earnings
confidence high
sentiment positive
materiality 0.65
InfuSystem Q1 net rev $33.7M (-3% YoY); net income $1.0M vs prior loss
InfuSystem Holdings, Inc
2026-Q1 EPS
reported $0.05
vs consensus $0.03
▲ beat
(+46.6%)
- Patient Services rev $22.1M (+6% YoY); wound care revenue more than doubled to $2.1M.
- Device Solutions rev $11.6M (-17% YoY) due to GE Healthcare contract restructure.
- Gross margin expanded to 58.4% from 55.2%; adjusted EBITDA $6.4M (18.9% margin).
- Full-year 2026 guidance reaffirmed: pro-forma net rev growth 6-8%, adj EBITDA margin mid-to-low 20%.
- Repurchased $856k of common stock; liquidity $57.1M; new ERP went live March 1, 2026.