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InMode(INMD) - 2025 Q1 - Earnings Call Transcript
2025-04-28 21:32
InMode (INMD) Q1 2025 Earnings Call April 28, 2025 08:30 AM ET Company Participants Miri Segal - Founder & CEOMoshe Mizrahy - Chairman and Chief Executive OfficerYair Malca - CFOMatt Taylor - Managing DirectorCaitlin Cronin - DirectorSam Eiber - Vice President - Equity ResearchDane Reinhardt - Senior Equity Research Associate Conference Call Participants Matt Miksic - Equity Research AnalystDanielle Antalffy - AnalystMike Matson - Senior Equity Research Analyst Operator Good day and welcome to InMode's Firs ...
InMode (INMD) Lags Q1 Earnings Estimates
ZACKS· 2025-04-28 21:25
This quarterly report represents an earnings surprise of -6.06%. A quarter ago, it was expected that this maker of cosmetic surgery devices would post earnings of $0.50 per share when it actually produced earnings of $0.42, delivering a surprise of -16%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. InMode, which belongs to the Zacks Medical - Products industry, posted revenues of $77.87 million for the quarter ended March 2025, surpassing the Zacks Consensus Esti ...
InMode(INMD) - 2025 Q1 - Earnings Call Transcript
2025-04-28 20:30
InMode (INMD) Q1 2025 Earnings Call April 28, 2025 08:30 AM ET Company Participants Miri Segal - Founder & CEOMoshe Mizrahy - Chairman and Chief Executive OfficerYair Malca - CFOMatt Taylor - Managing DirectorCaitlin Cronin - DirectorSam Eiber - Vice President - Equity ResearchDane Reinhardt - Senior Equity Research Associate Conference Call Participants Matt Miksic - Equity Research AnalystDanielle Antalffy - AnalystMike Matson - Senior Equity Research Analyst Operator Good day and welcome to InMode's Firs ...
InMode Reports First Quarter 2025 Financial Results; Quarterly Revenue of $77.9 Million Represents 3% Year-Over-Year Decrease
Prnewswire· 2025-04-28 19:00
In April 2025, Completed Recent Share Repurchase Program of 6.95 Million Shares YOKNEAM, Israel, April 28, 2025 /PRNewswire/ -- InMode Ltd. (Nasdaq: INMD) ("InMode"), a leading global provider of innovative medical technologies, today announced its consolidated financial results for the first quarter ended March 31, 2025. First Quarter 2025 Highlights: U.S. GAAP Results (U.S. dollars in thousands, except for per share data) | | Q1 2025 | Q1 2024 | | --- | --- | --- | | Revenues | $77,874 | $80,284 | | Gross ...
InMode to Report First Quarter 2025 Financial Results and Hold Conference Call on April 28, 2025, Expects Q1 Revenue Between $77.2M-$77.5M, Reiterates FY 2025 Revenue Guidance Between $395M-$405M
Prnewswire· 2025-04-14 19:00
Conference call to be held on Monday, April 28, 2025, at 8:30 a.m. Eastern Time YOKNEAM, Israel, April 14, 2025 /PRNewswire/ -- InMode Ltd. (Nasdaq: INMD), a leading global provider of innovative medical technologies, announced today that it expects to release its financial results for the first quarter 2025 before the Nasdaq market opens on Monday, April 28, 2025. InMode is currently finalizing its financial results for the first quarter of 2025. While complete financial information and operating data are ...
InMode (INMD) Soars 6.8%: Is Further Upside Left in the Stock?
ZACKS· 2025-04-11 00:40
文章核心观点 - InMode股价上一交易日上涨6.8%,或因美国宣布暂停加征关税90天引发全球市场反弹,但其近四周累计下跌23%,且盈利预估无变化,后续走势待观察;Phibro Animal Health上一交易日上涨6.6%,过去一个月下跌20.4%,其即将公布的报告盈利预估有变化 [1][3][4] InMode公司情况 - 上一交易日股价收于15.46美元,上涨6.8%,成交量可观,近四周股价下跌23% [1] - 即将公布的季度报告预计每股收益0.45美元,与去年同期持平,营收预计9190万美元,同比增长14.5% [2] - 过去30天该季度的共识每股收益预估未变,目前Zacks评级为3(持有) [3] Phibro Animal Health公司情况 - 上一交易日股价收于19.06美元,上涨6.6%,过去一个月回报率为 -20.4% [3] - 即将公布的报告共识每股收益预估过去一个月变化 +0.6%至0.52美元,较去年同期变化 +67.7%,目前Zacks评级为2(买入) [4] 行业情况 - InMode和Phibro Animal Health同属Zacks医疗产品行业 [3]
InMode: Strategic Capital Allocation Unlocks Shareholder Value (Rating Upgrade)
Seeking Alpha· 2025-04-03 16:26
Just over a year ago, I wrote my first article about InMode (NASDAQ: INMD ), where I recommended the shares as a Hold due to management’s inefficient capital allocation. If you haven't seen it, I recommendMy name is Guilherme Nunes, and I am a certified stock analyst in Brazil with over 10 years of experience analyzing and publishing reports on companies in Brazil, Chile, and the United States.Throughout my career, I’ve focused primarily on small-cap companies, applying a deep value investment approach. Cur ...
InMode to Present at the 24th Annual Needham Virtual Healthcare Conference
Prnewswire· 2025-03-26 20:30
文章核心观点 InMode公司宣布首席执行官Moshe Mizrahy和首席财务官Yair Malca将参加2025年4月8日的第24届Needham年度虚拟医疗保健会议 [1] 会议信息 - 会议安排了由高级股票分析师Michael Matson主持的炉边谈话 时间为4月8日周二美国东部时间下午2:15 可在线观看直播 [2] - 公司当天还将举行一对一投资者会议 如需安排会议 请联系Needham代表 [2] - 更多活动信息可访问InMode的投资者关系网站 [2] 公司介绍 - InMode是全球领先的创新医疗技术提供商 开发、制造和销售利用新型射频技术的设备 [3] - 公司致力于推动新兴外科手术并改进现有治疗方法 利用微创射频技术提供多领域产品线 [3] - 更多公司信息可访问https://inmodemd.com/ [3] 投资者关系联系方式 - 联系人Miri Segal - Scharia 所属公司MS - IR LLC 邮箱[email protected] [4] - 公司标志链接https://mma.prnewswire.com/media/1064477/InMode_Logo.jpg [4]
Is InMode (INMD) Stock Undervalued Right Now?
ZACKS· 2025-03-25 22:40
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use a variety of methods, including tried-a ...
InMode Responds to Doma Perpetual's Letters
Prnewswire· 2025-03-06 20:30
文章核心观点 - 英模德公司(InMode)致信DOMA资本管理公司CEO,回应其对公司运营管理和股东关系的不满,阐明公司立场并反驳相关不实说法 [1][2] 资本分配与股东回报 - 自2022年初至今,公司通过回购近30%的股份,向股东返还约5亿美元 [3] - 2023 - 2025年每年进行10%股份的回购,以节税方式将全部自由现金流返还股东,还在探讨年底前返还更多资本的可能性 [4] - 认为30%股份的要约收购会被以色列国税局视为股息,需缴纳20%股息税,是低效的资本返还方式,公司将审慎评估资本分配策略 [5] 人员与组织架构 - 2024年公司对高层管理进行更新,提拔内部人才,美国新任命的两位副总裁经验丰富,各子公司国家经理均向CEO汇报,无职位空缺 [7][8] 生产布局 - 公司三个制造工厂有能力生产所有平台产品,已获销售国家监管机构批准,怀疑多米尼加共和国或哥斯达黎加的工厂是否符合医疗制造监管要求,没必要转移生产 [10] - 公司按90个出口国家的监管要求小批量生产产品,生产线需靠近供应链管理、工程和监管部门 [11] 研发与投资 - 公司每年推出2个新平台/适应症,研发管道中至少有10个新项目,持续进行有机研发投资 [12] - 公司持续评估有潜力的技术和年轻公司,以及互补专利,近期收购了Viveve的专利组合和加州大学的一项专利 [13] 并购策略 - 公司耐心探索潜在并购机会,评估的并购需有助于提升每股收益,曾对注射剂行业两家公司提出收购要约但未被接受 [14] - 战略收购可能需动用债务能力,公司需保留足够现金 [15] 法律行动威胁 - DOMA威胁对公司采取法律行动无助于运营和股东价值,公司与股东保持透明和专业的关系,认为没必要进行此类威胁 [16]