InfuSystem (INFU) reported second-quarter 2026 net revenues of $36.9 million, up 2.6% from $36.0 million a year earlier. Net income was $3.2 million, or $0.15 per diluted share, compared with $2.6 million, or $0.12 per diluted share, in the prior-year quarter.
The company reaffirmed full-year 2026 guidance, including pro-forma net revenue growth of 6% to 8% after adjusting for the GE Healthcare contract restructuring, and adjusted EBITDA margin in the mid to low 20% range.
- Patient Services net revenue rose 15.2% to $24.8 million, driven by Oncology and Wound Care.
- Device Solutions net revenue fell 16.1% to $12.1 million, including the impact of the GE Healthcare contract restructuring.
- Gross profit increased 7.7% to $21.4 million, while gross margin rose to 58.0% from 55.2%.
- Adjusted EBITDA was $8.6 million, or 23.4% of net revenue.
- Company liquidity totaled $55.2 million as of June 30, 2026.
- Stock repurchases totaled $3.5 million for the quarter.
$INFU Insider Trading Activity
$INFU insiders have traded $INFU stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $INFU stock by insiders over the last 6 months:
- BARRY G STEELE (Executive VP and CFO) purchased 2,064 shares for an estimated $18,906
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$INFU Hedge Fund Activity
We have seen 50 institutional investors add shares of $INFU stock to their portfolio, and 37 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AWM INVESTMENT COMPANY, INC. removed 360,579 shares (-64.2%) from their portfolio in Q1 2026, for an estimated $3,328,144
- ACADIAN ASSET MANAGEMENT LLC added 185,284 shares (+41.3%) to their portfolio in Q1 2026, for an estimated $1,710,171
- MINERVA ADVISORS LLC added 125,374 shares (+11.6%) to their portfolio in Q1 2026, for an estimated $1,157,202
- MARSHALL WACE, LLP added 121,430 shares (+84.5%) to their portfolio in Q1 2026, for an estimated $1,120,798
- AMERICAN CENTURY COMPANIES INC added 120,863 shares (+34.3%) to their portfolio in Q1 2026, for an estimated $1,115,565
- TWO SIGMA INVESTMENTS, LP added 115,529 shares (+165.3%) to their portfolio in Q1 2026, for an estimated $1,066,332
- CITADEL ADVISORS LLC added 100,238 shares (+143.8%) to their portfolio in Q1 2026, for an estimated $925,196
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
