other material
confidence high
sentiment positive
materiality 0.75
InfuSystem provides FY2025 outlook: 8-10% revenue growth, high-teens AEBITDA margin
InfuSystem Holdings, Inc
- TTM revenue to March 31, 2025: $137.6M; TTM adj. EBITDA $27.8M (leverage 0.98x).
- Q1 2025 adj. EBITDA $6.3M (incl. $1.0M CEO severance) vs. $3.9M in Q1 2024.
- FY2025 guidance: revenue growth 8-10% and adj. EBITDA margin in high teens % of revenue.
- ERP upgrade: $0.7M spent in 2024, est. $2.5M in 2025; completion expected Q1 2026.
- Share repurchases: $4.1M bought YTD under renewed $20M program (expires June 2026).