earnings
confidence high
sentiment positive
materiality 0.75
InfuSystem Q2 net revenue $36M (+7% YoY); net income up 262% to $2.6M; raises FY25 EBITDA margin guidance to 20%+
InfuSystem Holdings, Inc
2025-Q2 EPS
reported $0.11
vs consensus $0.04
▲ beat
(+199.7%)
- Net revenue $36.0M (+7% YoY); Patient Services $21.5M (+6%), Device Solutions $14.5M (+8%).
- Net income $2.6M ($0.12 diluted EPS) vs $0.7M ($0.03) prior year; Adjusted EBITDA $8.0M (+32%).
- Gross margin expanded 5.7 pts to 55.2%; YTD operating cash flow $8.8M (up 227%).
- FY25 revenue growth guidance lowered to 6-8% (from 8-10%), but Adjusted EBITDA margin raised to 20%+ (from 18.8%+).
- Repurchased $3.5M of stock in Q2; acquired a small company for $1.4M to improve Advanced Wound Care processing.