ICUI · Icu Medical Inc/De
One customer — 19% of revenue (six months ended June 30, 2026)
“For the three and six months ended June 30, 2026, our consolidated worldwide net sales to a single distributor were 19%, and 19%, respectively, and for the three and six months ended June 30, 2025, were 19% and 18%.”
One customer — 19% of revenue (three months ended June 30, 2026)
“For the three and six months ended June 30, 2026, our consolidated worldwide net sales to a single distributor were 19%, and 19%, respectively, and for the three and six months ended June 30, 2025, were 19% and 18%.”
One customer — 19% of revenue (three months ended June 30, 2025)
“For the three and six months ended June 30, 2026, our consolidated worldwide net sales to a single distributor were 19%, and 19%, respectively, and for the three and six months ended June 30, 2025, were 19% and 18%.”
One customer — 18% of revenue (six months ended June 30, 2025)
“For the three and six months ended June 30, 2026, our consolidated worldwide net sales to a single distributor were 19%, and 19%, respectively, and for the three and six months ended June 30, 2025, were 19% and 18%.”
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. ICU Medical raised and narrowed its full-year 2026 guidance for adjusted EBITDA to $415-$435 million and adjusted EPS to $8.60-$9.00, with record Q2 results in Infusion Systems (13% reported, 12% organic) and Consumables (6% reported, 5% organic), while Vital Care declined 32% reported / 4% organic on IV Solutions deconsolidation.
- + Q2 Infusion Systems revenue grew 13% reported and 12% organic to a record in pumps.
- + Full-year adjusted EBITDA guidance raised and narrowed to $415-$435 million from $400-$430 million.
- + Full-year adjusted EPS guidance raised and narrowed to $8.60-$9.00 from $7.75-$8.45.
- + Full-year adjusted gross margin guidance raised to ~41.5% on lower tariffs and accelerated synergy capture.
- − Vital Care revenue declined 32% reported / 4% organic in Q2 due to the May 2025 IV Solutions deconsolidation.
- − Q2 restructuring, integration and strategic transaction expense rose to $21 million, including $10 million of non-cash asset write-offs tied to facility exits.
- − GAAP diluted EPS fell to $0.76 from $1.43, and GAAP net income declined to $19.1 million from $35.3 million.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Medical Instruments & Supplies — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ICUI
this stock
Icu Medical Inc/De
|
$4.19B | +17.5% | -6.3% | 140.8 | 5.5% |
|
ISRG
Intuitive Surgical Inc
|
$129.55B | -35.3% | +20.5% | 42.1 | 2.0% |
|
BDX
Becton Dickinson & Co
|
$50.32B | — | +8.2% | — | 3.4% |
|
MDLN
Medline Inc.
|
$48.11B | -12.9% | +11.5% | — | 2.8% |
|
ALC
Alcon Inc
|
$34.27B | -10.5% | +10.5% | — | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ICUI | -4.3% | -9.2% | +32.0% | -3.1% | +17.5% |
| SPY | +0.1% | -0.4% | +15.1% | +0.4% | +12.9% |
| vs SPY | -4.4% | -8.8% | +16.9% | -3.5% | +4.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.