ICU Medical, Inc. (ICUI)

In the past six months, ICU Medical announced its Q4 2025 and Q1 2026 earnings, with Q1 2026 revenue decreasing due to the deconsolidation of its IV Solutions business. The FDA has requested larger sample testing for Medfusion and CADD hardware submissions, extending timelines for new infusion pump clearances. The company recognized $10 million in tariff expense in Q1 2026. ICU Medical ended Q1 2026 with $1.28 billion of term loan debt after an October 2025 refinancing. ICU Medical has a consensus rating of "Buy" with an average price target of $169.00.

Specific details regarding the demand seasonality for ICU Medical, Inc.'s products and services are not explicitly outlined. However, there is some level of seasonality in capital expenditures, which could indirectly relate to demand for certain products, particularly infusion pumps. The company's Consumables and Infusion Systems segments showed organic growth in Q1 2026, while Vital Care declined, indicating varying demand dynamics across its product categories.

ICU Medical, Inc. is a medical technology company focused on infusion therapy, vascular access, and vital care applications. The company's product portfolio is divided into three segments: Consumables, which includes infusion, vascular access, and specialty chemicals; Infusion Systems, which offers IV pump technologies, informatics, and services; and Vital Care, which provides hemodynamic monitoring products, anesthesia systems, and respiratory products. The company's customers include acute care hospitals, wholesalers, ambulatory clinics, and alternate site facilities.

ICU Medical has a global presence, selling its products in over 90 countries and employing approximately 13,000 to 15,000 people in over 35 countries. The company is headquartered in San Clemente, California, and has key geographic regions including the U.S., Europe, Asia-Pacific, the Middle East and Africa. Manufacturing facilities are located in Tijuana and Ensenada, Mexico, Austin, Texas, Ludenscheid, Germany, and Salt Lake City, Utah. An office in New South Wales, Australia, manages distribution for the APAC region.

Specific details regarding ICU Medical, Inc.'s brand reputation in the past year are not readily available. However, in 2014, Forbes Magazine named ICU Medical one of the "100 Most Trustworthy Companies in America." The company focuses on maintaining a strong reputation for innovation and reliability.

ICU Medical, Inc.'s ownership is predominantly institutional, with 96.10% to 97.07% of the stock held by institutions such as BlackRock, Inc., and Vanguard Group Inc. Individual insiders own approximately 2.10% of the company's stock, including George A. Lopez (founder) and Vivek Jain (CEO).