ICU Medical (NASDAQ:ICUI) Releases FY 2026 Earnings Guidance

ICU Medical (NASDAQ:ICUI) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 7.750-8.450 for the period, compared to the consensus EPS estimate of 7.410. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. Wall Street Zen upgraded shares of ICU Medical from a “hold” rating to a “buy” rating in a report on Sunday, February 15th. Weiss Ratings reissued a “sell (d-)” rating on shares of ICU Medical in a research note on Thursday, January 22nd. KeyCorp increased their target price on ICU Medical from $175.00 to $180.00 and gave the company an “overweight” rating in a research report on Friday. Finally, Piper Sandler boosted their price target on ICU Medical from $172.00 to $178.00 and gave the stock an “overweight” rating in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $179.33.

ICU Medical Stock Performance

Shares of ICUI traded up $6.96 during trading hours on Friday, reaching $156.70. 202,533 shares of the company traded hands, compared to its average volume of 257,909. The stock has a market capitalization of $3.87 billion, a P/E ratio of -503.11 and a beta of 0.79. The company has a quick ratio of 1.19, a current ratio of 2.45 and a debt-to-equity ratio of 0.62. ICU Medical has a 12-month low of $107.00 and a 12-month high of $164.35. The business has a fifty day moving average price of $149.22 and a 200-day moving average price of $135.69.

ICU Medical News Summary

Here are the key news stories impacting ICU Medical this week:

• Positive Sentiment: Quarterly EPS beat — ICU reported $1.91 EPS for Q4 vs. the $1.68 consensus, showing better-than-expected profitability for the quarter. ICU Medical (ICUI) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: FY‑2026 guidance raised — Management gave EPS guidance of $7.75–$8.45 for FY‑2026, above the Street consensus (~$7.41), supporting upside to forward estimates and valuation. ICU Medical Announces Fourth Quarter 2025 Results and Provides Fiscal Year 2026 Guidance
• Positive Sentiment: Broker support — Piper Sandler reiterated a Buy rating, which may bolster investor confidence following the results and guidance update. Piper Sandler Sticks to Their Buy Rating for ICU Medical (ICUI)
• Neutral Sentiment: Earnings call and transcript available — Management commentary and the call transcript provide detail on margin drivers, cost actions and product trends for investors to parse; read the transcript/highlights for color on execution and outlook. ICU Medical, Inc. (ICUI) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst detail and metric comparison — Coverage compares key metrics to estimates and prior-year performance; useful for investors digging into revenue mix and margin assumptions. ICU Medical (ICUI) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Negative Sentiment: Revenue missed and declined year‑over‑year — Q4 revenue was $535.94M vs. consensus $541.2M and was down ~14.1% from last year, indicating demand/volume pressure that offsets the EPS beat. ICU Medical Q4 2025 Press Release / Financials
• Negative Sentiment: Profitability down vs. prior year — EPS fell from $2.11 a year ago to $1.91 this quarter and the company reported a slightly negative net margin, underscoring margin pressure despite the beat. ICU Medical Q4 Earnings Snapshot

Institutional Trading of ICU Medical

Several institutional investors have recently bought and sold shares of ICUI. Millennium Management LLC lifted its stake in ICU Medical by 173.4% in the 3rd quarter. Millennium Management LLC now owns 1,089,017 shares of the medical instruments supplier’s stock worth $130,638,000 after purchasing an additional 690,694 shares in the last quarter. UBS Group AG lifted its position in ICU Medical by 239.8% during the third quarter. UBS Group AG now owns 386,555 shares of the medical instruments supplier’s stock worth $46,371,000 after buying an additional 272,782 shares in the last quarter. Ameriprise Financial Inc. lifted its position in ICU Medical by 34.0% during the third quarter. Ameriprise Financial Inc. now owns 803,542 shares of the medical instruments supplier’s stock worth $96,393,000 after buying an additional 203,746 shares in the last quarter. Dimensional Fund Advisors LP boosted its stake in ICU Medical by 16.9% during the third quarter. Dimensional Fund Advisors LP now owns 872,993 shares of the medical instruments supplier’s stock worth $104,718,000 after buying an additional 126,072 shares during the last quarter. Finally, Janus Henderson Group PLC grew its holdings in ICU Medical by 4.2% in the 4th quarter. Janus Henderson Group PLC now owns 2,576,756 shares of the medical instruments supplier’s stock valued at $367,625,000 after buying an additional 103,220 shares in the last quarter. 96.10% of the stock is owned by institutional investors and hedge funds.

About ICU Medical

ICU Medical, Inc, together with its subsidiaries, develops, manufactures, and sells medical devices used in infusion therapy, vascular access, and vital care applications worldwide. Its infusion therapy products include needlefree products under the MicroClave, MicroClave Clear, and NanoClave brands; Neutron catheter patency devices; ChemoClave and ChemoLock closed system transfer devices, which are used to limit the escape of hazardous drugs or vapor concentrations, block the transfer of environmental contaminants into the system, and eliminates the risk of needlestick injury; Tego needle free connectors; Deltec GRIPPER non-coring needles for portal access; and ClearGuard, SwabCap, and SwabTip disinfection caps.