IRhythm

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.