iRadimed to Court Investors at Roth Conference on Heels of Record Growth

ORLANDO, Fla. – March 16, 2026 – As IRADIMED CORPORATION (NASDAQ: IRMD) prepares to engage with the investment community at the 38th Annual Roth Conference, the company arrives not just with a compelling story, but with a formidable track record of financial success and market leadership. CEO Roger Susi and CFO Jack Glenn are scheduled to host one-on-one meetings with investors on March 22 and 24 in Laguna Niguel, CA, a strategic move to communicate the company's value proposition at a pivotal moment of growth.

The Orlando-based medical device manufacturer, a specialist in creating technology safe for Magnetic Resonance Imaging (MRI) environments, is leveraging the influential small-cap conference to build on its significant momentum. The meetings provide a direct channel to institutional investors, offering a platform to detail the company's strategy following an exceptional period of performance and ahead of key product and international expansions.

A Strategy of Engagement Amid Financial Strength

IRADIMED's participation in the Roth Conference is underscored by a period of unprecedented financial health. The company recently reported its 18th consecutive quarter of record revenue, a testament to its sustained growth and operational excellence. For the fourth quarter of 2025, revenue surged 17% year-over-year to $22.7 million, while full-year 2025 revenue climbed 14% to $83.8 million. This performance outpaced analyst expectations, with non-GAAP diluted earnings per share for Q4 2025 reaching $0.54, a 23% increase from the prior year.

This financial strength provides a powerful backdrop for its investor discussions. The company's confidence is further reflected in its shareholder return policies. The Board of Directors recently approved an increase in the regular quarterly cash dividend to $0.20 per share and paid a special cash dividend of $0.50 per share in December 2025. Such actions signal a robust outlook and a commitment to delivering value beyond stock appreciation.

Looking ahead, IRADIMED has issued strong guidance for 2026, projecting full-year revenue between $91.0 million and $96.0 million and non-GAAP diluted EPS in the range of $2.06 to $2.21. This optimistic forecast is driven by both existing product demand and the highly anticipated rollout of its next-generation technology. The company's stated goal of achieving a $100 million revenue run rate appears well within reach, a key metric likely to be emphasized in its meetings with potential backers.

Innovation at the Core of Patient Safety

At the heart of IRADIMED's success is its singular focus on solving a critical and dangerous problem in modern medicine: the safe delivery of care within the powerful magnetic field of an MRI scanner. Standard medical equipment, such as IV pumps and patient monitors, contains ferrous metals and electronics that can become dangerous projectiles or cause severe image artifacts, putting patients at risk. IRADIMED has engineered solutions that eliminate these dangers.

The company is the only known provider of a non-magnetic intravenous (IV) infusion pump system, the patented MRidium® system. This device is crucial for critically ill patients who cannot be disconnected from life-sustaining medications and for pediatric patients who often require sedation to remain still during a scan. The MRidium® pump ensures a seamless, safe, and accurate delivery of fluids before, during, and after an MRI procedure.

Complementing the pump is the Iradimed 3880 MRI-compatible patient vital signs monitoring system. Designed to operate flawlessly in magnetic fields up to 30,000 gauss—a strength that allows it to function virtually anywhere in the MRI suite—the system provides uninterrupted monitoring of a patient's essential vitals. This includes wireless ECG, SpO2 using Masimo® algorithms, respiratory CO2, blood pressure, and temperature. This capability minimizes patient risk by allowing continuous monitoring from a critical care unit, to the MRI scanner, and back.

The innovation continues with the recent launch of the next-generation 3870 MR IV pump system. Initial units shipped in late 2025, with a full rollout expected to drive significant revenue acceleration in the second half of 2026. This new system is not only an upgrade in technology but also carries an expected 10%-14% increase in average selling price, promising to bolster the company's already impressive gross margins, which hover around 77%.

Dominating a Niche Market

IRADIMED's story is a case study in the power of niche market dominance. By concentrating its efforts on the highly specialized field of MRI-compatible devices, the company has carved out a defensible leadership position. The global market for MRI monitoring devices, valued at over $4.2 billion in 2025, is projected to grow steadily as the demand for diagnostic imaging and procedural safety increases worldwide. North America currently represents the largest market, where IRADIMED generates over 80% of its sales.

This focused strategy has allowed the company to build a deep moat. While the broader patient monitoring market is crowded with large competitors, IRADIMED's expertise in non-magnetic engineering creates a high barrier to entry. Its status as the sole provider of a non-magnetic IV pump gives it a significant competitive advantage and pricing power, enabling it to capture a premium for its life-saving technology.

Analysts have taken note of this unique position, with a consensus "Moderate Buy" rating and a price target of $120.00, suggesting a healthy upside from its current trading price. The stock's 280% rise over the last five years reflects the market's appreciation for its consistent execution and differentiated product portfolio. While the stock's high P/E ratio suggests a premium valuation, investors have consistently rewarded the company's performance, particularly following positive earnings announcements and strategic updates.

Investor Outlook and Future Horizons

As Susi and Glenn meet with investors, the conversation will likely extend beyond past successes to future growth vectors. A key topic will be the company's international expansion strategy. With regulatory approvals being targeted for late 2026, IRADIMED is planning a phased rollout in Europe and Japan, two major healthcare markets where its technology can address a significant unmet need. This geographic expansion represents a substantial long-term growth opportunity.

While investor sentiment is largely positive, a recent uptick in short interest suggests some skepticism, which the leadership will have an opportunity to address directly at the conference. By articulating the clear clinical need, the strength of their product pipeline with the new 3870 pump, and a defined path for international growth, the company can reinforce its narrative and solidify investor confidence.

The Roth Conference serves as a platform for IRADIMED to not only celebrate its recent accolades, including being named to TIME's list of America's Growth Leaders for 2026, but to lay the groundwork for its next chapter. For investors, it is a chance to look beyond the numbers and understand the deep clinical impact and strategic positioning of a company that has become indispensable to safety in the MRI suite.