The earnings call presented a mix of strong financial performance with record revenue and margin expansion, alongside challenges such as a reduced revenue growth outlook and uncertainties in specific business areas. The company's focus on operational efficiency and shareholder returns were notable positives.

Company Guidance -

Q3 2025

During the InfuSystem Holdings Second Quarter Fiscal Year 2025 Earnings Call, the company reported a revenue increase of 7% to $36 million and an expansion in gross margins by 574 basis points to 55.2%, leading to a 32% year-over-year rise in adjusted EBITDA to $8 million and an improvement in EBITDA margin by 427 basis points to 22.3%. Net income surged by 262%, and cash flows from operations more than doubled for both the quarter and year-to-date. The company returned $3.5 million to shareholders through stock repurchases in Q2, totaling $6.4 million for the first half of the year. For the first six months of 2025, operating cash flow was $8.7 million, an increase of $6 million from the previous year, while net capital expenditures decreased by $4.2 million to $2.9 million. The company adjusted its 2025 revenue growth outlook to a range of 6% to 8% from the previous 8% to 10%, while raising its adjusted EBITDA margin outlook by approximately 120 basis points to 20% or higher, despite ongoing investments in a new ERP system expected to cost $2.5 million in 2025.

Record Revenue and Margin Expansion

Revenue grew 7% to $36 million with gross margins expanding by 574 basis points to 55.2%, resulting in a 32% year-over-year increase in adjusted EBITDA to $8 million.

Significant Increase in Net Income and Cash Flow

Net income increased by 262%, and cash flows from operations more than doubled for the quarter and year-to-date.

Operational Efficiency and Shareholder Returns

Operating cash flow increased by $6 million over the prior year with a significant reduction in capital expenditures by $4.2 million. Approximately $3.5 million was returned to shareholders through stock repurchases during the quarter.

Positive Outlook for Oncology and Device Solutions

Oncology revenue increased by 4.5% and investments in Device Solutions are paying off, contributing to increased revenue and maintaining high operating cash margins.

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
Nov 11, 2025	2025 (Q3)	0.08 / -	0.08	―	―	―
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)	―
Aug 03, 2023	2023 (Q2)	<0.01 / 0.02	-0.01	300.00% (+0.03)	―

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
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%
Nov 07, 2024	$6.98	$7.34	+5.16%

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 Nov 11, 2025, After Close (Confirmed).

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

InfuSystem Holdings, Inc. (INFU) earnings time is at Nov 11, 2025, 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 (Q3) is 0.08.

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