Latest news with #INFU
Yahoo
4 days ago
- Business
- Yahoo
Are Investors Undervaluing InfuSystems Holdings (INFU) Right Now?
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers. Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use a variety of methods, including tried-and-true valuation metrics, to find these stocks. Luckily, Zacks has developed its own Style Scores system in an effort to find stocks with specific traits. Value investors will be interested in the system's "Value" category. Stocks with both "A" grades in the Value category and high Zacks Ranks are among the strongest value stocks on the market right now. One stock to keep an eye on is InfuSystems Holdings (INFU). INFU is currently sporting a Zacks Rank #1 (Strong Buy) and an A for Value. We should also highlight that INFU has a P/B ratio of 2.73. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. This company's current P/B looks solid when compared to its industry's average P/B of 5.02. Within the past 52 weeks, INFU's P/B has been as high as 3.65 and as low as 1.79, with a median of 2.47. Value investors also love the P/S ratio, which is calculated by simply dividing a stock's price with the company's sales. Some people prefer this metric because sales are harder to manipulate on an income statement. This means it could be a truer performance indicator. INFU has a P/S ratio of 1.1. This compares to its industry's average P/S of 1.43. Finally, investors should note that INFU has a P/CF ratio of 9.36. This figure highlights a company's operating cash flow and can be used to find firms that are undervalued when considering their impressive cash outlook. INFU's current P/CF looks attractive when compared to its industry's average P/CF of 11.75. Over the past 52 weeks, INFU's P/CF has been as high as 14.94 and as low as 6.13, with a median of 10.35. Value investors will likely look at more than just these metrics, but the above data helps show that InfuSystems Holdings is likely undervalued currently. And when considering the strength of its earnings outlook, INFU sticks out as one of the market's strongest value stocks. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report InfuSystems Holdings, Inc. (INFU) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
6 days ago
- Business
- Yahoo
InfuSystems Holdings Inc (INFU) Q2 2025 Earnings Call Highlights: Strong Revenue Growth and ...
Release Date: August 05, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Revenue grew by 7% to $36 million, with gross margins expanding by 574 basis points to 55.2%. Adjusted EBITDA increased by 32% year-over-year to $8 million, with the EBITDA margin improving by 427 basis points to 22.3%. Net income increased by 262%, and cash flows from operations more than doubled. The company returned approximately $3.5 million to shareholders through stock repurchases during the quarter. The relationship with Smith and Nephew is progressing well, showing promise for sustained growth with minimal upfront capital requirements. Negative Points The revenue growth outlook for 2025 has been updated to a range of 6 to 8%, down from the previous range of 8 to 10%. There is a delay in the rollout of additional increases in advanced wound care volumes due to necessary processing improvements. The company has removed 2025 revenue forecasts for the chemo mouthpiece product due to changes in reimbursement coding. The biomedical services relationship with GE Healthcare is under restructuring due to unmet margin expectations. The ERP implementation is expected to impact adjusted EBITDA margin by nearly 200 basis points in 2025, with completion anticipated in early 2026. Q & A Highlights Warning! GuruFocus has detected 4 Warning Signs with INFU. Q: With oncology showing strong cash flow, is mid-single-digit growth a reasonable expectation for this business going forward? A: (CEO) Yes, mid-single-digit growth makes sense for us. We have been seeing some subtle increases in volumes, which are certainly hopeful, but I think mid-single-digit growth is a reasonable expectation. Q: Can you provide more details on the GE Healthcare contract and its impact on the top line? A: (CFO) The GE Healthcare contract is about a $7 to $8 million business annually. We are working with GE to make changes that will help us create value for them while also improving our margins. Q: Regarding the acquisition of Apollo, will it drive efficiencies beyond the wound care business? A: (CEO) Yes, while we will start with wound care, we plan to extend the efficiencies to our broader platform, including oncology, once stabilized. Q: How is the ERP system implementation progressing, and what can we expect in terms of future expenses? A: (CFO) The ERP project is progressing well, currently in the blueprint stage. We expect to go live in the first quarter of 2026, with costs around half a million dollars per quarter until then. Post-implementation, we anticipate productivity improvements. Q: With expanding margins, what levers are you planning to utilize, and how should we think about that going forward? A: (CFO) Improved margins are due to growth and internal efficiencies. We expect to sustain low 20s margins, excluding ERP expenses, as we continue to grow. Q: Can you provide an update on the timeline for resolving reimbursement challenges for the chemo mouthpiece? A: (CEO) We expect to hear back by the end of the year regarding coding, with reimbursement rates established by July next year. Q: How should we think about the mix shift towards lower-margin wound care and its impact on long-term margins? A: (CFO) While wound care has decent gross margins, we are working on improving claim processing to enhance profitability. Once resolved, it should positively impact cash flow margins. Q: Is the 42% margin in device solutions sustainable, and what drives its outperformance compared to patient services? A: (CFO) The margin is driven by rental growth and efficient cost management. While it may fluctuate, we expect it to hold its own, with potential variations based on sales mix. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. 登入存取你的投資組合
Business Wire
01-05-2025
- Business
- Business Wire
InfuSystem to Report First Quarter 2025 Financial Results on May 8, 2025
ROCHESTER HILLS, Mich.--(BUSINESS WIRE)--InfuSystem Holdings, Inc. (NYSE American: INFU) ('InfuSystem' or the 'Company'), a leading national health care service provider, facilitating outpatient care for durable medical equipment manufacturers and health care providers, announced today it will issue first quarter 2025 financial results on Thursday, May 8, 2025, before the market opens. The Company will also conduct a conference call for all interested parties on Thursday, May 8, 2025 at 9:00 a.m. Eastern Time to discuss its financial results. To participate in this call, please dial (833) 366-1127 or (412) 902-6773, or listen via a live webcast, which is available in the Investors section of the Company's website at A replay of the call will be available by visiting for the next 90 days or by calling (877) 344-7529 or (412) 317-0088, replay access code 6704669 through Thursday, May 15, 2025. About InfuSystem Holdings, Inc. InfuSystem Holdings, Inc. (NYSE American: INFU), is a leading national health care service provider, facilitating outpatient care for durable medical equipment manufacturers and health care providers. INFU services are provided under a two-platform model. The lead platform is Patient Services, providing the last-mile solution for clinic-to-home healthcare where the continuing treatment involves complex durable medical equipment and services. The Patient Services segment is comprised of Oncology, Pain Management and Wound Therapy businesses. The second platform, Device Solutions, supports the Patient Services platform and leverages strong service orientation to win incremental business from its direct payer clients. The Device Solutions segment is comprised of direct payer rentals, pump and consumable sales, and biomedical services and repair. Headquartered in Rochester Hills, Michigan, the Company delivers local, field-based customer support and also operates Centers of Excellence in Michigan, Kansas, California, Massachusetts, Texas and Ontario, Canada.
