{
  "url": "https://struct.news/briefs/icu-medicals-margins-jumped-on-a-tariff-refund-net-income-still-fell",
  "title": "ICU Medical’s margins jumped on a tariff refund. Net income still fell",
  "summary": "An $18.9 million tariff refund added 3.4 percentage points to gross margin in the latest three months.",
  "published_at": "2026-08-06T20:58:42.839025+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "ICU Medical, Inc.",
    "ticker": "ICUI",
    "cik": "883984",
    "sector": "Healthcare",
    "industry": "Medical Instruments & Supplies"
  },
  "source_filing": {
    "form": "10-Q",
    "filed": "2026-08-06",
    "accession": "0000883984-26-000041",
    "url": "https://www.sec.gov/Archives/edgar/data/883984/000088398426000041/icui-20260630.htm"
  },
  "comparison_filing": {
    "form": "10-Q",
    "filed": "2025-08-07",
    "url": "https://www.sec.gov/Archives/edgar/data/883984/000088398425000030/icui-20250630.htm"
  },
  "reported_figures": [
    {
      "group": "The filing in three numbers",
      "label": "Revenue",
      "value": 2231262000,
      "display": "$2.2B",
      "unit": "usd",
      "period": "2025-12-31",
      "detail": null,
      "source": {
        "kind": "sec_filing",
        "label": "Filed company results",
        "form": "10-Q",
        "accession": "0000883984-26-000041",
        "filing_date": "2026-08-06"
      }
    },
    {
      "group": "The filing in three numbers",
      "label": "Revenue YoY",
      "value": -6.330020494986243,
      "display": "-6.3%",
      "unit": "percent",
      "period": "2025-12-31",
      "detail": null,
      "source": {
        "kind": "jodie_calculation",
        "label": "Calculated from filed company results",
        "form": "10-Q",
        "accession": "0000883984-26-000041",
        "filing_date": "2026-08-06"
      }
    },
    {
      "group": "The filing in three numbers",
      "label": "Operating margin",
      "value": 1.9194966794576342,
      "display": "+1.9%",
      "unit": "percent",
      "period": "2025-12-31",
      "detail": null,
      "source": {
        "kind": "jodie_calculation",
        "label": "Calculated from filed company results",
        "form": "10-Q",
        "accession": "0000883984-26-000041",
        "filing_date": "2026-08-06"
      }
    }
  ],
  "watch_next": [
    {
      "type": "demand",
      "statement": "Infusion Systems revenue grew 12.7%, primarily from about $26 million of higher LVP hardware sales volume, despite flat consolidated revenue.",
      "importance": "medium",
      "evidence": "Infusion Systems revenue increased for the three and six months ended June 30, 2026, as compared to the same periods in the prior year, primarily driven by approximately $26 million and $33 million, respectively, in increased sales volumes of LVP hardware.",
      "source_date": "2026-08-06"
    }
  ],
  "related_tickers": [
    "ICUI"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}