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InfuSystem Holdings, Inc. 8-K Filings

INFU NYSE

Every 8-K that InfuSystem Holdings, Inc. (INFU) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow INFU and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full INFU filings page.

Rhea-AI Summary

InfuSystem Holdings, Inc. (INFU) announced that it will host an investor webcast presentation on September 24, 2026 at 2:00 p.m. Eastern Time. The event will feature an introductory presentation by President and CEO Carrie Lachance and EVP/CFO Barry Steele covering the company’s corporate strategy, business model and growth initiatives.

Following the formal presentation, investors will be able to submit questions through an interactive Q&A portal. Access to the webcast will be provided via a Zoom registration link and through the company’s investor relations website. The related press release is furnished as an exhibit to this report under a Regulation FD disclosure.

Rhea-AI Summary

InfuSystem Holdings, Inc. outlines a home healthcare services platform that shifts complex therapies from hospitals to the home through two revenue engines: Patient Services and Device Solutions. Patient Services generates about 60% of revenue and Device Solutions about 40%, supported by 800+ payer contracts and relationships with 18 of the top 20 U.S. hospital systems.

For 2025, net revenue was $143.4 million, up 6% year over year, with adjusted EBITDA of $31.5 million, up 25%, driving a 21.9% adjusted EBITDA margin and 8.3% operating margin. Wound Care treatment revenue grew 103% in 2025 as a key adjacent therapy, while LTM adjusted EBITDA margin reached 22.4% as of the second quarter of 2026. As of June 30, 2026, equity was $59.1 million, total long-term debt $20.4 million, net leverage 0.61x and total available liquidity $55.2 million, backed by $23.4 million of cash provided by operations. Management targets 6–8% pro forma revenue growth and adjusted EBITDA margins in the low-to-mid 20% range over time.

Rhea-AI Summary

InfuSystem Holdings, Inc. reported second quarter 2026 net revenues of $36.9 million, up 2.6% from $36.0 million a year earlier, with record revenue driven by strong Patient Services growth. Patient Services revenue rose to $24.8 million, up 15.2%, while Device Solutions revenue declined to $12.1 million, down 16.1%, reflecting a previously restructured GE Healthcare biomedical services contract and lower equipment sales.

Gross profit increased to $21.4 million with gross margin improving to 58.0%, supported by higher Device Solutions margins. Net income was $3.2 million, or $0.15 per diluted share, versus $2.6 million, or $0.12, in 2025. Non-GAAP Adjusted EBITDA rose to $8.6 million, a 7.6% increase, with margin of 23.4%. Liquidity totaled $55.2 million as of June 30, 2026, and net debt was $19.5 million. The company repurchased $3.5 million of stock in the quarter and reaffirmed full-year 2026 guidance for pro-forma net revenue growth of 6%–8% and Adjusted EBITDA margins in the mid to low 20% range.

Rhea-AI Summary

InfuSystem Holdings, Inc. announced it will release its second quarter 2026 financial results on Tuesday, August 4, 2026 before the market opens. Management will host a conference call for investors the same day at 9:00 a.m. Eastern Time, accessible by telephone and live webcast through the company’s investor relations website. A telephone and web replay will be available through Wednesday, November 4, 2026. InfuSystem describes itself as a leading national health care service provider operating two platforms: Patient Services and Device Solutions.

Rhea-AI Summary

InfuSystem Holdings, Inc. announced that its Board of Directors has approved a new stock repurchase program authorizing the Company to buy back up to $20 million of its outstanding common stock. The program will run from July 1, 2026 through June 30, 2028.

This new authorization will supersede the current repurchase program, which is scheduled to expire on June 30, 2026. Under the current authorization, InfuSystem repurchased approximately 1.6 million shares for about $11.9 million through March 31, 2026, reflecting ongoing use of buybacks as a capital allocation tool.

Rhea-AI Summary

InfuSystem Holdings, Inc. reported a board leadership change following its 2026 Annual Meeting of Stockholders held on May 11, 2026. The newly constituted Board of Directors elected Beverly Huss to serve as Chairman of the Board of Directors.

The company states that there are no arrangements or understandings with other persons related to her appointment, no family relationships between Ms. Huss and any directors or executive officers, and no material related-party transactions involving her that require disclosure under Item 404(a) of Regulation S-K.

Rhea-AI Summary

InfuSystem Holdings, Inc. reported results from its 2026 annual stockholder meeting and an update to its equity compensation plan. Stockholders approved a Third Amendment to the 2021 Equity Incentive Plan, increasing the maximum number of shares of common stock reserved for issuance under the plan to 7,000,000 shares. The plan allows a range of equity and cash awards for employees, consultants, and directors, administered by the Board’s Compensation Committee.

All seven Board nominees were elected, each receiving over 11.8 million votes in favor with 3.7 million broker non-votes. On a non-binding, advisory basis, stockholders approved executive compensation with about 11.9 million votes for and 1.1 million against. They also approved the equity plan amendment and ratified Grant Thornton LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026.

Rhea-AI Summary

InfuSystem Holdings reported first quarter 2026 net revenues of $33.7 million, down 3% from $34.7 million a year earlier, mainly due to a restructured GE Healthcare biomedical services contract. On a pro-forma basis, revenue grew 1.7%.

Patient Services net revenue rose 6% to $22.1 million, driven by Oncology and rapidly expanding Wound Care, while Device Solutions fell 17% to $11.6 million. Net income was $1.0 million, or $0.05 per diluted share, compared with a net loss of $0.3 million, or $0.01 per diluted share, last year.

Adjusted EBITDA was $6.4 million with an 18.9% margin, roughly flat in dollars but higher as a percentage of revenue. Liquidity totaled $57.1 million as of March 31, 2026, and the company reaffirmed full-year 2026 guidance for 6%–8% pro-forma net revenue growth and Adjusted EBITDA margins in the mid to low 20% range.

Rhea-AI Summary

InfuSystem Holdings, Inc. announced it will release its first quarter 2026 financial results on May 7, 2026, before the market opens. On the same day, the Company will host a conference call at 9:00 a.m. Eastern Time for investors and other interested parties.

Participants can join by phone or via a live webcast in the Investors section of InfuSystem’s website, with a telephone and online replay available through May 14, 2026.

Rhea-AI Summary

InfuSystem Holdings, Inc. has changed its independent auditor for the fiscal year ending December 31, 2026. After a competitive selection process, the board’s Audit Committee dismissed Deloitte & Touche LLP and appointed Grant Thornton LLP to audit the 2026 consolidated financial statements, quarterly reviews, and internal control over financial reporting.

The company states that Deloitte’s audit reports for 2025 and 2024 contained no adverse opinions, disclaimers, or qualifications. It also reports no disagreements or reportable events with Deloitte over those years and through March 13, 2026, and says it did not previously consult Grant Thornton on accounting or audit matters. A confirming letter from Deloitte is filed as an exhibit.

Rhea-AI Summary

InfuSystem Holdings, Inc. reported that President and Chief Executive Officer Carrie Lachance and Chief Financial Officer Barry Steele will participate in the 38th Annual ROTH Conference on March 23, 2026, at The Ritz-Carlton Laguna Niguel in Dana Point, California.

Management plans to host in-person one-on-one meetings with investors throughout the day, arranged through ROTH Capital conference representatives or the event registration site. The company describes itself as a leading national health care service provider with two main platforms, Patient Services and Device Solutions, supporting outpatient care involving complex durable medical equipment.

Rhea-AI Summary

InfuSystem Holdings furnished an investor presentation highlighting another year of record results and its long-term growth strategy. Net revenues reached $143.4 million in 2025, up from $134.9 million in 2024, marking seven consecutive years of record revenue. 2025 Adjusted EBITDA increased to $31.5 million, with Adjusted EBITDA margin improving to 21.9% and overall gross margin rising to 56.0%.

The presentation shows a balanced model between Patient Services and Device Solutions, with 2025 revenues of $86.5 million and $56.9 million, respectively. As of December 31, 2025, equity was $57.3 million, total long-term debt $19.6 million, net leverage 0.52x, and total available liquidity $58.2 million. Cash provided by operations over the trailing twelve months was $24.4 million. The company also discussed a renewed $20 million stock repurchase program, under which it had bought back $11 million of shares by year-end 2025.

Rhea-AI Summary

InfuSystem Holdings, Inc. reported another year of record results for 2025, with full-year net revenue of $143.4 million, up 6% from 2024. Net income rose sharply to $6.6 million, an increase of 183%, while adjusted EBITDA grew 24% to $31.5 million, reflecting stronger profitability.

Fourth-quarter net revenue was $36.2 million, up 7%, and diluted EPS reached $0.10, up 150%. Gross margin improved to 56.0% for the year, and operating cash flow increased 19% to $24.4 million. Net debt declined to $16.4 million as of December 31, 2025, supported by higher cash flow and lower capital spending.

Management highlighted strong growth in Wound Care, with fourth-quarter revenue up over 160%, and continued share repurchases. For 2026, the company restructured its largest biomedical services contract, reducing annual revenue by $7.1 million, or 5.5%, but still expects pro-forma net revenue growth of 6–8% and adjusted EBITDA margins in the mid to low 20% range.

Rhea-AI Summary

InfuSystem Holdings, Inc. filed a current report announcing the timing of its upcoming financial disclosure. The company plans to release preliminary fourth quarter and full-year 2025 results on February 24, 2026 before the market opens.

InfuSystem will host an investor conference call on the same day at 9:00 a.m. Eastern Time to discuss these results, with both live webcast access and a telephone replay available through early March. The filing clarifies that the related press release is furnished under Regulation FD and is not deemed filed for liability purposes.

Rhea-AI Summary

InfuSystem Holdings, Inc. reported that the Centers for Medicare and Medicaid Services (CMS) has added two of the electronic infusion pumps it uses in its Pain Management services business to the list of qualifying products for separate payment under the Non-Opiods Prevent Addiction in the Nation (NOPAIN) Act. This means those specific non-opioid pain management pumps can be reimbursed separately by CMS, rather than being bundled into broader procedure payments.

The update highlights growing recognition of non-opioid pain management options within federal reimbursement programs, which may help support adoption of InfuSystem’s CMS-qualifying pumps within its Pain Management services line.

Rhea-AI Summary

InfuSystem Holdings, Inc. furnished an Investor Presentation dated November 13, 2025 under Item 7.01 (Regulation FD). The presentation is attached as Exhibit 99.1.

The materials are expressly furnished, not filed, and therefore are not subject to Section 18 liabilities and are not incorporated by reference into other Securities Act or Exchange Act filings.

Rhea-AI Summary

InfuSystem Holdings, Inc. announced that President and CEO Carrie Lachance and CFO Barry Steele will participate in the 16th Annual Craig-Hallum Alpha Select Conference on November 18, 2025.

The company furnished this update under Item 7.01 (Regulation FD). A related press release was provided as Exhibit 99.1 and is designated as furnished, not filed, under the Exchange Act.

Rhea-AI Summary

InfuSystem Holdings (INFU) furnished its third-quarter 2025 results via an 8-K. The company reported that a press release detailing Q3 2025 financial results was provided under Item 2.02 and attached as Exhibit 99.1. The company states this information is furnished, not filed, under the Exchange Act, and therefore not subject to Section 18 liabilities. The filing also includes the Inline XBRL cover page file as Exhibit 104.

Rhea-AI Summary

InfuSystem Holdings, Inc. announced it will disclose its third‑quarter 2025 financial results on November 4, 2025 before the market opens. The company will host a conference call for investors the same day at 9:00 a.m. Eastern Time.

The related press release is furnished as Exhibit 99.1.

Rhea-AI Summary

InfuSystem Holdings, Inc. furnished an updated investor presentation dated October 6, 2025, under a Regulation FD disclosure. The presentation is attached as Exhibit 99.1 to this current report. The company states that the information in this section and in the investor presentation is being furnished rather than filed, so it is not subject to certain liability provisions of the Exchange Act and is not automatically incorporated into other securities law filings.

Rhea-AI Summary

InfuSystem Holdings, Inc. filed a current report to share that its President and Chief Executive Officer, Carrie Lachance, and its Chief Financial Officer, Barry Steele, will participate in the 4th Annual ROTH Healthcare Opportunities Conference on October 9, 2025. The participation was announced in a press release dated September 25, 2025, which is included as Exhibit 99.1 and furnished under Regulation FD, meaning it is provided for information purposes and is not treated as filed for liability purposes. The report also includes an Inline XBRL cover page data file as Exhibit 104.