IRHYTHM TECHN.INC.DL-,001

Carillon Eagle Small Cap Growth Fund highlighted IRhythm Holdings after the company reported beat-and-raise results, yet its stock underperformed. The fund said broader weakness in healthcare equipment and a US Department of Justice civil investigatory demand related to 2023 mobile cardiac telemetry weighed on performance but represents a small portion of sales. Hedge fund ownership declined modestly and the fund does not view the recent auditor change as material. » Plus sur finance.yahoo.com

iRhythm reported Q1 2026 revenue of $199.4 million (+25.7%), beat consensus expectations and raised its full-year guidance to $875–885 million with an expected adjusted EBITDA margin of 12–13%. Adjusted EBITDA turned positive ($14.1 million) and net loss narrowed to $13.9 million (−$0.43 per share), after which the stock rose nearly 7%. The company highlights its dominant position in the LTCM market (~72% market share), is advancing the rollout of the next‑generation Zio MCT (market launch planned for H1 2027) and is expanding internationally in the UK, Japan and selected EU countries. Risks remain: ongoing GAAP losses, regulatory reviews, competitive pressure, IP costs and uncertainty over valuation and GAAP‑basis profitability. » Plus sur de.investing.com

iRhythm’s audit committee dismissed PricewaterhouseCoopers as its independent auditor and engaged KPMG for the fiscal year ending December 31, 2026. PwC’s audit reports for fiscal years 2024 and 2025 contained no disclaimers or modifications, and there were no disagreements between iRhythm and PwC. iRhythm said that during the reporting period through March 30, 2026, there were no consultations with KPMG on accounting matters or disputed issues. » Plus sur de.investing.com