IRADIMED Q2 2026: Revenue Meets Mark, EPS Slips; Full-Year Outlook Holds Steady
IRMD sits 65% above its 52-week low of $57.58.
Summary
IRADIMED posted Q2 2026 revenue of $20.5M (up 0.5% YoY) and GAAP EPS of $0.41, down from $0.45 a year ago. Full-year guidance was reaffirmed, and a $0.20 quarterly dividend was declared.
Key Events · Earnings and Guidance · IRMD
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Q2 Revenue In Line, EPS Down
Revenue of $20.5M grew 0.5% YoY, but GAAP diluted EPS fell 9% to $0.41 from $0.45 a year ago, partly due to lower gross margin (74% vs. 78%) tied to the 3870 pump launch.
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Full-Year Guidance Reaffirmed
Management reiterated 2026 revenue guidance of $91M-$96M and GAAP EPS of $1.90-$2.05, implying a significant second-half ramp driven by the new 3870 MRI pump.
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Quarterly Dividend Declared
A regular quarterly cash dividend of $0.20 per share was declared, payable August 28, 2026 to shareholders of record August 14, 2026.
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3870 Pump Launch Progressing
Initial 3870 shipments met plan; over 70% of new pump orders were for the 'quad stack' configuration, doubling pump channels per order and signaling strong customer adoption.
Analysis · IRMD · Industrial Applications And Services
Second-quarter revenue landed at $20.5 million, matching expectations, but GAAP EPS of $0.41 fell short of the prior year's $0.45 as the 3870 pump launch pressured margins. Despite the near-term squeeze, management reaffirmed full-year 2026 guidance, signaling confidence that the new pump will drive a second-half acceleration. The declared $0.20 quarterly dividend further underscores a commitment to shareholder returns even as headwinds persist.
How filings like this one have moved
In the 30 days to Sep 17, 2026, 29.6% of the 1721 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.34%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, IRMD was trading at $95.21 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $1.2B. The 52-week trading range was $57.58 to $107.90. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.