InfuSystem Holdings Inc (INFU)
AMEXHealth CareMedical - DevicesSnapshot 2026-09-04
$12.24+0.49%
Close 2026-09-04 · 1-day change
AMEXHealth CareMedical - DevicesSnapshot 2026-09-04
QuarterlyIQ Insights · INFU
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.
Execute the Board-approved stock repurchase program authorizing up to $20 million in buybacks from July 2026 through June 2028.
Continue to deliver and forecast Adjusted EBITDA margin in the mid to low 20% range for 2026, including IT system implementation expenses.
Stated in 3 quarters including 2026-Q1 and Q2 earnings releases and guidance updates. Adjusted EBITDA margin increased from 18.9% in 2026-Q1 to 23.4% in 2026-Q2, exceeding prior year levels and aligning with the mid to low 20% forecast. The trajectory is delivering on margin improvement despite IT system implementation expenses.
“Adjusted EBITDA margin was 23.4%, an increase of 1.1% vs. prior year.”
“Adjusted EBITDA margin was 18.9%, an increase of 0.7% vs. prior year.”
Maintain full-year 2026 net revenue guidance with pro-forma growth estimated between 6% to 8%, adjusting for GE Healthcare contract restructuring.
Reaffirmed in 3 quarters including 2026-Q1 and Q2 earnings releases and guidance updates. Revenue increased from $33.7 million in 2026-Q1 to $36.9 million in 2026-Q2 (+2.6%), with pro-forma growth guidance for 2026 at 6% to 8% after adjusting for GE Healthcare contract restructuring. The trajectory shows progress consistent with management's growth guidance.
“Reaffirms full-year 2026 guidance with pro-forma net revenue growth estimated between 6% to 8%.”
“Reaffirms annual net revenue guidance for the full year 2026 with pro-forma growth of 6% to 8%.”
Grow Patient Services revenue through increased treatment volume and new product adoption in Oncology and Wound Care.
Stated in 2 quarters including 2026-Q1 and Q2 earnings releases. Patient Services revenue grew from $22.1 million in 2026-Q1 to $24.8 million in 2026-Q2 (+12%), driven by Oncology and Wound Care treatment volume and new compression therapy product adoption. The trajectory shows delivering growth in this segment.
“Patient Services net revenue was $24.8 million, an increase of 15% vs. prior year.”
“Patient Services net revenue was $22.1 million, an increase of 6% vs. prior year.”
Complete ERP system implementation and leverage it to improve productivity, cost visibility, and working capital management.
Stated in 2 quarters including 2026-Q1 and Q2 earnings releases. The ERP system went live on March 1, 2026, and management reports meaningful progress optimizing it for scalability, efficiency, and productivity. The trajectory shows delivering on this operational improvement priority.
“Made meaningful progress optimizing our new ERP platform for scalability and efficiency.”
“Successfully went live on our new ERP system on March 1, 2026, transformational for operations.”
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 1 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).
Over the trailing year it converted -26.86x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, long-term interest rates, real (inflation-adjusted) rates (low R² over the window).
11 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated neutral grew net income 53% of the time over the next year (vs 49% for the rest of the cohort, n=5275).
Not investment advice. As of 2026-09-04.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.