Infusion therapy devices maker ICU Medical Q3 revenue beats expectations

ICU Medical

06/11/2025 22:16

Overview

ICU Medical Q3 2025 revenue beats analyst expectations despite decline from prior year

Adjusted EPS for Q3 2025 beats analyst expectations, rising from previous year

Company updates fiscal yr 2025 guidance, raising adjusted EBITDA and EPS estimates

Outlook

ICU Medical raises FY 2025 adjusted EBITDA guidance to $395 mln-$405 mln

Company updates FY 2025 GAAP net loss forecast to $(8) mln to $0 mln

ICU Medical revises FY 2025 EPS guidance to $7.35-$7.65

Result Drivers

DISPOSAL IMPACT - Revenue decline due to disposal of IV Solutions business, affecting Vital Care product line

PRODUCT MIX - Improved gross margin attributed to better product mix and operational efficiencies

PRODUCT LINE GROWTH - Consumables and Infusion Systems product lines saw revenue growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$536.99 mln
$510.44 mln (5 Analysts)
Q3 Adjusted EPS
Beat
$2.03
$1.43 (6 Analysts)
Q3 Adjusted EBITDA
Beat
$105.90 mln
$88.63 mln (6 Analysts)
Q3 Gross Margin
37.00%
Q3 Gross Profit
$200.88 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 29.2% above its November 5 closing price of $127.38

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nGNX71cV8Y

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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.)