| Stage | ELMD | % of rev | INFU | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $19M | 100.00% | $37M | 100.00% | INFU ×1.90 |
| Gross profit | $15M | 78.71% | $21M | 57.98% | ELMD +20.7pp |
| Operating income | $4M | 19.70% | $4M | 11.24% | ELMD +8.5pp |
| Pre-tax income | $4M | 20.40% | $4M | 10.48% | ELMD +9.9pp |
| Net income | $3M | 17.52% | $3M | 8.75% | ELMD +8.8pp |
| Stage | ELMD | INFU | Gap · A − B |
|---|---|---|---|
| Revenue | $19M100.00% | $37M100.00% | INFU ×1.90 |
| Gross profit | 78.71%$15M | 57.98%$21M | ELMD +20.7pp |
| Operating income | 19.70%$4M | 11.24%$4M | ELMD +8.5pp |
| Pre-tax income | 20.40%$4M | 10.48%$4M | ELMD +9.9pp |
| Net income |
| 17.52%$3M |
| 8.75%$3M |
| ELMD +8.8pp |
ELMD 10-KAug 25 '26
“Our homecare revenue comes from reimbursement from commercial payers, Medicare, Medicaid, Veterans Affairs and direct patient payments.”
INFU 10-KFeb 27 '26
“We also contract with various other third-party payer organizations, Medicaid, commercial Medicare replacement plans, self-insured plans, facilities of our Medicare patients and numerous other insurance carriers.”
ELMD 10-KAug 25 '26
“Our homecare revenue comes from reimbursement from commercial payers, Medicare, Medicaid, Veterans Affairs and direct patient payments.”
INFU 10-KFeb 27 '26
“We are required to have a Medicare Supplier Number in order to have the ability to bill Medicare for services provided to Medicare patients.”