Revenue Growth - Net revenues increased by 15.1% to $16.9 million in Q1 FY 2026, compared to $14.7 million in Q1 FY 2025[5] - Direct homecare revenue grew by 12.7% to $14.9 million, driven by an increase in direct sales representatives and higher net revenues per representative[6] - Non-homecare revenue reached $2.0 million, with hospital revenue growing by 51.7% to $1,047,000 and homecare distributor revenue increasing by 41.2% to $829,000[7] Profitability - Gross profit rose to $13.2 million, representing 78.1% of net revenues, compared to 78.3% in the prior year[8] - Operating income increased by 37.8% to $2.7 million, or 15.8% of net revenues, compared to $1.9 million, or 13.2% of net revenues in Q1 FY 2025[11] - Net income was $2.1 million, or $0.25 per diluted share, reflecting a 44.9% increase from $1.5 million, or $0.16 per diluted share in the prior year[9] Expenses - Selling, general and administrative expenses rose by 9.6% to $10.3 million, primarily due to increased salaries and personnel in sales and support teams[10] - Depreciation expenses rose to $214,000 from $202,000, reflecting an increase of approximately 5.94%[22] - Share-based compensation expense decreased to $458,000 from $697,000, a decline of about 34.34%[22] Cash Flow and Financial Position - As of September 30, 2025, Electromed had $14.1 million in cash and no debt, achieving total shareholders' equity of $44.7 million[12] - Net cash provided by operating activities decreased to $169,000 from $2,309,000 year-over-year, indicating a decline of about 92.65%[22] - Cash used for investing activities increased to $267,000 compared to $58,000 in the prior year, reflecting a rise of approximately 360.34%[22] - Cash used for financing activities was $1,076,000, a decrease from $4,467,000 in the previous year, showing a reduction of about 76.14%[22] - Cash and cash equivalents at the end of the period were $14,113,000, compared to $13,864,000 at the end of the same period in 2024, showing a slight increase of about 1.80%[22] - The company experienced a net decrease in cash of $1,174,000, compared to a decrease of $2,216,000 in the same quarter of the previous year, indicating an improvement of approximately 47.00%[22] Stock and Corporate Actions - The company completed its manufacturing optimization plan and implemented a new CRM system to enhance sales productivity[3] - Electromed's board approved a stock repurchase authorization of $10 million in Q1 FY 2026[9] - The company repurchased common stock amounting to $1,003,000, down from $4,536,000 in the same quarter last year, indicating a decrease of approximately 77.92%[22] Accounts Receivable - Accounts receivable showed a significant change, decreasing by $96,000 compared to an increase of $967,000 in the previous year[22]

Electromed, Inc. Investor Presentation November 12, 2025 NYSE American: ELMD Innovation Leader in Airway Clearance Technologies Investor Presentation | 2 Electromed – Who We Are Electromed, Inc. is a growing medical device company focused on airway management to help people around the world breathe better, stay healthier, and lead active and fulfilling lives. *As of and for 12 months ended 9/30/2025 Key Stats: Headquarters: New Prague, MN Ticker: ELMD Established: 1992 Annual Revenue: $66.2M* Market Cap: $2 ...

Core Points - Electromed, Inc. will participate in the LD Micro Main Event XIX Conference from October 19-21, 2025, in San Diego [2] - The presentation by Electromed's President and CEO, Jim Cunniff, is scheduled for October 20 at 10:00 am PT [2] - A live webcast of the presentation will be available, and the link will be posted on the Electromed Investor Relations website [2] Company Overview - Electromed, Inc. specializes in manufacturing, marketing, and selling airway clearance therapy products, including the SmartVest® Airway Clearance System [4] - The company is headquartered in New Prague, Minnesota, and was founded in 1992 [4] - Additional information about Electromed can be found on their website [4]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Electromed, Inc. (ELMD) - Electromed, Inc. currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to the market [3] Performance Metrics - Over the past week, ELMD shares increased by 3.73%, outperforming the Zacks Medical - Instruments industry, which rose by 0.48% [5] - In a longer timeframe, ELMD's monthly price change is 23.12%, significantly higher than the industry's 1.38% [5] - Over the last quarter, ELMD shares rose by 13.1%, and over the past year, they increased by 26.5%, while the S&P 500 saw gains of 12.64% and 18.69%, respectively [6] Trading Volume - The average 20-day trading volume for ELMD is 107,443 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, two earnings estimates for ELMD have been revised upwards, increasing the consensus estimate from $1.00 to $1.04 [9] - For the next fiscal year, two estimates have also moved higher, with no downward revisions noted [9] Conclusion - Given the strong performance metrics and positive earnings outlook, ELMD is positioned as a promising investment opportunity with a Momentum Score of A [11]

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, but identifying such stocks can be challenging due to their inherent risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing a company's real growth prospects beyond traditional metrics [2] - Electromed, Inc. (ELMD) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth seen as indicative of strong future prospects [4] - Electromed's historical EPS growth rate is 24.2%, with projected EPS growth of 22.4% this year, surpassing the industry average of 15% [5] Group 3: Cash Flow Growth - Higher-than-average cash flow growth is essential for growth-oriented companies, allowing them to expand without relying on external funding [6] - Electromed's year-over-year cash flow growth stands at 48.9%, significantly higher than the industry average of -2.4% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 12.7%, compared to the industry average of 6.3% [7] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements [8] - Electromed has experienced upward revisions in current-year earnings estimates, with the Zacks Consensus Estimate increasing by 4% over the past month [9] Group 5: Overall Assessment - Electromed has achieved a Growth Score of A and a Zacks Rank of 2, positioning it well for potential outperformance in the growth stock category [10]

Core Viewpoint - Electromed, Inc. (ELMD) has shown a significant price increase of 26.2% over the past four weeks, with a mean price target of $36.33 indicating a potential upside of 52.1% from the current price of $23.88 [1] Price Targets and Analyst Estimates - The mean estimate consists of three short-term price targets with a standard deviation of $1.53, where the lowest estimate is $35.00 (46.6% increase) and the highest is $38.00 (59.1% increase) [2] - A low standard deviation suggests a strong agreement among analysts regarding the stock's price movement, which can be a useful starting point for further research [9] Analyst Optimism and Earnings Estimates - Analysts have shown increasing optimism about ELMD's earnings prospects, as indicated by a positive trend in earnings estimate revisions, which correlates with potential stock price increases [11] - Over the last 30 days, two earnings estimates have been revised upward, leading to a 4% increase in the Zacks Consensus Estimate for the current year [12] Zacks Rank and Investment Potential - ELMD holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, indicating strong potential for upside [13] - While the consensus price target may not be entirely reliable, the implied direction of price movement appears to be a good guide for potential investment [14]

Core Viewpoint - Electromed, Inc. (ELMD) is identified as a promising growth stock with strong financial metrics, including earnings and cash flow growth, making it a solid choice for growth investors [2][9]. Earnings Growth - Electromed has a historical EPS growth rate of 16.8%, with projected EPS growth of 22.4% for the current year, surpassing the industry average of 14.8% [5][4]. Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 48.9%, significantly higher than the industry average of -2.4%. The historical annualized cash flow growth rate over the past 3-5 years is 15.6%, compared to the industry average of 6.2% [6][7]. Earnings Estimate Revisions - The current-year earnings estimates for Electromed have been revised upward, with the Zacks Consensus Estimate increasing by 4% over the past month, indicating a positive trend in earnings estimate revisions [8]. Overall Assessment - Electromed holds a Zacks Rank of 2 (Buy) and a Growth Score of B, reflecting its potential as an outperformer in the growth stock category [9][10].

Core Viewpoint - Electromed, Inc. (ELMD) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, and their trading actions based on these estimates can lead to significant price movements [4]. Recent Performance and Outlook - Electromed's rising earnings estimates and the recent rating upgrade suggest an improvement in the company's underlying business, likely leading to increased stock prices [5]. - For the fiscal year ending June 2026, Electromed is expected to earn $1.04 per share, with a 4% increase in the Zacks Consensus Estimate over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks which have averaged a +25% annual return since 1988 [7]. - Electromed's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].

Financial Data and Key Metrics Changes - The company achieved record quarterly revenue of $17.4 million, representing a robust 17% year-over-year growth, bringing net revenues for the year to $64 million, also a record [6][17] - Operating income reached $3 million in Q4, marking a 30% increase year-over-year, with net income of $2.2 million, a 21% increase compared to the same quarter last year [7][8] - The diluted earnings per share increased to $0.25, a 24% increase versus the prior year [8] - Gross profit increased to $50 million, or 78.1% of net revenues, compared to 76.3% in the previous year [19] Business Line Data and Key Metrics Changes - Home Care segment revenue grew 15% year-over-year to $57.3 million, driven by an increase in direct sales representatives and higher net revenues per approval [6][17] - Hospital Surge revenue increased by 60%, while the distributor channel delivered 76% growth [6] - Non-home care business revenue grew 28.8% to $6.7 million, primarily due to increased distributor and hospital revenue [18] Market Data and Key Metrics Changes - The company reported a significant milestone with the addition of its common stock into the Russell 2000 index, which is expected to improve trading liquidity [9] - The company is targeting the large unrecognized market for bronchiectasis treatment, with an estimated 800,000 patients who could benefit from its SmartVest therapy [11] Company Strategy and Development Direction - The company is focused on expanding its direct sales team, ending the year with 55 representatives, up from 53 the previous year, and plans to increase this number to 61 in fiscal year 2026 [9][18] - The company is implementing a manufacturing optimization plan to add new capacity, expected to be completed in early fiscal year 2026 [14][35] - The company is enhancing its Smart Order e-prescribe solution to streamline order submissions and improve efficiency [15][52] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about future prospects, expecting to deliver double-digit top-line growth and strong operating cash flows in the upcoming fiscal year [21] - The company is well insulated from tariff-related turbulence, with 99% of revenues generated domestically [13] - Management highlighted the importance of the recent FDA approval of a drug for bronchiectasis, which is expected to raise awareness and potentially benefit the company [30][50] Other Important Information - The company completed a $5 million stock repurchase program in Q4, demonstrating confidence in its future [8] - The company maintained zero back orders in Q4 with a first pass yield of 99% [13] Q&A Session Summary Question: Can you provide more color on the strong margins in the quarter? - Management noted that strong growth in home care revenue, a high-margin channel, and a favorable mix within that channel contributed to the gross margin strength [25] Question: What caused the hospital channel to be so strong? - Management indicated that investments in hospital-focused sales reps and the untapped market dynamics contributed to the growth [27] Question: Are you seeing increased awareness around bronchiectasis due to new entrants in the market? - Management believes that the introduction of new drugs has raised awareness of bronchiectasis, which could serve as a tailwind for the company [30] Question: How does the manufacturing optimization plan expand current capacity? - Management stated that the plan is not primarily a margin play but aims to expand growth opportunities within the existing footprint [35] Question: What has been the response to the new CRM system? - Management reported positive feedback from the sales team, indicating that the new system has improved access to data and productivity [42]

Financial Data and Key Metrics Changes - The company achieved record quarterly revenue of $17.4 million, representing a robust 17% year-over-year growth, bringing net revenues for the year to $64 million, also a record [6][17] - Operating income reached $3 million in Q4, marking a 30% increase year-over-year, with net income of $2.2 million, a 21% increase compared to the same quarter last year [7][19] - Diluted earnings per share were $0.25, a 24% increase versus the prior year [7] - Gross profit increased to $50 million, or 78.1% of net revenues, up from 76.3% in the previous year [19] Business Line Data and Key Metrics Changes - Home Care segment revenue grew 15% year-over-year to $57.3 million, while Hospital Surge revenue increased by 60% and distributor channel revenue grew by 76% [6][17] - Non-home care business revenue grew 28.8% to $6.7 million, primarily due to increased distributor and hospital revenue [18] Market Data and Key Metrics Changes - The company noted a significant opportunity in the bronchiectasis treatment market, estimating nearly 800,000 patients could benefit from their SmartVest therapy, with over 4 million more potentially undiagnosed [11][12] - The company was recognized as the seventh fastest growing public company in Minnesota, highlighting its competitive position in the medical technology sector [8] Company Strategy and Development Direction - The company is focused on expanding its direct sales team, ending the year with 55 representatives, and plans to increase this number to 61 in fiscal year 2026 [9][18] - A manufacturing optimization plan is underway to add new capacity, expected to be completed in early fiscal year 2026 [14][35] - The company is actively working on a campaign to raise awareness about bronchiectasis and the role of HFCWO therapy in treatment [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about future growth, expecting to leverage investments made to drive double-digit top-line growth and strong operating cash flows [21] - The company is well insulated from tariff-related issues due to its domestic manufacturing operations [13] Other Important Information - The company completed a $5 million stock repurchase program in Q4, demonstrating confidence in its future [7] - The implementation of a new CRM system is expected to enhance sales productivity and provide better market insights [14][44] Q&A Session Summary Question: Can you provide more color on the strong margins in the quarter? - Management indicated that strong growth in home care revenue, a high-margin channel, contributed to favorable mix and margins [24] Question: What caused the hospital channel to be so strong? - Management noted investments in hospital-focused sales reps and the potential for hospitals to serve as gateways for home care prescriptions [26] Question: Are new entrants in the market increasing awareness around bronchiectasis? - Management believes that new drug approvals are raising awareness, which could be a tailwind for the market [29] Question: How will the manufacturing optimization plan impact capacity and margins? - Management stated that the plan is aimed at expanding growth opportunities rather than directly impacting margins [35] Question: Will there be further expansion of the hospital-focused team? - Management confirmed plans to expand the team cautiously, ensuring a successful algorithm for growth [41] Question: How is the new CRM system performing? - Management reported positive feedback from the sales team regarding the new CRM system, which is expected to enhance productivity [44] Question: What response has been seen from VA-specific marketing efforts? - Management indicated that over a million dollars of hospital revenue was generated from VA calls, highlighting the potential in that market segment [54]