ICU MEDICAL INC/DE — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
ICU Medical reported Q2 2026 GAAP revenue of $551.7M (flat YoY; +6% organic growth excluding IV Solutions divestiture and FX). GAAP net income was $19.1M or $0.76/share vs. $35.3M or $1.43/share in Q2 2025, but adjusted EPS improved to $2.37 from $2.10. The company raised full-year 2026 GAAP net income guidance from $26–44M to $73–83M (+180% midpoint) and adjusted EPS from $7.75–8.45 to $8.60–9.00 (+8% midpoint), reflecting Infusion Systems outperformance and cost improvements.
Why this rating
Meaningful guidance raise (+$27.5M GAAP net income; +8% adj. EPS) represents ~3–5% of $3.2B market cap value. Strong organic growth (+6%) and margin expansion (43% vs. 38% gross margin) offset IV Solutions divestiture loss.
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