InfuSystem Holdings, Inc. (INFU)
InfuSystem Holdings, Inc. provides infusion pumps and related services across the United States and Canada. The company operates through its Integrated Therapy Services (ITS) and Durable Medical Equipment Services (DME Services) segments, serving oncology and other healthcare markets.
Company Overview
InfuSystem Holdings delivers specialized infusion solutions and durable medical equipment, focusing on oncology and alternate site settings, offering a compelling investment opportunity within the growing healthcare services market with a current P/E ratio of 29.04 and a gross margin of 55.4%.
Investment Thesis
InfuSystem Holdings presents a compelling investment opportunity within the healthcare sector, driven by its specialized focus on infusion therapy and durable medical equipment. With a market capitalization of $0.16 billion and a profit margin of 3.9%, the company demonstrates potential for growth. The increasing demand for ambulatory infusion pumps in oncology and pain management, coupled with the expansion of alternate site settings, positions InfuSystem for sustained revenue growth. The company's Integrated Therapy Services (ITS) segment, in particular, benefits from the rising incidence of cancer and the shift towards outpatient chemotherapy. Key value drivers include the company's strong customer support network and its ability to provide comprehensive maintenance and repair services. The company's high gross margin of 55.4% suggests efficient operations and pricing power.
Key Highlights
- Market Cap of $0.16B indicates the company's current valuation in the market.
- P/E Ratio of 29.04 reflects investor sentiment and valuation relative to earnings.
- Gross Margin of 55.4% demonstrates efficient cost management and pricing strategy.
- Profit Margin of 3.9% shows the percentage of revenue that turns into profit after all expenses.
- Beta of 1.68 indicates higher volatility compared to the market, suggesting potential for higher returns but also higher risk.
Competitors
Strengths
- Specialized expertise in infusion therapy.
- Established relationships with healthcare providers.
- Comprehensive service and support network.
- Recurring revenue from disposable supplies and maintenance.
Weaknesses
- Relatively small market capitalization.
- Concentration of revenue in specific therapeutic areas.
- Dependence on key suppliers for infusion pumps.
- Profit margin could be improved.
Catalysts
- Upcoming: Potential acquisitions or partnerships to expand product offerings and market reach.
- Ongoing: Increasing adoption of ambulatory infusion pumps in oncology and pain management.
- Ongoing: Expansion of alternate site settings driving demand for portable infusion solutions.
Risks
- Potential: Intense competition from larger medical device companies could erode market share.
- Potential: Regulatory changes and pricing pressures could impact profitability.
- Potential: Technological obsolescence could render existing products outdated.
- Ongoing: Economic downturn affecting healthcare spending could reduce demand for infusion services.
Growth Opportunities
- Expansion of Integrated Therapy Services (ITS): The increasing prevalence of cancer and the growing preference for outpatient chemotherapy create a significant opportunity for InfuSystem to expand its ITS segment. By focusing on providing advanced ambulatory infusion pumps and related supplies to oncology clinics, the company can capitalize on this trend. The market for cancer treatment is projected to reach $200 billion by 2027, offering a substantial growth runway for InfuSystem.
- Penetration of Alternate Site Settings: InfuSystem can further penetrate alternate site settings such as home care and home infusion providers, skilled nursing facilities, and pain centers. As healthcare shifts towards more decentralized models, the demand for portable and user-friendly infusion solutions in these settings will increase. By tailoring its product offerings and support services to meet the specific needs of these markets, InfuSystem can drive revenue growth.
- Geographic Expansion into Canada: InfuSystem already has operations in Canada, but there is potential to expand its presence and market share. The Canadian healthcare market offers a stable and regulated environment for medical device companies. By investing in sales and marketing efforts and establishing strategic partnerships with Canadian healthcare providers, InfuSystem can increase its revenue and profitability in this market.
- Development of New Infusion Technologies: Investing in research and development to create new and innovative infusion technologies can provide InfuSystem with a competitive edge. This could include developing smart pumps with advanced monitoring capabilities, or creating specialized infusion solutions for specific disease states. By staying at the forefront of technological advancements, InfuSystem can attract new customers and retain existing ones.
- Strategic Acquisitions and Partnerships: InfuSystem can pursue strategic acquisitions and partnerships to expand its product portfolio, geographic reach, and customer base. This could involve acquiring smaller companies with complementary technologies or entering into partnerships with larger healthcare providers. By carefully selecting and integrating acquisitions and partnerships, InfuSystem can accelerate its growth and enhance its market position.
Opportunities
- Expansion into new geographic markets.
- Development of new infusion technologies.
- Strategic acquisitions and partnerships.
- Increasing demand for home-based healthcare.
Threats
- Intense competition from larger medical device companies.
- Regulatory changes and pricing pressures.
- Technological obsolescence.
- Economic downturn affecting healthcare spending.
Competitive Advantages
- Specialized focus on infusion therapy creates expertise.
- Established relationships with healthcare providers.
- Comprehensive service and support network.
- Recurring revenue from disposable supplies and maintenance.
About
InfuSystem Holdings, Inc., established in 2005 and headquartered in Rochester Hills, Michigan, operates as a leading provider of infusion pumps and related products and services in the United States and Canada. The company is structured into two primary segments: Integrated Therapy Services (ITS) and Durable Medical Equipment Services (DME Services). The ITS segment focuses on supplying electronic ambulatory infusion pumps and associated disposable supply kits to oncology, infusion, and hospital outpatient chemotherapy clinics. These products are critical for the treatment of various cancers, including colorectal cancer, as well as for pain management and other disease states. The DME Services segment is involved in the sale, rental, and leasing of new and pre-owned pole-mounted and ambulatory infusion pumps, along with other durable medical equipment. This segment also sells treatment-related consumables and provides biomedical recertification, maintenance, and repair services. InfuSystem serves a diverse range of healthcare settings, including oncology practices, home care and home infusion providers, skilled nursing facilities, pain centers, and hospitals. The company distinguishes itself through its comprehensive customer support, including local and field-based assistance, and its operation of pump service and repair centers, ensuring reliability and continuity of care for its clients.
What They Do
- Provides electronic ambulatory infusion pumps.
- Supplies disposable supply kits for infusion pumps.
- Offers infusion solutions for oncology and pain management.
- Sells, rents, and leases new and pre-owned infusion pumps.
- Provides biomedical recertification, maintenance, and repair services.
- Offers local and field-based customer support.
- Operates pump service and repair centers.
Business Model
- Sales and rental of infusion pumps and related equipment.
- Recurring revenue from the sale of disposable supply kits.
- Service revenue from biomedical recertification, maintenance, and repair.
- Leasing of infusion pumps to healthcare providers.
Industry Context
InfuSystem operates within the medical instruments and supplies industry, a sector experiencing steady growth due to an aging population and increasing prevalence of chronic diseases. The market for infusion pumps is expanding, driven by technological advancements and the shift towards home-based healthcare. InfuSystem competes with companies offering similar infusion solutions and durable medical equipment. Key competitors include ELMD, HSDT, IVA, KRMD, and NNOX. The industry is subject to regulatory oversight and pricing pressures, requiring companies to innovate and maintain cost-effectiveness to remain competitive.
Key Customers
- Oncology clinics and hospitals.
- Home care and home infusion providers.
- Skilled nursing facilities.
- Pain centers.
Financials
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $36M | $2M | $0.11 |
| Q2 2025 | $36M | $3M | $0.12 |
| Q1 2025 | $35M | $-267,000 | $-0.01 |
| Q4 2024 | $34M | $933,000 | $0.04 |
Source: Company filings
Chart & Info
Price Chart
InfuSystem Holdings, Inc. (INFU) stock price: $7.54 (+0.00, +0.00%)
Why Bull
- •Recent insider buying suggests confidence in the company's future, indicating that those closest to the business believe in its growth potential.
- •Community sentiment has turned positive, with discussions highlighting the company's strong position in the healthcare services sector.
- •New contracts and partnerships announced in the last month have bolstered investor optimism about revenue growth.
- •Analysts have noted an increasing demand for healthcare solutions, positioning InfuSystem favorably in a growing market.
Why Bear
- •Concerns over potential regulatory changes in the healthcare industry have raised uncertainties among investors.
- •Social media sentiment has shown some skepticism, with discussions around competition and market share erosion affecting confidence.
- •Recent earnings reports have not met some expectations, leading to questions about the company's operational efficiency.
- •Overall market volatility has made investors cautious, causing some to reassess their positions in InfuSystem.
Latest News
-
Prestige Consumer Healthcare (PBH) Q3 Earnings Lag Estimates
Yahoo! Finance: INFU News · Feb 5, 2026
-
Prestige Consumer Healthcare (PBH) Q3 Earnings Lag Estimates
Zacks · Feb 5, 2026
-
InfuSystem: Regulatory Backed Market Catalyst
seekingalpha.com · Jan 30, 2026
-
Earnings Scheduled For November 4, 2025
benzinga · Nov 4, 2025
Technical Analysis
Rationale
AI-generated technical analysis for INFU including trend direction, momentum, and pattern recognition.
What to Watch
Key support and resistance levels, volume signals, and upcoming events.
Risk Management
Position sizing, stop-loss levels, and risk-reward assessment.
Community
Discussion
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Sentiment
Community sentiment and discussion activity for INFU.
Make a Prediction
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Current price: $7.54
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for INFU.
Price Targets
Median: $14.00 (+85.7% from current price)
Insider Flow (30d)
No insider trades in the last 30 days.
MoonshotScore
Score Factors
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Revenue Growth 4/100
Revenue grew only 7.2% YoY, suggesting the company is in a slower growth phase.
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Gross Margin 8/100
Gross margin at 55.4% indicates good unit economics and healthy profitability per sale.
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Operating Leverage 4/100
Limited operating leverage due to slower revenue growth, keeping profit scaling constrained.
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Cash Runway 5/100
Limited cash of $1M could constrain flexibility; watch for dilution risk or debt issuance.
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R&D Intensity 5/100
R&D spending data is currently unavailable for this company.
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Insider Activity 6/100
No significant insider buying or selling recently, which is neutral for the stock outlook.
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Short Interest 10/100
Daily turnover of 0.75% indicates healthy liquidity with smooth entry/exit for investors.
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Price Momentum 0/100
No bullish technical signals detected. The stock lacks upward price momentum currently.
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News Sentiment 5/100
No sentiment data available
What does this score mean?
The MoonshotScore rates INFU's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Competitors & Peers
Latest News
Prestige Consumer Healthcare (PBH) Q3 Earnings Lag Estimates
Prestige Consumer Healthcare (PBH) Q3 Earnings Lag Estimates
InfuSystem: Regulatory Backed Market Catalyst
Earnings Scheduled For November 4, 2025
Frequently Asked Questions
What does InfuSystem Holdings, Inc. do?
InfuSystem Holdings, Inc. operates as a leading provider of infusion pumps and related products and services in the United States and Canada. The company focuses on supplying electronic ambulatory infusion pumps and associated disposable supply kits to oncology, infusion, and hospital outpatient chemotherapy clinics. Additionally, InfuSystem provides durable medical equipment services, including the sale, rental, and leasing of new and pre-owned infusion pumps, along with biomedical recertification, maintenance, and repair services. The company serves a diverse range of healthcare settings, ensuring comprehensive support for its clients.
Is INFU stock a good buy?
InfuSystem Holdings presents a mixed investment profile. The company's specialized focus on infusion therapy and durable medical equipment, coupled with a gross margin of 55.4%, suggests potential for growth. However, the relatively small market capitalization of $0.16 billion and a profit margin of 3.9% indicate potential risks. Investors should carefully consider the company's growth opportunities, competitive landscape, and financial performance before making an investment decision. The P/E ratio of 29.04 should be evaluated in the context of industry peers and future earnings growth expectations.
What are the main risks for INFU?
InfuSystem faces several risks, including intense competition from larger medical device companies, which could erode market share and pricing power. Regulatory changes and pricing pressures in the healthcare industry could also impact profitability. Additionally, the company faces the risk of technological obsolescence, which could render its existing products outdated. An economic downturn affecting healthcare spending could reduce demand for infusion services, impacting revenue and earnings. Investors should carefully assess these risks before investing in INFU.
Is INFU a good stock to buy?
Whether INFU is a good investment depends on your financial goals, risk tolerance, and investment horizon. Review the Investment Thesis, SWOT analysis, and Risk sections on this page. Always do your own research and consult a financial advisor before investing.
What is the INFU MoonshotScore?
MoonshotScore is our proprietary AI-powered rating system that evaluates stocks based on growth potential, financial health, market momentum, and risk factors. It helps investors quickly identify high-potential opportunities. Check the MoonshotScore badge on this page for the current rating.
How often is INFU data updated?
Stock prices are updated in real-time during market hours (9:30 AM - 4:00 PM ET). Company fundamentals, analyst ratings, and AI insights are refreshed daily. News is updated continuously throughout the day.
What are the growth catalysts for INFU?
Growth catalysts vary by company and may include new product launches, market expansion, earnings surprises, partnerships, or industry tailwinds. Check the Catalysts section on this page for specific drivers relevant to InfuSystem Holdings, Inc..
Who are INFU's main competitors?
InfuSystem Holdings, Inc.'s competitors depend on its industry and market segments. Check the Competitors section on this page for a list of direct competitors and how INFU compares.
What do analysts say about INFU?
Analyst ratings and price targets for INFU are aggregated from multiple sources. Check the Analyst Consensus tab for buy/hold/sell ratings and the current consensus price target.
What is INFU's market cap?
Market capitalization reflects the total market value of INFU's outstanding shares. Check the Key Statistics section at the top of this page for the current market cap and other key financial metrics.
How has INFU stock performed recently?
Check the Chart & Info tab for INFU's recent price action, including daily, weekly, and monthly performance charts with technical indicators.
What are the risks of investing in INFU?
Every stock carries risk. Check the Risks and Weaknesses sections on this page for INFU-specific risk factors. Consider macroeconomic conditions, industry trends, and company-specific challenges.
Are insiders buying or selling INFU?
Insider activity can signal management confidence. Check the Insider Flow tab for recent insider buys, sells, and exercise transactions for INFU.
Is INFU a good stock for beginners?
InfuSystem Holdings, Inc. (INFU) can be suitable for beginner investors depending on several factors. Look at the MoonshotScore on this page for an overall AI-powered assessment of growth potential and risk. Beginners should also check the company's market cap (larger companies tend to be less volatile), gross margin (higher margins mean stronger business fundamentals), and cash position (healthy cash reduces bankruptcy risk). Always start with a small position size and never invest money you cannot afford to lose.
How risky is INFU for first-time investors?
Every stock carries risk, including InfuSystem Holdings, Inc. (INFU). First-time investors should review the Risk Factors section on this page for company-specific risks. Key risk indicators include price volatility (check the chart for daily swings), insider selling activity (see Insider Flow tab), and cash runway (see MoonshotScore breakdown). A diversified portfolio with an index fund like the S&P 500 as a core holding is generally recommended before adding individual stocks like INFU.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Data provided for informational purposes only.
- Stock data pending update. Financial metrics are based on the most recent available data.