Icu Medical (ICUI)
NASDAQ:ICUI
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Earnings Data
Report Date
Aug 10, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.91Last Year’s EPS
2.1Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call framed a company with healthy operational momentum in its core businesses: record Infusion Systems results, modest consumables growth, gross margin expansion, and EPS improvement (+15%). Offsetting these positives are transitory but material items that affect reported results and near-term risk: the IV Solutions deconsolidation lowering reported revenue, tariff and logistics cost pressures (potential ~$10M headwind), ongoing integration/remediation spend, and timing risk from additional FDA testing for new pump hardware. Management reiterated full-year guidance and articulated paths to offset macro and trade headwinds through tariff benefits and operational efficiencies, signaling confidence in achieving targets.Company Guidance
Revenue and Organic Growth
Q1 revenue of $526 million, representing 1% organic growth. Reported revenue declined 12% year-over-year due to the mid-2025 deconsolidation of IV Solutions (Otsuka JV) but core organic trends were positive.
Infusion Systems Record Quarter
Infusion Systems achieved a record quarter in pumps with revenue growth of 8% reported and 6% organic, driven notably by LVP demand.
Consumables Growth and Product Momentum
Consumables grew 5% reported and 2% organic in Q1; ongoing R&D/innovation with increased 510(k) activity and two new 510(k) clearances in Q1 (oncology connector product and revised disinfection cap).
Margin Expansion
Adjusted gross margin was ~41% in Q1, slightly ahead of expectations, benefitting from favorable mix toward higher-margin core businesses and capture of integration synergies; management still sees incremental upside (~2 percentage points) to target gross margins.
Earnings and Profitability
Adjusted EBITDA was $99 million (flat year-over-year despite discrete impacts) and adjusted diluted EPS was $1.97, up 15% versus $1.72 a year ago.
Cash Flow and Balance Sheet Progress
Q1 free cash flow of $28 million (seasonally lower Q1 but described as strong quality of earnings). Company finished Q1 with $288 million cash and $1.3 billion debt and reiterated full-year guidance and intent to improve free cash flow toward prior target (~$150M).
Regulatory & Software Progress
FDA approval received for the latest LifeShield safety software (improved analytics and reporting) and the company continues to receive 510(k) clearances on consumables, indicating continued regulatory progress and product pipeline execution.
ICUI 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
ICUI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $123.07 | $126.43 | +2.73% |
Feb 19, 2026 | $149.74 | $157.03 | +4.87% |
Nov 06, 2025 | $129.67 | $140.16 | +8.09% |
Aug 07, 2025 | $129.91 | $112.85 | -13.13% |
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 Icu Medical (ICUI) report earnings?
Icu Medical (ICUI) is schdueled to report earning on Aug 10, 2026, After Close (Confirmed).
What is Icu Medical (ICUI) earnings time?
Icu Medical (ICUI) earnings time is at Aug 10, 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 ICUI EPS forecast?
ICUI EPS forecast for the fiscal quarter 2026 (Q2) is 1.91.