InfuSystem Holdings, Inc. filed a Form 8-K to furnish an investor presentation dated August 4, 2026, under Regulation FD. The presentation highlights the company's transition from an investment phase to accelerated margin expansion following the completion of a $2.6 million IT and ERP upgrade in early 2026. For fiscal year 2025, InfuSystem reported net revenue of $143.4 million, a 6% increase year-over-year, with adjusted EBITDA reaching $31.5 million, up 25%. The company operates a home healthcare services platform that delivers complex therapies, such as oncology infusion and wound care, outside hospital settings through embedded reimbursement, logistics, and clinical support.

InfuSystem Holdings reported second quarter 2026 net revenues of $36.9 million, a 2.6% increase year-over-year, driven by a 15.2% rise in Patient Services revenue to $24.8 million, partially offset by a 16.1% decline in Device Solutions revenue due to a GE Healthcare contract restructuring. Net income rose to $3.2 million ($0.15 diluted EPS) from $2.6 million ($0.12 diluted EPS), with Adjusted EBITDA increasing 7.6% to $8.6 million and margin expanding to 23.4%. The company reaffirmed full-year 2026 pro-forma revenue growth guidance of 6% to 8% and mid-to-low 20s Adjusted EBITDA margins, while noting $55.2 million in total liquidity as of June 30, 2026.

InfuSystem Holdings operates in the healthcare services industry, providing durable medical equipment and outpatient care solutions.