ICU Medical Details 2026 EBITDA Outlook, Smiths Integration Progress at KeyBanc Healthcare Forum

In response to a question about higher oil and fuel prices, management said the company’s exposure is lower than it was when ICU Medical was fully integrated in IV solutions. Jain said ICU Medical now has “only 40%” of that exposure in IV solutions following the joint venture with Otsuka Pharmaceutical, with impacts flowing differently through the income statement. He described higher oil prices as a headwind, noting the company was still working to quantify the effect and identify offsets, but emphasized t ...