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Side-by-side financial comparison of iRhythm Holdings, Inc. (IRTC) and Urban Edge Properties (UE). Click either name above to swap in a different company.
iRhythm Holdings, Inc. is the larger business by last-quarter revenue ($208.9M vs $132.6M, roughly 1.6× Urban Edge Properties). Urban Edge Properties runs the higher net margin — 17.1% vs 2.7%, a 14.4% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 12.2%). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs 11.6%).
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.
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
IRTC vs UE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $208.9M | $132.6M |
| Net Profit | $5.6M | $22.6M |
| Gross Margin | 70.9% | — |
| Operating Margin | 1.1% | — |
| Net Margin | 2.7% | 17.1% |
| Revenue YoY | 27.1% | 12.2% |
| Net Profit YoY | 518.5% | -6.7% |
| EPS (diluted) | $0.18 | $0.18 |
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 | — | $132.6M | ||
| Q4 25 | $208.9M | $119.6M | ||
| Q3 25 | $192.9M | $120.1M | ||
| Q2 25 | $186.7M | $114.1M | ||
| Q1 25 | $158.7M | $118.2M | ||
| Q4 24 | $164.3M | $116.4M | ||
| Q3 24 | $147.5M | $112.4M | ||
| Q2 24 | $148.0M | $106.5M |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $5.6M | $12.4M | ||
| Q3 25 | $-5.2M | $14.9M | ||
| Q2 25 | $-14.2M | $58.0M | ||
| Q1 25 | $-30.7M | $8.2M | ||
| Q4 24 | $-1.3M | $30.1M | ||
| Q3 24 | $-46.2M | $9.1M | ||
| Q2 24 | $-20.1M | $30.8M |
| 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% | 11.3% | ||
| Q3 25 | -4.4% | 13.4% | ||
| Q2 25 | -10.0% | 53.9% | ||
| Q1 25 | -20.5% | 7.6% | ||
| Q4 24 | -2.5% | 27.6% | ||
| Q3 24 | -34.1% | 8.9% | ||
| Q2 24 | -15.5% | 30.6% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | 2.7% | 10.4% | ||
| Q3 25 | -2.7% | 12.4% | ||
| Q2 25 | -7.6% | 50.8% | ||
| Q1 25 | -19.3% | 6.9% | ||
| Q4 24 | -0.8% | 25.9% | ||
| Q3 24 | -31.3% | 8.1% | ||
| Q2 24 | -13.6% | 28.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $0.18 | $0.09 | ||
| Q3 25 | $-0.16 | $0.12 | ||
| Q2 25 | $-0.44 | $0.46 | ||
| Q1 25 | $-0.97 | $0.07 | ||
| Q4 24 | $-0.03 | $0.25 | ||
| Q3 24 | $-1.48 | $0.07 | ||
| Q2 24 | $-0.65 | $0.26 |
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 | $50.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $152.7M | $1.4B |
| Total Assets | $1.0B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $50.0M | ||
| Q4 25 | $583.8M | $48.9M | ||
| Q3 25 | $565.2M | $77.8M | ||
| Q2 25 | $545.5M | $53.0M | ||
| Q1 25 | $520.6M | $48.0M | ||
| Q4 24 | $535.6M | $41.4M | ||
| Q3 24 | $522.0M | $67.9M | ||
| Q2 24 | $561.5M | $78.6M |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $152.7M | $1.4B | ||
| Q3 25 | $121.9M | $1.4B | ||
| Q2 25 | $103.7M | $1.4B | ||
| Q1 25 | $86.7M | $1.4B | ||
| Q4 24 | $90.9M | $1.4B | ||
| Q3 24 | $71.8M | $1.3B | ||
| Q2 24 | $99.2M | $1.3B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $1.0B | $3.3B | ||
| Q3 25 | $995.2M | $3.3B | ||
| Q2 25 | $964.0M | $3.3B | ||
| Q1 25 | $926.1M | $3.3B | ||
| Q4 24 | $931.4M | $3.3B | ||
| Q3 24 | $909.7M | $3.2B | ||
| Q2 24 | $919.2M | $3.2B |
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 | $39.1M |
| Free Cash FlowOCF − Capex | $14.5M | — |
| FCF MarginFCF / Revenue | 6.9% | — |
| Capex IntensityCapex / Revenue | 5.6% | 1.5% |
| Cash ConversionOCF / Net Profit | 4.70× | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | $34.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.1M | ||
| Q4 25 | $26.2M | $182.7M | ||
| Q3 25 | $34.9M | $55.7M | ||
| Q2 25 | $27.7M | $43.5M | ||
| Q1 25 | $-7.9M | $32.6M | ||
| Q4 24 | $19.2M | $153.2M | ||
| Q3 24 | $24.3M | $36.6M | ||
| Q2 24 | $11.8M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | $14.5M | $81.8M | ||
| Q3 25 | $20.1M | $26.1M | ||
| Q2 25 | $17.3M | $19.6M | ||
| Q1 25 | $-17.3M | $11.9M | ||
| Q4 24 | $12.4M | $42.5M | ||
| Q3 24 | $15.5M | $12.2M | ||
| Q2 24 | $3.4M | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 68.4% | ||
| Q3 25 | 10.4% | 21.7% | ||
| Q2 25 | 9.3% | 17.2% | ||
| Q1 25 | -10.9% | 10.0% | ||
| Q4 24 | 7.5% | 36.6% | ||
| Q3 24 | 10.5% | 10.8% | ||
| Q2 24 | 2.3% | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | 5.6% | 84.4% | ||
| Q3 25 | 7.7% | 24.6% | ||
| Q2 25 | 5.6% | 20.9% | ||
| Q1 25 | 5.9% | 17.5% | ||
| Q4 24 | 4.2% | 95.1% | ||
| Q3 24 | 6.0% | 21.7% | ||
| Q2 24 | 5.7% | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | 4.70× | 14.71× | ||
| Q3 25 | — | 3.73× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | — | 3.97× | ||
| Q4 24 | — | 5.09× | ||
| Q3 24 | — | 4.03× | ||
| Q2 24 | — | 1.34× |
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% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
