EarningsQ2 2026 Earnings Report
IPDQF Q2 2026 EPS Results
Actual EPS>-$0.01
Consensus EPS>-$0.01
Beat/MissMissed by -<$0.01
One Year Ago EPS>-$0.01
IPDQF Q2 2026 Revenue Results
Actual Revenue$5.24M
Expected Revenue$2.72M
Beat/MissBeat by +$2.52M
YoY Revenue Growth―
Earnings Announcement Details
QuarterQ2 2026
Date02/20/2026
TimeAfter Close
Conference CallFriday, February 20, 2026
IPDQF Upcoming Earnings
Impedimed Limited's next earnings date is estimated for October 29, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
No earnings call audio is available for this earnings event.
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced several strong operational, clinical and regulatory advances (93% reimbursement coverage, record revenue of $3.9M, ARR growth to $14.4M, FDA clearance, SOZO Pro launch, and major YoY and QoQ improvements in several metrics) against near‑term commercial execution challenges in the U.S. (weaker BCRL device sales, a decline in TCV, sales conversion delays due to hospital budget pressures, and elevated staff/FX headwinds). Financial discipline and cash flow improvement were emphasized, and a sizable pipeline and go‑to‑market initiatives position the company for potential recovery and growth.Company Guidance
Reimbursement Coverage Expansion
National reimbursement coverage increased to 93%, representing 323 million covered lives (+5 percentage points QoQ). States with >90% coverage rose from 7% to 39% since the start of the financial year (fivefold increase), bringing the company closer to its 100% coverage goal for BCRL.
Record Quarterly Revenue
Quarterly revenue reached a record $3.9 million, up 18% year‑on‑year and 8% quarter‑on‑quarter.
Improved Cash Receipts and Reduced Cash Outflow
Cash receipts rebounded to $3.8 million (up 12% QoQ). Operating cash outflow improved to $2.9 million from $5.6 million in the prior quarter (≈48% reduction), extending runway; cash balance at 31 Dec was $18.9 million, equivalent to 6.5 quarters of operating cash flow.
Strong ARR Growth and Contract Pricing
Contracts in place are expected to generate $14.4 million ARR for the 12 months to 31 Dec 2026, representing a 15% YoY increase. Renewals showed solid price increases averaging 14% for the quarter.
Geographic and Product Sales Strength
Rest‑of‑world revenue surged 67% QoQ, driven by Australian distributor orders for SOZO and SOZO Pro ahead of heart health expansion. Over 600 devices are now deployed in the U.S., including installations in 18 of the top 25 U.S. hospitals and 27 master service agreements with major IDNs.
Regulatory and Product Milestones
Received FDA clearance for a bilateral lymphedema algorithm (enables monitoring of at‑risk bilateral patients) and filed a new 510(k) for expanded body composition capability to target wellness, weight management and survivorship markets. SOZO Pro launched with in‑built scales, 220kg capacity and removal of cardiac implantable contraindications.
Clinical and Market Progress
Clinical adoption momentum: first heart health sales in progress, wellness/weight management commercial team in place with >3,000 identified leads, and >700 validated BCRL opportunities in the sales pipeline. Patient testing trended upward (+1% QoQ) with a 3‑year CAGR of 15%.
Operational and GTM Enhancements
Launched a revamped corporate website and a wellness microsite, strengthened EHR interfaces, initiated AI programs to improve customer responsiveness, and plan extensive conference attendance (multiple upcoming conferences) to accelerate conversions.
IPDQF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed