Inogen (INGN) Q2 FY26 earnings call

Inogen reported mixed Q2 FY26 results, with revenue falling short of prior guidance due to faster-than-anticipated channel shifts impacting US DTC and rental businesses, alongside international distributor inventory adjustments. Despite these top-line pressures, the company demonstrated strong international growth and improved profitability, leading to a raised full-year adjusted EBITDA outlook. Management is focused on leveraging new product traction, B2B channel expansion, and operational efficiencies to drive long-term growth and shareholder value.