Viemed Healthcare, Inc. (VMD) Q2 2026 Earnings Call Transcript
Viemed Healthcare, Inc. (VMD) Q2 2026 Earnings Call Transcript

Viemed Healthcare, Inc., through its subsidiaries, provides home medical equipment (HME) and post-acute respiratory healthcare services in the United States. The company ...
Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer
Est. EPS $0.12 · Revenue $80.78M · 2 analysts
Est. EPS $0.15 · Revenue $83.49M · 2 analysts
Est. EPS $0.41 · Revenue $317.94M · 2 analysts
Est. EPS $0.10 · Revenue $82.88M · 1 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). | $270.3M | +20.5% | +3.6% |
| 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. | $14.9M | +32.6% | +7.0% |
| 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. | +57.5% | -3.2% | +1.6% |
| 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). | +7.7% | -4.0% | +3.4% |
| 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. | +5.5% | +10.0% | +3.4% |
| 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. | $11.9M | +805.2% | +447.6% |
| 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. | +4.4% | +651.1% | +428.8% |
| 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. | 11.3% | +115.6% | -6.8% |
| 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. | 1.18x | -16.6% | -7.9% |
| 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. | $214.9M | +21.4% | +3.5% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.37 vs 0.40 | -6.7% | 0.07 vs 0.12 | -41.7% |
| Revenue Surprise | $270.3M vs $272.0M | -0.6% | $78.1M vs $78.0M | +0.1% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | Kaushal Nitin | director | Common Shares | A | 18,786 | — |
| Aug 19, 2026 | Kaushal Nitin | director | Restricted Stock Units | D | 18,786 | — |
| Aug 19, 2026 | Heltz Sabrina | director | Common Shares | A | 3,757 | — |
| Aug 19, 2026 | Heltz Sabrina | director | Common Shares | A | 15,029 | — |
| Aug 19, 2026 | Heltz Sabrina | director | Common Shares | D | 3,757 | $8.94 |
Operator: Greetings. Welcome to the Viemed Healthcare Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note, this conference is being recorded. I will now turn the conference over to Trae Fitzgerald, CFO. Thank you, Trae. You may begin. Trae Fitzgerald: Thank you, and good morning, everyone. Please note that our remarks in this conference call may include forward-looking statements under the U.S. federal securities laws or forward-looking information under applicable Canadian securities legislation, which we collectively refer to as forward-looking statements. Such statements reflect the company's current views and intentions with respect to future results or events and are subject to certain risks and uncertainties, which could cause actual results or events to vary from those indicated in forward-looking statements. Examples of such risks and uncertainties are discussed in our disclosure documents filed with the SEC or the security regulatory authorities in certain provinces of Canada. Because of these risks and uncertainties, investors should not produce undue reliance on forward-looking statements. The forward-looking statements made in this conference call are made as of today, and the company undertakes no obligations to update or revise any forward-looking statements, except as required by law. The second quarter financial supplement and financial news release as well as the related financial statements are available on the SEC's website. With that, I'll now turn the call over to our Chief Executive Officer, Casey Hoyt. Casey Hoyt: Okay. Thank you, Trae. Good morning, everyone, and thank you for joining us. I want to begin by recognizing the people responsible for our impressive Q2 results. As of June 30, we've got 1,453 employees that made up the Viemed team. Each day, our folks care for our patients, support our referral partners and improve how we operate. I appreciate their work, compassion and dedication they bring to serving our patients and our mission here at Viemed. The second quarter combined renewed growth in ventilation with continued expansion across the broader business. We ended June with the highest active ventilator patient count in our history, set new records in other service lines and generated record quarterly revenue. Ventilation remains the clinical and economic foundation for Viemed. For investors who are newer to the company, our vent patients live with complex chronic respiratory conditions and benefit from receiving high acuity care in the home. We combined respiratory therapy, ongoing clinical engagement and connected technology to help physicians manage those patients outside the hospital while improving their quality of life. We added 546 ventilator patients during the quarter and ended June with 12,635 active patients. The active patient count increased in each month of the quarter before accelerating in June, producing sequential growth of approximately 4.5%. Q2 produced the …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Casey Hoyt | Chief Executive Officer & Director | USD 1,110,461 | Male | 1977 | Active |
Michael Moore | President | USD 973,488 | Male | 1977 | Active |
William Todd Zehnder | Chief Operating Officer & Director | USD 967,909 | Male | 1975 | Active |
Jerome Richard Cambre | Vice President of Sales | USD 553,003 | Male | 1971 | Active |
Jeremy Trahan | Executive VP, General Counsel & Corporate Secretary | USD 539,411 | Male | 1970 | Active |
Trae Paul Fitzgerald | Chief Financial Officer | USD 507,848 | Male | 1988 | Active |
William Dana Frazier | Chief Medical Officer & Director | USD 53,044 | — | 1958 | Active |
Michael Freeman | Chief Business Development Officer | — | Male | — | Active |
Viemed Healthcare, Inc. (VMD) Q2 2026 Earnings Call Transcript

Viemed Healthcare NASDAQ: VMD reported record second-quarter revenue as growth in its ventilator business resumed under the updated Medicare coverage framework and newer service lines expanded.

Viemed Healthcare, Inc. (VMD) came out with quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.08 per share a year ago.

LAFAYETTE, LA / ACCESS Newswire / August 3, 2026 / Viemed Healthcare, Inc. (the "Company" or "Viemed") (NASDAQ:VMD), a national provider of technology-enabled, home-based healthcare solutions and chronic disease management, announced today that it has reported its financial results for the three and six months ended June 30, 2026, and updated guidance for the full year ending December 31, 2026. Operational highlights (all dollar amounts are USD): Net revenues for the quarter ended June 30, 2026 were $78.1 million, setting a Company record, representing an increase of $15.0 million, or 23.9%, compared with the prior-year quarter and an increase of approximately 3.6% sequentially.

LAFAYETTE, LA / ACCESS Newswire / July 21, 2026 / Viemed Healthcare, Inc. (the "Company" or "Viemed") (NASDAQ:VMD), a national provider of technology-enabled, home-based healthcare solutions and chronic disease management, today announced that it will host its Second Quarter 2026 Earnings Conference Call on Tuesday, August 4, 2026, at 11:00 a.m. EDT. Interested parties may participate in the call by dialing: 877-407-6176 (US Toll-Free) +1 201-689-8451 (International) Live Audio Webcast: https://event.choruscall.com/mediaframe/webcast.html?webcastid=peVp8cbE Following the live call, a replay will be available in the Investor Relations section of the Company's website at www.viemed.com.
