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iRhythm(IRTC) - 2025 Q4 - Earnings Call Presentation
2026-02-19 21:30
iRhythm Holdings Fourth Quarter 2025 Results February 19, 2026 © 2026 iRhythm Holdings, Inc. 1 Cautionary statement re forward-looking statements, non-GAAP measures and other matters Certain data in this presentation was obtained from various external sources, and neither "iRhythm Holdings, Inc. ("iRhythm" or the "Company") nor its affiliates, advisers or representatives has verified such data with independent sources. Accordingly, neither the Company nor any of its affiliates, advisers or representatives m ...
iRhythm Technologies (NasdaqGS:IRTC) FY Earnings Call Presentation
2026-01-12 16:15
Financial Performance & Market Position - Anticipated full year 2025 revenue is over $740 million[30], reflecting strong commercial adoption and market expansion[83] - The company expects $870 million to $880 million in global net revenue for 2026[86] - The company anticipates an adjusted EBITDA margin of 825% to 875% for 2025[83], and projects 115% to 125% for 2026[87] - The company holds a 72% market share in Long-Term Continuous Monitoring (LTCM) within the US[39] Market Opportunity & Expansion - There are over 27 million potential patients in the United States who could benefit from ambulatory cardiac monitoring[32] - The company sees a $500 million revenue opportunity in converting 19 million legacy technology tests still performed in the US[39] - The company has a 15% market share in Mobile Cardiac Telemetry (MCT), with each 10 points of share representing $80 million to $100 million[39] - The company is targeting 32 million ambulatory cardiac monitoring tests across prioritized EU and APAC countries[32] Clinical & Technological Advancements - The company has generated over 12 million patient reports since its inception through December 31, 2025[34] - The company has accumulated approximately 3 billion hours of curated ECG data since its inception through 2025[36] - Approximately 85% of patients in representative customer programs had at least one arrhythmia identified[53]