IRMD
IRADIMED CORPORATION96.87
-0.15-0.16%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Strong 3870 pilot feedback, early orders
Q&A delivered upbeat early feedback on the 3870 pump pilot, with 15-20 additional units already ordered post-sales force launch and users excited about its modernized design versus the 20-year-old 3860. Management confirmed minor tweaks from real-user input ahead of April shipments, targeting 100-130 channels initially. Gross margins should hold steady in H1 2026 before trending higher in H2 on volume and ASP gains. R&D has begun a next-gen MRI monitor for 2028 launch, while Europe CE mark eyes late 2026 and Japan 2027 summer. Inventory transition from 3860 looks smooth through Q2. Demand feels hot. Investors will eye 3870 replacement ramp execution.
Key Stats
Market Cap
1.23BP/E (TTM)
58.71Basic EPS (TTM)
1.65Dividend Yield
0.01%Recent Filings
10-K
FY2025 results
IRadimed posted FY2025 revenue of $83.8M, up 14% y/y, with devices driving the gain to $60.0M amid higher IV pump and monitor sales; U.S. revenue hit $70.6M (84% total), while international edged up 5% to $13.3M. Operating income climbed to $26.1M (31% margin), bolstered by steady 77% gross margins despite new facility costs, as disposables rose 17% to $17.6M. Cash from operations held at $24.9M; the board hiked quarterly dividends to $0.20/share. Q4 capped a strong ramp, with 1,477 new pump channels and 718 monitors added. Supply chain snags from single-source vendors loom large.
8-K
Record Q4 revenue, dividend hike
Iradimed posted record Q4 2025 revenue of $22.7 million, up 17% from 2024, with GAAP diluted EPS of $0.50, up 25%. Full-year revenue hit $83.8 million, up 14%, while hiking its quarterly dividend to $0.20 per share from $0.17. Guidance calls for 2026 revenue of $91-96 million. Rollout accelerates soon.
8-K
Special $0.50 dividend declared
IRADIMED's board declared a $0.50 per share special cash dividend on December 5, 2025, payable December 30 to record holders on December 17, tapping $56.5 million in Q3 cash reserves exceeding operational needs like new facility transition. This return complements regular dividends amid 17 quarters of record revenue. Future payouts remain discretionary.
8-K
Record Q3 revenue, raised guidance
10-Q
Q3 FY2025 results
Iradimed posted Q3 revenue of $21.2M, up 16% y/y from $18.3M, with U.S. sales jumping 19% to $18.1M on strong IV infusion and vital signs demand; gross margin ticked up to 78%. Operating income rose to $6.8M from $5.8M y/y, driving diluted EPS of $0.43 (reconciles to 12.9M shares). Cash hit $56.5M after $19.0M operating cash flow less $8.0M capex for the new Orlando facility, funding $6.5M dividends—no debt. Completed move to new manufacturing site. Solid margins endure. FDA delays could stall growth.
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