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iRhythm Holdings (IRTC) guidance and outlook

iRhythm Holdings (IRTC) raised its guidance on Nov 5, 2026: Revenue $890M–$895M for FY2026; EBITDA margin 15.5%–16% for FY2026. iRhythm Holdings' 10-Q filed Nov 5, 2026 makes 23 forward-looking statements.

Guidance and outlook

Latest guidance

From the earnings release filed Nov 5, 2026 (8-K on EDGAR).

Forward-looking statements, 10-Q filed Nov 5, 2026

• We also anticipate that the combination may create commercial acceleration opportunities by leveraging our scale, customer relationships, and go-to-market capabilities.
• While we expect to incur further expenses related to the Cybersecurity Incident, inclusive of ongoing customer and patient notifications and identity protection, we plan to seek reimbursement of some of these losses by submitting claims to our insurers.
• There can be no assurance that such coverage will be sufficient to cover all losses we may incur, and the exact timing and amount of any such reimbursements is not known at this time.
• We define Adjusted EBITDA for a particular period as net income (loss) before income tax provision, depreciation and amortization, interest expense, and interest income and as further adjusted for stock-based compensation expense, changes in fair value of strategic investments, impairment charges, business transformation costs, certain intellectual property litigation expenses, certain litigation settlements (net…
• We expect cost of revenue to increase in absolute dollars as our revenue increases due to increased direct labor, direct materials, and variable spending, as well as amortization of internal-use software, partially offset by economies of scale in relation to fixed costs such as overhead and facilities costs.
• Our gross margin has been and will continue to be affected by a variety of factors, including increased contracting with third-party payors and institutional providers.
• We expect increases to the cost of revenues due to increases to materials and electronics components pricing, labor rates, shipping rates, amortization of capitalized internal-use software, along with increases in the general level of inflation and tariffs on imports (which may complicate and increase costs associated with our supply chain).
• We expect to partially offset these increases by reduced costs from obtaining volume purchase discounts for our material costs, implementing scan-time algorithms and process improvements,
• We experienced an improvement in our gross margin from 2023 to 2025, and continue to focus on improving annual gross margins in the future, while navigating through the macroeconomic and supply chain headwinds discussed above that we expect to face.
• We expect our research and development costs to increase in absolute dollars as we hire additional personnel to develop new product and service offerings, product enhancements, and clinical evidence.
• Litigation settlements consist of amounts recorded to settle outstanding claims against us, net of expected insurance recoveries.
• During the three and nine months ended September 30, 2026, we recorded litigation settlement expenses, net of expected insurance recoveries, of $49.8 million and $63.7 million, respectively.

iRhythm Holdings' latest quarter

Questions

Did iRhythm Holdings raise or lower its guidance?

iRhythm Holdings (IRTC) raised its guidance on Nov 5, 2026: Revenue $890M–$895M for FY2026; EBITDA margin 15.5%–16% for FY2026.

What does iRhythm Holdings expect?

We also anticipate that the combination may create commercial acceleration opportunities by leveraging our scale, customer relationships, and go-to-market capabilities. While we expect to incur further expenses related to the Cybersecurity Incident, inclusive of ongoing customer and patient notifications and identity protection, we plan to seek reimbursement of some of these losses by submitting claims to our insurers. There can be no assurance that such coverage will be sufficient to cover all losses we may incur, and the exact timing and amount of any such reimbursements is not known at this

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.