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Iridex Corp. (IRIX) Fundamental Analysis & AI Grade 2026

IRIX Nasdaq Electromedical & Electrotherapeutic Apparatus DE CIK: 0001006045
Updated This Month • Analysis: May 20, 2026 • SEC Data: 2026-04-04
Combined AI Grade
C
79% Confidence
STRONG AGREEMENT
C
75% Conf
C
83% Conf

📊 IRIX Key Takeaways

Revenue: $11.8M
Net Margin: -4.4%
Free Cash Flow: $-1.4M
Current Ratio: 1.92x
Debt/Equity: 0.21x
EPS: $-0.03
AI Grade: C with 75% confidence
Iridex Corp. (IRIX) receives a C fundamental grade with 79% confidence from our AI analysis based on SEC 10-K filings. With revenue of $11.8M, net profit margin of -4.4%, and return on equity (ROE) of -11.1%, Iridex Corp. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete IRIX stock analysis for 2026.

Is Iridex Corp. (IRIX) a Good Investment?

Claude

IRIX demonstrates early revenue growth (+8.2% YoY) and improving loss trends, but the core business remains operationally unprofitable with -2.7% operating margin and critically, negative free cash flow of -$1.4M, creating unsustainable burn relative to $4.6M cash reserves. Without reaching operating profitability and positive cash generation within 2-3 quarters, the company faces potential liquidity constraints despite currently adequate short-term ratios.

ChatGPT

IRIDEX’s fundamentals show a weak operating profile, with declining revenue, negative operating and net margins, and continued cash burn. Liquidity is still adequate and long-term debt is low, but the very small equity base and deeply negative ROE indicate limited balance sheet resilience if profitability does not improve.

Iridex Corp. Key Strengths (IRIX)

Claude
  • + Revenue growing 8.2% YoY in medtech sector with 40.2% gross margins showing product demand
  • + Strong liquidity position with 1.92x current ratio and 4.6M cash reserves provides near-term runway
  • + Improving loss trajectory with net income improving 50.2% YoY suggests operational corrections underway
ChatGPT
  • + Adequate near-term liquidity with a 1.94x current ratio and 1.35x quick ratio
  • + Low long-term debt burden relative to assets, reducing refinancing pressure
  • + Gross margin remains positive at 36.2%, suggesting the core product base still has economic value if operating costs are controlled

IRIX Stock Risks: Iridex Corp. Investment Risks

Claude
  • ! Negative operating cash flow of -1.3M quarterly with -1.4M free cash flow is unsustainable and indicates business model not yet viable at current scale
  • ! Operating losses persist at -2.7% margin with -11.1% ROE showing value destruction on shareholder capital
  • ! Small revenue base of $11.8M and current burn rate implies only 3-4 quarters of cash runway before potential capital need if trends don't reverse
ChatGPT
  • ! Revenue declined 6.2% YoY, raising concern about demand quality and scale deterioration
  • ! Operating losses and negative free cash flow indicate the business is not currently self-funding
  • ! Very low equity base and -90.9% ROE imply elevated financial fragility despite modest debt

Key Metrics to Watch

Claude
  • * Operating cash flow trajectory - must turn positive within next 2-3 quarters to validate viability
  • * Path to operating profitability - critical that operating margin improves beyond current -2.7%
  • * Gross margin sustainability - monitor if 40.2% margins hold as business scales and validates unit economics
ChatGPT
  • * Revenue growth and operating margin recovery
  • * Operating cash flow and free cash flow trend

Iridex Corp. (IRIX) Financial Metrics & Key Ratios

Revenue
$11.8M
Net Income
$-524.0K
EPS (Diluted)
$-0.03
Free Cash Flow
$-1.4M
Total Assets
$28.3M
Cash Position
$4.6M

💡 AI Analyst Insight

Iridex Corp. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

IRIX Profit Margin, ROE & Profitability Analysis

Gross Margin 40.2%
Operating Margin -2.7%
Net Margin -4.4%
ROE -11.1%
ROA -1.9%
FCF Margin -12.2%

IRIX vs Healthcare Sector: How Iridex Corp. Compares

How Iridex Corp. compares to Healthcare sector averages

Net Margin
IRIX -4.4%
vs
Sector Avg 12.0%
IRIX Sector
ROE
IRIX -11.1%
vs
Sector Avg 15.0%
IRIX Sector
Current Ratio
IRIX 1.9x
vs
Sector Avg 2.0x
IRIX Sector
Debt/Equity
IRIX 0.2x
vs
Sector Avg 0.6x
IRIX Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Iridex Corp. Stock Overvalued? IRIX Valuation Analysis 2026

Based on fundamental analysis, Iridex Corp. has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
-11.1%
Sector avg: 15%
Net Profit Margin
-4.4%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.21x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Iridex Corp. Balance Sheet: IRIX Debt, Cash & Liquidity

Current Ratio
1.92x
Quick Ratio
1.19x
Debt/Equity
0.21x
Debt/Assets
83.3%
Interest Coverage
-5.59x
Long-term Debt
$1.0M

IRIX Revenue & Earnings Growth: 5-Year Financial Trend

IRIX 5-year financial data: Year 2021: Revenue $53.9M, Net Income -$8.8M, EPS $-0.64. Year 2022: Revenue $57.0M, Net Income -$5.2M, EPS $-0.34. Year 2023: Revenue $57.0M, Net Income -$7.5M, EPS $-0.47. Year 2024: Revenue $51.9M, Net Income -$9.6M, EPS $-0.59. Year 2026: Revenue $52.7M, Net Income -$8.9M, EPS $-0.54.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Iridex Corp.'s revenue has remained relatively flat over the 5-year period, with a 2% decline. The most recent EPS of $-0.54 indicates the company is currently unprofitable.

IRIX Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-12.2%
Free cash flow / Revenue

IRIX Quarterly Earnings & Performance

Quarterly financial performance data for Iridex Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $11.8M -$524.0K $-0.03
Q3 2025 $11.6M -$1.6M $-0.09
Q2 2025 $12.6M -$994.0K $-0.06
Q1 2025 $11.8M -$1.7M $-0.10
Q3 2024 $11.6M -$1.8M $-0.11
Q2 2024 $12.6M -$2.7M $-0.16
Q1 2024 $11.8M -$2.1M $-0.13
Q3 2023 $12.9M -$1.8M $-0.11

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Iridex Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$1.3M
Cash generated from operations
Stock Buybacks
$59.0K
Shares repurchased (TTM)
Capital Expenditures
$101.0K
Investment in assets
Dividends
None
No dividend program

IRIX SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Iridex Corp. (CIK: 0001006045)

📋 Recent SEC Filings

Date Form Document Action
Jun 9, 2026 4 xslF345X06/ownership.xml View →
Jun 8, 2026 4 xslF345X06/ownership.xml View →
Jun 3, 2026 4 xslF345X06/ownership.xml View →
May 26, 2026 4 xslF345X06/ownership.xml View →
May 26, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about IRIX

What is the AI rating for IRIX?

Iridex Corp. (IRIX) has a Combined AI Grade of C from Claude (C) and ChatGPT (C) with 79% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are IRIX's key strengths?

Claude: Revenue growing 8.2% YoY in medtech sector with 40.2% gross margins showing product demand. Strong liquidity position with 1.92x current ratio and 4.6M cash reserves provides near-term runway. ChatGPT: Adequate near-term liquidity with a 1.94x current ratio and 1.35x quick ratio. Low long-term debt burden relative to assets, reducing refinancing pressure.

What are the risks of investing in IRIX?

Claude: Negative operating cash flow of -1.3M quarterly with -1.4M free cash flow is unsustainable and indicates business model not yet viable at current scale. Operating losses persist at -2.7% margin with -11.1% ROE showing value destruction on shareholder capital. ChatGPT: Revenue declined 6.2% YoY, raising concern about demand quality and scale deterioration. Operating losses and negative free cash flow indicate the business is not currently self-funding.

What is IRIX's revenue and growth?

Iridex Corp. reported revenue of $11.8M.

Does IRIX pay dividends?

Iridex Corp. does not currently pay dividends.

Where can I find IRIX SEC filings?

Official SEC filings for Iridex Corp. (CIK: 0001006045) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is IRIX's EPS?

Iridex Corp. has a diluted EPS of $-0.03.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is IRIX's fundamental grade?

Based on our AI fundamental analysis in June 2026, Iridex Corp. has a C grade with 79% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is IRIX stock overvalued or undervalued?

Valuation metrics for IRIX: ROE of -11.1% (sector avg: 15%), net margin of -4.4% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is IRIX's AI grade for 2026?

Our dual AI analysis gives Iridex Corp. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is IRIX's free cash flow?

Iridex Corp.'s operating cash flow is $-1.3M, with capital expenditures of $101.0K. FCF margin is -12.2%.

How does IRIX compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -4.4% (avg: 12%), ROE -11.1% (avg: 15%), current ratio 1.92 (avg: 2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 20, 2026 | Data as of: 2026-04-04 | Powered by Claude AI