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iRhythm Holdings, Inc. IRTC Customer A — Revenue, net

Other product segments

Contracted third-party payors
$106.8M+27.4%
CMS
$51.39M
Non-contracted third-party payors
$11.04M+9.4%

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Other financials

Income statement

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Revenue$199.4M+25.7%
Gross profit$141.4M+29.4%
Operating income-$16.2M+50.3%
Net income-$13.9M+54.6%
EPS (diluted)-$0.43+55.7%

Balance sheet

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Cash & equivalents$248.5M-35.2%
Total debt$79.0M-10.5%
Total equity$161.2M+86.0%
Total assets$1.0B+8.7%

Cash flow

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Operating cash flow-$26.2M-232%
CapEx$6.9M-26.7%
Free cash flow-$33.1M-91.1%

Valuation

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Market cap$3.44B+16.0%
Enterprise value$3.27B+21.8%
P/S4.4×-0.4×

Profitability

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Gross margin71%+1.6pp
Operating margin-5.5%-2.2pp
Net margin-7.3%-3.1pp
FCF margin2.4%

Returns & leverage

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Return on equity-53.1%-17.4pp
Debt / equity0.5×-0.5×
Current ratio5.2×-0.5×

Where this comes from

Reported directly by iRhythm Holdings, Inc. in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: iRhythm Holdings, Inc. ’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is iRhythm Holdings, Inc. 's customer a — revenue, net?
iRhythm Holdings, Inc. (IRTC) reported customer a — revenue, net of $30.15M in Q1 2026.
How has iRhythm Holdings, Inc. 's customer a — revenue, net changed year-over-year?
iRhythm Holdings, Inc. 's customer a — revenue, net increased by 13.1% year-over-year, from $26.67M to $30.15M.
What is the long-term trend for iRhythm Holdings, Inc. 's customer a — revenue, net?
Over 4 years (2021 to 2025), iRhythm Holdings, Inc. 's customer a — revenue, net has grown at a 21.6% compound annual growth rate (CAGR), from $57.5M to $125.61M.
What does customer a — revenue, net mean?
This metric represents the total net revenue generated from sales of products or services to a specific primary customer segment, typically representing a major institutional client or group of healthcare providers. It serves as a key indicator of market penetration and the commercial success of the company's core offerings within this specific customer base. Tracking this revenue stream helps investors assess the company's reliance on major accounts and the growth trajectory of its primary business segment.