IRADIMED CORP (IRMD) Earnings History

IRADIMED CORP - Q4 2025 EarningsBeat

Filed at: Feb 10, 2026, 8:00 AM EST|Read from source

EXECUTIVE SUMMARY

Iradimed Corporation reported a record fourth quarter and full year of 2025, driven by strong revenue growth and increased earnings. The company also announced a dividend increase, reflecting confidence in its business outlook and continued focus on innovation and operational efficiency.

POSITIVE HIGHLIGHTS

  • •

    Reported record revenue of $22.7 million for the fourth quarter of 2025, an increase of 17% year-over-year.

    positive
  • •

    Reported record GAAP diluted EPS of $0.50 and non-GAAP diluted EPS of $0.54 for the fourth quarter of 2025, up 25% and 23% respectively year-over-year.

    positive
  • •

    Reported record GAAP diluted EPS of $1.75 and non-GAAP diluted EPS of $1.93 for the full year of 2025, up 17% and 16% respectively year-over-year.

    positive
  • •

    Increased regular quarterly cash dividend to $0.20 per share from $0.17 per share.

    positive
  • •

    Gross profit margin for the fourth quarter was 75%, compared to 76% in the prior year period.

    neutral
  • •

    Gross profit margin for the full year was constant at approximately 77% for both 2025 and 2024.

    neutral

CONCERNS & RISKS

  • •

    Cash flow from operations for the three months ended December 31, 2025, was $5.9 million, compared to $6.0 million for the three months ended December 31, 2024, a decrease of 2%.

    attention
  • •

    Cash flow from operations for the year ended December 31, 2025, was $24.9 million, compared to $25.6 million for the year ended December 31, 2024, a decrease of 3%.

    attention
  • •

    Inventory purchases ahead of the Model 3870 launch negatively impacted cash flow from operations for the full year 2025.

    attention
  • •

    Domestic sales represented 81% of total revenue in Q4 2025, down from 85% in Q4 2024.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$22.69M
+17.0%
Prior year: $19.39M
Annual (YTD)
$83.81M
N/A
Prior year: $73.24M
Net Income
Quarterly
$6.44M
+25.2%
Prior year: $5.15M
Annual (YTD)
$22.48M
N/A
Prior year: $19.23M
EPS (Diluted)
Quarterly
$0.50
+25.0%
Prior year: $0.40
Annual (YTD)
$1.75
N/A
Prior year: $1.50
Operating Income
Quarterly
$7.09M
+22.3%
Prior year: $5.80M
Annual (YTD)
$26.15M
N/A
Prior year: $21.96M
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Gross Margin
Current Quarter
75.1%
Prior Year
76.1%
YoY Change
-107 bps
Operating Margin
Current Quarter
31.3%
Prior Year
30.1%
YoY Change
+119 bps
Net Margin
Current Quarter
28.4%
Prior Year
26.5%
YoY Change
+185 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 2025 2025

VISUAL OVERVIEW

|
MRI Compatible IV Infusion Pump Systems
0.0%
N/A
MRI Compatible Patient Vital Signs Monitoring Systems
0.0%
N/A
Ferro Magnetic Detection Systems
0.0%
N/A
Amortization of extended maintenance agreements
0.0%
N/A
Disposables
0.0%
N/A
Services and other
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
MRI Compatible IV Infusion Pump Systems
N/A———
MRI Compatible Patient Vital Signs Monitoring Systems
N/A———
Ferro Magnetic Detection Systems
N/A———
Amortization of extended maintenance agreements
N/A———
Disposables
N/A———
Services and other
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

revenue
$91000.0B—$96000.0B
Mid-point: $93500.0B
EPS (GAAP)
$1.90—$2.05
Mid-point: $1.97
EPS (Non-GAAP)
$2.06—$2.21
Mid-point: $2.13

Q1 2026

revenue
$21000.0B—$22000.0B
Mid-point: $21500.0B
EPS (GAAP)
$0.39—$0.43
Mid-point: $0.41
EPS (Non-GAAP)
$0.44—$0.48
Mid-point: $0.46

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

MANAGEMENT COMMENTARY

Eighteenth consecutive quarter of record revenue, achieving $22.7 million in the fourth quarter of 2025—a 17% increase year-over-year and exceeding previously announced guidance.

— IRADIMED CORP, Q4 2025 2025 Earnings Call

Successfully shipped the initial 3870 units in the fourth quarter of 2025 as planned, marking a key milestone in our product roadmap. The full rollout of the next-generation 3870 MRI-compatible IV infusion pump is expected to begin in the first quarter of 2026, with real acceleration and meaningful revenue contribution expected in the second half of the year.

— IRADIMED CORP, Q4 2025 2025 Earnings Call

Accomplishments were made possible by the exceptional dedication and hard work of our employees, who tirelessly worked to clear the FDA 510k requirements and seamlessly navigated the transition to our new Orlando facility earlier in 2025, while maintaining operational excellence and supporting this important launch.

— IRADIMED CORP, Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

3870 units shipped
3.9K
units

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.