About Cabling Installation & Maintenance

Our mission: Bringing practical business and technical intelligence to today's structured cabling professionals

For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

Throughout our annual magazine, weekly email newsletters and 24/7/365 website, Cabling Installation & Maintenance digs into the essential topics our audience focuses on.

  • Design, Installation and Testing: We explain the bottom-up design of cabling systems, from case histories of actual projects to solutions for specific problems or aspects of the design process. We also look at specific installations using a case-history approach to highlight challenging problems, solutions and unique features. Additionally, we examine evolving test-and-measurement technologies and techniques designed to address the standards-governed and practical-use performance requirements of cabling systems.
  • Technology: We evaluate product innovations and technology trends as they impact a particular product class through interviews with manufacturers, installers and users, as well as contributed articles from subject-matter experts.
  • Data Center: Cabling Installation & Maintenance takes an in-depth look at design and installation workmanship issues as well as the unique technology being deployed specifically for data centers.
  • Physical Security: Focusing on the areas in which security and IT—and the infrastructure for both—interlock and overlap, we pay specific attention to Internet Protocol’s influence over the development of security applications.
  • Standards: Tracking the activities of North American and international standards-making organizations, we provide updates on specifications that are in-progress, looking forward to how they will affect cabling-system design and installation. We also produce articles explaining the practical aspects of designing and installing cabling systems in accordance with the specifications of established standards.

Cabling Installation & Maintenance is published by Endeavor Business Media, a division of EndeavorB2B.

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The 5 Most Interesting Analyst Questions From ICU Medical’s Q2 Earnings Call

ICUI Cover Image

ICU Medical’s second quarter results met Wall Street’s revenue expectations and significantly exceeded consensus profit estimates, yet the market reacted negatively. Management attributed the challenging year-over-year sales decline to the deconsolidation of the IV Solutions business and ongoing tariff headwinds. CEO Vivek Jain noted that while the consumables segment achieved record sales and the IV Systems segment saw strong demand for new installations, tariff costs and the shifting product mix weighed on results. The company’s cautious tone reflected persistent external pressures, particularly as tariffs on production in Costa Rica increased.

Is now the time to buy ICUI? Find out in our full research report (it’s free).

ICU Medical (ICUI) Q2 CY2025 Highlights:

  • Revenue: $543.6 million vs analyst estimates of $539.7 million (8.9% year-on-year decline, 0.7% beat)
  • EPS (GAAP): $1.43 vs analyst estimates of -$0.47 (significant beat)
  • Adjusted EBITDA: $100.3 million vs analyst estimates of $90.8 million (18.5% margin, 10.5% beat)
  • EPS (GAAP) guidance for the full year is $7 at the midpoint, beating analyst estimates by 443%
  • EBITDA guidance for the full year is $392.5 million at the midpoint, above analyst estimates of $387.5 million
  • Operating Margin: 4.9%, in line with the same quarter last year
  • Market Capitalization: $2.82 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From ICU Medical’s Q2 Earnings Call

  • Jayson Tyler Bedford (Raymond James) questioned the extent to which tariffs, beyond Costa Rica, were considered in guidance. CFO Brian Bonnell clarified that China tariffs remain at current rates, and incremental exposure is now included in forecasts.

  • Jayson Tyler Bedford (Raymond James) asked if anything besides tariffs impacted the narrowing of EBITDA guidance. Bonnell replied, “It essentially comes down to just tariffs,” indicating no other material factors.

  • Michael Stephen Matson (Needham & Company) sought clarification on whether sequential growth was expected for total revenue or only certain segments. CEO Vivek Jain emphasized that consumables and systems are the prime growth engines, with record quarters anticipated.

  • William Korner (KeyBanc Capital Markets) probed whether tariff expenses should be annualized for future years. Jain advised against annualizing 2025 tariffs, noting some implementations will be repriced over time to offset costs.

  • Charles S. Strauzer (CJS Securities) asked about the status of plant consolidations and future benefits. CEO Jain said the Costa Rica move is complete, with two more consolidations nearing completion and benefits expected to materialize next year.

Catalysts in Upcoming Quarters

Looking ahead, the StockStory team will be closely monitoring (1) the pace of regulatory approvals and customer adoption for ICU Medical’s new infusion pumps and software platforms, (2) the company’s ability to offset persistent tariff headwinds through pricing and cost actions, and (3) progress on finalizing manufacturing consolidations and optimizing the Vital Care portfolio. Execution on these fronts will be key to sustaining revenue growth and margin improvement.

ICU Medical currently trades at $113.59, down from $130.21 just before the earnings. Is there an opportunity in the stock?The answer lies in our full research report (it’s free).

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