InfuSystem Holdings, Inc. Quarterly report [Sections 13 or 15(d)]

Revenue (Tables)

9 Months Ended

Sep. 30, 2026

The following table presents the Company’s disaggregated revenue by offering type (in thousands):


	Three Months Ended September 30,
	2026				2025
	Total Net Revenues		Percentage of Total Net Revenues		Total Net Revenues		Percentage of Total Net Revenues
Patient Services revenue recognized at a point in time:
Direct products	$	662	1.8	%	$	690	1.9	%
Third-Party Payer products	6,848		18.2	%	4,822		13.2	%
Patient Services revenue recognized over time:
Direct rental services	2,081		5.5	%	1,985		5.4	%
Third-Party Payer rental services	13,673		36.4	%	12,723		34.9	%
Total Patient Services accounted for under ASC 606	23,264		61.9	%	20,220		55.4	%
Device Solutions revenue recognized at a point in time:
Products	3,324		8.9	%	4,100		11.2	%
Services	2,412		6.4	%	3,379		9.3	%
Device Solutions revenue recognized over time:
Services	312		0.8	%	1,263		3.5	%
Total Device Solutions accounted for under ASC 606	6,048		16.1	%	8,742		24.0	%
Total Revenue Accounted for under ASC 606	29,312		78.0	%	28,962		79.4	%
Patient Services lease revenue	2,547		6.8	%	2,144		5.9	%
Device Solutions lease revenue	5,730		15.2	%	5,382		14.8	%
Total Revenue accounted for under ASC 842, Leases	8,277		22.0	%	7,526		20.6	%
Total Net Revenue	$	37,589	100.0	%	$	36,488	100.0	%


	Nine Months Ended September 30,
	2026				2025
	Total Net Revenues		Percentage of Total Net Revenues		Total Net Revenues		Percentage of Total Net Revenues
Patient Services revenue recognized at a point in time:
Direct products	$	2,038	1.9	%	$	1,979	1.8	%
Third-Party Payer products	18,149		16.8	%	12,880		12.0	%
Patient Services revenue recognized over time:
Direct rental services	6,193		5.7	%	5,834		5.4	%
Third-Party Payer rental services	39,409		36.4	%	37,522		35.0	%
Total Patient Services accounted for under ASC 606	65,789		60.8	%	58,215		54.3	%
Device Solutions revenue recognized at a point in time:
Products	10,404		9.6	%	12,567		11.7	%
Services	7,857		7.3	%	8,463		7.9	%
Device Solutions revenue recognized over time:
Services	524		0.5	%	4,866		4.5	%
Total Device Solutions accounted for under ASC 606	18,785		17.4	%	25,896		24.2	%
Total Revenue Accounted for under ASC 606	84,574		78.2	%	84,111		78.5	%
Patient Services Lease Revenue	6,915		6.4	%	6,438		6.0	%
Device Solutions Lease Revenue	16,717		15.4	%	16,657		15.5	%
Total Revenue accounted for under ASC 842, Leases	23,632		21.8	%	23,095		21.5	%
Total Net Revenue	$	108,206	100.0	%	$	107,206	100.0	%