VIEMED HEALTHCARE INC

Viemed presented its business model as high‑growth and cash‑generating, reporting average annual revenue growth of 26% since its IPO and free cash flow of $34 million over the last twelve months. For 2026 management expects midpoint targets of $317 million in revenue and $66 million in EBITDA. The company sees large, underserved market potential (around 5% penetration in the Medicare ventilator market), plans disciplined capital deployment (organic growth, selective acquisitions, share buybacks) and maintains a net cash position. Management warned of near‑term pressure on the EBITDA margin from a growing, asset‑light services business, but expects rising free cash flow and net income margins. » Altro su de.investing.com

Viemed Healthcare reported a record Q2 2026 revenue of $78.1m (+24% y/y) but missed expected EPS ($0.07 vs. consensus $0.12). The company slightly raised the low end of its full-year revenue guidance (now $314–320m) and lowered the adjusted EBITDA range to $64–68m due to a changing revenue mix and increased investments. Investors reacted negatively: the stock fell about 17% in after-hours trading and now trades in the lower half of its 52-week range. » Altro su de.investing.com

Viemed reported Q1 2026 revenue of $75.41m (+28% year-on-year), but missed with EPS of $0.06 versus $0.09 expected and was slightly below consensus on revenue. The sleep-therapy division saw strong growth (+57% patients), while the ventilation segment remained stable and the share of rental revenue declined. Adjusted EBITDA rose to $14.3m, operating cash flow and free cash flow improved significantly, and the company is effectively net debt-free. The annual revenue guidance was slightly raised and management expects sequential growth in the remaining quarters; risks remain in execution and regulatory compliance. » Altro su de.investing.com