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iRhythm Technologies, Inc.

iRhythm Technologies, Inc.

NASDAQ•IRTC
CEO: Mr. Quentin S. Blackford
セクター: Healthcare
業種: Medical - Devices
上場日: 2016-10-20
iRhythm Technologies, Inc., a digital healthcare company, engages in the design, development, and commercialization of device-based technology to provide ambulatory cardiac monitoring services to diagnose arrhythmias in the United States. It offers Zio services, an ambulatory monitoring solution, including long-term and short-term continuous monitoring and mobile cardiac telemetry monitoring services. The company also provides the Zio Monitor System, a prescription-only, remote electrocardiogram (ECG) monitoring system that consists of a patch ECG monitor that records the electric signal from the heart continuously for up to 14 days and the Zio ECG Utilization Software System, which supports the capture and analysis of ECG data recorded by the Zio Monitor patch at the end of the wear period, including specific arrhythmia events detected by the ZEUS System; the Zio XT System is the previous generation of the Zio Monitor System and is a prescription-only, remote ECG monitoring system that consists of the Zio XT patch that records the electric signal from the heart continuously for up to 14 days; and the Zio AT system, a prescription-only, remote ECG monitoring system that similarly consists of the Zio AT patch that records the electric signal from the heart continuously for up to 14 days and the ZEUS System, but which also incorporates the Zio AT wireless gateway that provides connectivity between the Zio AT patch and the ZEUS System during the patient wear period. It has a development collaboration agreement with Verily Life Sciences LLC and Verity Ireland Limited to develop various next-generation atrial fibrillation screening, detection, or monitoring products. The company was incorporated in 2006 and is headquartered in San Francisco, California.
連絡先情報
699 8th Street, Suite 600, San Francisco, CA, 94103, United States
415-632-5700
www.irhythmtech.com
時価総額
$4.78B
PER (TTM)
-92.7
29.9
配当利回り
--
52週高値
$212.00
52週安値
$92.52
52週レンジ
47%
順位62Top 92.6%
1.9
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 1.9 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$192.88M+30.73%
直近4四半期の推移

EPS

-$0.16-89.19%
直近4四半期の推移

フリーCF

$20.05M+29.26%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Revenue Growth Strong 31% Net revenue for three months ended September 30, 2025, reached $192.9M, marking a 31% increase over the prior period.
Gross Profit Margin Expansion Nine months gross profit totaled $379.2M, showing a 30% increase, driven by volume growth and product mix shifts.
Operating Cash Flow Positive Cash provided by operating activities was $54.7M for nine months 2025, reversing prior period usage of $15.8M.
Net Loss Significantly Reduced Nine months net loss narrowed to $50.1M in 2025 from $112.0M in 2024, reflecting operational leverage.

リスク要因

Macroeconomic Headwinds Persist Global uncertainty, inflation, and interest rate volatility could tighten hospital budgets, negatively impacting service prescription rates.
Reimbursement Rate Uncertainty CMS updates reimbursement rates annually; future reductions in CPT code rates could adversely affect financial results significantly.
Ongoing Patent Litigation Costs Intellectual property litigation expenses totaled $7.0M for nine months 2025, stemming from active lawsuits with competitors.
Supply Chain Single-Source Reliance Reliance on single-source vendors for critical Zio patch components risks delays and increased expenses if supply is disrupted.

見通し

Liquidity Sufficient for 12 Months Current cash, securities, and receivables balances are deemed sufficient to meet liquidity requirements for the next 12 months.
BiolS Milestone Achieved First of two BiolS regulatory milestones achieved in June 2025, potentially leading to cancellation of $10.0M in Milestone Notes.
Continued R&D Investment Focus Expect research and development costs to increase in absolute dollars hiring personnel for new product enhancements and clinical evidence.
Evaluating New Accounting Standards Management is currently evaluating the impact of several recently issued accounting standards updates on future financial disclosures.

同業比較

売上高 (TTM)

Oscar Health, Inc.OSCR
$11.70B
+27.5%
Bausch + Lomb CorporationBLCO
$4.98B
+6.2%
Bruker CorporationBRKR
$3.44B
+2.1%

粗利益率 (最新四半期)

Arrowhead Pharmaceuticals, Inc.ARWR
100.0%
+50.6pp
Axsome Therapeutics, Inc.AXSM
93.0%
+1.1pp
iRhythm Technologies, Inc.IRTC
71.1%
+2.3pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
AXSM$9.24B-39.9-357.2%32.7%
ARWR$8.92B44.136.1%19.5%
PCVX$7.57B-11.1-21.1%2.7%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
5.5%
安定成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年2月19日
|
EPS:$0.02
|
売上高:$202.61M
財務レポート
財務データ
ニュース
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年10月30日|
    売上高: $192.88M+30.7%
    |
    EPS: $-0.16-89.2%
    予想を上回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年7月31日|
    売上高: $186.69M+26.1%
    |
    EPS: $-0.45-30.8%
    予想を上回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月1日|
    売上高: $158.68M+20.3%
    |
    EPS: $-0.97-34.0%
    予想を上回る
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月20日|
    売上高: $591.84M+20.1%
    |
    EPS: $-3.63+10.1%
    予想を下回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年10月30日|
    売上高: $147.54M+18.4%
    |
    EPS: $-1.48+66.3%
    予想を下回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月1日|
    売上高: $148.05M+19.3%
    |
    EPS: $-0.65+6.6%
    予想を上回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月2日|
    売上高: $131.93M+18.4%
    |
    EPS: $-1.47+14.0%
    予想を下回る
  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月22日|
    売上高: $492.68M+19.9%
    |
    EPS: $-4.04-4.1%
    予想を下回る