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Side-by-side financial comparison of iRhythm Holdings, Inc. (IRTC) and UNIVERSAL TECHNICAL INSTITUTE INC (UTI). Click either name above to swap in a different company.
UNIVERSAL TECHNICAL INSTITUTE INC is the larger business by last-quarter revenue ($220.8M vs $208.9M, roughly 1.1× iRhythm Holdings, Inc.). UNIVERSAL TECHNICAL INSTITUTE INC runs the higher net margin — 5.8% vs 2.7%, a 3.1% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 9.6%). iRhythm Holdings, Inc. produced more free cash flow last quarter ($14.5M vs $-19.2M). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs 9.5%).
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.
Universal Technical Institute, Inc. (UTI) is a private for-profit system of technical colleges in the United States. It was established in 1965 by Robert Sweet.
IRTC vs UTI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $208.9M | $220.8M |
| Net Profit | $5.6M | $12.8M |
| Gross Margin | 70.9% | — |
| Operating Margin | 1.1% | 7.1% |
| Net Margin | 2.7% | 5.8% |
| Revenue YoY | 27.1% | 9.6% |
| Net Profit YoY | 518.5% | -42.1% |
| EPS (diluted) | $0.18 | $0.23 |
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 | $220.8M | ||
| Q3 25 | $192.9M | $222.4M | ||
| Q2 25 | $186.7M | $204.3M | ||
| Q1 25 | $158.7M | $207.4M | ||
| Q4 24 | $164.3M | $201.4M | ||
| Q3 24 | $147.5M | $196.4M | ||
| Q2 24 | $148.0M | $177.5M | ||
| Q1 24 | $131.9M | $184.2M |
| Q4 25 | $5.6M | $12.8M | ||
| Q3 25 | $-5.2M | $18.8M | ||
| Q2 25 | $-14.2M | $10.7M | ||
| Q1 25 | $-30.7M | $11.4M | ||
| Q4 24 | $-1.3M | $22.2M | ||
| Q3 24 | $-46.2M | $18.8M | ||
| Q2 24 | $-20.1M | $5.0M | ||
| Q1 24 | $-45.7M | $7.8M |
| 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 24 | 66.3% | — |
| Q4 25 | 1.1% | 7.1% | ||
| Q3 25 | -4.4% | 11.2% | ||
| Q2 25 | -10.0% | 6.9% | ||
| Q1 25 | -20.5% | 8.1% | ||
| Q4 24 | -2.5% | 13.6% | ||
| Q3 24 | -34.1% | 13.3% | ||
| Q2 24 | -15.5% | 4.2% | ||
| Q1 24 | -28.9% | 6.1% |
| Q4 25 | 2.7% | 5.8% | ||
| Q3 25 | -2.7% | 8.4% | ||
| Q2 25 | -7.6% | 5.2% | ||
| Q1 25 | -19.3% | 5.5% | ||
| Q4 24 | -0.8% | 11.0% | ||
| Q3 24 | -31.3% | 9.6% | ||
| Q2 24 | -13.6% | 2.8% | ||
| Q1 24 | -34.6% | 4.2% |
| Q4 25 | $0.18 | $0.23 | ||
| Q3 25 | $-0.16 | $0.33 | ||
| Q2 25 | $-0.44 | $0.19 | ||
| Q1 25 | $-0.97 | $0.21 | ||
| Q4 24 | $-0.03 | $0.40 | ||
| Q3 24 | $-1.48 | $0.35 | ||
| Q2 24 | $-0.65 | $0.09 | ||
| Q1 24 | $-1.47 | $0.14 |
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 | $162.8M |
| Total DebtLower is stronger | — | $101.4M |
| Stockholders' EquityBook value | $152.7M | $335.9M |
| Total Assets | $1.0B | $834.0M |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $583.8M | $162.8M | ||
| Q3 25 | $565.2M | $169.1M | ||
| Q2 25 | $545.5M | $70.7M | ||
| Q1 25 | $520.6M | $96.0M | ||
| Q4 24 | $535.6M | $172.0M | ||
| Q3 24 | $522.0M | $161.9M | ||
| Q2 24 | $561.5M | $115.5M | ||
| Q1 24 | $569.1M | $116.1M |
| Q4 25 | — | $101.4M | ||
| Q3 25 | — | $87.1M | ||
| Q2 25 | — | $73.8M | ||
| Q1 25 | — | $94.4M | ||
| Q4 24 | — | $120.1M | ||
| Q3 24 | — | $125.7M | ||
| Q2 24 | — | $137.3M | ||
| Q1 24 | — | $141.9M |
| Q4 25 | $152.7M | $335.9M | ||
| Q3 25 | $121.9M | $328.1M | ||
| Q2 25 | $103.7M | $306.8M | ||
| Q1 25 | $86.7M | $293.9M | ||
| Q4 24 | $90.9M | $280.0M | ||
| Q3 24 | $71.8M | $260.2M | ||
| Q2 24 | $99.2M | $239.4M | ||
| Q1 24 | $90.3M | $232.6M |
| Q4 25 | $1.0B | $834.0M | ||
| Q3 25 | $995.2M | $826.1M | ||
| Q2 25 | $964.0M | $740.8M | ||
| Q1 25 | $926.1M | $720.4M | ||
| Q4 24 | $931.4M | $753.8M | ||
| Q3 24 | $909.7M | $744.6M | ||
| Q2 24 | $919.2M | $706.0M | ||
| Q1 24 | $909.8M | $702.1M |
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 0.48× | ||
| Q2 24 | — | 0.57× | ||
| Q1 24 | — | 0.61× |
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 | $3.1M |
| Free Cash FlowOCF − Capex | $14.5M | $-19.2M |
| FCF MarginFCF / Revenue | 6.9% | -8.7% |
| Capex IntensityCapex / Revenue | 5.6% | 10.1% |
| Cash ConversionOCF / Net Profit | 4.70× | 0.24× |
| TTM Free Cash FlowTrailing 4 quarters | $34.5M | $16.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.2M | $3.1M | ||
| Q3 25 | $34.9M | $57.1M | ||
| Q2 25 | $27.7M | $18.1M | ||
| Q1 25 | $-7.9M | $-789.0K | ||
| Q4 24 | $19.2M | $23.0M | ||
| Q3 24 | $24.3M | $67.5M | ||
| Q2 24 | $11.8M | $10.0M | ||
| Q1 24 | $-52.0M | $-2.5M |
| Q4 25 | $14.5M | $-19.2M | ||
| Q3 25 | $20.1M | $40.6M | ||
| Q2 25 | $17.3M | $6.8M | ||
| Q1 25 | $-17.3M | $-11.7M | ||
| Q4 24 | $12.4M | $19.6M | ||
| Q3 24 | $15.5M | $60.0M | ||
| Q2 24 | $3.4M | $3.0M | ||
| Q1 24 | $-61.8M | $-8.4M |
| Q4 25 | 6.9% | -8.7% | ||
| Q3 25 | 10.4% | 18.3% | ||
| Q2 25 | 9.3% | 3.4% | ||
| Q1 25 | -10.9% | -5.7% | ||
| Q4 24 | 7.5% | 9.7% | ||
| Q3 24 | 10.5% | 30.6% | ||
| Q2 24 | 2.3% | 1.7% | ||
| Q1 24 | -46.8% | -4.6% |
| Q4 25 | 5.6% | 10.1% | ||
| Q3 25 | 7.7% | 7.4% | ||
| Q2 25 | 5.6% | 5.5% | ||
| Q1 25 | 5.9% | 5.3% | ||
| Q4 24 | 4.2% | 1.7% | ||
| Q3 24 | 6.0% | 3.8% | ||
| Q2 24 | 5.7% | 4.0% | ||
| Q1 24 | 7.4% | 3.2% |
| Q4 25 | 4.70× | 0.24× | ||
| Q3 25 | — | 3.04× | ||
| Q2 25 | — | 1.69× | ||
| Q1 25 | — | -0.07× | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | — | 3.58× | ||
| Q2 24 | — | 2.01× | ||
| Q1 24 | — | -0.32× |
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% |
UTI
| UTI | $142.8M | 65% |
| Concorde | $78.0M | 35% |
