INFU · InfuSystem Holdings, Inc
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AI Brief
Q2 FY26 earnings call · Aug 4, 2026TL;DR. InfuSystem reported Q2 2026 net revenues of $36.9 million (up 2.6%, or 7.5% pro forma), record Adjusted EBITDA of $8.6 million with margin expansion to 23.4%, driven by strong Patient Services growth, while Device Solutions revenue fell 16.1% on the GE Healthcare restructuring. The company reaffirmed full-year 2026 pro forma revenue growth guidance of 6%–8% and mid-to-low 20%s Adjusted EBITDA margin.
- + Patient Services revenue surged 15.2% YoY, led by Wound Care up 154% on new lymphedema compression offerings.
- + Company reaffirmed full-year 2026 pro forma revenue growth guidance of 6%–8% and mid-to-low 20%s Adjusted EBITDA margin.
- − Device Solutions revenue fell 16.1% YoY to $12.1 million, with biomedical services down 39.4% on the GE Healthcare contract restructuring.
- − Patient Services gross margin contracted 2.4 points to 61.8% on unfavorable mix toward lower-margin Wound Care and higher pump maintenance costs.
- − G&A expenses rose 7.2% to $14.1 million and rose to 38.2% of revenue from 36.5%, driven by higher stock comp, wages, and healthcare inflation.
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
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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 Devices — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
INFU
this stock
InfuSystem Holdings, Inc
|
$253.15M | +50.4% | +6.4% | 31.8 | 4.1% |
|
ABT
Abbott Laboratories
|
$174.90B | -20.1% | +5.7% | 28.1 | 1.1% |
|
MDT
Medtronic plc
|
$113.38B | -8.4% | +8.4% | 21.8 | 1.3% |
|
SYK
Stryker Corp
|
$104.47B | -18.8% | +11.2% | 28.2 | 2.0% |
|
BSX
Boston Scientific Corp
|
$63.59B | -55.5% | +12.5% | 17.8 | 3.2% |
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 | |
|---|---|---|---|---|---|
| INFU | +4.8% | +10.2% | +35.0% | +4.7% | +50.4% |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | +3.6% | +9.6% | +23.5% | +3.1% | +36.8% |
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.