ICU Medical Q4 revenue beats expectations

ICU Medical

19/02/2026 21:37

Overview

Medical products maker's Q4 2025 revenue beats analyst expectations despite yr/yr decline

Adjusted EPS for Q4 2025 beat analyst expectations

Adjusted EBITDA for Q4 2025 beat analyst expectations

Outlook

ICU Medical estimates fiscal year 2026 GAAP net income between $26 mln and $44 mln

Company expects fiscal year 2026 adjusted EBITDA between $400 mln and $430 mln

ICU Medical projects fiscal year 2026 adjusted EPS between $7.75 and $8.45

Result Drivers

IV SOLUTIONS DISPOSAL - The disposal of the IV Solutions business on May 1, 2025, significantly impacted the Vital Care segment, leading to a decline in revenue

CONSUMABLES GROWTH - Revenue from Consumables increased by $16.6 mln in Q4 2025 compared to the same period in 2024

INFUSION SYSTEMS GROWTH - Infusion Systems revenue rose by $4.6 mln in Q4 2025 compared to Q4 2024

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$540.70 mln
$530.63 mln (6 Analysts)
Q4 Adjusted EPS
Beat
$1.91
$1.69 (6 Analysts)
Q4 Adjusted EBITDA
Beat
$98.20 mln
$94.92 mln (6 Analysts)
Q4 Gross Margin
38.00%
Q4 Gross Profit
$202.99 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "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 $180.00, about 18.7% above its February 18 closing price of $151.63

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release: ID:nGNXbphx7k

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(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.)