ||
| Q4 24 | $90.9M | $3.5B | ||
| Q3 24 | $71.8M | $3.3B | ||
| Q2 24 | $99.2M | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $1.0B | $7.2B | ||
| Q3 25 | $995.2M | $6.9B | ||
| Q2 25 | $964.0M | $6.8B | ||
| Q1 25 | $926.1M | $6.8B | ||
| Q4 24 | $931.4M | $6.8B | ||
| Q3 24 | $909.7M | $6.6B | ||
| Q2 24 | $919.2M | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.84× |
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 | — |
| Free Cash FlowOCF − Capex | $14.5M | — |
| FCF MarginFCF / Revenue | 6.9% | — |
| Capex IntensityCapex / Revenue | 5.6% | 3.9% |
| Cash ConversionOCF / Net Profit | 4.70× | — |
| TTM Free Cash FlowTrailing 4 quarters | $34.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $26.2M | $104.5M | ||
| Q3 25 | $34.9M | $143.5M | ||
| Q2 25 | $27.7M | $111.9M | ||
| Q1 25 | $-7.9M | $103.5M | ||
| Q4 24 | $19.2M | $104.9M | ||
| Q3 24 | $24.3M | $128.0M | ||
| Q2 24 | $11.8M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | $14.5M | $43.8M | ||
| Q3 25 | $20.1M | $95.5M | ||
| Q2 25 | $17.3M | $62.3M | ||
| Q1 25 | $-17.3M | $57.2M | ||
| Q4 24 | $12.4M | $37.6M | ||
| Q3 24 | $15.5M | $86.7M | ||
| Q2 24 | $3.4M | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 19.8% | ||
| Q3 25 | 10.4% | 45.2% | ||
| Q2 25 | 9.3% | 30.0% | ||
| Q1 25 | -10.9% | 27.8% | ||
| Q4 24 | 7.5% | 18.8% | ||
| Q3 24 | 10.5% | 45.5% | ||
| Q2 24 | 2.3% | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 5.6% | 27.4% | ||
| Q3 25 | 7.7% | 22.7% | ||
| Q2 25 | 5.6% | 23.9% | ||
| Q1 25 | 5.9% | 22.5% | ||
| Q4 24 | 4.2% | 33.8% | ||
| Q3 24 | 6.0% | 21.6% | ||
| Q2 24 | 5.7% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 4.70× | 1.25× | ||
| Q3 25 | — | 2.95× | ||
| Q2 25 | — | 2.24× | ||
| Q1 25 | — | 1.13× | ||
| Q4 24 | — | 2.06× | ||
| Q3 24 | — | 3.06× | ||
| Q2 24 | — | 2.04× |
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% |
STAG
Segment breakdown not available.
