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
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@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.)
Comments