Electromed, Inc. develops, manufactures, markets, and sells airway clearance therapy and related products that apply high frequency chest wall oscillation (HFCWO) therapy ...
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Est. EPS $0.26 · Revenue $18.85M · 1 analysts
Est. EPS $0.39 · Revenue $21.20M · 1 analysts
Est. EPS $0.41 · Revenue $21.50M · 1 analysts
Est. EPS $1.46 · Revenue $83.15M · 2 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $73.8M | +15.3% | +4.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $11.3M | +49.9% | +13.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +78.5% | +0.6% | -0.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +18.8% | +22.0% | -2.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +15.3% | +30.1% | +8.3% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $8.4M | -24.1% | -18.1% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +11.4% | -34.2% | -21.6% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 0.2% | -46.2% | +49.6% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 4.69x | +9.0% | -4.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $66.3M | +23.2% | +11.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 1.30 vs 1.22 | +6.8% | 0.39 vs 0.32 | +23.2% |
| Revenue Surprise | $73.8M vs $73.6M | +0.2% | $19.4M vs $19.3M | +0.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | Nagel Bradley M. | officer: Chief Financial Officer | Common Stock | D | 674 | $42.30 |
| Jun 8, 2026 | Cunniff James L. | director, officer: CEO and President | Common Stock | A | 9,700 | $17.25 |
| Jun 8, 2026 | Cunniff James L. | director, officer: CEO and President | Common Stock | D | 7,003 | $36.25 |
| Jun 8, 2026 | Cunniff James L. | director, officer: CEO and President | Common Stock | D | 1,671 | $36.80 |
| Jun 8, 2026 | Cunniff James L. | director, officer: CEO and President | Common Stock | D | 1,026 | $37.77 |
Operator: Greetings, and welcome to the Electromed Fiscal Q4 2026 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded. I would now like to turn the conference over to Mike Cavanaugh, Investor Relations. Thank you, Mike. You may begin. Mike Cavanaugh: Good afternoon, and thank you for joining the Electromed earnings call. Earlier today, Electromed Inc. released financial results for the fourth quarter of fiscal 2026. The press release is currently available on the company's website at www.smartvest.com. Before we get started, I would like to remind everyone that some of the statements that management will make on this call are considered forward-looking statements, including statements about the company's future operating and financial results and plans. Such statements are subject to risks and uncertainties that could cause actual performance or achievements to be materially different from those projected. Any such statements represent management's expectations as of today's date. You should not place any undue reliance on those forward-looking statements, and the company does not undertake any obligation to update or revise forward-looking statements, whether because of new information, future events or otherwise. Please refer to the company's SEC filings for further guidance on this matter. Joining me on the call today are Jim Cunniff, Electromed's President and Chief Executive Officer; and Brad Nagel, Chief Financial Officer. As on previous calls, Jim will provide operational highlights from the quarter. Brad will then review the financials, and we will close with a question-and-answer session. With that, I will now turn the call over to Jim Cunniff, President and Chief Executive Officer of Electromed. James Cunniff: Thank you, Mike, and thank you all for joining us today. I'm pleased to report on another record quarter for Electromed. Q4 marks our 15th consecutive quarter of year-over-year revenue and profit growth, a track record that reflects the durability of our direct-to-patient model and the growing recognition of SmartVest within the bronchiectasis community. Net revenue for the fourth quarter was a record $19.4 million, up 12% versus the fourth quarter of last year. We again delivered operating leverage in the quarter. Operating income was $3.8 million in Q4, representing 26% year-over-year growth. Earnings per share was also a quarterly record at $0.39 per share on a fully diluted basis. Growth in the quarter was led by our core home care channel, which grew 15% and our distributor channel, which grew 2%, both reflecting consistent demand for our SmartVest. Hospital revenue declined 29% in the quarter. As we've discussed on prior calls, hospital orders have a longer sales cycle and are inherently less predictable than our other channels. We are bullish on our hospital as a gateway to the home, and we'll continue to invest in this area of our business. We ended the quarter with 64 direct sales …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
James L. Cunniff | President, Chief Executive Officer & Director | USD 939,031 | Male | 1966 | Active |
Bradley Nagel | Chief Financial Officer, Treasurer & Secretary | USD 547,336 | Male | 1982 | Active |
Electromed's direct-to-patient model, broad payer coverage, and disciplined sales execution support durable SmartVest growth. The bronchiectasis market remains substantially underpenetrated, leaving a long runway for greater HFCWO adoption. Hospital revenue is volatile, but the channel remains small and full-year hospital sales still increased.
Electromed, Inc. (ELMD) Q4 2026 Earnings Call Transcript
Electromed, Inc. (ELMD) came out with quarterly earnings of $0.39 per share, beating the Zacks Consensus Estimate of $0.32 per share. This compares to earnings of $0.25 per share a year ago.
NEW PRAGUE, Minn.--(BUSINESS WIRE)--Electromed Announces CEO's Planned Retirement.
NEW PRAGUE, Minn.--(BUSINESS WIRE)--Electromed, Inc. Announces Record Fiscal 2026 Fourth Quarter and Full Year Financial Results.
