)
Visual
earnings real time
ICU Medical (ICUI) investor relations material
ICU Medical Piper Sandler 37th Annual Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Piper Sandler 37th Annual Healthcare Conference summary4 Dec, 2025
Market environment and business trends
U.S. hospital volumes remain healthy with slight year-over-year increases; no evidence of capital constraints impacting purchasing decisions.
Less than 10% of revenue is from capital equipment, mainly infusion pumps, with most capital purchases driven by necessity.
Consumables segment has shown durable growth, compounding at 5-6% annually, supported by strong volumes, market share gains from industry events, and innovation in specialty markets.
Competitive landscape and product strategy
Increased RFP activity in infusion pumps due to competitors' regulatory challenges; integrated pump and software solutions position the company well for market share gains.
Defending install base through technology, software integration, and bundled consumables; new technology rollouts aim to improve workflow and customer retention.
Pump replacement cycle for existing install base expected to begin in earnest late 2026 or early 2027, with a multi-year refresh opportunity across all pump modalities.
Software and innovation
Unified software suite (LifeShield) connects all pump modalities, enhancing workflow, safety, and enterprise management for large hospital systems.
Software integration is expected to drive long-term P&L benefits and increase customer stickiness, with only 15% of hospitals currently fully integrated.
Future data analytics features will be considered once sufficient software market share is achieved.
Quantify LifeShield's long-term P&L impact
Pump refresh: What new value does it create?
Tariffs: What factors influence 2026 impact?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next ICU Medical earnings date
Q4 202527 Feb, 2026
Next ICU Medical earnings date
Q4 202527 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
ICU Medical Inc develops, manufactures, and sells medical devices used in infusion therapy, oncology, and critical care. The company’s products include IV sets, pumps, needle-free connectors, and related systems used by hospitals and healthcare providers. The company is headquartered in San Clemente, California, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage