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iRhythm Holdings vs Glaukos: IRTC and GKOS compared
iRhythm Holdings is the larger company: $222M of revenue in its latest quarter (Q3 2026) against $211M for Glaukos (Q3 2026). Glaukos is growing faster (+58% against +15% a year earlier). Glaukos is more profitable, with an operating margin of 0.4% against -14.7%.
Where the money goes: IRTC and GKOS
iRhythm Holdings (IRTC) · Q3 2026
iRhythm Holdings, Q3 2026: revenue $222M (+15% year over year), operating margin -14.7%, net loss $29.9M, operating cash flow $4.4M. The chart follows the revenue to costs, profit and cash.
Glaukos (GKOS) · Q3 2026
Glaukos, Q3 2026: revenue $211M (+58% year over year), operating margin 0.4%, net earnings $2.0M, operating cash flow $38.6M. The chart follows the revenue to costs, profit and cash.
| iRhythm Holdings (IRTC) | Glaukos (GKOS) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $222M | $211M |
| Revenue growth, Y/Y | +15% | +58% |
| Gross margin | — | 85.2% |
| Operating margin | -14.7% | 0.4% |
| Net earnings | −$29.9M | $2.0M |
| Net margin | -13.5% | 1.0% |
| Operating cash flow | $4.4M | $38.6M |
| Free cash flow | — | $36.5M |
| Market value | — | $11.1B |
| Analysts’ mean target | — | $242.46 |
Where the revenue comes from
iRhythm Holdings
- Contracted third-party payors: $111M (50%)
- CMS: $57.2M (26%)
- Customer A: $37.4M (17%)
- Non-contracted third-party payors: $16.1M (7%)
Glaukos
- Glaucoma: $152M (72%)
- Corneal Health: $59.0M (28%)
Questions
Which is bigger, iRhythm Holdings or Glaukos?
iRhythm Holdings is the larger company: $222M of revenue in its latest quarter (Q3 2026) against $211M for Glaukos (Q3 2026).
Is iRhythm Holdings or Glaukos growing faster?
Glaukos is growing faster (+58% against +15% a year earlier).
Which is more profitable, iRhythm Holdings or Glaukos?
Glaukos is more profitable, with an operating margin of 0.4% against -14.7%.
More: iRhythm Holdings earnings · how iRhythm Holdings makes money · Glaukos earnings · how Glaukos makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 5, 2026; 10-Q filed Oct 28, 2026). Fiscal quarters can end on different dates. Not investment advice.