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ICU Medical
ICU Medical (ICUI) investor relations material
ICU Medical 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary14 Jan, 2026
Business and Strategic Overview
Operates as a global MedTech provider focused on IV therapy and critical care, serving over 80 countries and generating ~$2.1B in annual revenue.
Core business is single-use disposables, with majority of revenue from consumables (53%), and strong US market positions in IV connectors and sets.
Achieved significant growth through innovation and strategic M&A, expanding from IV components to a full infusion therapy portfolio, including Hospira, Smiths Medical, and a joint venture with Otsuka.
Operates in a consolidated, high-barrier industry with sticky demand, long product and contract cycles, and high regulatory barriers.
Global scale, clinically preferred products, and diversified recurring revenue underpin competitive advantage.
Industry Trends and Demand Drivers
IV therapy is essential, with over 90% of patients receiving it, and demand is driven by long product cycles, high switching costs, and growth in outpatient and specialty care.
Focus on caregiver safety, device interoperability, and reducing hospital-acquired infections.
Growth strategy targets niche, faster-growing markets within infusion therapy, emphasizing safety, efficiency, and workflow improvements.
Innovation and Product Development
Major investment in new infusion pump systems and software (LifeShield, Plum Duo, Plum Solo, Medfusion 5000), with a new IV Performance Platform offering shared cloud-based software and advanced integration.
Over $100 million invested in pump innovation, focusing on refreshing installed base and competitive share gains.
Software innovation targets deeper clinical integration, IV-EHR interoperability, and future AI analytics.
Consumables innovation addresses infection risk, medication integrity, workflow efficiency, and standardization, driving consistent 5-7% annual growth.
Vital Care segment turnaround strategy
Timeline to achieve 2.0x leverage target
SaaS monetization strategy for new IV platform
What specific actions drive 200 bps gross margin gain?
How will new integrated pump system drive market share?
Key remaining post-acquisition risks beyond tariffs?
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Next ICU Medical earnings date
Q4 202527 Feb, 2026
ICU Medical
Next ICU Medical earnings date
Q4 202527 Feb, 2026
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Eferix Drawings Google Play
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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.
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