Revenue: As of FY2025 Q3, the actual value is USD 536.99 M, beating the estimate of USD 511.48 M.EPS: As of FY2025 Q3, the actual value is USD -0.14, beating the estimate of USD -0.5467.EBIT: As of FY2025 Q3, the actual value is USD 33.53 M.<h3>Segment Revenue</h3><ul><li>Consumables: Revenue for the three months ended September 30, 2025, was $285.1 million, a 7.6% increase from $264.9 million in the same period in 2024. For the nine months ended September 30, 2025, revenue was $824.4 million, a 7.0% increase from $770.7 million in 2024.</li><li>Infusion Systems: Revenue for the three months ended September 30, 2025, was $173.9 million, an 8.8% increase from $159.8 million in the same period in 2024. For the nine months ended September 30, 2025, revenue was $507.9 million, a 5.7% increase from $480.7 million in 2024.</li><li>Vital Care: Revenue for the three months ended September 30, 2025, was $78.0 million, a 52.6% decrease from $164.5 million in the same period in 2024. For the nine months ended September 30, 2025, revenue was $358.2 million, a 28.5% decrease from $500.8 million in 2024.</li></ul><h3>Operational Metrics</h3><ul><li>Gross Margin: For the three months ended September 30, 2025, gross margin was 37.4%, compared to 34.8% in the same period in 2024. For the nine months ended September 30, 2025, gross margin was 36.6%, compared to 34.1% in 2024.</li><li>SG&amp;A Expenses: For the three months ended September 30, 2025, SG&amp;A expenses were $152.8 million, a 6.1% decrease from $162.7 million in the same period in 2024. For the nine months ended September 30, 2025, SG&amp;A expenses were $469.4 million, a 2.2% decrease from $479.9 million in 2024.</li><li>R&amp;D Expenses: For the three months ended September 30, 2025, R&amp;D expenses were $21.3 million, a 1.4% increase from $21.0 million in the same period in 2024. For the nine months ended September 30, 2025, R&amp;D expenses were $66.4 million, a 0.2% increase from $66.3 million in 2024.</li></ul><h3>Cash Flow</h3><ul><li>Operating Cash Flow: Net cash provided by operating activities for the nine months ended September 30, 2025, was $119.2 million, compared to $163.8 million in the same period in 2024.</li><li>Free Cash Flow: Not explicitly stated, but can be inferred from operating cash flow and capital expenditures.</li></ul><h3>Unique Metrics</h3><ul><li>Gain on Sale of Business: For the nine months ended September 30, 2025, a gain of $44.8 million was recorded from the sale of a 60% ownership interest in the IV Solutions business.</li></ul><h3>Future Outlook and Strategy</h3><ul><li>Core Business Focus: The company plans to focus on enhancing gross margins through price increases, foreign exchange rate management, and supply chain cost reductions. Additionally, the company aims to leverage integration synergies from the Smiths Medical acquisition.</li><li>Non-Core Business: The company completed the sale of a 60% interest in its IV Solutions business, using proceeds to pay down debt, which is expected to improve financial flexibility.</li></ul>

ICU Medical | 10-Q: FY2025 Q3 Revenue Beats Estimate at USD 536.99 M