)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
iRhythm Technologies
iRhythm Technologies (IRTC) investor relations material
iRhythm Technologies Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Achieved record 2025 revenue of $747.1M, up 26.2% year-over-year, with five consecutive quarters above 20% growth, driven by strong volume across all channels and record commercial adoption.
Delivered first-ever positive free cash flow and positive quarterly GAAP net income in Q4 2025, marking a key profitability milestone.
Expanded market presence in primary care, integrated delivery networks, and international markets, commercializing in six markets and advancing new product innovations.
Advanced EHR integration, with over half of volume through integrated accounts and 75 of top 100 customers fully integrated.
Strengthened predictive AI capabilities, piloting programs with >85% accuracy in pre-identifying arrhythmia risk and signing a partnership for AI-driven patient risk identification.
Financial highlights
Q4 2025 revenue: $208.9M, up 27.1% year-over-year; full year 2025 revenue: $747.1M, up 26.2%.
Q4 gross margin: 70.9% (+90 bps YoY); full year gross margin: 70.6% (+170 bps YoY); Q4 gross margin also reported at 71.2%.
Q4 net income: $5.6M ($0.17/share), first positive quarterly net income; full year net loss: $44.6M ($1.39/share).
Q4 adjusted EBITDA: $34.3M (16.4% margin); full year adjusted EBITDA: $68.9M (9.2% margin).
Free cash flow: $14.5M in Q4, $34.5M for 2025; year-end cash and equivalents: $583.8M.
Outlook and guidance
2026 revenue guidance: $870M–$880M (16–18% YoY growth), driven by volume across core, AT, innovative, and international channels.
Q1 2026 revenue expected at $193M–$195M, reflecting typical seasonality.
2026 adjusted EBITDA margin guidance: 11.5–12.5%; Q1 2026: 3–4%.
Gross margin expected to improve by 80–100 bps in 2026.
Free cash flow expected to grow in 2026, weighted to the second half.
How will operating leverage sustain profitability?
Detail growth from new channels and international markets.
What is the ROI on AI and next-gen product investments?
Detail next-gen MCT mobile gateway changes
Explain chart-derived diagnosis tailwind potential
Expand on predictive AI pilot results
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next iRhythm Technologies earnings date
Q1 202630 Apr, 2026
iRhythm Technologies
Next iRhythm Technologies earnings date
Q1 202630 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
iRhythm Technologies, Inc., a digital healthcare company, provides ambulatory electrocardiogram (ECG) monitoring products for patients at risk for arrhythmias in the United States. Its primary product includes Zio XT service, which offers a wire-free patch that is worn for up to 14 continuous days; and Zio AT service that provides ambulatory monitoring over one to thirty days through a wire-connected patch worn by the patient. The company was incorporated in 2006 and is headquartered in San Francisco, California.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage