InfuSystem expects 2026 annual revenue to decrease by $7.1M due to contract restructuring, but anticipates 6% to 8% growth for the unaffected business, with Adjusted EBITDA margin maintained in the mid to low 20% range.
Bullish
InfuSystem achieved solid growth with full-year Adjusted EBITDA up 24% and strengthened its balance sheet, while strategic initiatives and diversified revenue streams, particularly in Wound Care, drove margin expansion.
Bearish
InfuSystem faces a $7.1M revenue reduction in 2026 due to contract restructuring, alongside increased selling, marketing, and G&A expenses. Patient Services gross margin also compressed from an unfavorable product mix.