ICUI
Icu Medical Inc/DeOne customer — 20% of revenue (three months ended March 31, 2026)
“For the three months ended March 31, 2026 and 2025, our consolidated worldwide net sales to a single distributor were 20%, and 17%, respectively.”
One customer — 17% of revenue (three months ended March 31, 2025)
“For the three months ended March 31, 2026 and 2025, our consolidated worldwide net sales to a single distributor were 20%, and 17%, respectively.”
Price & Indicators
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted diluted earnings per share non-GAAP | $1.97 | first quarter of 2026 | — |
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| Adjusted EBITDA non-GAAP | $98.7M | first quarter of 2026 | — |
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| Non-GAAP organic revenue growth non-GAAP | 1% | first quarter of 2026 | — |
| adjusted EPS non-GAAP | $1.97 | Q1 2026 call | — |
| adjusted gross margin non-GAAP | 41% | Q1 2026 call | — |
| adjusted R&D non-GAAP | $21M | Q1 2026 call | — |
| adjusted SG&A expense non-GAAP | $112M | Q1 2026 call | — |
| CapEx | $11M | Q1 2026 call | — |
| consumables revenue growth (organic) | 2% | Q1 2026 call | — |
| consumables revenue growth (reported) | 5% | Q1 2026 call | — |
| free cash flow non-GAAP | $28M | Q1 2026 call | — |
| IV systems revenue growth (organic) | 6% | Q1 2026 call | — |
| IV systems revenue growth (reported) | 8% | Q1 2026 call | — |
| restructuring integration and strategic transaction expenses non-GAAP | $17M | Q1 2026 call | — |
| tariff expense | $10M | Q1 2026 call | — |
| total company revenue growth (organic) | 1% | Q1 2026 call | — |
| VitalCare revenue growth (organic) | -14% | Q1 2026 call | — |
| VitalCare revenue growth (reported) | -59% | Q1 2026 call | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
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
|
$3.88B | +8.9% | -6.3% | 83.5 | 7.1% |
|
ISRG
Intuitive Surgical Inc
|
$147.01B | -24.6% | +20.5% | 50.4 | 2.2% |
|
MDLN
Medline Inc.
|
$52.94B | -4.0% | +11.5% | — | 2.1% |
|
BDX
Becton Dickinson & Co
|
$41.49B | +3.8% | +8.2% | 57.2 | 2.6% |
|
ALC
Alcon Inc
|
$32.61B | -15.2% | — | — | 1.8% |
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 | +5.0% | +13.7% | +2.8% | +6.0% | +8.9% |
| SPY | +0.9% | +1.4% | +7.6% | +0.1% | +9.7% |
| vs SPY | +4.1% | +12.4% | -4.8% | +5.9% | -0.8% |
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.