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Did Electromed beat or miss consensus estimates last quarter?

What were the key takeaways from Electromed's earnings call?

What were the key takeaways from Electromed’s earnings call?

- **Revenue Surge**: 15% YoY growth to $16.9 million, driven by 52% hospital sales and 41% distributor expansion.
- **Operational Excellence**: 38% YoY operating income increase to $2.7 million, with 16% margin.
- **Market Expansion**: 3 dedicated hospital reps and 57 home care reps targeting 800,000+ untreated patients.
- **Shareholder Value**: $10 million stock buyback program executed, with $1 million repurchased in Q1.
- **Strategic Momentum**: New CRM system and manufacturing optimization support mid-70s gross margin sustainability.

**【CEO Summary Section】**
- **Revenue Growth**: Q1 FY2026 revenue of $16.9 million, up 15% YoY, driven by 13% growth in home care, 41% in distributor sales, and 52% in hospital sales.
- **Operational Efficiency**: Operating income rose to $2.7 million (16% of revenue), up 38% YoY, with fully diluted EPS of $0.25.
- **Strategic Initiatives**: 
  - Launched Triple Down on Bronchiectasis campaign, reaching 18,000+ individuals and 3,000+ engaged users.
  - Completed new CRM system and manufacturing optimization with no disruption to patient deliveries.
  - 57 direct home care sales reps (up from 55) and 3 dedicated hospital sales reps.
- **Shareholder Return**: $10 million stock repurchase program announced, with $1 million executed in Q1.
- **Market Opportunity**: 800,000+ diagnosed bronchiectasis patients not on HFCWO therapy; 4.1 million undiagnosed patients.

**【CFO Financial Commentary】**
- **Top Line**: Net revenue $16.9 million (+15.1% YoY), with 78.1% gross margin.
- **Cost Management**: SG&A expenses $10.3 million (+9.6% YoY) due to higher personnel costs for sales and marketing.
- **Profitability**: Operating income $2.7 million (+37.8% YoY), net income $2.1 million (+44.9% YoY).
- **Liquidity**: $14.1 million cash, $24.8 million A/R, no debt, and $35.8 million working capital.

**【Q&A Highlights】**
- **Growth Drivers**: 50%+ of eligible patients not prescribed HFCWO, with awareness campaigns and clinical education driving adoption.
- **Hospital Channel**: 3 dedicated reps targeting capital sales, with 20%+ YoY growth expected despite long sales cycles.
- **Reimbursement**: Current guidelines support earlier intervention; 22% of referrals from neuromuscular diseases highlight untapped opportunities.
- **Competitive Landscape**: New pharmaceutical entrants increase bronchiectasis awareness, complementing HFCWO therapy for comprehensive care.

Electromed, Inc. (ELMD) Q1 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

ELMD

ELMD fundamentals

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