Every material Form 8-K Inogen Inc has filed with the SEC since August 06, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Inogen reported third-quarter 2026 results with revenue down 2.4% and a larger GAAP loss from continuing operations than a year earlier, including a $10.6 million impairment charge. The company also completed the sale of its U.S. oxygen rental business and named Andy Reding as President and CEO, replacing Kevin Smith.
Q3 2026 revenue was $77.2 million, down from $79.1 million; U.S. sales rose 3.8% while international sales fell 9.0%.
GAAP loss from continuing operations was $14.8 million ($0.56 per diluted share) versus $3.6 million ($0.13) a year earlier.
Fourth-quarter 2026 revenue from continuing operations is expected at $65 million to $68 million; full-year revenue at $298 million to $301 million, with an adjusted loss of $7 million to $8 million.
Andy Reding became President and CEO effective October 30, 2026; the company also plans a $20 million annualized cost reduction program starting in Q4 2026.
On September 29, 2026, Inogen agreed to sell substantially all assets of its U.S. oxygen rental business to Rotech Healthcare for an estimated up to $24.8 million, subject to post-closing reconciliation and payable in six installments. The filing also discloses a supply agreement with Rotech and a conditional increase in the share repurchase authorization to $45.0 million, effective only if the sale closes, which matters to shareholders because it removes a business with declining revenue while expanding capital return.
Purchase price is estimated at up to approximately $24.8 million, payable in six installments and subject to post-closing reconciliation.
The rental business generated $24.3 million of revenue in the first half of 2026, down 9.8% year over year.
Share repurchase authorization would rise from $30.0 million to $45.0 million and expire June 30, 2028 instead of December 31, 2027, but only upon closing.
The transaction is expected to close in the fourth quarter of 2026, and the rental business will be reported as discontinued operations starting with third-quarter 2026 results.
Inogen reported second quarter 2026 revenue of $95.1 million, up 3.0% from a year earlier, and a GAAP net loss of $3.9 million, narrower than the $4.2 million loss in the prior-year period. The company raised its full-year 2026 adjusted EBITDA guidance to approximately $4.0 million, but U.S. sales and rentals declined, and the six-month net loss widened to $12.2 million from $10.3 million.
Q2 2026 revenue was $95.1 million, up 3.0%; international sales rose 14.8% to $41.3 million while U.S. sales and rentals fell.
GAAP net loss was $3.9 million in Q2 2026 versus $4.2 million a year earlier; adjusted EBITDA was $2.4 million versus $2.1 million.
Full-year 2026 adjusted EBITDA guidance was raised to approximately $4.0 million; full-year revenue guidance is $355 million to $361 million.
Third-quarter 2026 revenue is expected to be approximately in line with third-quarter 2025 revenue.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Inogen Inc filing is on SEC EDGAR ↗. 8-K briefs of other companies →