NASDAQ$IRTC

IRhythm Holdings Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

iRhythm Technologies reported a 24% increase in Q4 2024 revenue with significant improvements in profitability metrics.

iRhythm Technologies reported Q4 2024 revenue of $164.3 million, a 24% increase year-over-year. The company improved its gross margin to 70.0%, and net loss narrowed significantly to $1.3 million from $38.7 million in Q4 2023. Adjusted EBITDA rose to $19.3 million, reflecting strong demand for Zio services. Cash and cash equivalents increased to $535.6 million, supporting continued investments in growth and technology.

  • Q4 2024 revenue increased 24% YoY to $164.3 million.
  • Gross margin improved to 70.0%, up from 66.0% in Q4 2023.
  • Net loss narrowed to $1.3 million, a $37.4 million improvement YoY.
  • Adjusted EBITDA reached $19.3 million, reflecting improved efficiency and demand.

Headline financials

Total Revenue

$164M

Previous: $133M+24.0%
EPS (adj)

$0.01

Previous: -$1.26+100.8%
Gross Margin

70.0%

No prior period
Adjusted EBITDA

$19.3M

No prior period
Adjusted Operating Expenses

$117M

No prior period
Capital Expenditures

-$6.84M

Previous: -$13.5M+49.4%
Net Income

-$1.33M

Previous: -$38.7M+96.6%
Operating Income

-$4.08M

Previous: -$28.1M+85.5%
Gross Profit

$115M

Previous: $87.4M+31.6%
R&D Expense

$19.1M

Previous: $15.4M+23.8%
Stock-Based Comp

$21M

No prior period

Revenue & EPS history

iRhythm · Revenue · Quarterly

$164M

Q4 2024+24%vs Q4 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

iRhythm projects full-year 2025 revenue between $675 million and $685 million, with an adjusted EBITDA margin of 7% to 8%. The company aims to expand market presence and improve operational efficiencies.

Tailwinds

  • Strong revenue growth expected to continue in 2025.
  • Expansion into new international markets planned.
  • Operational efficiencies expected to improve gross margins further.
  • New product innovations and strategic licensing agreements support long-term growth.
  • Increased demand for Zio Services across multiple customer segments.

Headwinds

  • Potential pricing pressures in the competitive healthcare technology market.
  • Higher research and development expenses may impact near-term profitability.
  • Macroeconomic uncertainty could affect customer spending in healthcare.
  • Operational challenges in scaling global expansion.
  • Continued regulatory risks associated with medical device approvals and compliance.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+1.6%

Avg return

Earnings day

-0.4%

Avg return

5 days after

-0.7%

Avg return

30 days after

50%

19 / 38 earnings

Positive

+20.4%

Q1 2025

Best reaction

-14.3%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.9%-8.9%-11.8%
Q4 2025-4.6%-14.5%-26.8%
Q3 2025+0.6%-2.0%+2.1%
Q1 2025+20.4%+25.4%+29.4%
Q4 2024+6.0%-2.9%-7.3%
Q3 2024-1.8%-13.9%+4.0%
Q2 2024-14.3%-15.6%-17.8%
Q1 2024-0.4%-3.7%-5.5%
Q4 2023-5.3%-1.7%+10.2%
Q3 2023-2.3%-11.1%-18.5%
Q2 2023+13.9%+10.7%+1.2%
Q1 2023-6.2%-6.4%-20.6%
Q4 2022+8.2%+9.2%+12.5%
Q3 2022-5.0%-19.3%-15.0%
Q2 2022-3.3%-8.4%-1.1%
Q1 2022-3.7%+2.5%+10.6%
Q4 2021+13.2%+16.1%+29.1%
Q3 2021-14.1%-15.6%-19.7%
Q2 2021+0.7%-3.6%-4.7%
Q1 2021+6.9%+2.8%-17.0%
Q4 2020+5.2%-2.7%-10.9%
Q3 2020+13.1%+11.1%-20.0%
Q2 2020+6.3%-4.4%+11.8%
Q1 2020+13.3%+14.8%+9.3%
Q4 2019+9.7%+10.1%-13.8%
Q3 2019+11.5%+8.3%+41.1%
Q2 2019+3.4%+7.8%+1.2%
Q1 2019-5.0%-1.6%+1.6%
Q4 2018-2.2%-9.4%-25.7%
Q3 2018+1.0%+7.6%-3.0%
Q2 2018-1.8%-3.8%+9.5%
Q1 2018-0.9%-1.3%+15.7%
Q4 2017+3.3%+4.1%+1.3%
Q3 2017+5.8%+11.7%+6.6%
Q2 2017-0.1%+0.4%+9.3%
Q1 2017-0.5%-0.1%+7.4%
Q4 2016+2.0%+1.9%-3.0%
Q3 2016-5.1%-7.7%+2.5%
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro