other material
confidence high
sentiment positive
materiality 0.65
InfuSystem TTM revenue $141.1M, AEBITDA $30.2M; guides 6-8% FY2025 growth
InfuSystem Holdings, Inc
- TTM revenue through Sep 30, 2025: $141.1M; estimated 2025 revenue grows 6-8% over 2024's $134.9M.
- Adjusted EBITDA TTM $30.2M (21.4% margin); estimated 2025 AEBITDA margin >20% of revenue.
- Patient Services net revenue TTM $85.4M; Device Solutions $55.7M; gross margin 55.4%.
- Stock repurchases of $9.7M under $20M program through Sep 30, 2025; program expires Jun 30, 2026.
- ERP upgrade investment estimated $2.6M in 2025 ($3.3M cumulative); expected completion Q1 2026.