Will Corner's questions to ICU Medical Inc (ICUI) leadership • Q2 2025
Question
Will Corner of KeyBanc Capital Markets asked for an update on the annualized impact of tariffs into 2026 and inquired about any surprising customer feedback regarding the new Plum pump.
Answer
CEO Vivek Jain advised against annualizing the 2025 tariff impact, explaining that mitigation efforts and future pricing adjustments will change the dynamic. Regarding the Plum pump, Jain reported no major surprises, stating the primary focus is on ensuring a smooth, seamless installation and positive user experience, which is critical for customer adoption of the new technology.