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How iRhythm Holdings (IRTC) makes money
iRhythm Holdings (IRTC) made $222M of revenue in the third quarter 2026 (Q3 2026), +15% from a year earlier. Contracted third-party payors brought in $111M (50%); CMS brought in $57.2M (26%); Customer A brought in $37.4M (17%).
Drawing the Sankey…
Revenue by segment, Q3 2026
| Segment | Revenue | Share | Q/Q | Y/Y |
|---|---|---|---|---|
| Contracted third-party payors | $111M | 50.0% | -3% | +12% |
| CMS | $57.2M | 25.8% | -2% | +20% |
| Customer A | $37.4M | 16.9% | -0.9% | +14% |
| Non-contracted third-party payors | $16.1M | 7.3% | +15% | +19% |
Where each dollar of revenue goes
| Line | Q3 2026 | % of revenue |
|---|---|---|
| Revenue | $222M | 100.0% |
| Operating cash flow | $4.4M | 2.0% |
Revenue, quarter by quarter
| Quarter | Revenue | Y/Y |
|---|---|---|
| Q3 2026 | $222M | +15% |
| Q2 2026 | $224M | +20% |
| Q1 2026 | $199M | +26% |
| Q4 2025 | $209M | +27% |
| Q3 2025 | $193M | +31% |
| Q2 2025 | $187M | +26% |
| Q1 2025 | $159M | +20% |
From iRhythm Holdings' 10-Q filed Nov 5, 2026 (on EDGAR).
Questions
How does iRhythm Holdings make money?
iRhythm Holdings (IRTC) made $222M of revenue in the third quarter 2026 (Q3 2026), +15% from a year earlier. Contracted third-party payors brought in $111M (50%); CMS brought in $57.2M (26%); Customer A brought in $37.4M (17%).
What is iRhythm Holdings' biggest business?
Contracted third-party payors: $111M in the third quarter 2026, 50% of revenue, +12% from a year earlier.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.