earnings
confidence high
sentiment positive
materiality 0.65
InfuSystem Q2 net revenue $36.9M, up 2.6%; net income $3.2M; reaffirms 2026 guidance
InfuSystem Holdings, Inc
- Net revenues $36.9M (+2.6% YoY); Patient Services +15% to $24.8M, Device Solutions -16% to $12.1M.
- Net income $3.2M ($0.15 diluted EPS) vs $2.6M ($0.12) prior year; Adjusted EBITDA $8.6M (+7.6%), margin 23.4%.
- Reaffirmed FY 2026 guidance: pro-forma revenue growth 6-8%, Adjusted EBITDA margin mid-to-low 20s.
- Stock repurchases $3.5M in Q2; liquidity $55.2M as of June 30, 2026.
- GE Healthcare contract restructuring cut Device Solutions revenue $1.6M but improved profitability and margins.