iRadimed (NASDAQ:IRMD) Updates FY 2026 Earnings Guidance

Posted by Scott Moore on Feb 11th, 2026

iRadimed (NASDAQ:IRMD – Get Free Report) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 2.060-2.210 for the period, compared to the consensus EPS estimate of 2.040. The company issued revenue guidance of $91.0 million-$96.0 million, compared to the consensus revenue estimate of $91.0 million. iRadimed also updated its Q1 2026 guidance to 0.440-0.480 EPS.

iRadimed Stock Down 1.2%

NASDAQ:IRMD traded down $1.26 during trading hours on Wednesday, hitting $103.89. 9,399 shares of the company’s stock traded hands, compared to its average volume of 76,566. iRadimed has a 52 week low of $47.48 and a 52 week high of $107.90. The business’s fifty day simple moving average is $98.08 and its two-hundred day simple moving average is $83.43. The firm has a market cap of $1.32 billion, a P/E ratio of 62.96 and a beta of 1.11.

iRadimed (NASDAQ:IRMD – Get Free Report) last announced its earnings results on Tuesday, February 10th. The medical equipment provider reported $0.50 earnings per share for the quarter, topping analysts’ consensus estimates of $0.49 by $0.01. The business had revenue of $22.69 million for the quarter, compared to analyst estimates of $21.60 million. iRadimed had a return on equity of 22.93% and a net margin of 26.31%.iRadimed has set its Q1 2026 guidance at 0.440-0.480 EPS and its FY 2026 guidance at 2.060-2.210 EPS. On average, analysts expect that iRadimed will post 1.66 EPS for the current year.

iRadimed Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 6th. Shareholders of record on Monday, February 23rd will be paid a $0.20 dividend. The ex-dividend date of this dividend is Monday, February 23rd. This represents a $0.80 dividend on an annualized basis and a yield of 0.8%. This is a boost from iRadimed’s previous quarterly dividend of $0.17. iRadimed’s dividend payout ratio is presently 41.21%.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on IRMD. Lake Street Capital reissued a “buy” rating on shares of iRadimed in a research note on Wednesday. Weiss Ratings reiterated a “buy (b-)” rating on shares of iRadimed in a research report on Monday, December 29th. Roth Mkm reissued a “buy” rating and set a $120.00 price objective on shares of iRadimed in a report on Tuesday. Wall Street Zen lowered iRadimed from a “strong-buy” rating to a “buy” rating in a research note on Sunday, October 26th. Finally, Zacks Research upgraded shares of iRadimed to a “hold” rating in a research report on Tuesday, November 4th. Three equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, iRadimed presently has a consensus rating of “Moderate Buy” and an average price target of $110.00.

Read Our Latest Stock Report on IRMD

Insider Activity at iRadimed

In other iRadimed news, CFO John Glenn sold 15,000 shares of the business’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $97.29, for a total value of $1,459,350.00. Following the transaction, the chief financial officer owned 7,362 shares in the company, valued at approximately $716,248.98. The trade was a 67.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Roger E. Susi sold 5,000 shares of the stock in a transaction dated Monday, January 26th. The stock was sold at an average price of $100.65, for a total transaction of $503,250.00. Following the sale, the chief executive officer owned 2,262,500 shares of the company’s stock, valued at approximately $227,720,625. This represents a 0.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 55,000 shares of company stock worth $5,287,900 in the last 90 days. Company insiders own 36.80% of the company’s stock.

Key Stories Impacting iRadimed

Here are the key news stories impacting iRadimed this week:

Positive Sentiment: Q4 2025 results beat expectations — EPS $0.50 vs. $0.49 consensus and revenue $22.69M vs. $21.6M; company reported record quarterly and full‑year results and highlighted strong margins/ROE, which supports valuation. IRADIMED CORPORATION Reports Record Fourth Quarter and Full Year of 2025 Financial Results and Increases its Regular Quarterly Cash Dividend
Positive Sentiment: FY‑2026 guidance raised/updated — EPS guidance of $2.06–2.21 (vs. consensus ~2.04) and revenue guidance $91M–$96M; Q1 guidance also modestly above revenue consensus. Guidance lift gives investors clearer growth visibility into 2026. View Press Release
Positive Sentiment: Management disclosed a ramp of the 3870 MRI‑compatible pump and is targeting a $100M+ revenue run‑rate in 2026, signaling meaningful product‑led scalability and potential upside to consensus revenue assumptions. IRadimed targets $100M-plus revenue run rate in 2026 as 3870 pump ramps
Positive Sentiment: Quarterly dividend increased ~17.6% to $0.20 per share (annualized yield ~0.8%) with an ex‑dividend date Feb 23 — a sign of cash generation and shareholder returns that can attract income‑focused buyers. IRADIMED CORPORATION Reports Record Fourth Quarter and Full Year of 2025 Financial Results and Increases its Regular Quarterly Cash Dividend
Neutral Sentiment: Analyst/ratings notes: composite rating reported to have climbed to 96, which is positive signal of fundamentals/technical strength but often has limited immediate price impact. iRadimed Sees Composite Rating Climb to 96
Neutral Sentiment: Coverage pieces and previews outline upside potential and model sensitivity ahead of the quarter; useful for investors assessing expectations but not new company data. Uncovering Potential: iRadimed’s Earnings Preview
Neutral Sentiment: Earnings call transcript and highlights provide management commentary on demand, gross margin, supply chain and product ramp; important for diligence but largely confirm the published results and guidance. IRADIMED CORPORATION (IRMD) Q4 2025 Earnings Call Transcript

Institutional Investors Weigh In On iRadimed

A number of large investors have recently made changes to their positions in the business. Quarry LP bought a new position in shares of iRadimed during the third quarter valued at approximately $40,000. Tower Research Capital LLC TRC increased its position in iRadimed by 191.1% during the 2nd quarter. Tower Research Capital LLC TRC now owns 754 shares of the medical equipment provider’s stock valued at $45,000 after purchasing an additional 495 shares during the period. Virtus Advisers LLC purchased a new position in iRadimed during the 3rd quarter valued at $117,000. Aquatic Capital Management LLC raised its holdings in iRadimed by 210,400.0% in the 3rd quarter. Aquatic Capital Management LLC now owns 2,105 shares of the medical equipment provider’s stock worth $150,000 after purchasing an additional 2,104 shares in the last quarter. Finally, Quantbot Technologies LP purchased a new stake in shares of iRadimed in the 3rd quarter worth about $164,000. 92.34% of the stock is currently owned by institutional investors.

iRadimed Company Profile

(Get Free Report)

iRadimed Corporation designs, develops and manufactures medical device solutions for MRI environments. The company’s core product line consists of MRI-compatible infusion systems engineered to deliver precise fluid management during magnetic resonance imaging procedures. These devices are crafted to minimize electrical noise and interference, ensuring both patient safety and image clarity in diagnostic and interventional settings.

In addition to infusion pumps, iRadimed offers a range of complementary accessories and monitoring solutions tailored to MRI suites.