SAN CLEMENTE, Calif., Feb. 05, 2026 (GLOBE NEWSWIRE) -- ICU Medical, Inc. (Nasdaq: ICUI), a leader in the development, manufacture and sale of innovative medical products, today announced the time of its fourth quarter 2025 earnings release and conference call. The Company will release its fourth quarter 2025 results on Thursday, February 19, 2026 at approximately 4:00 p.m. ET (1:00 p.m. PT) and will be conducting a conference call concerning those results at 4:30 p.m. ET (1:30 p.m. PT) on Thursday, Februar ...

Core Viewpoint - ICU Medical is presenting its investment rationale and commitment to the company, highlighting a positive outlook following recent challenges and macroeconomic factors [2][3]. Group 1: Company Overview - ICU Medical's leadership team, including CEO Vivek Jain and CFO Brian Bonnell, is committed to addressing investor interests and simplifying communication [2][3]. - The company has experienced situational challenges in past transactions but is now positioned to move forward with a clearer strategy [3]. Group 2: Market Context - The presentation indicates that many macroeconomic challenges previously faced by the company are now behind them, suggesting a more stable environment for future growth [3].

ICU Medical (NasdaqGS:ICUI) FY Conference January 14, 2026 04:30 PM ET Company ParticipantsRoland Ye - AssociateVivek Jain - CEORoland YeGood afternoon, everyone. We're excited to continue our 44th Annual JPMorgan Healthcare Conference. My name is Roland Ye. I'm an associate on the healthcare team here at JPMorgan. And today it's my pleasure to introduce ICU Medical, excuse me, and its CEO, Vivek Jain. We'll have time for a Q&A at the end, where we'll be joined by Brian Bonnell, CFO. And with that, we'll ha ...

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Company Overview - ICU Medical is a global MedTech company focused on IV therapy and critical care products, with sales in approximately 80 countries[6] - The company's diluted equity value is $3.82 billion, with a net debt of $1.02 billion (approximately 2.6x leverage) and an enterprise value of $4.84 billion[8] - The company's revenue is divided into three segments: Consumables (~$1.1B), Systems (~$680M), and Vital Care (~$300M)[7] - Geographically, 64% of sales are in the US & Canada, with the remaining in other regions[8] - Single-use disposables and software account for 87% of revenue, while hardware accounts for 13%[8] Growth Strategy - The company aims to deliver mid-single-digit growth across its core business[20] - The company is focused on expanding gross margins, with an opportunity for +200bps expansion remaining[37] - The company is developing a new IV therapy platform for launch in 2026, featuring a shared cloud-based enterprise software[24, 25] Innovation and Product Portfolio - The company has a complete IV therapy portfolio across the entire care continuum[15] - The company is focused on innovation in IV consumables to address clinical priorities such as patient and clinician safety and clinical efficiency[33] - The company is creating clinical value with IV consumables innovation, addressing impactful clinical priorities[33]

Group 1 - ICU Medical, Inc. will present at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco from January 12-15, 2026, with their presentation scheduled for January 14, 2026, at 1:30 p.m. PT [1] - The presentation will be available via a live webcast on the company's website, with a replay option also provided [2] - ICU Medical is recognized as a global leader in infusion systems and critical care products, focusing on quality, innovation, and value for clinical customers [3]

When I last wrote about ICU Medical and rating it a "Hold" ( ICUI ), I noted that the company was nearing the end of a painful and expensive integration and remediation effort following theAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I ha ...

Core Viewpoint - ICU Medical is nearing the end of a challenging integration and remediation process, which has been costly for the company [1] Group 1 - The company was previously rated a "Hold" due to the ongoing integration efforts [1]

ICU Medical FY Conference Summary Company Overview - **Company**: ICU Medical (NasdaqGS:ICUI) - **Industry**: Medical Technology Key Points Market Environment - The U.S. market for surgeries and hospital admissions appears healthy, with volumes increasing but not at a substantial rate year over year [6][8] - No significant decrease in hospital census; flu season is starting later than usual, but this does not heavily impact business [8][12] Capital Spending - Less than 10% of ICU Medical's $2 billion revenue comes from capital sales, primarily infusion pumps [12] - Capital purchases are necessary for modern devices, and U.S. customers are allocating capital as needed [12] Consumables Business Growth - The consumables segment has shown strong growth, compounding at 5-6% annually for over five years, driven by strong volumes and market share gains due to industry events like IV fluid shortages [14][15] - ICU Medical retains business gained from IV Solutions shortages, with limited competition in the market [15] Infusion Pumps - The infusion pump market is experiencing increased activity due to regulatory challenges faced by competitors, leading to more requests for proposals (RFPs) [21][22] - ICU Medical has a 20% share of the U.S. LVP (Large Volume Pump) install base, with opportunities for market share gains and technology refreshes expected to begin in late 2026 [32][34] Software and Technology Integration - ICU Medical is focusing on integrating its devices with a single software solution (LifeShield), enhancing ease of use and operational efficiency for hospitals [45][56] - The company believes that the new software will have long-term P&L implications by justifying higher pricing for software services [53][56] Financial Outlook - ICU Medical has seen gross margins improve from a low of 35% to around 41%, with a target of reaching 45% in the future [72][75] - The company is managing tariff impacts, with a current burden of $25 million, and is exploring operational adjustments to mitigate costs [70][72] Regulatory and Compliance - ICU Medical is in regular dialogue with the FDA regarding warning letters and product approvals, with most remediation work completed [81][83] - The company anticipates that the lifting of warning letters will be contingent on the approval of new products [81] Cash Management and Future Strategy - ICU Medical is focused on deleveraging to a target of two times debt, after which it may consider stock buybacks or other capital allocation strategies [84][96] - The company emphasizes the importance of innovation and product development in both pumps and consumables to drive future growth [88][90] Conclusion - ICU Medical is positioned in a healthy market environment with strong growth in consumables and opportunities in infusion pumps. The integration of software solutions and a focus on improving margins are key strategies moving forward. The company is also managing regulatory challenges and planning for future capital allocation once debt levels are optimized.

Core Viewpoint - ICU Medical, Inc. will participate in the Piper Sandler 37th Annual Healthcare Conference, highlighting its commitment to engaging with investors and stakeholders in the healthcare sector [1]. Group 1: Event Participation - Company management will take part in a fireside chat on December 4, 2025, at 10:00 a.m. PT (1:00 p.m. ET) [1]. - In addition to the fireside chat, management will engage in one-on-one meetings on the same day [1]. Group 2: Webcast Information - The fireside chat will be available for live streaming on the company's website, with a replay option also provided [2]. Group 3: Company Overview - ICU Medical is a global leader in infusion systems and critical care products, serving hospital, alternate site, and home care settings [3]. - The company is headquartered in San Clemente, California, and focuses on quality, innovation, and value for clinical customers worldwide [3].