Overview

* ICU Medical Q2 2025 revenue beats analyst expectations despite year-over-year decline

* Adjusted EPS and EBITDA for Q2 2025 exceed analyst estimates, per LSEG data

* Company updates fiscal 2025 guidance, narrowing GAAP net loss and EBITDA range

Outlook

* ICU Medical ( ICUI ) updates FY 2025 GAAP net loss to $(43) mln to $(35) mln

* Company revises FY 2025 GAAP diluted loss per share to $(1.68) to $(1.38)

* ICU Medical ( ICUI ) adjusts FY 2025 adjusted EBITDA to $380 mln to $390 mln

* Company updates FY 2025 adjusted EPS to $6.85 to $7.15

Result Drivers

* VITAL CARE DECLINE - Vital Care segment revenue fell by $63 mln, impacting overall revenue

* CONSUMABLES GROWTH - Consumables segment saw revenue increase by $11.3 mln

* INFUSION SYSTEMS - Infusion Systems revenue rose by $4 mln

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $548.87 $542.50

Revenue mln mln (5

Analysts

)

Q2 Beat $2.1 $1.5 (5

Adjusted Analysts

EPS )

Q2 Beat $100.30 $91.40

Adjusted mln mln (5

EBITDA Analysts

)

Q2 Gross 38.0%

Margin

Q2 Gross $208.06

Profit mln

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "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 ( ICUI ) is $189.00, about 32.9% above its August 6 closing price of $126.89

* The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release:

(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.)