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Tandem Diabetes Care vs iRhythm Holdings: TNDM and IRTC compared
Tandem Diabetes Care is the larger company: $284M of revenue in its latest quarter (Q3 2026) against $222M for iRhythm Holdings (Q3 2026). iRhythm Holdings is growing faster (+15% against +14% a year earlier). Tandem Diabetes Care is more profitable, with an operating margin of -0.8% against -14.7%.
Where the money goes: TNDM and IRTC
Tandem Diabetes Care (TNDM) · Q3 2026
Tandem Diabetes Care, Q3 2026: revenue $284M (+14% year over year), operating margin -0.8%, net loss $7.1M, operating cash flow −$819K. The chart follows the revenue to costs, profit and cash.
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.
| Tandem Diabetes Care (TNDM) | iRhythm Holdings (IRTC) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $284M | $222M |
| Revenue growth, Y/Y | +14% | +15% |
| Operating margin | -0.8% | -14.7% |
| Net earnings | −$7.1M | −$29.9M |
| Net margin | -2.5% | -13.5% |
| Operating cash flow | −$819K | $4.4M |
| Market value | $1.2B | — |
| Analysts’ mean target | $27.57 | — |
Where the revenue comes from
Tandem Diabetes Care
- Supplies and other: $169M (59%)
- Pump: $115M (41%)
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%)
Questions
Which is bigger, Tandem Diabetes Care or iRhythm Holdings?
Tandem Diabetes Care is the larger company: $284M of revenue in its latest quarter (Q3 2026) against $222M for iRhythm Holdings (Q3 2026).
Is Tandem Diabetes Care or iRhythm Holdings growing faster?
iRhythm Holdings is growing faster (+15% against +14% a year earlier).
Which is more profitable, Tandem Diabetes Care or iRhythm Holdings?
Tandem Diabetes Care is more profitable, with an operating margin of -0.8% against -14.7%.
More: Tandem Diabetes Care earnings · how Tandem Diabetes Care makes money · iRhythm Holdings earnings · how iRhythm Holdings makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 5, 2026; 10-Q filed Nov 5, 2026). Fiscal quarters can end on different dates. Not investment advice.