InfuSystem (INFU)
Supplies and manages infusion and wound-care equipment for clinics, patients, and care providers.
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Supplies, rents, repairs, and manages infusion and wound-care equipment, connecting clinics to care at home through billing, logistics, and clinical support. Patient Services generates most revenue, while Device Solutions serves the fleet and provider customers.
Connects oncology and infusion clinics to treatment outside the hospital through electronic ambulatory pumps, disposable kits, billing, logistics, and a nurse-staffed hotline. Patient Services also supports pain-management and wound-therapy use cases, including negative-pressure pumps, dressings, compression devices, and related workflow tools.
Serves providers through Device Solutions, which sells or rents pumps and other durable medical equipment, consumables, recertification, preventive maintenance, and repair. Operations extend across the United States and Ontario, Canada, supported by clinic relationships, payer networks, a multi-model rental fleet, and repair centers. Revenue depends on third-party reimbursement, Medicare and payer credentials, supplier-sourced equipment, DME licensure, and fleet availability.
Company facts
Target rangeAs of Sep 2, 2026
Latest analyst notes
No analyst notes in the last 24 months.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $964.0K · Total debt $23.3M · Total assets $97.7M · Shareholders' equity $59.1M
- Revenue
- $36.9M
- Operating income
- $4.2M
- Net income
- $3.2M
No dividends on record.
| Institutions96 holders · as of Mar 31, 2026 | 70.96% | 14.13M shares | |
| Insiders1 holder · as of Feb 11, 2019 | 3.38% | 673.6K shares | |
| Otherremainder | 25.66% | 5.11M shares |
19.92M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Minerva Advisors LLCInstitution | 6.05% | 1.20M | 13Fas of Mar 31, 2026 |
The Vanguard GroupInstitution | 5.35% | 1.07M | 13D/Gfiled Feb 13, 2024 ↗ |
Vanguard Capital Management LLCInstitution | 4.32% | 860,263 | 13Fas of Mar 31, 2026 |
Punch & Associates Investment Management, Inc.Institution | 4.21% | 837,925 | 13Fas of Mar 31, 2026 |
First Eagle Investment Management, LLCInstitution | 3.62% | 721,371 | 13Fas of Mar 31, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more
Insider tradesForm 4
Nothing filed in the last 12 months.
- Option Care Health
National home and alternate-site infusion alternative.
- ICU Medical
Ambulatory, pain-management, and infusion-pump rival.
- Baxter International
Hospital infusion-platform and connected-pump rival.
- BD
Hospital infusion-pump and medication-workflow rival.
- Solventum
Negative-pressure wound therapy and wound-care rival.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| InfuSystem | $12.16 | +0.50% | $245.0M | 30.0 | 25.2 | 1.7 | +2.6% |
| Option Care Health | $23.50 | −1.51% | $3.57B | 17.9 | 12.2 | 0.6 | +1.9% |
| ICU Medical | $171.00 | +0.65% | $4.25B | 143.9 | 19.2 | 2.0 | −0.2% |
| Baxter International | $25.55 | −0.56% | $13.29B | — | 12.2 | 1.2 | +5.3% |
| BD | $187.03 | −0.29% | $51.67B | 56.5 | 14.2 | 2.5 | −9.6% |
| Solventum | $91.90 | −0.01% | $15.91B | 11.2 | 13.6 | 1.9 | +2.2% |
| Median | 37.2 | 13.6 | 1.9 | +1.9% |