Inogen is well-positioned for growth driven by the expanding portable oxygen concentrator market and international expansion, though U.S. revenue pressure from channel shifts remains a key risk. The company estimates that approximately 60% of new long-term oxygen therapy patients now begin treatment with a portable oxygen concentrator, up from less than 40% a few years ago, supporting strong business-to-business demand. International revenues increased 18% year over year in the first quarter of 2026, helped by expansion in Eastern Europe, Latin America, and Asia-Pacific, while U.S. sales declined 5% and rental revenues fell 8% in the same period. Inogen is also broadening its product portfolio with launches such as the Aurora CPAP mask family and the Simeox airway clearance technology, creating cross-selling opportunities. The Zacks Consensus Estimate projects a loss per share of 77 cents for 2026 on revenues of 369.3 million dollars, representing 5.9% revenue growth from the prior year.
Inogen IncShift to portable oxygen concentrators drives B2B demand; international revenue up 18%.
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