AngioDynamics 2025 Q4 Earnings Strong Improvement as Net Income Reduces Loss by 55%

AngioDynamics reported its fiscal 2025 Q4 earnings on Jul 18th, 2025. AngioDynamics exceeded analyst expectations with a 12.7% increase in net sales, surpassing the estimated $74.26 million. The company also provided guidance for fiscal year 2026, anticipating net sales growth of 4% to 6%, with MedTech sales projected to rise 12% to 15%. This forward-looking guidance aligns with the company's strategic focus on expanding its MedTech portfolio, underscoring its commitment to sustained growth and operational efficiency despite external challenges such as tariffs.

Revenue
AngioDynamics reported a total revenue of $80.2 million for Q4 2025, marking a 12.7% increase compared to the previous year. The company's MedTech segment, including platforms like Auryon, NanoKnife, and AlphaVac, demonstrated a substantial 22% rise in net sales, contributing $35.8 million. Meanwhile, the med device segment experienced a growth of 6.2%, achieving $44.4 million in revenue. This performance reflects AngioDynamics' strategic focus on high-growth MedTech markets and its ability to navigate challenges, such as tariff impacts.

Earnings/Net Income
AngioDynamics narrowed its losses to $0.15 per share in Q4 2025, a significant improvement from a loss of $0.33 per share in Q4 2024. The company reported a net loss of $6.05 million, reducing its losses by 55% compared to the prior year's $13.45 million net loss. This improvement in EPS reflects the company’s efforts to enhance operational efficiency.

Post-Earnings Price Action Review
The strategy of purchasing AngioDynamics shares following a revenue beat on the earnings release date and selling them 30 days later proved ineffective. This approach yielded a compound annual growth rate (CAGR) of -4.86% and an excess return of -99.61%, significantly underperforming the benchmark return of 78.43%. The strategy was marked by a high maximum drawdown of 0.00% and a Sharpe ratio of -0.24, highlighting substantial risk and losses. The data suggests that investors faced considerable volatility and poor returns, indicating that the strategy might not be suitable for those looking for stable investment options. As a result, investors may need to reassess their strategies and exercise caution when considering short-term trades based on earnings beats.

CEO Commentary
Jim Clemmer, President and CEO of AngioDynamics, highlighted the company's robust performance in fiscal 2025, noting a 12% year-over-year revenue growth to $80.2 million, driven by MedTech growth exceeding 20%. He emphasized the strategic transformation that has simplified operations and allowed penetration into high-growth markets. Clemmer cited continuous double-digit growth for the Auryon platform and advancements in mechanical thrombectomy technologies as key achievements, expressing optimism about future opportunities and long-term value creation.

Guidance
For fiscal year 2026, AngioDynamics forecasts net sales between $305 million and $310 million, reflecting a growth of 4% to 6%. MedTech sales are expected to increase by 12% to 15%, while med device sales are projected to remain flat. The company anticipates a gross margin between 53.5% and 55.5%, accounting for expected tariff impacts of $4 million to $6 million. Adjusted EBITDA is projected in the range of $3 million to $8 million, with an adjusted loss per share expected between $(0.35) and $(0.25). AngioDynamics aims to maintain positive cash flow throughout the fiscal year.

Additional News
In recent weeks, AngioDynamics has focused on enhancing its current product portfolio rather than pursuing new acquisitions or divestitures. CEO Jim Clemmer stated that the company is committed to executing its existing strategy by expanding market access and driving growth within its MedTech platforms, including Auryon and NanoKnife. The company has been actively working on optimizing its manufacturing processes and expects to realize significant cost savings by fiscal year 2027. AngioDynamics is also pursuing regulatory clearances that could further boost its product adoption and market presence, particularly with the anticipated CPT Category I code for NanoKnife applications.