The earnings call presented a balanced view, with strong financial performance and strategic initiatives in Oncology and Wound Care. However, the decline in biomedical services revenue and Device Solutions offset some of the positive growth metrics. The company's focus on profitability and operational efficiency is evident, but challenges remain.

Company Guidance

During the InfuSystem Third Quarter 2025 Earnings Conference Call, the company highlighted robust financial performance and strategic initiatives. Key metrics included a net revenue of $36.5 million, marking a 3.3% year-over-year increase, and a record gross profit of $20.8 million, reflecting a 9.3% rise. The company's gross margin improved to over 57%, up by 3.1% from the previous year. In terms of operational efficiency, adjusted EBITDA reached $8.3 million, representing 22.8% of net revenue. InfuSystem also reported strong cash flow from operations, totaling over $17 million year-to-date, which supported debt reduction and $2.2 million in stock repurchases. Strategic advancements included the integration of Apollo, enhancing Wound Care capacity, and a significant new Oncology contract, contributing to revenue growth. Additionally, the company secured a multiyear contract extension with a national insurance payer, which included price increases and expanded service coverage, further boosting their financial outlook.

Record Revenue and Margin Expansion

InfuSystem reported record net revenue of $36.5 million for Q3 2025, marking a 3.3% increase from the previous year. Gross profit also reached a quarterly record of $20.8 million, with a gross margin of over 57%, an increase of 3.1% from the prior year.

Oncology Revenue and New Contracts

Oncology revenue reached an all-time high in Q3, with a notable contract win with a large hospital system. The company also secured a multiyear contract extension with a large national insurance payer.

Wound Care and Pneumatic Compression Device Initiatives

Wound Care revenue increased by 116%, driven by the Apollo acquisition and new pneumatic compression devices. The integration of new billing systems and automation enhancements are expected to further improve efficiencies.

Debt Reduction and Shareholder Returns

Net debt decreased by $5.7 million during the quarter. InfuSystem repurchased $2.2 million of its common stock, bringing total shareholder capital return to $8.6 million for the year.

InfuSystem Holdings (INFU) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

INFU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 18, 2026	2025 (Q4)	0.07 / -	0.04	―	―	―
Nov 04, 2025	2025 (Q3)	0.08 / 0.11	0.08	37.50% (+0.03)	―
Aug 05, 2025	2025 (Q2)	0.04 / 0.12	0.03	300.00% (+0.09)	―
May 08, 2025	2025 (Q1)	-0.03 / -0.01	-0.05	80.00% (+0.04)	―
Mar 04, 2025	2024 (Q4)	0.07 / 0.04	0.01	300.00% (+0.03)	―
Nov 07, 2024	2024 (Q3)	0.06 / 0.08	0.03	166.67% (+0.05)	―
Aug 08, 2024	2024 (Q2)	0.04 / 0.03	0.02	50.00% (<+0.01)	―
May 09, 2024	2024 (Q1)	0.02 / -0.05	-0.02	-150.00% (-0.03)	―
Mar 14, 2024	2023 (Q4)	<0.01 / 0.01	0.01	0.00% (0.00)	―
Nov 07, 2023	2023 (Q3)	0.03 / 0.03	0.02	50.00% (<+0.01)	―

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

INFU Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 04, 2025	$10.40	$9.46	-9.04%
Aug 05, 2025	$5.85	$6.07	+3.76%
May 08, 2025	$4.75	$5.47	+15.16%
Mar 04, 2025	$7.26	$6.47	-10.88%

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 InfuSystem Holdings, Inc. (INFU) report earnings?

InfuSystem Holdings, Inc. (INFU) is schdueled to report earning on Mar 18, 2026, After Close (Confirmed).

What is InfuSystem Holdings, Inc. (INFU) earnings time?

InfuSystem Holdings, Inc. (INFU) earnings time is at Mar 18, 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 INFU EPS forecast?

INFU EPS forecast for the fiscal quarter 2025 (Q4) is 0.07.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing