Brief: ICU Medical Q2 Adjusted EPS USD 2.1 Vs. IBES Estimate USD 1.5

ICU Medical

07/08/2025 21:05

Overview

ICU Medical Q2 2025 revenue beats analyst expectations despite year-over-year decline

Adjusted EPS and EBITDA for Q2 2025 exceed analyst estimates, per LSEG data

Company updates fiscal 2025 guidance, narrowing GAAP net loss and EBITDA range

Outlook

ICU Medical updates FY 2025 GAAP net loss to $(43) mln to $(35) mln

Company revises FY 2025 GAAP diluted loss per share to $(1.68) to $(1.38)

ICU Medical adjusts FY 2025 adjusted EBITDA to $380 mln to $390 mln

Company updates FY 2025 adjusted EPS to $6.85 to $7.15

Result Drivers

VITAL CARE DECLINE - Vital Care segment revenue fell by $63 mln, impacting overall revenue

CONSUMABLES GROWTH - Consumables segment saw revenue increase by $11.3 mln

INFUSION SYSTEMS - Infusion Systems revenue rose by $4 mln

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$548.87 mln
$542.50 mln (5 Analysts)
Q2 Adjusted EPS
Beat
$2.1
$1.5 (5 Analysts)
Q2 Adjusted EBITDA
Beat
$100.30 mln
$91.40 mln (5 Analysts)
Q2 Gross Margin
38.0%
Q2 Gross Profit
$208.06 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy"

Wall Street's median 12-month price target for ICU Medical Inc is $189.00, about 32.9% above its August 6 closing price of $126.89

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nGNX9SYWPY

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)