InfuSystem Announces Financial Results for Third Quarter 2026
Q3 revenue $37.6M (+3.0%), net income $3.2M, adj. EBITDA $9.4M (+12%), margin 24.9%; 2026 guidance reaffirmed.
What this release says
InfuSystem reported third quarter 2026 net revenue of $37.6 million, up 3.0% from the prior year, with net income of $3.2 million and Adjusted EBITDA of $9.4 million. Patient Services grew 15% while Device Solutions fell 17%, mainly due to a restructured GE Healthcare contract. The company reaffirmed its full-year 2026 guidance, which suggests management still expects the current trajectory to hold.
Key figures
- Third quarter net revenue
- $37.6 million
- Net income
- $3.2 million
- Adjusted EBITDA (non-GAAP)
- $9.4 million
- Adjusted EBITDA margin
- 24.9%
- Company liquidity
- $64.1 million
- Net income per diluted share
- $0.15
Positive for shareholders
- Net revenue and Adjusted EBITDA both rose from the prior year.
- Patient Services revenue grew 15%, led by Oncology and Wound Care.
- Full-year 2026 guidance was reaffirmed.
- Company liquidity stood at $64.1 million at quarter end.
Negative for shareholders
- Device Solutions revenue fell 17%, driven by lower biomedical services tied to the GE Healthcare restructuring.
- Gross margin in Patient Services declined due to a shift toward lower-margin Wound Care revenue.
- Net income per diluted share was $0.15 this quarter, compared with $0.11 a year earlier, so per-share growth depends on the share count as well as profit.
Written by Quantisnow AI from this release. Not financial advice.
Key terms
- Adjusted EBITDA:
- Earnings before interest, taxes, depreciation and amortization, adjusted by management for certain items; it is a non-GAAP measure that is not reported under standard accounting rules.
- Pro-forma revenue:
- Revenue adjusted to exclude the effect of a past event, here the GE Healthcare contract restructuring, so periods can be compared more directly.
- Pneumatic Compression Devices:
- Medical devices that inflate and deflate sleeves around a limb to help move fluid, used in lymphedema and wound care.
FAQ
What did InfuSystem report for its third quarter of 2026?
InfuSystem reported net revenue of $37.6 million, up 3.0% from the prior year, along with net income of $3.2 million and Adjusted EBITDA of $9.4 million.
Did InfuSystem change its full-year 2026 outlook?
No, the release says the company reaffirmed its full-year 2026 guidance.
Why did Device Solutions revenue decline for InfuSystem?
The release attributes the 17% drop mainly to a $2.4 million reduction in device volume on the GE Healthcare contract, which was restructured in the third quarter of 2025, plus a non-recurring item in the prior year.
Historical context for INFU
Across the 15 sessions after earlier INFU headlines, the stock closed higher 12 times and lower 3 times, with a median move of 3.6% in either direction. This shows timing only: many things move a stock in a session, and these figures do not show that any headline caused a move.
| Session | Earlier headline | INFU | SPY |
|---|---|---|---|
| Nov 3, 2026 | InfuSystem Announces Change in Third Quarter 2026 Earnings Release Date | -7.5% | +0.3% |
| Oct 27, 2026 | InfuSystem to Report Third Quarter 2026 Financial Results on November 3, 2026 | +2.3% | +0.6% |
| Sep 18, 2026 | InfuSystem to Host Investor Webcast on September 24, 2026 | +3.0% | -0.1% |
| Aug 4, 2026 | InfuSystem Announces Financial Results for Second Quarter 2026 | +33.6% | +1.8% |
| Jul 28, 2026 | InfuSystem to Report Second Quarter 2026 Financial Results on August 4, 2026 | +6.0% | +0.2% |
| May 19, 2026 | InfuSystem Announces $20 Million Stock Repurchase Program | +8.7% | -0.7% |
Keep researching INFU
- INFU earnings historyPast InfuSystems Holdings Inc. earnings releases, newest first.
- What is Earnings per share?A company's net income available to common shareholders divided by its weighted average shares outstanding, reported as basic and diluted figures.
- How to read an earnings reportAn earnings report is a company's quarterly results release, usually filed under 8-K Item 2.02. Learn how to read revenue, EPS, margins, guidance and the 10-Q.
- Earnings calendarWho reports this week, and the results as they come out.
- INFU financial statementsRevenue, profit, cash flow and balance sheet from InfuSystems Holdings Inc.'s SEC filings.
- INFU insider tradesEvery buy and sale reported by InfuSystems Holdings Inc. officers, directors and large holders.
- Market cap
- 30-day
- Sector
- Health Care
- Industry
- Medical/Dental Instruments
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