IRADIMED CORP(IRMD)Stock Analysis
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Rank #615 of 2,962 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
IRMD Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for IRADIMED CORP (IRMD), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores IRMD at 63.5/100 on a 32-signal composite quality model, placing it at rank #615 of 2,962 stocks — the top 25% of the AI-ranked universe. IRMD scores in the top quartile across balance sheet strength (96.4), profitability (85.5), free cash flow (83.2). Areas of concern include revenue scale (13.8) and institutional flow (39.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 30.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), IRADIMED CORP reports quarterly revenue of $20.5M, net income of $5.2M, an operating margin of 31.2%. Top institutional holders of IRMD by reported 13-F value include BlackRock, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, RENAISSANCE TECHNOLOGIES, based on the most recent SEC filings. IRMD trades on the Nasdaq exchange and files with the SEC under CIK 1325618. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IRMD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for IRADIMED CORP directly from SEC EDGAR. IRADIMED CORP's 13F Pro composite quality score has ranged between 40 and 71 since 2021, currently 63.5 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving IRMD's Business? Latest 10-Q Breakdown
✓ 25/25 datapoints verifiedAI-extracted from IRADIMED CORP's 10-Q filed 2026-07-31 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue was essentially flat at $20.5M (+0.5% YoY), but net income fell to $5.2M as gross margin compressed to 74% from 78% on production inefficiencies tied to the new MRidium 3870 pump.
Biggest Revenue Drivers
Decline driven by lower IV infusion pump systems revenue, partially offset by higher patient vital signs monitoring and ferro magnetic detection sales
Increase attributed in part to modifications to the sales incentive plan
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$20.5M
Net Income
Q2 2026
$5.2M
Free Cash Flow
Q2 2026
$5.8M
Operating Margin
Q2 2026
31.2%
ROIC
Q2 2026
25.1%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+14.4% YoYNet Income
+16.9% YoYOperating Income
+19.0% YoYEPS (Diluted)
+16.7% YoYTotal Assets
+10.6% YoYOp. Cash Flow
-2.6% YoYFree Cash Flow
-2.5% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $83.8M +14.4% | $73.2M +11.7% | $65.6M +23.0% | $53.3M +27.5% | $41.8M +31.8% | $31.7M |
| Net Income | $22.5M +16.9% | $19.2M +11.9% | $17.2M +34.0% | $12.8M +37.6% | $9.3M +581.2% | $1.4M |
| Operating Income | $26.1M +19.0% | $22.0M +9.6% | $20.0M +28.2% | $15.6M +59.2% | $9.8M +1398.5% | $-756.1K |
| EPS (Diluted) | $1.75 +16.7% | $1.50 +11.1% | $1.35 +32.4% | $1.02 +37.8% | $0.74 +572.7% | $0.11 |
| Total Assets | $108.8M +10.6% | $98.3M +6.7% | $92.2M +7.8% | $85.5M +3.2% | $82.9M +16.6% | $71.1M |
| Operating Cash Flow | $24.9M -2.6% | $25.6M +90.3% | $13.5M +34.1% | $10.0M -10.8% | $11.3M +93.5% | $5.8M |
| Free Cash Flow | $17.2M -2.5% | $17.6M +192.5% | $6.0M -34.7% | $9.2M -14.4% | $10.8M +100.5% | $5.4M |
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13F Pro tracks comprehensive data for IRADIMED CORP including:
Top Institutional Holders of IRMD
BlackRock, Inc.
$92.5M967,825 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$37.9M396,982 shRENAISSANCE TECHNOLOGIES LLC
$37.7M394,412 shCopeland Capital Management, LLC
$37.4M391,860 shVANGUARD CAPITAL MANAGEMENT LLC
$34.9M364,937 shT. Rowe Price Investment Management, Inc.
$30.5M318,680 shGEODE CAPITAL MANAGEMENT, LLC
$27.7M290,109 shNine Ten Capital Management LLC
$24.5M256,562 shDIMENSIONAL FUND ADVISORS LP
$21.9M229,340 shSTATE STREET CORP
$21.2M221,512 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $92.5M | 967,825 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $37.9M | 396,982 |
| RENAISSANCE TECHNOLOGIES LLC | $37.7M | 394,412 |
| Copeland Capital Management, LLC | $37.4M | 391,860 |
| VANGUARD CAPITAL MANAGEMENT LLC | $34.9M | 364,937 |
| T. Rowe Price Investment Management, Inc. | $30.5M | 318,680 |
| GEODE CAPITAL MANAGEMENT, LLC | $27.7M | 290,109 |
| Nine Ten Capital Management LLC | $24.5M | 256,562 |
| DIMENSIONAL FUND ADVISORS LP | $21.9M | 229,340 |
| STATE STREET CORP | $21.2M | 221,512 |
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Popular Research
Is IRMD a good stock to buy?
13F Pro's AI-powered analysis of IRADIMED CORP (IRMD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for IRMD are available on the IRMD stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. IRMD is classified as a small company.
Which hedge funds own IRMD?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling IRMD. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of IRADIMED CORP's investment landscape.