Viemed Healthcare, Inc. (VMD)

In the past six months, several events have impacted Viemed Healthcare's stock. On May 6, 2025, the company announced a definitive agreement to acquire Lehan's Medical Equipment for $26 million, a move aimed at diversifying its product mix into maternal health and expanding its market presence, and this acquisition was completed by July 2, 2025. Viemed also announced a share repurchase program on June 9, 2025, which was subsequently completed by September 23, 2025. The company released its first-quarter 2025 financial results on May 7, 2025, and its second-quarter 2025 financial results on August 6, 2025, with the latter reporting a Q2 EPS of $0.08 and sales of $63.056 million.

Demand for Viemed Healthcare's products and services does not exhibit seasonality. As a rental equipment supplier focused on treating chronic illnesses, the need for their services remains consistent throughout the year.

Viemed Healthcare, Inc. specializes in home medical equipment and post-acute respiratory healthcare services, offering respiratory disease management solutions, including treatment for COPD through non-invasive ventilation and other therapies. Its product offerings also encompass invasive and non-invasive ventilators, PAP machines, durable medical equipment, oxygen concentrators, and related supplies. Viemed provides neuromuscular care, oxygen therapy services, and comprehensive sleep apnea management, including in-home sleep apnea testing and equipment. Additionally, the company extends its services to include healthcare staffing and recruitment.

Viemed Healthcare's operations are entirely within the United States, generating 100% of its revenue from U.S. patients. As of December 2017, the company had service coverage in 23 states. In May 2025, the company expanded its geographic footprint with the acquisition of Illinois-based Lehan's Medical Equipment, which also has a presence in Wisconsin.

Viemed Healthcare maintains a positive brand reputation, emphasized by patient testimonials highlighting the effectiveness of their home respiratory care and the supportive nature of their therapists. Patients have expressed that the company's services, including home ventilators, have significantly improved their quality of life, enabling better sleep and increased activity levels. The company is recognized for its "high-tech, high-touch" approach to disease management, offering personalized, compassionate care with cutting-edge equipment and remote monitoring technologies. There have been no reported events negatively affecting Viemed Healthcare's reputation in the past year.

Viemed Healthcare, Inc. has a diverse ownership structure. Major institutional owners include BlackRock, Inc., Forager Capital Management, LLC, Vanguard Group Inc, Thrivent Financial For Lutherans, Wasatch Advisors Inc, and Kent Lake PR LLC. Insider ownership is also notable, with individuals like CEO Casey Hoyt and President Michael Moore holding significant shares. Institutional investors collectively hold a substantial portion of the company's shares.