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iRhythm Holdings, Inc. IRTC Non-contracted third-party payors — Revenue, net

Other product segments

Contracted third-party payors
$106.8M+27.4%
CMS
$51.39M
Customer A
$30.15M+13.1%

Similar metrics at other companies

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EHCOther third-party payors — Net operating revenues
$10.7M+28.9%
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RDNTOther payors — Total consolidated revenues
$33.59M+21.3%
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THCUninsured — Net operating revenues
$9M-74.3%
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THCManaged care — Net operating revenues
$2.39B-0.3%
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EHCManaged care — Net operating revenues
$167.7M+15.1%
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UHSOther Non Patient Revenue — Revenue
$315.85M+21.6%

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 non-contracted third-party payors — revenue, net?
iRhythm Holdings, Inc. (IRTC) reported non-contracted third-party payors — revenue, net of $11.04M in Q1 2026.
How has iRhythm Holdings, Inc. 's non-contracted third-party payors — revenue, net changed year-over-year?
iRhythm Holdings, Inc. 's non-contracted third-party payors — revenue, net increased by 9.4% year-over-year, from $10.09M to $11.04M.
What is the long-term trend for iRhythm Holdings, Inc. 's non-contracted third-party payors — revenue, net?
Over 4 years (2021 to 2025), iRhythm Holdings, Inc. 's non-contracted third-party payors — revenue, net has grown at a 16.7% compound annual growth rate (CAGR), from $26.93M to $49.94M.
What does non-contracted third-party payors — revenue, net mean?
This metric represents the net revenue generated from healthcare services provided to patients covered by insurance entities with which the company does not have a formal, negotiated network contract. It reflects the company's ability to monetize diagnostic services through out-of-network billing arrangements or individual case agreements. Monitoring this revenue stream is critical for assessing the company's market reach and the impact of reimbursement dynamics on top-line growth.