Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$3.9B
25M shares
52-week range
$112.50 – $192.85
54% from low
Sector
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
Exchange
NASDAQ
CS
P/S (TTM)
1.8
EV / FCF (TTM)
32.0
ICU Medical is a California-based pure-play infusion therapy company that provides consumables, systems, and services for virtually every component of the IV continuum of care. ICU has become one of the largest players in its industry following its acquisition of Hospira Infusion Systems from Pfizer in 2017 and Smiths Medical from Smiths Group in 2022. It holds top-tier positions across its three reporting segments: consumables (50% of consolidated revenue), infusion systems (30%), and vital care (20%). The combined entity remains primarily US-focused, generating over 60% of its sales domestically.
www.icumed.comNo one on the platform currently holds ICUI.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 11,309 | $1.5M |
| Bridgewater Associatesas of 2024-12-31 | 2,415 | $374.7K |
No one on the platform has traded ICUI yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 0.8% | — | — | — | ||
| Rev. Growth % | -6.4% | 11.9% | ||||
| Profit Margin % | 0.0% | -0.3% | 3.7% | |||
| Free Cash Flow Margin % | 4.1% | 3.9% | 5.6% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -0.0% on the P/E track.
At today's price, your expected annual return is +5.0% on the P/E track.
At today's price, your expected annual return is +9.5% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $2.2B | -0.8% | $8.74 | $8.29–$8.86 | 17.9× | 6 |
| 2027 | $2.3B | +4.2% | $9.67 | $9.22–$10.12 | 16.2× | 6 |
| 2028 | $2.4B | +3.9% | $10.40 | $7.08–$13.25 | 15.0× | 3 |
| 2029 | $2.3B | -2.5% | $10.50 | $10.36–$10.77 | 14.9× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $1.91 | $2.37 | +24.1% |
| 2026-05-07 | $1.78 | $1.97 | +10.7% |
| 2026-02-19 | $1.68 | $1.91 | +13.7% |
| 2025-11-06 | $1.43 | $2.03 | +42.0% |
| 2025-08-07 | $1.44 | $2.10 | +45.8% |
| 2025-05-08 | $1.23 | $1.72 | +39.8% |
| 2025-02-27 | $1.48 | $2.11 | +42.6% |
| 2024-11-12 | $1.25 |
| $1.59 |
| +27.2% |
| $2.6B |
| — |
| LIVNLivaNova PLC | $79.61 | -1.27% | $4.4B | — |
| PBHPrestige Consumer Healthcare Inc. | $47.77 | +0.31% | $2.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ICUI Filled the gap. Now we´ll see how strong it really is around the two support-lines
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Wall St is expecting 2.14 EPS for $ICUI Q3 [Reporting 11/09 AMC] http://www.estimize.com/intro/icui?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗$ICUI I would like to play this gap fill. Not a lot of percentages, but still free money.
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$CRMD $ICUI Study with Clearguard HD caps & Defencath results later this year!
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https://www.marketbeat.com/earnings/reports/2026-8-6-icu-medical-inc-stock/ $ICUI ICU Medical Earnings Transcript
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$ICUI Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.76 down -46.85% YoY • Reported revenue of $551.68M up 0.51% YoY • For Fiscal Year 2026, ICU Medical, Inc. is updating its estimates of GAAP net income to a range of $73 million to $83 million and Adjusted EBITDA to $415 million to $435 million.
View on StockTwits ↗$ICUI reports after the close, Estimize Consensus +0.10 EPS and +2.33M Revs compared to WS http://www.estimize.com/icui/fq2-2026?utm_conten
View on StockTwits ↗$CRMD $ICUI $DVA $FMS Clearguard HD: guessing DVA contract & best guess at access trends based on their marketing data (Fresenius uses both Clearguard HD & Defencath!) On the Q2 2024 call, ICU Medical said it had: “recently signed a multi-year committed agreement with a leading U.S. operator of dialysis clinics” Management said the agreement would expand its evidence base and help attract other dialysis operators. https://stockanalysis.com/stocks/icui/transcripts/192237-q2-2024/
View on StockTwits ↗$CRMD $DVA $FMS $ICUI The actual poster of Clearguard HD being implemented at Davita system wide in 2019 note 34% reduction system wide… https://www.asn-online.org/education/kidneyweek/2020/program-abstract.aspx?controlId=3442083
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$CRMD $ICUI $DVA $FMS Hidden gem from ACCP 2025. CorMedix tested DefenCath’s taurolidine alongside a chlorhexidine catheter cap and found no antagonism across 46 isolates, with additive activity observed in ~70%. All tested S. aureus, K. pneumoniae, and P. aeruginosa isolates showed additivity. Not every poster is about efficacy. Some are about removing barriers to adoption. This one appears to do exactly that. https://accpjournals.onlinelibrary.wiley.com/doi/10.1002/jac5.70148
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$ICUI Brilliant piece that captures ICUI's situation perfectly. So if you want to update your understanding of ICUI or get to know ICUI better, this is essential reading. https://everyticker.com/quote/ICUI/analysis/icu-medical-s-margin-renaissance-how-portfolio-surgery-and-pump-innovation-are-reshaping-the-infusion-therapy-leader-nasdaq-icui
View on StockTwits ↗$ICUI Medical device stocks are dead $$ All of which soon to break their 5 year lows
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$ICUI Current Stock Price: $124.98 Contracts to trade: $125.0 ICUI May 15 2026 Call Entry: $2.50 Exit: $4.57 ROI: 83% Hold ~21 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗$ICUI Q1 '26 Earnings Results & Recap • Reported GAAP EPS of $1.22 up 293.65% YoY • Reported revenue of $530.23M down -12.32% YoY
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.