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8-K ·Filed Mar 4, 2026

VMD

VIEMED HEALTHCARE, INC.
BULLISH
Impact 8/10
Horizonmonths Processed7mo ago SEC0001729149-26-000008
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish

The strong growth in sleep therapy patients (62% YoY) and robust 2026 guidance suggest continued momentum. The share repurchase program indicates confidence in future cash flows. Monitor Q1 2026 results to confirm if growth trajectory continues.

DirectionBullish
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d ⚠ clustered
VMD ▲ +15.71% at T+60d
LONG call ✓ call won +15.71% · α vs SPY +4.41% · entry $8.40 → $9.72
Entry = T+0 close
Mar 4, 2026
via day close
T+1d
+4.52%
call +4.52% · α +5.84%
$8.78
settled 8mo ago
T+5d
+8.10%
call +8.10% · α +10.33%
$9.08
settled 8mo ago
T+20d
+14.64%
call +14.64% · α +18.43%
$9.63
settled 7mo ago
T+60d
+15.71%
call +15.71% · α +4.41%
$9.72
settled 5mo ago

Price Chart

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Executive Summary

Viemed Healthcare reported record 2025 financial results with 21% revenue growth to $270.3 million and 33% net income growth to $14.9 million. The company also announced a new $26.3 million share repurchase program and provided 2026 guidance projecting revenue of $310-320 million and Adjusted EBITDA of $65-69 million.

Key Financial Metrics

Revenue
$270.3M
+20.5% YoY
Adj. EPS
$0.37
GAAP: $0.37
Guidance
$310M-$320M
raised
Free Cash Flow
$28.1M
Gross Margin
57.5%

Key Facts

  • Record 2025 revenue of $270.3 million (21% YoY growth)
  • Net income of $14.9 million (33% YoY growth)
  • PAP therapy patient count increased 62% YoY to 34,528
  • Sleep resupply patient count increased 49% YoY to 36,561
  • 2026 guidance: $310-320 million revenue, $65-69 million Adjusted EBITDA
  • New $26.3 million share repurchase program authorized

Financial Impact

$26.3 million share repurchase program announced; 2026 revenue guidance of $310-320 million (15-18% growth)

revenueepscashFlowdilution

Segment Breakdown

SegmentRevenueGrowth
Ventilator rentals$136.7M+9.8%
PAP therapy$50.3M+62.7%

Risk Factors

  • Guidance excludes potential acquisitions which could impact results
  • Dependence on key suppliers and reimbursement rates from payors
  • Competition in the home healthcare market

Market Snapshot

Exchange
Nasdaq

Investment Themes

Healthcare & Medical Devices

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001729149-26-000008
Exhibit: ex99303042026.htm0001729149-26-000008
Document: vmd-20260304.htm0001729149-26-000008
Document: viemed_q42025supplementa.htm0001729149-26-000008
Document: 0001729149-26-000008-index-headers.html0001729149-26-000008
Document: 0001729149-26-000008-index.html0001729149-26-000008
Document: 0001729149-26-000008.txt0001729149-26-000008
7 reports for VMD
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for VMD — sortable, filterable
TypeNow
Sep 24, 2026
4w ago
SC 13D/A
BEARISH ★ 5/10
$8.91 $9.11▼ −2.24%▼ −2.99%$9.73 (−9.20%)
Aug 20, 2026
9w ago
8-K
BULLISH ★ 6/10
$8.85 $9.09▲ +2.71%▲ +3.01%$9.73 (+9.94%)
Aug 3, 2026
11w ago
8-K
MIXED ★ 6/10
$9.84 $9.82▼ −0.15%▲ +0.05%$9.73 (−1.07%)
Jun 4, 2026
20w ago
8-K
NEUTRAL ★ 3/10
$9.97 $9.92▼ −0.50%▼ −0.73%$9.73 (−2.41%)
Jun 2, 2026
20w ago
8-K
NEUTRAL ★ 5/10
$9.56 $9.84▲ +2.93%▲ +2.53%$9.73 (+1.78%)
May 5, 2026
24w ago
8-K
MIXED ★ 5/10
$8.52 $8.52· 0.00%▲ +0.33%$9.73 (+14.27%)
Mar 4, 2026
33w ago
8-K
BULLISH ★ 8/10
$8.40 $8.78▲ +4.52%▲ +5.84%$9.73 (+15.83%)
Showing 7 of 7

US Market Status

Market Closed — Opens Tue (16h 36m)

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Report published Mar 4, 2026