IRadimed Corporation (IRMD) Earnings
IRadimed Corporation is expected to report next earnings on July 30, 2026 (in NaN days), with a consensus EPS estimate of $0.44. IRMD has beaten EPS estimates in 10 of its last 12 reported quarters (average surprise +6.8% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 1, 2026 | $0.45 | $0.49 | +10.1% | $22M | +3.1% |
| Aug 1, 2025 | $0.45 | $0.49 | +8.9% | $20M | -0.4% |
| Feb 13, 2025 | $0.45 | $0.44 | -2.2% | $19M | +1.0% |
| Oct 31, 2024 | $0.39 | $0.43 | +10.3% | $18M | -3.2% |
| Aug 1, 2024 | $0.37 | $0.42 | +13.5% | $18M | +1.6% |
| May 2, 2024 | $0.34 | $0.36 | +5.9% | $18M | +2.7% |
| Feb 8, 2024 | $0.40 | $0.39 | -2.5% | $17M | +0.7% |
| Nov 3, 2023 | $0.36 | $0.43 | +19.4% | $17M | +2.1% |
| Aug 3, 2023 | $0.31 | $0.36 | +16.1% | $16M | +3.1% |
| May 4, 2023 | $0.28 | $0.30 | +7.1% | $15M | +4.8% |
| Feb 2, 2023 | $0.30 | $0.32 | +6.7% | $15M | -0.2% |
| Nov 3, 2022 | $0.25 | $0.29 | +16.0% | $13M | +1.7% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 1, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- Record quarter: 16th consecutive quarter of record revenues. - Pump shipments led performance, 3860 MRI IV pump excelled, MR patient monitor shipments grew 9%. - Bookings in Q2 indicate monitoring sales plans on track. - Tariffs had small impact, but will be better understood as they stabilize. - Doge effects did not materialize. - FDA cleared new 3870 IV pump systems for distribution, a seminal event. - Vision of $100 million revenue run rate in 2026 due to new pump and replacement sales opportunities. - Facility transition causing short-lived operational inefficiencies. - Dividend declared: 17 cents per share quarterly dividend payable on August 28, 2025.
Guidance
- Third quarter 2025: Expected revenue of $20.5 million to $20.9 million (12 - 14% growth over Q3 2024), GAAP diluted earnings per share 41 - 45 cents, non-GAAP diluted earnings per share 45 - 49 cents. - Full year 2025: Raised revenue guidance to $80 - $82.5 million (9 - 13% growth over 2024), GAAP diluted earnings per share $1.60 - $1.70, non-GAAP diluted earnings per share $1.76 - $1.86.
Segment performance
For the second quarter of 2025, revenue was $20.4 million, a 14% increase from the same period last year. Gross profit was 78%. MRI-compatible IV infusion pump systems contributed $8.2 million (up 19% year-over-year), patient vital signs monitoring systems contributed $5.9 million (up 9%), disposables revenue grew 14% to $4.2 million, ferromagnetic detection systems and services revenue also saw a solid gain. Domestic sales increased 18% to $18.2 million (accounting for 89% of total revenue), international sales decreased 9% to $2.2 million. GAAP diluted earnings per share increased 18% from Q2 of 2024. Pump shipments led performance, with the 3860 MRI IV pump excelling, and MR patient monitor shipments grew 9%.
Risks & headwinds
- Future results may differ materially from forward-looking statements due to risk factors. Relevant risks and uncertainties can be found in the Risk Factors section of the company's most recent reports filed with the Securities and Exchange Commission.
Analyst Q&A
Q: Talk about composition of backlog and trend of 3860 sales in front of 3870 launching.
A: Backlog was record as of June 30, composed of pumps and strong monitoring backlog. 3860 sales still strong, will trail off before actively discussing 3870 in December.
Q: On new pump, ASP and impact on margins.
A: Anticipate ASP of new pump to be ~12% higher than existing pump, which should be reflected in gross margins.
Q: How long to fulfill backlog, upgrades in backlog.
A: Monitor backlog running ~4 - 5 weeks, pump backlog running ~5 - 6 months. Only targeting limited number of facilities to deliver new pumps in 2025 for feedback and finishing touches