InfuSystems Holdings, Inc. (INFU) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

for these many months. This marks a very significant milestone for InfuSystem. After putting this application in place and retiring several legacy systems, much of our data is now integrated, workflows are connected, and the many processes supporting our various business lines run through a common platform, not multiple disparate systems. While we continue to make final adjustments, resolve open items on the punch list, and get over the learning curve, we are starting to focus on capturing the benefits that we anticipate will start to pay back our investments. These benefits are expected to come in many forms and include improved ability to complete tasks with greater productivity, better cost and margin analysis to focus on high return cost optimization initiatives, improved visibility to support pricing decisions, improved utilization of our medical device fleet and optimization of working capital levels. Additionally, we are already working to identify system enhancements and will implement those that provide the fastest payback and highest investment returns. As we look forward to the rest of the year and after adjusting for the expected 7.1 million lower annual revenue related to the GE healthcare contract restructuring, on a pro forma basis, we continue to anticipate annual revenue growth in the range of 6 to 8%. Additionally, we continue to anticipate that our adjusted EBITDA margin will remain in the low to mid 20% range. This is inclusive of the impact of costs related to our ongoing information technology systems upgrade. We are excited about the opportunities ahead and will look to update you again in future quarters. Now I'll turn it over to Barry for a detailed review of the first quarter financial results. Barry? Thank you, Carrie, and thank you everyon...