ICUI ICU Medical Inc

ICU Medical has transitioned from a difficult integration period towards focusing on growth and margin expansion, notably by divesting its low-margin IV solutions business and launching new products. This strategic shift is expected to improve gross margins to 43-45%, achieve sustained EBITDA margins over 20%, and support double-digit free cash flow growth for deleveraging. Despite low growth, the company's valuation based on discounted cash flow and margin leverage suggests a fair value in the $180s, making it an attractive option among small med-tech companies.

ICU Medical is recalling certain IV Gravity Burette Sets because they are missing an internal shut-off valve, which could lead to serious adverse health consequences including injury or death. The FDA has identified this as the most serious type of recall. Customers are advised to stop using affected products immediately, identify, and destroy or quarantine them.

This report from Coherent Market Insights details the Programmable Infusion Pumps And Catheters Market from 2025 to 2032, highlighting key insights, segmentation, and growth opportunities. It covers strategic investment hotspots, regional trends, and profiles major industry players like ICU Medical, Inc., Smiths Group plc., and Baxter International Inc. The study provides a comprehensive analysis of market structure, performance, and future developments, aiding decision-makers in navigating the evolving landscape.

ICU Medical (ICUI) is under investor scrutiny due to weakening sales and shrinking free cash flow margins, despite a recent 24.3% share price rebound over three months. The company is considered 18.7% undervalued with a fair value near $181, largely driven by expected improvements from manufacturing consolidations, portfolio optimization, and integration synergies from the Smiths Medical acquisition. Potential future growth and recurring cash flows are anticipated from a multiyear replacement cycle for infusion pumps.

ICU Medical (ICUI) is facing investor concerns due to weakening sales and shrinking free cash flow margins, despite a recent 24.3% share price rebound over three months. The company is considered 18.7% undervalued with a fair value near $181, driven by anticipated margin rebuild, cash flow renewal, and earnings growth following manufacturing network consolidations and integration synergies from the Smiths Medical acquisition. However, persistent tariff headwinds and ongoing integration costs could pose risks to this positive outlook.

ICU Medical, Inc. (NASDAQ:ICUI) has received a "Moderate Buy" consensus rating from five analysts, with an average 1-year price target of $175.67. The company recently reported strong Q3 earnings, beating analyst expectations for EPS and revenue, though revenue saw an 8.9% YoY decline. Institutional investors hold approximately 96.1% of the stock, while recent insider transactions show sales by a director and VP.