Electromed, Inc. · AMEX:ELMD

Electromed — Q4 2026 Earnings Presentation

19 slides from Electromed's earnings presentation, Aug 25, 2026

  1. Slide 1: Electromed, Inc. Investor Presentation

    Electromed, Inc. Investor Presentation August 25, 2026 NYSE American: ELMD Innovation Leader in Airway Clearance Technologies Investor Presentation | 1

  2. Slide 2: Forward Looking Statements

    Forward Looking Statements Certain statements in this presentation constitute forward-looking statements as defined in the US Private Securities Litigation Reform Act of 1995. Forward-looking statements can generally be identified by words such as “anticipate,” “believe,” “committed,” “continue,” “e

  3. Slide 3: Electromed – Who We Are

    Electromed – Who We Are Electromed, Inc. is a Key Stats: growing medical device company Headquarters: Ticker: Manufacturing: focused on airway New Prague, MN ELMD Minnesota, USA management to help people around the world breathe better, Established: Treatment Focus: Employees: 1992 HFCWO 197* stay h

  4. Slide 4: Electromed Highlights

    Electromed Highlights 35% Operating Income CAGR* $73.8 » Growing and profitable medical technology company $64.0 » A leader in the large and expanding airway clearance $54.7 market $48.1 » The SmartVest® Airway Clearance System’s $41.7 High Frequency Chest Wall Oscillation (“HFCWO”) technology suppo

  5. Slide 5: What is Bronchiectasis (BE)?

    What is Bronchiectasis (BE)? BE is a condition that is prevalent, but underdiagnosed and often misdiagnosed » Irreversible, chronic lung condition where airways become abnormally widened » Caused by impaired ability to clear mucus, which leads to recurrent inflammation and infections » Mean prevalen

  6. Slide 6: U.S. Market: Large, Growing, Underpenetrated

    U.S. Market: Large, Growing, Underpenetrated The Company is expanding awareness within the large BE patient population Estimated HFCWO Bronchiectasis ~166K HFCWO Adopted penetration, treated population1 Bronchiectasis HFCWO penetration ~16%1 Estimated Revenue Opportunity for HFCWO Within Primary Pul

  7. Slide 7: How is Bronchiectasis Treated?

    How is Bronchiectasis Treated? HFCWO therapy mimics manual Chest Percussion Therapy (CPT) Treat Reduce Clear Airways FirstTM 2 1 With SmartVest The Infection 3 The Inflammation (Antibiotics) (Anti-Inflammatories) On average, HFCWO therapy is performed as How does SmartVest HFCWO therapy work? follow

  8. Slide 8: SmartVest Clearway

    SmartVest Clearway HFCWO designed with the patient in mind SmartVest® has a well-established reimbursement code from CMS – E0483; the Company estimates it has over 275 million contracted lives in the U.S. An Enhanced Patient Experience Sleek and lightweight generator Intuitive user interface for bet

  9. Slide 9: SmartNotes Patient Progress Report

    SmartNotes Patient Progress Report Tracking patient outcomes and treatment progress to physicians SmartNotes combines patient Quality of Life and Therapy Utilization data to provide physicians with extended views into disease management » Proactive, ongoing support: Licensed Respiratory Therapists s

  10. Slide 10: Clinical Evidence & Patient Satisfaction

    Clinical Evidence & Patient Satisfaction HFCWO therapy is effective in treating BE patients “Therapy with SmartVest significantly decreased exacerbations requiring hospitalization, antibiotic use, and stabilizes lung function” 94 % Of patients would 97 % Of patients report 99 % Of patients report an

  11. Slide 11: Direct-to-Patient Model

    Direct-to-Patient Model Drives an attractive margin profile Electromed expects 78% gross margins to continue improving going forward Home Medical Traditional Medical Equipment Manufacturer $ $ Patient Equipment Channel (HME) Distributor Direct-to-Patient Distribution Electromed $ Patient (Electro

  12. Slide 12: Net Revenue Breakdown - $73.8M (FY'26)

    Net Revenue Breakdown - $73.8M (FY’26) By Setting Homecare By Homecare Qualified Payer Referral Volume 1% 5% 2% 2% 19% 48% 3% 50% 76% 94% Home Care1 Medicare Bronchiectasis Hospitals Commercial/Other2 Cystic Fibrosis Other Medicaid Neuromuscular Other 1.Includes $3.3 million from home 2.Includes Man

  13. Slide 13: Electromed Growth Strategy

    Electromed Growth Strategy Leveraging commercial team and reimbursement expertise to accelerate growth Protect and Grow Expand into Natural Acquisition Homecare Core Adjacencies Opportunities Protect and grow Homecare core Leverage existing technology Explore potential inorganic with current strateg

  14. Slide 14: Capital Allocation Strategy

    Capital Allocation Strategy Proven execution against the Company’s priorities FY2026 Execution  New Technology & CAPEX Capital Allocation investments  Sales rep expansion Organic Business Growth  Market development  Treat SMART from the Start campaign Generate Free Cash Flow  Payor coverage exp

  15. Slide 15: Why Invest?

    Why Invest? Large, expanding Clinically proven Broad Consistent High gross chronic technology payor coverage double-digit margins, lung diseases organic robust cash flow market revenue growth and expanding operating leverage Investor Presentation | 15

  16. Slide 16: Performance vs. Russell Medical Equipment Index

    Performance vs. Russell Medical Equipment Index (TTM and as of 6/30/2026 Results) RUS Metric ELMD ME Sales Growth 15.3% > 9.8% Gross Margin 78.5% > 53.9% Operating Margin 18.8% > (2.4%) Investor Presentation | 16

  17. Slide 17: Jim Cunniff, President & CEO

    Jim Cunniff, President & CEO (952) 758-9299 Mike Cavanaugh jcunniff@Electromed.com (617) 877-8641 mike.cavanaugh@icrhealthcare.com Brad Nagel, CFO (952) 758-9299 bnagel@Electromed.com Investor Presentation | 17

  18. Slide 18: APPENDIX

    APPENDIX Investor Presentation | 18

  19. Slide 19: Financial Highlights

    Financial Highlights Financial Summary Year Ended (in $ millions, except shares amounts) June 30, 2025 June 30, 2026 Revenues $64.0 $73.8 Gross Profit $50.0 $57.9 Gross margin 78.1% 78.5% Operating income $9.7 $13.9 Operating margin 15.1% 18.8% Net income $7.5 $11.3 Diluted EPS $0.85 $1.30 Diluted S

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