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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
iRhythm Technologies
iRhythm Technologies (IRTC) investor relations material
iRhythm Technologies Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 revenue was $221.6M, up 14.9% YoY; Zio Monitor demand exceeded expectations, while Zio AT revenue was flat YoY.
Gross margin reached 74.2% and adjusted EBITDA margin 23.1%; results included tariff refunds and litigation-related costs.
VitalConnect acquisition closed Oct. 5, broadening monitoring capabilities across ambulatory and other care settings.
Financial highlights
Q3 revenue was $221.6M versus $192.9M in Q3 2025; gross profit was $164.5M, up 20.0% YoY.
Adjusted EBITDA was $51.184M versus $21.559M; adjusted EBITDA margin was 23.1%, up 1,190 bps YoY.
GAAP net loss was $29.851M, or $0.90 per diluted share; adjusted net income was $27.815M, or $0.82 per share.
Adjusted operating expenses were $138.6M, down 2% YoY; reported operating expenses were $197.0M and included $49.8M of litigation settlements.
Q3 free cash flow was -$11.545M; excluding the $50.0M Baxter settlement payment, it was +$38.5M.
Outlook and guidance
FY2026 revenue guidance increased to $890M–$895M, from prior guidance of $880M–$890M; adjusted EBITDA margin guidance rose to 15.5%–16.0%.
Guidance includes ~$16M of VitalConnect revenue from the Oct. 5 close through year-end.
Q4 Zio AT volume is expected flat YoY and revenue down ~10%; Zio Monitor growth is expected in the mid-teens.
Organic revenue is expected to track toward ~$1B in 2027; VitalConnect is expected to grow slightly above organic growth, with an adjusted EBITDA margin target of at least 15%.
Positive Q4 free cash flow and FY2026 YoY free cash flow growth are expected excluding specified one-time items.
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Latest events from iRhythm Technologies
- VitalConnect acquisition positions for full MCT market access and accelerated nationwide growth.IRTC
Wells Fargo 21st Annual Healthcare Conference - Q2 2026 revenue up 20.1%, margins expanded, and major acquisition announced.IRTCQ2 2026
- Cybersecurity contained, Zio MCT on track for 2027, and AI boosts efficiency and growth.IRTCTruist Securities MedTech Conference 2026
- AI innovation, global expansion, and FDA-cleared algorithm drive strong growth and outlook.IRTC46th Annual William Blair Growth Stock Conference
- Q3 2025 revenue up 31% to $192.9M, margin and EBITDA improved, and guidance raised.IRTCQ3 2025
- Record new account growth, strong LTCM share, and Zio MCT launch drive future expansion.IRTCWells Fargo 20th Annual Healthcare Conference 2025
- Q1 2025 revenue up 20.3%, net loss narrowed, and FY2025 guidance raised amid strong demand.IRTCQ1 2025
- AI-driven monitoring, new sensing tech, and global expansion fuel robust growth prospects.IRTC43rd Annual J.P. Morgan Healthcare Conference 2025
- Q4 revenue up 24% to $164.3M, gross margin at 70%, and 2025 growth guidance reaffirmed.IRTCQ4 2024
Next iRhythm Technologies earnings date
Jefferies Global Healthcare Conference19 Nov, 2026
iRhythm Technologies
Next iRhythm Technologies earnings date
Jefferies Global Healthcare Conference19 Nov, 2026
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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.