Education
About Us
Working with TipRanks
Follow Us
Electromed (ELMD)
XASE:ELMD
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.24Last Year’s EPS
0.21Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial picture: record revenue growth, meaningful margin expansion, robust home-care execution, and multiple strategic initiatives (payer contracts, digital order flow, CRM, manufacturing optimization). The main negatives are a decline in hospital and other revenues, a one-time-like cash reduction driven by share repurchases, higher SG&A tied to growth investments, and a meaningful market education gap (58% of qualifying patients not receiving therapy). Taken together, the positives (sustained top-line growth, improved profitability, balance sheet strength, and clear large addressable market) materially outweigh the near-term challenges and risks discussed.Company Guidance
Record Revenue and Continued Growth Streak
Net revenue of $18.9M in Q2 FY2026, a 16.3% year-over-year increase; marks the thirteenth consecutive quarter of year-over-year revenue and profit growth.
Strong Home Care Performance
Direct Home Care revenue grew 18.4% YoY to $17.3M; annualized home care revenue per weighted-average direct sales representative reached $1.2M (above target range of $1.0M–$1.1M); averaged 58 direct reps in Q2 with planned expansion to 61.
Improved Profitability and Margins
Gross profit increased to $14.8M (78.4% of net revenues) from $12.6M (77.7% prior year). Operating income rose ~42.4% YoY (CFO reported operating income of $3.6M or 19.2% of sales vs $2.5M prior year). Net income grew 40.3% YoY to $2.8M; diluted EPS $0.32 vs $0.22 prior year.
Balance Sheet Strength
Cash on hand of $13.8M, no debt, working capital of $36.2M, and total shareholders' equity of $45.4M.
Shareholder Return Initiatives
Board approved a $10M stock repurchase authorization (authorized in Q1); $3.8M of share repurchases executed in the six months ended Dec 31, 2025.
Commercial and Market Expansion Wins
Executed 25 payer contracts in H1 FY2026, adding ~2.9M covered lives to the company's >270M already under contract; home care distributor channel grew 12.1% YoY to $900K.
Operational and Go-to-Market Enhancements
Completed manufacturing optimization (US-based operations and assembly), implemented CRM and Smart Order e-prescribe (over one-third of orders on e-prescribe in Q2), and engaged in marketing/education (3 national trade shows, regional events, and 3 virtual CEUs with 655 attendees).
Large Addressable Opportunity Identified
Company highlights ~923,000 diagnosed bronchiectasis patients in the U.S. with only 16% using HFCWO therapy; estimates suggest >4M undiagnosed individuals — framing a substantial long-term market opportunity.
ELMD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ELMD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $28.06 | $25.26 | -9.98% |
Nov 12, 2025 | $25.38 | $26.35 | +3.82% |
Aug 26, 2025 | $20.66 | $24.77 | +19.89% |
May 13, 2025 | $22.83 | $19.34 | -15.29% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Electromed (ELMD) report earnings?
Electromed (ELMD) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Electromed (ELMD) earnings time?
Electromed (ELMD) earnings time is at May 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ELMD EPS forecast?
ELMD EPS forecast for the fiscal quarter 2026 (Q3) is 0.24.