Nephros Inc (NEPH)
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-11-04
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-11-04
QuarterlyIQ Insights · NEPH
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.
Core programmatic revenue increased 27% over the prior year quarter.
Stated in 2 of 2 supplied quarters. Management reported: “This increase was driven primarily by increased product revenue from programmatic growth, which grew by 27% over the same period in 2025.” “This increase was driven primarily by increased product revenue from programmatic growth, which grew by 23% over the same period in 2025.”
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 42% for the rest of the cohort, n=10089).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Core programmatic revenue increased 27% over the prior year quarter.”
“This increase was driven primarily by increased product revenue from programmatic growth, which grew by 23% over the same period in 2025.”
We also achieved substantial growth in our service offerings, which nearly tripled compared to the prior year, which we believe reflects growing customer demand for installation, replacement, and wat…
Stated in 2 of 2 supplied quarters. Management reported: “We also achieved substantial growth in our service offerings, which nearly tripled compared to the prior year, which we believe reflects growing customer demand for installation, replacement, and water management support.” ““This performance reflects continued strength in our core programmatic business, increasing adoption of our products across new applications, and growing contributions from our service offerings.””
“We also achieved substantial growth in our service offerings, which nearly tripled compared to the prior year, which we believe reflects growing customer demand for installation, replacement, and wat…”
““This performance reflects continued strength in our core programmatic business, increasing adoption of our products across new applications, and growing contributions from our service offerings.””
Recent product launches addressing microplastics, nanoplastics, PFAS, sterile processing, drinking fountains, and bottle fillers continue to generate encouraging customer interest while expanding our…
Stated in 2 of 2 supplied quarters. Management reported: “Recent product launches addressing microplastics, nanoplastics, PFAS, sterile processing, drinking fountains, and bottle fillers continue to generate encouraging customer interest while expanding our addressable market.”” “Importantly, this shift reflects intentional expansion into new markets such as ice machines, drinking fountains, and other high-use applications.”
“Recent product launches addressing microplastics, nanoplastics, PFAS, sterile processing, drinking fountains, and bottle fillers continue to generate encouraging customer interest while expanding our…”
“Importantly, this shift reflects intentional expansion into new markets such as ice machines, drinking fountains, and other high-use applications.”
The benefit to our gross margin resulting from the tariff refund was offset by increased costs due to the weakening of the U.S. dollar compared to the Euro, an increase in shipping expense and rapid…
Stated in 2 of 2 supplied quarters. Management reported: “The benefit to our gross margin resulting from the tariff refund was offset by increased costs due to the weakening of the U.S. dollar compared to the Euro, an increase in shipping expense and rapid growth in our service revenue, which yields lower gross margins than we realize from product sales.” “U.S. tariffs accounted for approximately $200,000 in additional costs during the first quarter, providing a meaningful headwind.”
“The benefit to our gross margin resulting from the tariff refund was offset by increased costs due to the weakening of the U.S. dollar compared to the Euro, an increase in shipping expense and rapid…”
“U.S. tariffs accounted for approximately $200,000 in additional costs during the first quarter, providing a meaningful headwind.”
Continue to grow quarterly revenue, driven by core programmatic and service revenue expansion.
Over the trailing year it converted 18.83x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, Fed net liquidity, long-term interest rates, real (inflation-adjusted) rates (low R² over the window).
3 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated stable grew net income 43% of the time over the next year (vs 45% for the rest of the cohort, n=9530).
Not investment advice. As of 2026-11-04.