Overview

* ICU Medical Q3 2025 revenue beats analyst expectations despite decline from prior year

* Adjusted EPS for Q3 2025 beats analyst expectations, rising from previous year

* Company updates fiscal yr 2025 guidance, raising adjusted EBITDA and EPS estimates

Outlook

* ICU Medical ( ICUI ) raises FY 2025 adjusted EBITDA guidance to $395 mln-$405 mln

* Company updates FY 2025 GAAP net loss forecast to $(8) mln to $0 mln

* ICU Medical ( ICUI ) revises FY 2025 EPS guidance to $7.35-$7.65

Result Drivers

* DISPOSAL IMPACT - Revenue decline due to disposal of IV Solutions business, affecting Vital Care product line

* PRODUCT MIX - Improved gross margin attributed to better product mix and operational efficiencies

* PRODUCT LINE GROWTH - Consumables and Infusion Systems product lines saw revenue growth

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $536.99 $510.44

Revenue mln mln (5

Analysts

)

Q3 Beat $2.03 $1.43 (6

Adjusted Analysts

EPS )

Q3 Beat $105.90 $88.63

Adjusted mln mln (6

EBITDA Analysts

)

Q3 Gross 37.00%

Margin

Q3 Gross $200.88

Profit mln

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "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 $180.00, about 29.2% above its November 5 closing price of $127.38

* The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release:

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(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.)