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iRhythm Holdings Second Quarter 2026 Results August 6 , 2026 ¡ RHYTHM ¡ RHYTHM 20 YEARS OF INNOVATION © 2026 iRhythm Holdings , Inc. 1
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2 2 © 2026 iRhythm Holdings, Inc. Cautionary statement re forward-looking statements, non-GAAP measures and other matters Certain data in this presentation was obtained from various external sources, and neither “iRhythm Holdings, Inc. (“iRhythm” or the “Company”) nor its affiliates, advisers or representatives has verified such data with independent sources. Accordingly, neither the Company nor any of its affiliates, advisers or representatives makes any representations as to the accuracy of that third-party data or undertakes to update such data after the date of this presentation. Such data involves risks and uncertainties and is subject to change based on various factors. The trademarks included herein are the property of the owners and are used for reference purposes only. Such use should not be construed as an endorsement of the products or services of the Company. This presentation and the accompanying oral presentation include forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Forward-looking statements give the Company’s current expectations or forecasts of future events. An investor can identify these statements by the fact that they do not relate strictly to historical or current facts. They use words such as ‘anticipate’, ‘estimate’, ‘expect’, ‘intend’, ‘will’, ‘project’, ‘plan’, ‘believe’, ‘target’ and other words and terms of similar meaning in connection with any discussion of future operating or financial performance. In particular, these include statements relating to future actions, prospective products or product approvals, future performance or results of current and anticipated products, sales efforts, expenses, strategy and plans, market size and opportunity, competitive position, industry environment, potential growth opportunities, business model, reimbursement rates and coverage, the outcome of contingencies such as legal proceedings and our expectations for future operations and results. These forward-looking statements are subject to a number of risks, uncertainties and assumptions, including, but not limited to, those described herein and in “Risk Factors” in our most recent 10-K and 10-Q filed with the SEC. Moreover, we operate in a very competitive and rapidly changing environment. New risks emerge from time to time. It is not possible for our management to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements we may make. In light of these risks, uncertainties and assumptions, the forward-looking events and circumstances discussed in this presentation may not occur and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements. You should not rely upon forward-looking statements as predictions of future events. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee that the future results, levels of activity, performance or events and circumstances reflected in the forward-looking statements will be achieved or occur. Moreover, except as required by law, neither we nor any other person assumes responsibility for the accuracy and completeness of the forward-looking statements. We undertake no obligation to update publicly any forward-looking statements for any reason after the date of this presentation to conform these statements to actual results or to changes in our expectations. This presentation regarding the Company and the accompanying oral presentation shall not constitute an offer to sell or the solicitation of an offer to buy any securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. Sales and offers to sell iRhythm securities will only be made in accordance with the Securities Act of 1933, as amended, and applicable SEC regulations, including prospectus requirements. This presentation and the accompanying oral presentation contain non-GAAP financial measures. The appendix to this presentation reconciles the non-GAAP financial measures to the most directly comparable financial measure prepared in accordance with Generally Accepted Accounting Principles (GAAP). These non-GAAP financial measures include adjusted operating expenses, adjusted net income (loss), adjusted net income (loss) per share, adjusted EBITDA, adjusted EBITDA margin, and free cash flow. iRhythm reports non-GAAP financial measures in addition to, and not as a substitute for, or superior to, measures of financial performance prepared in accordance with GAAP. We believe that non-GAAP financial measures should only be used to evaluate our results of operations in conjunction with the corresponding GAAP financial measures. Other companies, including other companies in our industry, may not use this measure or may calculate this measures differently than as presented. We encourage investors to carefully consider our results under GAAP as well as our supplemental non-GAAP information and reconciliations between these presentations to more fully understand our business.
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3 3 © 2026 iRhythm Holdings, Inc. 20 years advancing cardiac diagnostics and innovating to detect, predict, & prevent disease. Physicians agree with Zio 99% of the time. IRHYTHM’S IMPACT 46.3% of all U.S. counties - and 86.2% of rural counties - lack cardiologists and non- urgent cardiology wait times average 26.6 days & rising. Holter monitoring can miss ~30–60% of arrhythmias that occur beyond the initial monitoring window. THE ACCESS GAP Heart disease is the #1 cause of death globally. Annual cardiovascular costs in the US: $393B, projected to reach $1.5T by 2050. Cost of ER visit for stroke or heart failure can exceed ~$10K - $20K. THE PROBLEM Aging population, consumer arrhythmia awareness, proliferation of therapies like pulsed field ablation, recognition of post-ablation monitoring, trends toward proactive medicine, and a growing shift to value-based care driving TAM growth. MARKET CATALYSTS Addressing major challenges and opportunities in healthcare See appendix for sources
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4 4 © 2026 iRhythm Holdings, Inc. At the Heart of it: The Moat - iRhythm is more than a device ADVANCED SOFTWARE AND AI APPLIED TO A RICH DATASET 2nd Generation, FDA-cleared deep-learning ECG detection algorithm trained on insights from 13+ million patient reports. Predictive care platform supporting population health management PATENTED WEARABLE BIOSENSORS Single-use monitor designed for clinical accuracy and patient comfort CLINICAL SERVICE & OPERATIONAL WORKFLOW Convenient ordering and delivery High-quality digital reports Efficient-at-scale clinical oversight Device Data Services
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Data on file. iRhythm Holdings, Inc., June 2026. *See appendix for sources $224.2 million Second quarter 2026 revenue, a 20.1% increase year-over-year 3.2 million tests Target market opportunity across prioritized EU and APAC countries* 27+ million Potential patients in the United States who could benefit from ambulatory cardiac monitoring* 3+ billion Hours of curated ECG data since company inception through June 30, 2026 140+ Original scientific research manuscripts 2.6 million Patient reports posted annually 13+ million Patient reports posted since company inception through June 30, 2026 19.3% Adjusted EBITDA margin, a 1,090-basis point improvement year-over-year
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6 6 © 2026 iRhythm Holdings, Inc. Primary care adoption key to accessing expansive TAM TAM = total addressable market; ACM = Ambulatory cardiac monitoring; LTCM = Long-term continuous monitoring; MCT = Mobile cardiac telemetry; EHR = Electronic health records. Estimates based off combination of Internal Data, Medicare Public -Use Files, IQVIA data, Definitive Healthcare data, Komodo Health data, and other publicly-available information. IRHYTHM UNIQUELY POSITIONED TO WIN IN PRIMARY CARE ✓ Market leader in LTCM, the preferred modality ✓ Rule-in/rule-out tool to streamline clinician workflows ✓ Home enrollment capabilities ✓ Scale and efficiency ✓ EHR integration 2019 2020 2021 2022 2023 2024 2025 TOTAL MARKET CLAIMS BY MODALITY & SPECIALTY SHORT-TERM HOLTERS MCT EVENT LTCM (CARDIOLOGY) LTCM (PCP) APPROACHING PRIMARY CARE VIA TWO -PRONGED STRATEGY Land-and-expand within integrated delivery networks Integration at large national accounts
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7 7 © 2026 iRhythm Holdings, Inc. Next-gen MCT designed to extend our category leadership Zio AT®* Zio MCT** (Not yet FDA cleared, Targeting 1H27) Device form factor Legacy patch technology Improved form factor • Same platform as Zio monitor • Better adhesion and battery Wear duration Up to 14 days Up to 21 days Data transmission Auto-detects and transmits symptomatic and asymptomatic events during wear period Increased maximum transmission limit and enhanced auto-detection algorithm Algorithms and reporting Interim reports available plus final end-of-wear report Enhanced arrhythmia detection and better reporting • Advanced software for enhanced detection parameters • Improved final wear report with additional insights *Continuous, uninterrupted refers to the recording of ECG data. Zio AT Gateway transmissions may be impacted by a variety of factors. See Product Labeling for more information. Zio AT is contraindicated for critical care patients. Do not use Zio AT for patients with symptomatic episodes where variations in cardiac performance could result in immediate danger to the patient or when real-time or in-patient monitoring should be prescribed. Refer to the Zio AT labeling and Clinical Reference Manual for full contraindications. **Zio MCT not yet FDA cleared.
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8 8 © 2026 iRhythm Holdings, Inc. Significant runway in international expansion See appendix for sources 1,600,000 Ambulatory cardiac monitoring tests annually JAPAN Early commercialization GOALS Generate local evidence via head-to- head study against Japanese device Increase physician awareness 700,000 Ambulatory cardiac monitoring tests annually UNITED KINGDOM Early commercialization GOALS Secure ongoing secondary care contracts and health system-level contract Expanding into primary care 900,000 Ambulatory cardiac monitoring tests annually in target countries PRIORITIZED EU COUNTRIES Switzerland, Spain, Austria, and the Netherlands Early commercialization GOALS Embed Zio in clinical practice Continue improving service delivery
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9 9 © 2026 iRhythm Holdings, Inc. 2Q26 milestones reflective of execution and momentum BRINGING INNOVATIVE PRODUCTS TO MARKET ACCELERATING MOMENTUM IN COMMERCIAL BUSINESS GENERATING PEER -REVIEWED CLINICAL EVIDENCE EXPANDING MARKET ACCESS EXECUTING WITH DISCIPLINE & EFFICIENCY PROVIDING A WINNING CUSTOMER EXPERIENCE 57% registration volumes from EHR- integrated accounts Over three quarters of our top 100 customers now EHR-integrated Strong progress supports 1H27 Zio® MCT clearance timeline Achieved FDA clearance of next generation AI algorithm expected to launch 1H27 Advanced our Predictive Arrhythmia Solutions strategy through innovative partnerships, leveraging AI-driven patient identification and monitoring workflows $224.2 million revenue for 2Q26, reflective of continued commercial adoption and market expansion 13+ million patient reports worldwide generated to date Opening new channel partnerships to address 27M patient opportunity Commercialized in six OUS markets Evidence presented at EHRA, ISPOR, and ADA shows that early detection and long-term continuous monitoring improve patient outcomes while reducing cost of care Over 140 original scientific research manuscripts published to date, demonstrating leadership in ACM clinical evidence generation Major policy shifts to provide favorable position for Zio® Zio® covered by incremental payer policies 19.3% adj. EBITDA margin, demonstrating ability to deliver sustained margin expansion Implemented additional operational efficiencies for sustained profitable growth
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10 10 © 2026 iRhythm Holdings, Inc. Second quarter 2026 financial performance *Adjusted operating expenses and adjusted EBITDA margin for 2Q25, 3Q25, 4Q25, 1Q26 and 2Q26 include $1.7 million, $0.3 millio n, $0.7 million, $0.3 million and $0.3 million respectively, of acquired in -process research and development expense. Adjusted operating expenses exclude impacts from business transformation, certain intellectual property litigation expenses, certain corporate securities litigat ion settlements (net of insurance recoveries), cybersecurity incident costs (net of insurance recoveries), impairment and restructuring charges. Adjusted EBITDA excludes non-cash operating charges for stock-based compensation expense, changes in fair value of strategic investments, impairment and restructuring charges, business transformation costs, certain intellectual property litigation expenses, certain corporate se curities litigation settlements (net of insurance recoveries) loss on extinguishment of debt, and cybersecurity incident costs (net of insurance recoveries). Business transformation costs include costs associated with professional services, employee termination and relocation, third-party merger and acquisition, integration, and other costs to augment and restructure the organization, inclusive of both outsourced and offshore resources. $186.7 $192.9 $208.9 $199.4 $224.2 2Q2025 3Q2025 4Q2025 1Q2026 2Q2026 8.4%* 11.2%* 16.4%* 7.1%* 19.3%* 2Q2025 3Q2025 4Q2025 1Q2026 2Q2026 $145.2 * $141.4 * $140.0 * $153.5 * $145.0 * $- $20.0 $40.0 $60.0 $80.0 $100.0 $120.0 $140.0 $160.0 $180.0 2Q2025 3Q2025 4Q2025 1Q2026 2Q2026 R&D SG&A 71.2% 71.1% 70.9% 70.9% 72.8% 2Q2025 3Q2025 4Q2025 1Q2026 2Q2026 GLOBAL NET REVENUE (USD, MILLIONS) GROSS PROFIT MARGIN ADJUSTED OPERATING EXPENSES * (USD, MILLIONS) ADJUSTED EBITDA MARGIN * +20.1% YoY +160 bps YoY -0.1% YoY +1,090 bps YoY
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11 11 © 2026 iRhythm Holdings, Inc. * Adjusted EBITDA excludes non-cash operating charges for stock-based compensation expense, changes in fair value of strategic i nvestments, impairment and restructuring charges, business transformation costs, certain intellectual property litigation exp enses, certain corporate securities litigation settlements (net of insurance recoveries) loss on extinguishment of debt, and cybersecurity incident costs (net of insurance recoveries). Business transformation costs include costs associated with professional services, employee termination and relocation, third-party merger and acquisition, integration, and other costs to augment and restructure the organization, inclusive of both outsourced and offshore resources. 2026 annual revenue and profitability guidance Net revenue $880 – $890 million Adjusted EBITDA margin 13 – 14% of revenue* UPDATED GUIDANCE PRIOR GUIDANCE Net revenue $875 – $885 million Adjusted EBITDA margin 12 – 13% of revenue*
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12© 2026 iRhythm Holdings, Inc. -2.7% -1.0% -1.3%* 9.2%* 2022 2023 2024 2025 2026G $410.9 $492.7 $591.8 $747.1 2022 2023 2024 2025 2026G GLOBAL NET REVENUE (USD, MILLIONS) ADJUSTED EBITDA MARGIN * U.S. CORE COMMERCIAL BUSINESS • Further expansion into PCP channel • New technologies (e.g., PFA) expand monitoring • MCT market expansion with continued innovation INTERNATIONAL EXPANSION • Continued penetration in the UK and national reimbursement • Entry into Japan, the second largest global ACM market • Commercial ramp in select European countries ADJACENT MARKET OPPORTUNITIES • Movement into proactive monitoring programs • Initial commercial pilots into obstructive sleep apnea 2026 outlook balances growth across near-term opportunities *Adjusted EBITDA margin for the years ended December 31, 2024, 2025 and 2026 include acquired in -process research and development expense. Adjusted EBITDA excludes non-cash operating charges for stock-based compensation expense, changes in fair value of strategic investments, impairment and restructuring charges, business transformation costs, certain intellectua l property litigation expenses, certain corporate securities litigation settlements (net of insurance recoveries) loss on extinguishment of debt, and cybersecurity incident costs (net of insurance recoveries). Business transformation costs include costs associated with professional services, employee termination and relocation, third-party merger and acquisition, integration, and other costs to augment and restructure the organization, inclusive of both outsourced and offshore resources. $880 – $890 13.0% – 14.0%*
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Growing revenue through global market expansion Driving meaningful improvements in financial profile Addressing the future focus of healthcare Expanding core & unlocking adjacent markets
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Appendix
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15 15 © 2026 iRhythm Holdings, Inc. Reconciliation of net loss to adjusted EBITDA *Certain numbers expressed may not sum due to rounding. 1 Net loss for the three and six months ended June 30, 2026 includes $0.3 million and $0.6 million of acquired in-process research and development expense, and $1.7 million and $2.0 million for the three and six months ended June 30, 2025, respectively. 2 Excludes third-party attorneys' fees and expenses associated with patent litigation brought against the Company by Welch Allyn , Inc. and Bardy Diagnostics, Inc., subsidiaries of Baxter International, Inc. 3 Excludes charges for securities class action litigation settlement, net of expected insurance recoveries. 4 Represents expenses directly related to the Cybersecurity Incident, net of expected insurance recoveries, including investigation and remediation, customer notifications, and professional and consultancy expenses. (USD, THOUSANDS) THREE MONTHS ENDED JUNE 30, SIX MONTHS ENDED JUNE 30, ADJUSTED EBITDA RECONCILIATION* 2026 2025 2026 2025 Net loss, as reported1 $ (381) $ (14,218) $ (14,314) $ (44,918) Interest expense 3,294 3,278 6,584 6,551 Interest income (4,776) (5,321) (9,655) (10,240) Changes in fair value of strategic investments (822) (2,152) (2,269) (2,995) Income tax provision (benefit) — (183) 500 482 Depreciation and amortization 5,222 5,105 10,264 10,315 Stock-based compensation 20,039 22,827 41,530 46,171 Impairment charges — 2,479 — 2,479 Business transformation costs 1,158 925 1,504 1,428 Intellectual property litigation expenses2 4,928 2,956 8,617 3,788 Litigation settlements3 13,950 — 13,950 — Cybersecurity incident4 686 — 686 — Adjusted EBITDA $ 43,298 $ 15,696 $ 57,397 $ 13,061 Adjusted EBITDA is a non-GAAP financial measure and is presented for supplemental informational purposes only and should not be considered as an alternative or substitute to financial information presented in accordance with GAAP. Adjusted EBITDA excludes non-cash operating charges for stock-based compensation expense, changes in fair value of strategic investments, impairment charges, business transformation costs, certain intellectual property litigation expenses, certain corporate litigation settlements (net of expected insurance recoveries), costs related to the Cybersecurity Incident (net of expected insurance recoveries), and loss on extinguishment of debt. Business transformation costs include costs associated with professional services, employee termination and relocation, third-party merger and acquisition, integration, and other costs to augment and restructure the organization, inclusive of both outsourced and offshore resources.
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16 16 © 2026 iRhythm Holdings, Inc. Reconciliation of GAAP to non-GAAP financial information *Certain numbers expressed may not sum due to rounding. 1 Net income (loss) for 2Q25, 3Q25, 4Q25,1Q26, and 2Q26 include $1.7 million, $0.3 million, $0.7 million, $0.3 million and $0.3 million, respectively, of acquired in -process research and development expense. 2 Excludes third-party attorneys' fees and expenses associated with patent litigation brought against the Company by Welch Allyn, Inc. and Bardy Diagnostics, Inc., subsidiaries of Baxter International, Inc. 3 Excludes charges for securities class action litigation settlement, net of expected insurance recoveries. 4 Represents expenses directly related to the Cybersecurity Incident, net of expected insurance recoveries, including investigation and remediation, customer notifications, and professional and consultancy expenses. Adjusted EBITDA, adjusted net income (loss), adjusted net income (loss) per share, adjusted operating expenses, and free cash flow are non-GAAP financial measures and are presented for supplemental informational purposes only and should not be considered as an alternative or substitute to financial information presented in accordance with GAAP. Adjusted EBITDA excludes non-cash operating charges for stock-based compensation expense, changes in fair value of strategic investments, impairment charges, business transformation costs, certain intellectual property litigation expenses, certain corporate litigation settlements (net of expected insurance recoveries), costs related to the Cybersecurity Incident (net of expected insurance recoveries), and loss on extinguishment of debt. Business transformation costs include costs associated with professional services, employee termination and relocation, third-party merger and acquisition, integration, and other costs to augment and restructure the organization, inclusive of both outsourced and offshore resources. THREE MONTHS ENDED (USD, THOUSANDS) ADJUSTED EBITDA RECONCILIATION* JUNE 30, 2026 MARCH 31, 2026 DECEMBER 31, 2025 SEPTEMBER 30, 2025 JUNE 30, 2025 Net income (loss)1 $ (381) $ (13,933) $ 5,579 $ (5,212) $ (14,218) Interest expense 3,294 3,290 3,322 3,281 3,278 Interest income (4,776) (4,879) (5,337) (5,944) (5,321) Changes in fair value of strategic investments (822) (1,447) (1,822) (894) (2,152) Income tax provision (benefit) — 500 447 24 (183) Depreciation and amortization 5,222 5,042 5,254 5,173 5,105 Stock-based compensation 20,039 21,491 21,106 21,006 22,827 Impairment charges — — 1,979 — 2,479 Business transformation costs 1,158 346 692 913 925 Intellectual property litigation expenses2 4,928 3,689 3,070 3,212 2,956 Litigation settlements3 13,950 — — — — Cybersecurity incident4 686 — — — — Adjusted EBITDA $ 43,298 $ 14,099 $ 34,290 $ 21,559 $ 15,696 Revenue $ 224,172 $ 199,390 $ 208,890 $ 192,884 $ 186,687 Adjusted EBITDA margin 19.3% 7.1% 16.4% 11.2% 8.4%
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17 17 © 2026 iRhythm Holdings, Inc. (USD, THOUSANDS) THREE MONTHS ENDED JUNE 30, SIX MONTHS ENDED JUNE 30, ADJUSTED NET INCOME (LOSS) RECONCILIATION* 2026 2025 2026 2025 Net loss, as reported1 $ (381) $ (14,218) $ (14,314) $ (44,918) Impairment charges — 2,479 — 2,479 Business transformation costs 1,158 925 1,504 1,428 Intellectual property litigation expenses2 4,928 2,956 8,617 3,788 Changes in fair value of strategic investments (822) (2,152) (2,269) (2,995) Litigation settlements3 13,950 — 13,950 — Cybersecurity incident4 686 — 686 — Tax effect of adjustments5 (197) (214) (197) (305) Adjusted net income (loss) $ 19,322 $ (10,224) $ 7,977 $ (40,523) THREE MONTHS ENDED JUNE 30, SIX MONTHS ENDED JUNE 30, ADJUSTED DILUTED NET INCOME (LOSS) PER SHARE RECONCILIATION* 2026 2025 2026 2025 Net loss, as reported1 $ (0.01) $ (0.44) $ (0.44) $ (1.41) Impairment charges — 0.08 — 0.08 Business transformation costs 0.03 0.03 0.05 0.04 Intellectual property litigation expenses2 0.15 0.09 0.26 0.12 Changes in fair value of strategic investments (0.02) (0.07) (0.07) (0.09) Litigation settlements3 0.42 — 0.42 — Cybersecurity incident4 0.02 — 0.02 — Tax effect of adjustments per share5 (0.01) (0.01) (0.01) (0.01) Adjusted diluted net income (loss) per share $ 0.58 $ (0.32) $ 0.23 $ (1.27) Weighted-average shares, basic 32,895 31,990 32,702 31,791 Weighted-average shares, diluted 33,286 31,990 33,370 31,791 Reconciliation of GAAP to non-GAAP financial information *Certain numbers expressed may not sum due to rounding. 1 Net loss for the three and six months ended June 30, 2026 includes $0.3 million and $0.6 million of acquired in-process research and development expense, and $1.7 million and $2.0 million for the three and six months ended June 30, 2025, respectively. 2 Excludes third-party attorneys' fees and expenses associated with patent litigation brought against the Company by Welch Allyn , Inc. and Bardy Diagnostics, Inc., subsidiaries of Baxter International, Inc. 3 Excludes charges for securities class action litigation settlement, net of expected insurance recoveries. 4 Represents expenses directly related to the Cybersecurity Incident, net of expected insurance recoveries, including investigation and remediation, customer notifications, and professional and consulta ncy expenses. 5 Income tax impact of Non-GAAP adjustments listed.
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18 18 © 2026 iRhythm Holdings, Inc. (USD, THOUSANDS) THREE MONTHS ENDED JUNE 30, SIX MONTHS ENDED JUNE 30, ADJUSTED OPERATING EXPENSES RECONCILIATION* 2026 2025 2026 2025 Operating expenses, as reported $ 165,747 $ 151,565 $ 323,285 $ 293,337 Impairment charges — (2,479) — (2,479) Business transformation costs (1,158) (925) (1,504) (1,428) Intellectual property litigation expenses1 (4,928) (2,956) (8,617) (3,788) Litigation settlements2 (13,950) — (13,950) — Cybersecurity incident3 (686) — (686) — Adjusted operating expenses $ 145,025 $ 145,205 $ 298,528 $ 285,642 THREE MONTHS ENDED JUNE 30, SIX MONTHS ENDED JUNE 30, FREE CASH FLOW RECONCILIATION* 2026 2025 2026 2025 Net cash provided by operating activities $ 51,080 $ 27,659 $ 24,907 $ 19,768 Purchases of property and equipment (13,565) (10,369) (20,470) (19,788) Free cash flow $ 37,515 $ 17,290 $ 4,437 $ (20) Reconciliation of GAAP to non-GAAP financial information *Certain numbers expressed may not sum due to rounding. 1 Excludes third-party attorneys' fees and expenses associated with patent litigation brought against the Company by Welch Allyn, Inc. and Bardy Diagnostics, Inc., subsidiaries of Baxter International, Inc. 2 Excludes charges for securities class action litigation settlement, net of expected insurance recoveries. 3 Represents expenses directly related to the Cybersecurity Incident, net of expected insurance recoveries, including investigation and remediation, customer notifications, and professional and consultancy expenses.
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19 19 © 2026 iRhythm Holdings, Inc. SLIDE(S) SOURCES ‘Addressing major challenges and opportunities in healthcare’ • WHO, Cardiovascular Diseases Fact Sheet • American Heart Association, Circulation (Presidential Advisory on CVD Economic Burden, 2024) • AHRQ HCUP; healthcare cost analyses • HRS 2026 data; ACC Scientific Sessions • Ward et al. Prevalence and health care expenditures among Medicare beneficiaries aged 65 years and over with heart conditions. Medicare Current Beneficiary Survey, 2017. (Prevalence of self-reported heart conditions.) American College of Cardiology. (2024, July 8). • Almost Half of US Counties Have No Cardiologists Despite Higher Prevalence of CV Risk Factors, Mortality [Press Release]. https://www.acc.org/About- ACC/Press-Releases/2024/07/08/18/25/Almost-Half-of-US-Counties-Have-No-Cardiologists-Despite-Higher-Prevalence-of-CV-Risk-Factors-Mortality. Pallikadavath SP, et. al. • High number of unnecessary referrals to cardiology clinics for benign palpitations due to poor adherence to local referral guidelines. European Journal of Arrhythmia & Electrophysiology. 2024;10(1):1-2 iRhythm overview and ‘Significant runway in international expansion’ UK: iRhythm estimate. • UK Office for National Statistics; Hospital Episode Statistics, NHS Digital, 2019-2020 • UK Healthcare Market Review 33ed, LaingBuisson, 2021. Accessed 5 January 2022. • The UK private health market, Kings Fund, 2014. Accessed 5 January 2022. • NHS England and the Health and Social Care Information Centre, NHS Hospital Data and Datasets: A Consultation. Published July 22, 2013. • The Health and Social Care Information Centre, Hospital Episode Statistics (HES): Improving the quality and value of hospital data. Published 2011. Prioritized EU countries: iRhythm estimate. • Ohlrogge etc. Burden of Atrial Fibrillation and Flutter by National Income: Results From the Global Burden of Disease 2019 Database. J Am Heart Assoc. 2023;12:e030438; supplemental data tables https://www.ahajournals.org/doi/suppl/10.1161/JAHA.123.030438. • Global population and healthcare spend per capita, World Bank, 2019 and 2020. https://data.worldbank.org • The Burden of Cardiovascular Disease and Diabetes, OECD, 2011. • Federal Statistical Office of Germany and Gesundheitsberichterstattung; Dutch Healthcare Authority; Swedish ICD & Pacemaker Registry and Swedish Society for Clinical Physiology. Japan: • Irie, Shoichi and Hiroshi Tada. The Relationship between Holter Electrocardiography and Atrial Fibrillation Diagnosis Using Real-World Data in Japan: A Claims- Based Retrospective Study. Int Heart J, 2023; 64: 178-187. • Japan Ministry of Health Labor and Welfare.
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20 20 © 2026 iRhythm Holdings, Inc. SLIDE(S) SOURCES iRhythm overview US Core ACM Market Sizing • iRhythm estimates based off combination of Internal Data, Medicare Public-Use Files, IQVIA data, Definitive Healthcare data, Komodo Health data, and other publicly-available information. Expansion opportunity in symptomatic market • U.S. Census Bureau. “U.S. Census Bureau Profile.” https://data.census.gov/profile/United_States?g=010XX00US.. • CDC ambulatory care use and physician office visits. CDC, published October 26, 2024. https://www.cdc.gov/nchs/fastats/physician-visits.htm. • Wexler RK, Pleister A, Raman SV. Palpitations: Evaluation in the Primary Care Setting. Am Fam Physician. 2017 Dec 15;96(12):784-789. • Weber BE, Kapoor WN. Evaluation and outcomes of patients with palpitations. The American Journal of Medicine. 1996;14(6):138-148. Expansion opportunity in at-risk population • Steinhubl at al. Effect of a Home-Based Wearable Continuous ECG Monitoring Patch on Detection of Undiagnosed Atrial Fibrillation: The mSToPS Randomized Clinical Trial. JAMA. 2018 Jul 10;320(2):146-155. • U.S. Census Bureau. "Age and Sex." American Community Survey, ACS 1-Year Estimates Subject Tables, Table S0101, 2022, https://data.census.gov/table/ACSST1Y2022.S0101?q=Age and Sex. • 4 out of 5 Medicare Advantage survey respondents indicated they would be more satisfied and likely to stay with their current plan if an early AFib detection program were offered to them at no cost. Market survey of 200 respondents currently enrolled in a Medicare Advantage plan. Data on file. iRhythm Technologies, Inc., 2022. • Nancy Ochieng, Jeannie Fuglesten Biniek, Meredith Freed, Anthony Damico, and Tricia Neuman. 2023. “Medicare Advantage in 2023: Enrollment Update and Key Trends.” Published August 09, 2023. https://www.kff.org/medicare/issue-brief/medicare-advantage-in-2023-enrollment-update-and-key-trends/# • American College of Cardiology. (2024, July 8). Almost Half of US Counties Have No Cardiologists Despite Higher Prevalence of CV Risk Factors, Mortality [Press Release]. https://www.acc.org/About-ACC/Press-Releases/2024/07/08/18/25/Almost-Half-of-US-Counties-Have-No-Cardiologists-Despite-Higher-Prevalence- of-CV-Risk-Factors-Mortality • Pallikadavath SP, et. al. High number of unnecessary referrals to cardiology clinics for benign palpitations due to poor adherence to local referral guidelines. European Journal of Arrhythmia & Electrophysiology. 2024;10(1):1-2 • Pallikadavath S, et. al. Palpitation referrals from primary care to a secondary care cardiology outpatient clinic: assessing adherence to guidelines, Family Practice, 2021;38(2):127–131. • Abbott AV. Diagnostic Approach to Palpitations. Am Fam Physician. 2005;71(4):743-750 • Weber BE, Kapoor WN. Evaluation and outcomes of patients with palpitations. Am J Med. 1996;100:138-48. • American College of Cardiology. (February 23, 2023). Five Things Physicians and Patients Should Question. https://www.acc.org/-/media/Non-Clinical/Files- PDFs-Excel-MS-Word-etc/2023/04/ACC-5-Things-List-2023.pdf • 2022 Survey of Physician Appointment Wait Times. Merritt Hawkins. https://www.merritthawkins.com/trends-and-insights/article/surveys/2022-physician-wait- times-survey/,