InfuSystem Holdings, Inc. (INFU) AI Stock Analysis

InfuSystem Holdings, Inc., founded in 2005 and based in Rochester Hills, Michigan, provides infusion pumps and related products and services. The company operates through two segments: Integrated Therapy Services (ITS) and Durable Medical Equipment Services (DME Services). Its offerings feature electronic ambulatory infusion pumps and disposable supply kits used in oncology, infusion, and outpatient chemotherapy clinics for treating cancers such as colorectal cancer, as well as managing pain. InfuSystem also rents, leases, and sells new and pre-owned pole-mounted and ambulatory infusion pumps, while providing biomedical recertification, maintenance, repair services, and local field support.

InfuSystem increased annual revenue from $102.4M in FY2021 to $143.4M in FY2025, reflecting a 5-year revenue CAGR of 8.1%. Net income rose from $1.4M in FY2021 to $6.6M in FY2025, while gross margin reached 56.0% and operating margin expanded to 8.3%. For the trailing twelve months ended June 30, 2026, revenue stood at $143.3M with an operating margin of 11.2% and EPS of $0.40. In the latest quarter ended June 30, 2026, quarterly revenue grew 2.6% year-over-year, and quarterly earnings grew 25.0%.

As of June 30, 2026, InfuSystem held $964,000 in cash and short-term investments, with total debt of $23.3M, yielding net debt of $22.3M. The current ratio stood at 2.50, and debt-to-equity was 0.39 against shareholders' equity of $59.1M. Operating cash flow totaled $24.4M in FY2025, supporting $8.7M in capital expenditures and generating $15.7M in free cash flow. InfuSystem allocated $11.0M toward share buybacks in FY2025, contributing to a 5-year share count decline of 5.2%.

At a share price of $13.40, InfuSystem trades at a trailing P/E of 33.5x and a forward P/E of 22.7x, both above the median of its US-listed Healthcare peers at 24.6x and 17.3x, respectively. The company's EV-to-EBITDA is 10.4x, lower than the peer median of 12.0x, while price-to-sales is 1.9x compared to the peer median of 4.1x. Over the past year, the stock returned 44.2%, outperforming the S&P 500 (SPY) return of 16.8%, while its 5-year return was 4.1% versus 83.0% for the S&P 500.

InfuSystem has 4 Strong Buy ratings from analysts, with no Buy, Hold, Sell, or Strong Sell recommendations. The mean price target is $16.83, which sits 25.6% above the last closing price of $13.40. For the fiscal year ending December 31, 2026, analysts estimate revenue of $145.2M and EPS of $0.46, representing 37.6% projected EPS growth. The company beat EPS expectations in all 4 of the last 4 quarters, and the next earnings date is scheduled for November 3, 2026.

This page is an AI-written research summary of InfuSystem Holdings, Inc. (INFU). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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