IRMD PRESS-RELEASE SEC Filing Analysis

Latest settled — T+20d

IRMD ▲ +5.62% at T+20d

LONG call ✓ call won +5.62% · α vs SPY +0.34% · entry $87.15 → $92.05

Next anchor: T+60d in 7w

Last close $94.39 (close Jun 8) · +8.31% from $87.15 entry

Entry anchored
Apr 30, 03:59 PM ET
via Databento tick

T+1d

-2.56%

call -2.56% · α -2.22%

$84.92

settled 5w ago

T+5d

-0.47%

call -0.47% · α -2.82%

$86.74

settled 5w ago

T+20d

+5.62%

call +5.62% · α +0.34%

$92.05

settled 9d ago

T+60d

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call — · α —

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in 7w

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Executive Summary

iRadimed reported Q1 2026 revenue of $22.0M (+13% YoY) and GAAP diluted EPS of $0.45 (+22% YoY), beating consensus estimates of $0.45 EPS on $21.3M revenue. The company reaffirmed full-year 2026 guidance and highlighted strong early orders for its next-generation 3870 MRI-compatible IV infusion pump, with significant shipments expected in Q2.

Key Financial Metrics

Guidance

$91.0M-$96.0M

maintained

Free Cash Flow

$7.8M

Gross Margin

77%

Actionable Insight

The strong Q1 beat and reaffirmed guidance with accelerating 3870 pump shipments in Q2-Q3 2026 suggest upside potential. Monitor Q2 2026 results for 3870 revenue ramp and margin expansion — a beat on Q2 guidance would confirm the product cycle thesis.

Key Facts

Q1 2026 revenue $22.0M vs consensus $21.3M (beat)
GAAP diluted EPS $0.45 vs consensus $0.45 (in line)
Revenue grew 13% YoY to $22.0M from $19.5M
GAAP diluted EPS grew 22% YoY to $0.45 from $0.37
Operating income $7.2M, up 33% YoY
Operating cash flow $8.3M, up 93% YoY
Gross margin improved to 77% from 76% YoY
Full-year 2026 guidance reaffirmed: revenue $91M-$96M, GAAP EPS $1.90-$2.05
Q2 2026 guidance: revenue $20M-$21M, GAAP EPS $0.40-$0.44
Declared $0.20/share quarterly dividend
Commercial launch of next-gen 3870 pump with strong early orders

Financial Impact

Revenue beat of ~$0.7M (3.3%) vs consensus; EPS in line; operating cash flow nearly doubled YoY to $8.3M

revenueepsoperating incomeoperating cash flowgross margin

Risk Factors

Q2 2026 guidance midpoint ($20.5M revenue) implies sequential decline from Q1's $22.0M
Full-year guidance implies H2-weighted revenue, creating execution risk on 3870 ramp
Stock trades at ~12x forward EPS (based on $1.90-$2.05 guidance) — limited multiple expansion without sustained beat

Market Snapshot

Exchange

Nasdaq

Sector

Surgical & Medical Instruments & Apparatus

Analyst Consensus

88% bullish (8 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3285905

4 reports for IRMD

T+1T+5T+20T+60

Filters

Reports for IRMD — sortable, filterable
	Type				Now
Jun 4, 2026 5d ago	Insider Cluster NEUTRAL ★ 3/10	$92.95 awaiting T+5	awaiting T+5	—	$94.39 (+1.55%)
May 20, 2026 20d ago	Press Release NEUTRAL ★ 3/10	$90.40 $91.84	▲ +1.59%	▲ +0.36%	$94.39 (+4.41%)
May 1, 2026 5w ago	Press Release BULLISH ★ 7/10	$87.15 $86.74	▼ −0.47%	▼ −2.82%	$94.39 (+8.31%)
Apr 27, 2026 6w ago	Press Release NEUTRAL ★ 3/10	$89.08 $84.92	▼ −4.67%	▼ −5.07%	$94.39 (+5.96%)

US Market Status

Market Closed — Opens in 7h 10m

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