Electromed, Inc. (ELMD)
AMEXHealth CareMedical - DevicesSnapshot 2026-09-04
AMEXHealth CareMedical - DevicesSnapshot 2026-09-04
QuarterlyIQ Insights · ELMD
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue driving double-digit revenue growth through increased sales representatives, productivity, and market penetration.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $15.7 million in 2025-Q3 to $18.6 million in 2026-Q3 (+18.4%), and from $64.0 million in FY 2025 to $73.8 million in FY 2026 (+15.3%). Management's focus on increasing sales reps and productivity aligns with this delivering revenue growth trajectory.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 41% for the rest of the cohort, n=9986).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Net revenues increased 18.4% to a record $18.6 million in Q3 FY 2026.”
“Net revenues grew 11.6% to $19.4 million in Q4 FY 2026.”
“Net revenues $18.6 million, up 18.4% in Q3 FY 2026.”
Enhance operating margin through operational leverage and controlled SG&A expense growth.
Stated as a priority in 3 of last 3 quarters. Operating income rose from $9.7 million in FY 2025 to $13.9 million in FY 2026 (+43.7%), with operating margin improving from 15.1% to 18.8%. Quarterly operating margin reached 19.7% in Q4 FY 2026. Management is delivering improved operating leverage consistent with stated goals.
“Operating income was $3.8 million or 19.7% of net revenues in Q4 FY 2026.”
“Operating income increased 25.8% over prior year to $3.8 million, 19.7% of net revenues.”
“Operating income was $3.8 million or 20.3% of net revenues in Q3 FY 2026.”
Increase market share through strategic investments in sales force and bronchiectasis market development.
Stated as a priority in 3 of last 3 quarters. Management highlights strategic investments in sales and bronchiectasis market development to serve approximately 800,000 diagnosed patients. While revenue growth supports market expansion, specific market share metrics are not disclosed, indicating ongoing progress.
“Strategic investments in sales force and bronchiectasis market development initiatives.”
“Investments in sales and fulfillment teams to drive greater prescription volumes.”
“Well-positioned to capture opportunity in underserved bronchiectasis market.”
Over the trailing year it converted 0.67x of net income into operating cash flow. Historically, Health Care names rated neutral grew net income 54% of the time over the next year (vs 43% for the rest of the cohort, n=3313).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, long-term interest rates, the US dollar, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated stable grew net income 46% of the time over the next year (vs 53% for the rest of the cohort, n=3872).
Not investment advice. As of 2026-09-04.