Upgraded 2026 Earnings Guidance After Softer Q2 Might Change The Case For Investing In ICU Medical (ICUI)
ICU Medical (ICUI) reported softer Q2 2026 earnings but saw a significant increase in six-month net income and raised its full-year 2026 GAAP net income and EPS guidance. This upgraded guidance suggests improving profitability and operational efficiencies, despite ongoing challenges related to product recalls and integration costs. The company's investment narrative centers on its role as a core provider of infusion systems, with a long-term forecast of $2.5 billion revenue and $173.2 million earnings by 2029, and a fair value estimate of $191.50 per share.
Upgraded 2026 Earnings Guidance After Softer Q2 Might Change The Case For Investing In ICU Medical (ICUI)
ICU Medical, Inc. reported softer Q2 2026 earnings, with sales of US$551.68 million and net income of US$19.09 million, but their six-month net income more than doubled. Despite the softer quarter, management upgraded its full-year 2026 GAAP net income guidance to US$73 million–US$83 million and diluted EPS to US$2.89–US$3.29, suggesting improving profitability. This positive guidance reinforces the company's investment narrative, focusing on operational efficiencies and integration benefits, though ongoing recall and quality-related costs remain a factor.
Upgraded 2026 Earnings Guidance After Softer Q2 Might Change The Case For Investing In ICU Medical (ICUI)
ICU Medical (ICUI) reported modest sales growth but softer earnings in Q2 2026, though its six-month net income more than doubled year-over-year. The company has upgraded its full-year 2026 GAAP net income and diluted EPS guidance, suggesting improving profitability and operational efficiencies despite ongoing product recalls and regulatory remediation efforts. This updated guidance strengthens the investment narrative, with community fair value estimates clustering around $191.50 per share.
ICU Medical, Inc. (NASDAQ:ICUI) Given Average Rating of "Moderate Buy" by Brokerages
ICU Medical, Inc. (NASDAQ:ICUI) has received a "Moderate Buy" consensus rating from nine analysts, with an average 12-month price target of $192.80. The company recently surpassed quarterly earnings and revenue expectations, reporting $2.37 EPS on $547.88 million in revenue, and provided fiscal 2026 EPS guidance of $8.60-$9.00. Despite recent insider share sales, institutional investors hold a significant 96.1% stake in the company.
Q1 2026 ICU Medical Inc Earnings Call Transcript
This article provides the edited transcript of ICU Medical Inc.'s Q1 2026 earnings call, which took place on May 7, 2026. The call began with an introduction from an unidentifiable speaker, followed by Thompson from ICR who welcomed participants to discuss the financial results. The transcript also mentions upcoming earnings calls and provides financial data for ICU Medical Inc.
The 5 Most Interesting Analyst Questions From ICU Medical’s Q2 Earnings Call
ICU Medical (ICUI) reported strong Q2 2026 results, beating analyst estimates for revenue, EPS, and EBITDA, with growth driven by Infusion Systems and Consumables. The article highlights five key analyst questions from the earnings call, focusing on the durability of growth, SKU rationalization, gross margin expansion, and tariff refunds. Management's responses indicated continued organic growth, stabilization in Vital Care, and ongoing benefits from operational efficiencies.
Fuller & Thaler boosts disclosure of 5.19% ICU Medical (ICUI) ownership stake
Fuller & Thaler Asset Management, Inc. has filed an amended Schedule 13G, disclosing a 5.19% beneficial ownership stake in ICU Medical (ICUI). The firm holds 1,298,126.96 shares, with sole voting power over 1,276,819.96 shares and sole dispositive power over all 1,298,126.96 shares. The filing, signed by Chief Compliance Officer Hanna Zanoni, indicates a passive investment intent.
ICU Medical (ICUI) Insider Sells 5,417 Shares: VP, GM-Infusion Capital Daniel Woolson Reduces Stake
Daniel Woolson, VP, GM-Infusion Capital at ICU Medical Inc (ICUI), sold 5,417 shares of the company on August 13, 2026, bringing his total ownership to 17,062 shares. This transaction is part of a trend where insiders at ICU Medical have generally been selling more shares than buying over the past year. The company's stock is considered "Significantly Overvalued" by GuruFocus's GF Value, trading at $181.33 with a GF Value of $120.57, and exhibits high valuation multiples compared to industry norms.
Sell Alert: Daniel Woolson Cashes Out $982K In ICU Medical Stock
Daniel Woolson, VP at ICU Medical (NASDAQ: ICUI), recently sold 5,417 shares of the company's stock for a total transaction value of $982,264, as disclosed in an SEC filing. This insider transaction occurred on August 13, leading to a slight dip in ICU Medical's shares. The article also provides an overview of ICU Medical's financial performance, including its revenue growth, profitability indicators, debt management, and valuation metrics.
ICU Medical VP Daniel Woolson sells $982,264 in stock
ICU Medical VP Daniel Woolson sold 5,417 shares of company stock for $982,264 on August 13, 2026. This insider sale comes as ICUI shares are near their 52-week high, with InvestingPro analysis indicating the stock is undervalued. The company recently reported strong second-quarter results, beating analyst expectations and leading Raymond James to raise its price target to $200.
ICU Medical (ICUI) investor to sell 5,417 shares worth $982K on NASDAQ
ICU Medical shareholder Daniel Woolson plans to sell 5,417 shares of common stock, valued at $982,264.61, on NASDAQ by August 13, 2026. This sale follows a previous transaction three months prior where Woolson sold 2,123 shares for $280,684.80. The shares originate from various performance stock units and restricted stock vesting plans.
ICU Medical VP Daniel Woolson sells $982,264 in stock
Daniel Woolson, VP, GM-Infusion Capital at ICU Medical Inc. (NASDAQ:ICUI), sold 5,417 shares of the company's common stock for $982,264 on August 13, 2026, at $181.33 per share. This sale occurred as ICUI shares are near their 52-week high, following strong Q2 results where the company beat earnings and revenue expectations and raised its full-year guidance. Raymond James subsequently raised its price target for ICUI to $200 with a Strong Buy rating.
ICU Medical (ICUI) officer Daniel Woolson sells 5,417 shares at $181.33
Daniel Woolson, VP and GM-Infusion Capital at ICU Medical Inc. (ICUI), sold 5,417 shares of common stock at $181.33 per share on August 13, 2026. After this transaction, Woolson directly holds 17,062 shares of ICU Medical common stock. The sale was not conducted under a Rule 10b5-1 trading plan.
Janus Henderson holds 11.1% of ICU Medical (ICUI) common stock via clients
Janus Henderson Group Ltd. has reported a beneficial ownership of 2,781,621 shares of ICU Medical, Inc. common stock, which constitutes 11.1% of the class. These shares are held through various Managed Portfolios where Janus Henderson's affiliated Asset Managers exercise investment and voting discretion, though the economic benefits like dividends and sale proceeds accrue to the Managed Portfolios, not Janus Henderson. No single Managed Portfolio owns more than five percent of ICU Medical's common stock.
ICU Medical Inc (ICUI) Chief Information Officer Ben Sousa Sells 2,250 Shares
ICU Medical Inc's Chief Information Officer, Ben Sousa, sold 2,250 shares of the company's stock for approximately $401,220. This transaction contributes to a trend of insider selling at the company, with 9 sells versus 2 buys over the last year. The stock is currently deemed "Significantly Overvalued" by GuruFocus, trading at $178.32 against an intrinsic value of $120.56.
Renaissance Technologies LLC Lowers Stock Position in ICU Medical, Inc. $ICUI
Renaissance Technologies LLC significantly reduced its stake in ICU Medical, Inc. by 68.8% in the first quarter, selling 24,991 shares and retaining 11,309 shares worth $1.46 million. Despite this reduction, institutional investors collectively own 96.1% of the company, which recently exceeded quarterly earnings and revenue expectations. Analysts maintain a "Moderate Buy" rating with an average price target of $192.80, even as company insiders have sold shares totaling approximately $2.1 million.
Bank of America Corp DE Boosts Stock Holdings in ICU Medical, Inc. $ICUI
Bank of America Corp DE significantly increased its stake in ICU Medical, Inc. by 11.2% in the first quarter, now holding 331,739 shares valued at $42.8 million. This comes as ICU Medical exceeded Q2 earnings expectations, reporting EPS of $2.37 and revenue of $547.88 million, leading analysts to raise price targets, with a consensus "Moderate Buy" rating. Despite strong institutional ownership and positive analyst sentiment, several insiders have sold shares totaling over $2.1 million in recent months.
The 5 Most Interesting Analyst Questions From ICU Medical’s Q2 Earnings Call
ICU Medical (ICUI) reported strong Q2 CY2026 results, exceeding analyst expectations for revenue, adjusted EPS, and EBITDA, driven by robust performance in Infusion Systems and Consumables. The article highlights key analyst questions from the earnings call, focusing on the drivers of Infusion Systems growth, SKU rationalization, gross margin expansion, and tariff refunds. Management's responses clarified that growth was due to competitive wins and early installations, with expectations for continued organic growth and stabilization in Vital Care.
Ben Sousa Sells 2,250 Shares of ICU Medical (NASDAQ:ICUI) Stock
Ben Sousa, an insider at ICU Medical (NASDAQ:ICUI), recently sold 2,250 shares of the company's stock for approximately $401,220, reducing his direct ownership by 42.25%. This transaction comes as ICU Medical reported strong quarterly earnings, beating analyst estimates for both EPS and revenue. Despite the insider sale and a slight dip in stock price, analysts maintain a "Moderate Buy" rating for ICUI with an average price target of $192.80.
Icu Medical Insider Sold Shares Worth $401,209, According to a Recent SEC Filing
An insider at ICU Medical (ICUI) sold shares valued at $401,209, as disclosed in a recent SEC filing. This transaction occurred on August 12, 2026, adding to previous insider sales announcements for the company. ICU Medical manufactures medical products for infusion therapy, vascular access, and vital care.
ICU Medical (ICUI) CIO Ben Sousa sells 2,250 shares of common stock
ICU Medical Inc./DE's Chief Information Officer, Ben Sousa, reported the sale of 2,250 shares of common stock on August 12, 2026, at a price of $178.3152 per share. This transaction leaves him with 3,076 shares of directly held common stock. The sale was executed in an open market or private transaction and was disclosed via a Form 4 filing.
ICU Medical (ICUI) insider plans to sell 2,250 shares of common stock
An insider at ICU Medical, Inc. (ICUI) plans to sell 2,250 shares of common stock with an aggregate market value of $401,209.20 through Morgan Stanley Smith Barney LLC Executive Financial Services. These shares were acquired via equity compensation events, including restricted stock vesting in 2025 and 2026, and performance stock units in 2026. The Form 144 filing indicates a neutral impact and sentiment regarding this proposed sale.
ICU Medical (ICUI) Director Elisha Finney Sells 378 Shares
ICU Medical (ICUI) Director Elisha Finney sold 378 shares of the company on August 11, 2026, totaling approximately $68,977. This transaction adds to a pattern of consistent insider selling, with Finney having sold 1,663 shares over the past year and no purchases. GuruFocus assesses ICU Medical as significantly overvalued with a GF Value of $120.55 compared to its trading price of $182.48, suggesting caution for investors.
ICU Medical Inc (ICUI) Insider Sell: Christian Voigtlander Disposes of 8,929 Shares
Christian Voigtlander, an insider at ICU Medical Inc (ICUI), recently sold 8,929 shares for approximately $1.63 million, reducing his direct ownership to 37,377 shares. This sale contributes to a trend of more insider selling than buying at ICUI over the past year (8 sells vs. 2 buys). The stock is considered significantly overvalued by GuruFocus's GF Value, trading at $182.93 against an intrinsic value of $120.55, and is also facing trimming by institutional investors.
Icu medical director Elisha Finney sells $68,978 in stock
Elisha W. Finney, a director at ICU Medical Inc./DE (NASDAQ:ICUI), sold 378 shares of common stock for $68,978 on August 11, 2026. This transaction occurred as the stock neared its 52-week high, having returned 68% over the past year. Despite the sale, Finney still directly holds 4,871 shares, while InvestingPro analysis suggests the stock is currently overvalued.
Icu medical COO Christian Voigtlander sells $1.63m in stock
ICU Medical COO Christian Voigtlander recently sold 8,929 shares of company stock for over $1.63 million, with transactions occurring on August 11, 2026, as the stock trades near its 52-week high. The company has shown strong financial performance, exceeding Q2 2026 expectations and raising its full-year EPS and EBITDA guidance. Raymond James also raised its price target for ICU Medical, citing robust revenue growth.
Insider Selling: ICU Medical (NASDAQ:ICUI) COO Sells $1,633,381.97 in Stock
ICU Medical (NASDAQ:ICUI) COO Christian Voigtlander sold 8,929 shares of the company's stock for over $1.63 million, reducing his stake by 19.28%. This sale occurred after ICU Medical reported strong quarterly earnings, surpassing analyst expectations for both EPS and revenue, while maintaining its fiscal 2026 EPS guidance. The company holds a "Moderate Buy" consensus rating from analysts, with institutional investors owning a significant 96.10% of its stock.
ICU Medical (ICUI) COO sells 8,929 shares in open-market trade
ICU Medical Inc. (ICUI) Chief Operating Officer Christian B. Voigtlander sold 8,929 shares of common stock on August 11, 2026, at a weighted average price of $182.93 per share. This open-market transaction reduced his direct holdings to 37,377 shares. The sale amounted to approximately $1.63 million.
ICU Medical (ICUI) files Form 144 for planned sale of 8,929 shares
ICU Medical, Inc. (ICUI) has filed a Form 144 indicating a planned resale of 8,929 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services. The shares, valued at approximately $1,633,403.62, are related to previously exercised options and vesting equity awards, with an approximate sale date of August 11, 2026. This transaction represents a small fraction of the 25,007,038 shares of common stock outstanding.
ICU Medical (ICUI) insider plans resale of 378 vested shares
An insider at ICU Medical Inc. (ICUI) plans to sell 378 shares of common stock, valued at $68,978.08, through Morgan Stanley Smith Barney LLC. These shares were acquired on May 13, 2020, as restricted stock vesting for services rendered. The filing indicates 25,007,000 shares of common stock are currently outstanding.
How Icu Medical Inc. (ICUI) Affects Rotational Strategy Timing
This article analyzes Icu Medical Inc. (ICUI) through AI models, identifying strong sentiment across all horizons and no resistance levels above the current price, suggesting upside potential. It outlines three institutional trading strategies: a Position Trading Strategy, a Momentum Breakout Strategy, and a Risk Hedging Strategy, complete with entry zones, targets, and stop losses. The analysis also provides multi-timeframe signal analysis for near-term, mid-term, and long-term horizons, indicating strong signals across the board.
ICU Medical (ICUI) Stock Gets Fair Value Boost After Analysts Lift Targets
ICU Medical (ICUI) has seen its analyst fair value increase from US$172.50 to US$191.50 due to positive analyst revisions and target hikes. Analysts cite improving margins, progress on free cash flow, and strong execution as reasons for their bullish outlook, with some firms raising targets to US$200. This article details the reasons behind the fair value adjustment and highlights both bullish and some less aggressive analyst perspectives.
Results: ICU Medical, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
ICU Medical, Inc. recently reported its latest quarterly earnings, surpassing analyst expectations. Following these positive results, analysts have updated their financial forecasts for the company, indicating a potential shift in their outlook. Investors will be keen to see how these revised expectations might impact the stock's future performance.
Reinhart Partners LLC. Invests $46.15 Million in ICU Medical, Inc. $ICUI
Reinhart Partners LLC. has invested $46.15 million in ICU Medical, Inc., acquiring 314,768 shares during the second quarter, making them a significant institutional holder. This investment comes as ICU Medical reported strong second-quarter earnings, beating analyst expectations and raising its fiscal 2026 EPS guidance. While analysts have responded positively by increasing price targets, the company's high valuation (P/E ratio of 156.41) suggests that sustained growth and execution are crucial to justify its stock price.
Q2 2026 ICU Medical, Inc. Earnings Call Transcript
ICU Medical, Inc. (ICUI) announced strong Q2 2026 results with 6% organic revenue growth, increased adjusted EBITDA to $110 million, and a 13% rise in adjusted EPS to $2.37. The company raised its full-year 2026 guidance, driven by record sales in consumables and infusion systems, robust free cash flow, and significant progress on FDA verification for the MedFusion 5000 pump. Despite facing headwinds from tariffs, currency fluctuations, and a decline in the Vital Care business, operational efficiencies and debt reduction efforts position the company for continued momentum.
Wall Street Zen Upgrades ICU Medical (NASDAQ:ICUI) to Strong-Buy
Wall Street Zen has upgraded ICU Medical (NASDAQ:ICUI) to a "strong-buy" rating, reflecting generally positive analyst sentiment and recent strong financial performance. The company exceeded quarterly expectations with EPS of $2.37 and revenue of $547.9 million, and it provided optimistic fiscal 2026 EPS guidance. While shares have risen, the stock's high valuation suggests that continued strong execution will be crucial for future gains.
ICU Medical, Inc. Stock 12‑Month Price Target Raised to $194.14, Implies 17% Upside
Seven analysts have raised the average 12-month price target for ICU Medical, Inc. (ICUI) stock from $176.43 to $194.14, with individual forecasts ranging from $187 to $200 per share. This new target suggests a potential upside of approximately 17% based on the August 6th closing price. The consensus rating for ICUI remains a "Buy" among eight covering analysts.
ICU Medical, Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:ICUI) 2026-08-07
ICU Medical, Inc. (ICUI) published its Q2 2026 earnings call presentation on August 7, 2026. The company reported an EPS of $2.37, beating estimates by $0.46, and revenue of $547.88 million, exceeding expectations by $13.94 million despite a slight year-over-year decrease. This article was prepared by SA Transcripts to share the related developments.
ICU MEDICAL, INC. : PIPER SANDLER RAISES TARGET PRICE TO $195 FROM $163
Piper Sandler has increased its target price for ICU Medical, Inc. (ICUI.O) to $195 from $163. This update was reported by Reuters on August 7, 2026. The article itself is a brief announcement of this change.
Icu Medical stock hits 52-week high at 182.35 USD
ICU Medical (ICUI) stock reached a new 52-week high of $182.35, driven by positive market sentiment and strong financial performance. The company exceeded Q2 earnings and revenue expectations and raised its full-year EPS guidance, further boosted by an analyst upgrade to a $200 price target from Raymond James. Despite trading slightly above its fair value, InvestingPro analysis suggests future net income growth and a low P/E ratio relative to earnings growth.
ICU Medical Q2 2026 Earnings: Organic Growth Supports Higher Guidance
ICU Medical (Nasdaq: ICUI) reported Q2 2026 revenue of $551.7 million, a 1% increase year-over-year, with organic revenue up 6% excluding divestitures and currency effects. The company saw strong performance in Infusion Systems and Consumables, while Vital Care continued to decline. Consequently, ICU Medical raised its fiscal 2026 earnings guidance, although GAAP comparisons were influenced by a tariff refund and a prior-year gain on sale.
ICU Medical Announces Second Quarter 2026 Results and Updates its Fiscal Year 2026 Guidance
ICU Medical, Inc. announced its financial results for the second quarter of 2026, reporting GAAP revenue growth of 1% year-over-year, and a non-GAAP organic revenue increase of 6% excluding the impact of a divestiture and foreign currency. The company also updated its fiscal year 2026 guidance, raising its estimates for GAAP net income and adjusted EBITDA. These results were ahead of expectations for Infusion Systems and generally in line for other business segments.
ICU Medical (ICUI) Reports Q2 Earnings: What Key Metrics Have to Say
ICU Medical (ICUI) reported its Q2 2026 earnings, with revenues of $547.88 million, an increase of 0.8% year-over-year, and EPS of $2.37, up from $2.10 in the prior year. Both revenue and EPS surpassed Zacks Consensus Estimates by 2.33% and 24.08% respectively. Key metrics such as Infusion Systems revenue significantly exceeded analyst expectations, contributing to the stock's recent 9.6% return over the past month.
Earnings Flash (ICUI) ICU Medical, Inc. Reports Q2 Revenue $551.7M, vs. FactSet Est of $533.4M
ICU Medical, Inc. (ICUI) announced Q2 2026 revenue of $551.7 million, surpassing the FactSet estimate of $533.4 million. The company also reported Q2 adjusted EPS of $2.37 per share, exceeding the FactSet estimate of $1.91, and has lifted its 2026 guidance. This financial performance was highlighted alongside recent product recalls and expansions in manufacturing.
ICU Medical Announces Second Quarter 2026 Results and Updates its Fiscal Year 2026 Guidance
ICU Medical, Inc. announced its second-quarter 2026 financial results, reporting a 1% year-over-year GAAP revenue increase to $551.7 million, with non-GAAP organic revenue up 6% excluding divestitures and foreign currency impacts. The company also updated its fiscal year 2026 guidance, raising its GAAP net income and diluted EPS estimates, and increasing its Adjusted EBITDA and adjusted diluted EPS projections. This update reflects performance ahead of expectations for Infusion Systems.
A Look at ICU Medical Inc (ICUI) After 3.3% Decline -- GF Value $120.31 vs Price $166.40
ICU Medical Inc (ICUI) experienced a 3.3% share decline, bringing its price to $166.40, while its GF Value is estimated at $120.31, suggesting the stock is 38.3% overvalued. Despite a strong GF Score of 80/100, indicating solid fundamentals, both its financial strength and valuation ranks are relatively weak (5/10). Insider activity further raises concerns, with insiders selling $0.9 million worth of shares in the last three months without any buying.
ICU Medical (ICUI) Reports Q2: Everything You Need To Know Ahead Of Earnings
ICU Medical (ICUI) is scheduled to report its Q2 earnings this Thursday after market close. The market anticipates a 2% year-on-year revenue decline, an improvement from last year's 6.4% decrease. The company has a history of surpassing Wall Street expectations and its stock is currently trading above its average analyst price target.
ICU Medical, Inc. (ICUI) Stock Analysis: Assessing Growth Potential And Analyst Consensus
ICU Medical, Inc. (ICUI), a key player in medical instruments with a $4.32 billion market cap, shows a positive stock recovery over the past year, trading above moving averages. Despite a 12.30% revenue contraction, the company boasts a robust $387 million free cash flow and strong analyst support, with an average target price suggesting a 2.13% upside. Its strategic positioning and product innovation are crucial for sustained shareholder value amidst current challenges.
ICU Medical Inc (ICUI) Valuation: PE, PB & Fair Value Analysis
This article provides a valuation analysis of ICU Medical Inc (ICUI), noting its current valuation score of 8.38, ranking 90th in the Healthcare Equipment & Supplies industry. It highlights the company's P/E ratio of 89.70 and mentions that relevant data for P/B, P/S, and P/CF ratios have not yet been disclosed by the company. The analysis also includes current stock price and market capitalization data.
ICU Medical, Inc. Revenue Breakdown – FWB:IC7
ICU Medical, Inc. (FWB:IC7) generated a total revenue of 1.88 billion EUR last year. The Consumables segment was the top performer, contributing 944.33 million EUR, while the United States was the largest regional contributor with 1.15 billion EUR in revenue. This article details the company's revenue breakdown by segment and geographical region.
