The earnings call presented a mixed picture with strong financial performance and strategic initiatives leading to improved margins and cash flow. However, challenges in revenue growth outlook and specific business segments like Advanced Wound Care and ChemoMouthpiece tempered the positive aspects.

Company Guidance

During the InfuSystem Holdings, Inc. Second Quarter Fiscal Year 2025 Financial Results Conference Call, the company reported a 7% revenue increase to $36 million, with gross margins expanding by 574 basis points to 55.2%. The adjusted EBITDA rose by 32% year-over-year to $8 million, with an EBITDA margin improvement of 427 basis points to 22.3%. Net income surged by 262%, while cash flows from operations more than doubled both for the quarter and year-to-date. InfuSystem returned approximately $3.5 million to shareholders through stock repurchases, totaling $6.4 million for the first half of the year. Operating cash flow for the first six months of 2025 reached $8.7 million, up by $6 million from the prior year, and capital expenditures were reduced by $4.2 million to $2.9 million. The company adjusted its 2025 revenue growth outlook to 6%-8% but raised its full-year adjusted EBITDA margin target by approximately 120 basis points to 20% or higher, despite a $2.5 million expense related to a new ERP system. The ERP implementation, expected to complete in early 2026, is anticipated to impact EBITDA margins negatively in 2025 but become a margin tailwind thereafter.

Revenue Growth and Margin Expansion

In Q2 2025, revenue grew by 7% to $36 million, and gross margins expanded by 574 basis points to 55.2%. Adjusted EBITDA increased by 32% to $8 million with an improved margin of 427 basis points to 22.3%.

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. Operating cash flow for the first 6 months of 2025 was $8.7 million, up by $6 million from the prior year.

Strategic Stock Repurchases

Approximately $3.5 million was returned to shareholders through stock repurchases during the quarter, totaling $6.4 million for the first half of 2025.

Promising Outlook in Oncology and Device Solutions

Oncology continues to be a strong contributor to growth. Investments in Device Solutions are paying off, with a revenue increase of $3.5 million annually from a $5.2 million investment in devices.

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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