Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$3.7B
25M shares
52-week range
$107.00 – $160.29
77% from low
Sector
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
Exchange
NASDAQ
CS
Borrow rate
3.18%
Moderate
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.40B | $1.27B | $1.27B | $1.32B | $2.28B | $2.26B | $2.38B | $2.23B |
| Cost of revenue | $830.0M | $794.3M | $809.5M | $824.8M | $1.58B | $1.52B | $1.56B | $1.41B |
| Gross profit | $570.0M | $471.9M | $461.5M | $491.5M | $697.8M | $739.9M | $824.8M | $819.7M |
| Gross margin | 40.7% | 37.3% | 36.3% | 37.3% | 30.6% | 32.8% | 34.6% | 36.8% |
| R&D | $52.9M | $48.6M | $42.9M | $47.5M | $93.0M | $85.3M | $88.6M | $87.5M |
| Operating income | $21.6M | $107.4M | $98.2M | $123.2M | −$42.9M | $22.8M | $43.0M | $107.0M |
| EBITDA | $271.9M | $192.2M | $194.1M | $223.5M | $191.5M | $253.2M | $43.0M | $326.5M |
| Net income | $28.8M | $101.0M | $86.9M | $103.1M | −$74.3M | −$29.7M | −$117.7M | $732.0K |
| Net margin | 2.1% | 8.0% | 6.8% | 7.8% | -3.3% | -1.3% | -4.9% | 0.0% |
| EPS (diluted) | 1.33 | 4.69 | 4.02 | 4.74 | -3.11 | -1.23 | -4.83 | 0.03 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $2.2B | $8.16 | $8.14–$8.19 | 6 |
| 2027 | $2.3B | $9.27 | $9.12–$9.44 | 6 |
| 2028 | $2.4B | $10.15 | $6.96–$11.80 | 3 |
| 2029 | $2.3B | $10.50 | $10.36–$10.64 | 1 |
Forward consensus · source: Financial Modeling Prep
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.
| $2.8B |
| — |
| LIVNLivaNova PLC | $83.06 | -0.44% | $4.6B | — |
| PBHPrestige Consumer Healthcare Inc. | $48.03 | -2.79% | $2.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 1.5× sales vs its 1.6× historical median P/S.
Fair value ≈ $159.13 · price $147.93 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
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.
$CRMD $ICUI $DVA $FMS Hidden gem from ACCP 2025. CorMedix tested DefenCath’s taurolidine alongside a chlorhexidine catheter cap and found no antagonism across 46 isolates, with additive activity observed in ~70%. All tested S. aureus, K. pneumoniae, and P. aeruginosa isolates showed additivity. Not every poster is about efficacy. Some are about removing barriers to adoption. This one appears to do exactly that. https://accpjournals.onlinelibrary.wiley.com/doi/10.1002/jac5.70148
View on StockTwits ↗$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 $$ All of which soon to break their 5 year lows
View on StockTwits ↗$ICUI Current Stock Price: $124.98 Contracts to trade: $125.0 ICUI May 15 2026 Call Entry: $2.50 Exit: $4.57 ROI: 83% Hold ~21 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗$ICUI Q1 '26 Earnings Results & Recap • Reported GAAP EPS of $1.22 up 293.65% YoY • Reported revenue of $530.23M down -12.32% YoY
View on StockTwits ↗$ICUI Only going to get worse This sector is dead $$ for many years to come there’s no growth Only thing that can save them is M&A
View on StockTwits ↗$CRMD $ICUI Clearguard HD presentation about implementing in an inpatient setting IMHO, Defencath superior to Clearguard HD but good to know what the other side is saying… https://player.vimeo.com/video/1002871632?badge=0&byline=0&portrait=0&title=0
View on StockTwits ↗$ICUI Share Price: $124.89 Contract Selected: Nov 20, 2026 $130 Calls Buy Zone: $15.41 – $19.04 Target Zone: $29.33 – $35.85 Potential Upside: 80% ROI Time to Expiration: 206 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$CRMD $ICUI ***draft gudeline update*** On page 275; DefenCath mentioned for use in high infection risk population… couldn’t find any mention of Clearguard HD https://kdigo.org/wp-content/uploads/2026/03/KDIGO-2026-AKI-AKD-Guideline-Public-Review-Draft-March-2026.pdf
View on StockTwits ↗$CRMD $DVA $FMS $ICUI Davita…only place without Defencath…tick tock
View on StockTwits ↗$CRMD $ICUI $FMS $DVA Reasons why you should use Defencath:
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.