Aaron Warwick

@aarondwarwick has been on top of $INFU for our community. Join our community at BreakoutInvestors.com and find out where he sees this going over the coming quarters.

$INFU: The "Quality of Revenue" Transition. 🔄 InfuSystem ($INFU) Q4/FY25 earnings are out. The Past (2025 was a massive success): - Adjusted EBITDA: $31.5M (+24%). - Diluted EPS: $0.31 (+182%). - Repurchased 1.3M shares. The Future (2026 Guidance): Management is taking a deliberate $7.1M revenue haircut by restructuring their biggest biomedical contract. They are trading empty calories for high-margin protein. Pro-forma growth remains at 6% to 8% (compared to analyst estimates of sub-3%), and Adjusted EBITDA margins are guided to the mid-to-low 20s. Don't let the headline revenue miss of $0.5M shake you out. They are trimming the fat. Leaner, meaner, and highly profitable. 💪

My latest on $INFU as well as two new tickers I’m in. breakoutinvestors.substack.com/p/infu-opportu…

My latest on $INFU for Seeking Alpha. seekingalpha.com/article/484135…

My latest on $INFU and the strange price action following today's earnings report. open.substack.com/pub/breakoutin…

In addition to what I shared in this article, I received now a statement from $PESI that I shared here: breakoutinvestors.substack.com/p/statement-fr…

A lot of misinfo spreading yesterday regarding the Hanford vit plant, which negatively impacted $PESI's stock price. My full thoughts on the situation here: breakoutinvestors.substack.com/p/important-up…

@Dom_Delecto @heath51938787 I can’t do that, but you can subscribe to our Substack for $10/month or $100/year and get an article I plan to publish on there making sense of today’s news. I think I have figured out what’s actually going on. breakoutinvestors.substack.com

@aarondwarwick @heath51938787 Aaron, can I pay you for your article? I want to read it but don’t want to pay $300 for seeking alpha just to read one write up. lol Sorry if this is out of pocket

My latest on $PESI, as Hanford work begins: seekingalpha.com/article/482087…

@heath51938787 An article in the Tri-City Herald citing an anonymous source called into question the DOE’s commitment to the vit plant. The DOE issued a formal statement saying nothing changed plans have changed, which is when the stock started recovering.

@aarondwarwick Must be more substantial news out? PESI tanking. Thoughts?

@PrivacySetting1 The DOE released a formal statement today saying nothing changed. I will probably issue a Substack update tonight or tomorrow morning.

@aarondwarwick Maybe great timing on your article if u can provide any color on the tri city article today.. As a “newspaper” they’re hopelessly biased and partisan, so everything they say needs to be filtered thru that lens, but would be curious to hear your thoughts

@BradleySteveson Funny! But the DOE issued a statement that nothing has changed.

I can't accuse @aarondwarwick of great timing, 😂but his article as usual is outstanding!

Nice $PESI update from @aarondwarwick. seekingalpha.com/article/482087…

My latest on $INFU for Seeking Alpha: seekingalpha.com/article/481673…

Another solid order for $AEHR this morning ahead of the Jeffries conference. The $ amount is not huge, but the commentary is bullish for the near term and for the very long term as they cement the partnership with a major hyperscaler.

My updated thoughts on $IRIX after a somewhat mixed, but overall positive 2Q25: open.substack.com/pub/breakoutin…

My latest update on $INFU and $PESI following earnings, and a brief snippet about my expectation for $IRIX: breakoutinvestors.substack.com/p/post-er-upda…

Kaboom! Thanks to this outstanding research I was one of many in our community able to take advantage of this opportunity to buy the dip and watch it rip. Credit to @aarondwarwick and others for keeping this in front of us.

$INFU up 36% this week. Our community took this ride with @aarondwarwick. Nice call and thanks for keeping our community #aheadofthecurve

Very nice 3-day run for my #1 name, $INFU. Glad I added significantly on the recent dip. A fellow investor at Breakout Investors found a reason for the dip that had nothing to do with the company. Great collaboration going on there. Join us here: chat.whatsapp.com/Hsg2xw3jmMNJtt…