INFU

• Net revenues for Q2 2026 were $36.9 million, a 2.6% increase from $36.0 million in Q2 2025.
• Adjusted EBITDA (non-GAAP) was $8.6 million, up 7.6% from $8.0 million, with margin expanding to 23.4%.
• Patient Services revenue grew 15.2% to $24.8 million, while Device Solutions revenue fell 16.1% to $12.1 million.
• The company reaffirmed full-year 2026 guidance of 6% to 8% pro forma net revenue growth and Adjusted EBITDA margin in the mid-to-low 20s.

2.02 Results of Operations and Financial Condition

• The presentation reports FY2025 net revenue of $143.4M, adjusted EBITDA of $31.5M, and adjusted EBITDA margin of 21.9%.
• The company highlights a $2.6M IT investment roll-off in 2025, with a long-term adjusted EBITDA margin target of 22%-25%.
• Wound care treatment revenue grew 103% year-over-year in 2025, and the company serves over 100,000 patients annually.
• The filing is furnished, not filed, and is not incorporated by reference into other SEC filings.

7.01 Regulation FD Disclosure

• A conference call for investors will be held the same day at 9:00 a.m. Eastern Time; dial-in numbers are (833) 366-1127 or (412) 902-6773.
• A live webcast and replay will be available on the company's investor relations website; replay access code is 6164241, available through November 4, 2026.
• The press release was furnished as Exhibit 99.1 to the Form 8-K under Item 7.01 Regulation FD Disclosure.
• The company is a national health care service provider headquartered in Rochester Hills, Michigan, trading on NYSE American under ticker INFU.

7.01 Regulation FD Disclosure

• InfuSystem Holdings, Inc. announced a stock repurchase program authorizing up to $20 million of common stock repurchases.
• Under the current authorization, the company repurchased approximately 1.6 million shares for about $11.9 million through March 31, 2026.
• Repurchases will be made through open market purchases, private transactions, or otherwise in accordance with federal securities laws including Rule 10b-18.
• CEO Carrie Lachance stated the program reflects confidence in executing disciplined growth and the strength of the balance sheet and cash flows.

7.01 Regulation FD Disclosure

• Beverly Huss was elected Chairman of the Board of Directors on May 11, 2026, after the Annual Meeting of Stockholders.
• No family relationships exist between Ms. Huss and any director or executive officer.
• Ms. Huss has no direct or indirect material interest in any transaction requiring disclosure under Item 404(a).

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements

• Stockholders approved the Third Amendment to the 2021 Equity Incentive Plan, increasing the maximum shares reserved for issuance to 7,000,000.
• The non-binding advisory vote on named executive officer compensation passed with 11,915,842 votes for and 1,071,346 against.
• Grant Thornton LLP was ratified as the independent registered public accounting firm for fiscal year ending December 31, 2026.
• The report was signed by CFO Barry Steele on May 12, 2026.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 5.07 Submission of Matters to a Vote of Security Holders

• Net income was $1.0 million ($0.05 per diluted share) versus a net loss of $0.3 million in the prior year.
• Adjusted EBITDA was $6.4 million (18.9% margin), roughly flat year-over-year.
• Patient Services revenue grew 6% to $22.1 million; Device Solutions revenue fell 17% to $11.6 million.
• Company reaffirmed full-year 2026 guidance: pro-forma net revenue growth of 6-8% and Adjusted EBITDA margin in the mid-to-low 20s.

2.02 Results of Operations and Financial Condition

• A conference call for investors will be held the same day at 9:00 a.m. Eastern Time; dial-in numbers are (833) 366-1127 or (412) 902-6773.
• A live webcast and replay will be available on the company's investor relations website; replay by phone is available through May 14, 2026, using access code 1097864.
• The press release was furnished as Exhibit 99.1 to the Form 8-K under Item 7.01 Regulation FD Disclosure.
• The information is furnished and not deemed 'filed' under the Securities Exchange Act of 1934.

7.01 Regulation FD Disclosure