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Iradimed Corp (IRMD)
NASDAQ:IRMD
Earnings Data
Report Date
Apr 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.45Last Year’s EPS
0.42Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was largely positive: management reported broad-based, double-digit revenue growth, improved EPS, strong gross margins, healthy cash balances, and encouraging early demand and ASP uplift potential from the new 3870 pump. Key risks center on the operational transition from the legacy 3860 to the 3870 (inventory management and subscale margin pressure early in the ramp), geographic concentration in the U.S., and delayed international regulatory clearances. Provided execution on manufacturing ramp, sales bookings, and hospital adoption proceeds as planned, the company is positioned for meaningful revenue acceleration in 2026; however, near-term operational and timing risks merit monitoring.Company Guidance
Record Revenues and Growth Pace
Q4 2025 revenue of $22.7M, a 17% increase YoY; fiscal 2025 revenue of $83.8M, up 14% YoY. This marks the company's 18th consecutive quarter of record revenue.
Profitability Improvement
Q4 GAAP diluted EPS $0.50, up 25% YoY; Q4 non-GAAP diluted EPS $0.54, up 23% YoY. FY GAAP diluted EPS $1.75, up 17%; FY non-GAAP diluted EPS $1.93, up 16%.
Strong Gross Margins
Gross margin of ~75% in Q4 and ~77% for the full year, consistent with prior year and indicative of sustained high-margin profile.
Product Line Strength and Mix
MRI-compatible IV infusion pump systems generated $9.1M in Q4 (up 20% YoY); patient vital signs monitoring systems $7.1M (up 7.5% YoY); disposable revenue $4.3M (up 18% YoY). Ferromagnetic detection systems also grew.
Cash, Cash Flow and Operational Income
Cash & cash equivalents of $51.2M at year-end. Q4 cash flow from operations $5.9M and FY $24.9M. Q4 operating income $7.1M and FY operating income $26.1M; non-GAAP free cash flow $5.5M Q4 and $16.5M FY.
New Product Launch and ASP Upside
Initial deliveries of 23 units of the new 3870 MR IV pump in December; company expects 3870 deal ASP to increase 10%–14% versus prior product and to drive higher utilization and greenfield penetration.
Large Replacement Opportunity and 2026 Targets
U.S. market has ~6,400 5+-year-old 3860/3861 pump channels eligible for replacement. Current domestic sales ~1,100 channels/year; management targets adding ~1,000 replacement channels/year starting Q2 2026 and selling north of 2,000 3870 channels annually domestically, implying an approximate $50M pump run rate and company confidence in a $100M+ revenue run rate in 2026 when combined with disposables, maintenance, international and MRI monitoring.
Positive Early Market Feedback and Controlled Launch
Early clinical/user feedback on the 3870 described as 'very positive' and 'excited' by users; company executed a limited pre-launch clinical deployment and plans broader sales release in April with an initial shipment expectation of ~100–130 channels, using pilot learnings to refine product.
R&D Roadmap
Ongoing R&D: next-generation MRI monitor development already underway with a planned market update targeted for 2028.
IRMD 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
IRMD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $95.78 | $104.95 | +9.57% |
Nov 03, 2025 | $76.11 | $83.35 | +9.50% |
Aug 01, 2025 | $57.67 | $65.41 | +13.42% |
May 05, 2025 | $52.69 | $51.54 | -2.19% |
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 Iradimed Corp (IRMD) report earnings?
Iradimed Corp (IRMD) is schdueled to report earning on Apr 24, 2026, Before Open (Confirmed).
What is Iradimed Corp (IRMD) earnings time?
Iradimed Corp (IRMD) earnings time is at Apr 24, 2026, Before Open (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 IRMD EPS forecast?
IRMD EPS forecast for the fiscal quarter 2026 (Q1) is 0.45.