Overview
Medical products maker's Q4 2025 revenue beats analyst expectations despite yr/yr decline
Adjusted EPS for Q4 2025 beat analyst expectations
Adjusted EBITDA for Q4 2025 beat analyst expectations
Outlook
ICU Medical estimates fiscal year 2026 GAAP net income between $26 mln and $44 mln
Company expects fiscal year 2026 adjusted EBITDA between $400 mln and $430 mln
ICU Medical projects fiscal year 2026 adjusted EPS between $7.75 and $8.45
Result Drivers
IV SOLUTIONS DISPOSAL - The disposal of the IV Solutions business on May 1, 2025, significantly impacted the Vital Care segment, leading to a decline in revenue
CONSUMABLES GROWTH - Revenue from Consumables increased by $16.6 mln in Q4 2025 compared to the same period in 2024
INFUSION SYSTEMS GROWTH - Infusion Systems revenue rose by $4.6 mln in Q4 2025 compared to Q4 2024
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $540.70 mln | $530.63 mln (6 Analysts) |
Q4 Adjusted EPS | Beat | $1.91 | $1.69 (6 Analysts) |
Q4 Adjusted EBITDA | Beat | $98.20 mln | $94.92 mln (6 Analysts) |
Q4 Gross Margin | 38.00% | ||
Q4 Gross Profit | $202.99 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy"
Wall Street's median 12-month price target for ICU Medical Inc is $180.00, about 18.7% above its February 18 closing price of $151.63
The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 15 three months ago
Press Release: ID:nGNXbphx7k
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)