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IRhythm

IRTC

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LongbridgeAI

Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus across all key profitability metrics. Revenue of $224.2M exceeded the expected $219.3M by 2.2%, while adjusted EPS of $0.58 swung to a massive beat against the anticipated $0.00 loss. Strong volume growth in core Zio services drove a 160bps YoY gross margin expansion to 72.8%, well above the 71.5% consensus. Management raised FY26 revenue guidance to $880M–$890M and hiked adjusted EBITDA margin expectations, supported by the strategic acquisition of VitalConnect and new AI-driven algorithm clearances.

Financial report interval: 2026.03.30 - 2026.06.30

Overview: IRhythm(IRTC) the Revenue is 224.17 M (+20.08%), Beat estimate;the EBIT is -2.542 M (+86.41%), Beat estimate;the EPS is -0.01 (+97.73%), Beat estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.22B20.08%
0.22B17.49%
+0.00B2.59%
EBITExceed expectations
-0.00B86.41%
-0.00B80.64%
+0.00B5.77%
EPSExceed expectations
-0.0197.73%
-0.054587.61%
+0.044510.12%

Revenue

ActualEstimateUnit: USD
qf

EBIT

ActualEstimateUnit: USD
qf

Net income

ActualEstimateUnit: USD
qf

EPS

ActualEstimateUnit: USD
qf