Rockwell Medical Q4 sales fall on customer volume reduction

Rockwell Medical

26/03/2026 10:12

Overview

U.S. hemodialysis products maker's Q4 net sales declined yr/yr due to reduced customer volume

Company's Q4 gross margin rose to 21%, marking one of its strongest quarters

Adjusted EBITDA was positive for Q4 and full-year, achieved for second consecutive yr

Outlook

Rockwell Medical sees 2026 Adjusted EBITDA of $1 mln to $2 mln

Company expects positive operating cash flow in 2026

Rockwell Medical to update 2026 net sales and gross margin guidance after customer negotiations conclude

Result Drivers

CUSTOMER VOLUME REDUCTION - Co said Q4 net sales decline was driven by reduced purchase volume from one customer

OPERATIONAL ADJUSTMENTS - Co said improved Q4 gross margin reflected infrastructure and operational changes to better match demand

NEW CUSTOMER ADDITIONS - Co said it added 30 new customers in the western U.S. in Q4, expanding its distribution footprint

Company press release: ID:nBw1NFX8Ca

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 EPS
-$0.01
Q4 Net Income
-$600,000
Q4 Gross Profit
$3.90 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the pharmaceuticals peer group is "buy"

Wall Street's median 12-month price target for Rockwell Medical Inc is $3.75, about 260.6% above its March 25 closing price of $1.04

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)