iRhythm Holdings, Inc.
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ResMed (RMD) and peers reported Q2 earnings, with revenues beating estimates by 1.4% but next quarter's guidance below. RMD's revenue grew 8.6% YoY, meeting expectations, while iRhythm (IRTC) saw 20.1% growth, exceeding estimates. Insulet (PODD) and DexCom (DXCM) also reported, with mixed results. Stocks have declined since earnings, with RMD down 2.3% and IRTC down 13%.
iRhythm Holdings (IRTC) acquired VitalConnect to expand its product portfolio, aiming for 30%-40% market share in the MCT sector. The deal leverages technology and a larger sales force for nationwide growth, with plans for EHR integration and multi-vitals capabilities, according to a Wells Fargo conference transcript.
iRhythm Holdings (IRTC) reported Q2 2026 revenues of $224.2M, up 20.1% YoY, and raised full-year guidance to $880-$890M. Gross margin expanded to 72.8%, and adjusted EBITDA grew over 1,000 bps YoY. However, risks include reimbursement uncertainties, execution challenges, and an unresolved FDA warning letter.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning IRTC (iRhythm Holdings, Inc.). Coverage has been balanced: 1 bullish, 0 neutral, and 1 bearish.
Recent IRTC coverage spans earnings, insider activity and mergers & acquisitions.
In the last 30 days, IRTC insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($94K). The most active reporter was Wilson Daniel G., Chief Financial Officer, with 1 filing.
Strong top‑line growth but negative price reaction suggests over‑expectations.
The deal broadens product portfolio and could boost revenue growth.
Strong top-line growth and raised guidance may support upside, but reimbursement and integration risks temper the case.
Strong earnings but market disappointment led to modest decline.
Small insider sale with no 10b5-1 plan; unlikely to move price materially.
AlphAI scores every news story that mentions IRTC with an AI model for sentiment and relevance, and aggregates insider trades from iRhythm Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
ResMed (RMD) and peers reported Q2 earnings, with revenues beating estimates by 1.4% but next quarter's guidance below. RMD's revenue grew 8.6% YoY, meeting expectations, while iRhythm (IRTC) saw 20.1% growth, exceeding estimates. Insulet (PODD) and DexCom (DXCM) also reported, with mixed results. Stocks have declined since earnings, with RMD down 2.3% and IRTC down 13%.
3 min readiRhythm Holdings (IRTC) acquired VitalConnect to expand its product portfolio, aiming for 30%-40% market share in the MCT sector. The deal leverages technology and a larger sales force for nationwide growth, with plans for EHR integration and multi-vitals capabilities, according to a Wells Fargo conference transcript.
1 min readiRhythm Holdings (IRTC) reported Q2 2026 revenues of $224.2M, up 20.1% YoY, and raised full-year guidance to $880-$890M. Gross margin expanded to 72.8%, and adjusted EBITDA grew over 1,000 bps YoY. However, risks include reimbursement uncertainties, execution challenges, and an unresolved FDA warning letter.
3 min readInsulet (PODD) reported Q2 revenue of $801.7M, up 23.5% YoY, beating estimates by 1.9% but missing next quarter's guidance. Peers iRhythm (IRTC), ResMed (RMD), and DexCom (DXCM) also reported earnings, with mixed market reactions. PODD is down 11.6% since reporting, while DXCM is up 20.6%.
3 min readiRhythm (IRTC) CFO Daniel Wilson sold 773 shares at $121.83 each on September 2, 2026, to cover tax withholding from RSU vesting. He retains 34,887 direct shares and 100 indirect shares. The sale was not under a 10b5-1 plan.
1 min readiRhythm (IRTC) reported Q2 revenue of $224.2M, up 20.1% YoY, beating estimates. ResMed (RMD) reported $1.46B in revenue, up 8.6% YoY, in line with expectations. Insulet (PODD) reported $801.7M in revenue, up 23.5% YoY, beating estimates but missing guidance. IRTC stock is down 4.4%, RMD up 3.4%, and PODD down 11.6% since reporting.
2 min readiRhythm (IRTC) reported Q2 2026 revenue of $224.2M, up 20.1% YoY, with gross margin at 72.8%. GAAP net loss was $0.4M, and adjusted EBITDA was $43.3M. Full-year revenue guidance is $880M to $890M and adjusted EBITDA margin 13% to 14%. The company agreed to acquire VitalConnect for about $287.5M and received a $50M Baxter settlement.
6 min readiRhythm Holdings, Inc. (IRTC) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) On August 11, 2026, Brian Yoor notified iRhythm Holdings, Inc. (the “Company”) of his decision to resign from his posit
2 min readBlackford Quentin S. (President and CEO) sold 26,859 shares of iRhythm Holdings, Inc. (IRTC) at $124.65 ($3.35M total) on 2026-08-10.
1 min readMurphy Patrick Michael (CBO and CLO) sold 7,093 shares of iRhythm Holdings, Inc. (IRTC) at $124.65 ($0.88M total) on 2026-08-10.
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