Medical Devices
搜索文档
Gainey McKenna & Egleston Announces A Class Action Lawsuit Has Been Filed Against Inspire Medical Systems, Inc. (INSP)
Globenewswire· 2025-11-08 00:44
NEW YORK, Nov. 07, 2025 (GLOBE NEWSWIRE) -- Gainey McKenna & Egleston announces that a securities class action lawsuit has been filed in the United States District Court for the District of Minnesota on behalf of all persons or entities who purchased or otherwise acquired Inspire Medical Systems, Inc. (“Inspire” or the “Company”) (NYSE: INSP) securities between August 6, 2024 and August 4, 2025, inclusive (the “Class Period”). The Complaint alleges that Defendants made false and/or misleading statements and ...
Today’s Market Moving Stocks: Affirm Holdings, Expedia, and Globus Medical
Yahoo Finance· 2025-11-08 00:04
Affirm Holdings (AFRM) 业绩表现 - 股价当日上涨约9%,即5.88美元,得益于强劲的季度业绩 [1] - 每股收益为0.23美元,超出市场预期0.12美元,营收达9.3334亿美元,同比增长33.6%,超出市场预期4998万美元 [1] - 公司上调业绩指引,预计商品交易总额将达到475亿美元,高于此前预期的460亿美元,调整后运营利润率预期上调至27.1%,此前为26.1% [1][7] Expedia Group (EXPE) 业绩与展望 - 股价当日上涨约17%,即37.47美元,受强劲业绩推动 [2] - 公司上调2025年营收增长预期至6%-7%,高于此前预期的3%-5% [2][7] - 第三季度B2B部门预订额增长26%,达到93.8亿美元 [2] Globus Medical (GMED) 业绩与市场观点 - 股价当日上涨约29%,即18美元,受业绩推动 [3] - 每股收益为1.18美元,超出市场预期0.41美元,营收为7.69亿美元,同比增长约23%,超出市场预期3433万美元 [3] - Piper Sandler将公司目标价上调至90美元,评级为增持,主要因盈利能力改善,管理层将改善归因于美国脊柱销售加速和制造计划 [3][4] Akamai Technologies (AKAM) 业绩与展望 - 股价当日上涨约10%,即7.26美元,受业绩推动 [5] - 最近季度每股收益为1.86美元,超出市场预期0.22美元,营收为10.5亿美元,同比增长5%,超出市场预期1000万美元 [5] - 公司预计调整后每股收益为1.65-1.85美元,中值1.75美元高于市场预期的1.65美元,预计销售额为10.65-10.85亿美元,中值10.75亿美元略高于市场预期的10.7亿美元 [6]
AtriCure (ATRC) Loses 13.6% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
ZACKS· 2025-11-07 23:36
AtriCure (ATRC) has been beaten down lately with too much selling pressure. While the stock has lost 13.6% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of price ...
STAAR Surgical Announces Amendments to Alcon Merger Agreement
Businesswire· 2025-11-07 23:10
Nov 7, 2025 10:10 AM Eastern Standard Time STAAR Special Meeting of Stockholders Postponed to December 19, 2025 to Provide Time for Third-Party Proposals STAAR Surgical Announces Amendments to Alcon Merger Agreement Share 30-Day Go-Shop Period to Actively Solicit Other Third-Party Proposals No Termination Fee Payable to Alcon if STAAR Terminates Merger Agreement to Accept a Superior Proposal from a Qualified Bidder Alcon Waives All Matching Rights for Third-Party Proposals Alcon Waives Information Rights Du ...
SANUWAVE Health Inc(SNWV) - 2025 Q3 - Earnings Call Transcript
2025-11-07 22:30
Sanuwave Health (NasdaqGM:SNWV) Q3 2025 Earnings Call November 07, 2025 08:30 AM ET Speaker0Good day, everyone, and welcome to the Sanuwave Earnings Call. At this time, all participants are in a listen-only mode. Later, you will have the opportunity to ask questions during the question-and-answer session. You may register to ask a question at any time by pressing the star and one on your telephone keypad. You may withdraw yourself from the queue by pressing star and two. Please note this call may be recorde ...
ICUI Q3 Deep Dive: Strategic Execution Drives Margin Gains Amid Revenue Headwinds
Yahoo Finance· 2025-11-07 22:28
财务业绩摘要 - 第三季度营收为5.37亿美元,超出华尔街5.122亿美元预期的4.8%,但同比下降8.9% [1][6] - 非GAAP每股收益为2.03美元,较分析师共识预期1.43美元高出41.6% [1][6] - 调整后税息折旧及摊销前利润为1.059亿美元,超出分析师预期8786万美元,利润率为19.7% [6] - 运营利润率提升至5%,高于去年同期的3.6% [6] 业绩驱动因素 - 耗材和静脉输液系统业务的强劲增长抵消了因静脉输液解决方案部门不再合并报表导致的营收下降 [3] - 成功的客户实施、在利基市场的进展以及运营改善推动了利润率的提升和季度环比收益增长 [3] - 整合协同效应和有利的和解协议也促进了毛利率的改善 [3] 管理层评论与展望 - 管理层强调通过持续的产品创新和运营效率来维持盈利增长 [4] - 未来关键举措包括对新硬件和软件的持续投资,以及解决与美国食品药品监督管理局的监管问题 [4] - 重点工作包括减轻关税影响、优化制造网络和保持严格的成本控制 [4] - 中期优先事项包括资产负债表去杠杆化和探索战略性投资组合优化 [4] 财务指引 - 全年调整后每股收益指引中值为7.50美元,较分析师预期高出7.3% [6] - 全年税息折旧及摊销前利润指引中值为4亿美元,高于分析师预期的3.848亿美元 [6] - 公司当前市值为32亿美元 [6]
TNDM Q3 Deep Dive: Commercial Transformation and New Product Initiatives Drive Results
Yahoo Finance· 2025-11-07 22:20
财务业绩摘要 - 第三季度收入为2.493亿美元,超出市场预期的2.36亿美元,同比增长2.6%,超出预期5.6% [1][6] - 按美国通用会计准则计算,每股亏损为0.31美元,超出市场预期的每股亏损0.32美元,超出预期3.6% [1][6] - 调整后税息折旧及摊销前利润为277万美元,远低于市场预期的555万美元,利润率仅为1.1%,低于预期50% [6] - 运营利润率为-9.2%,较去年同期的-10.7%有所改善 [6] - 销售额下降4.8%,而去年同期下降24.7% [6] - 公司市值为9.007亿美元 [6] 运营表现与驱动因素 - 当季业绩得益于运营效率和商业执行力的提升 [3] - 管理层将业绩归因于美国商业运营的现代化、传统和药房渠道定价贡献的增加以及新产品的早期市场反响 [3] - 销售流程变革和组织结构调整开始产生切实效果,特别是通过提高销售生产率和t:slim及Mobi泵平台的强劲客户采用组合 [3] - 尽管销量面临阻力,但对扩大药房福利覆盖和产品组合策略的关注支撑了利润率改善 [3] 未来展望与战略重点 - 公司未来展望基于扩大药房渠道覆盖、进一步推出新产品以及直接开展国际业务 [4] - 管理层预计新产品(如Mobi Tubeless以及与持续血糖监测系统的进一步集成)将推动客户增长,特别是在从每日多次注射转型的人群中 [4] - 公司优先发展全闭环泵系统,并预计其多渠道方法在进入新的国际市场和扩大美国药房贡献时将提升收入和利润率表现 [4] - 价格、渠道效益和Mobi成本规模缩减的结合是公司近期和长期毛利率目标的基础 [4]
LMAT Q3 Deep Dive: Pricing and Margin Expansion Offset by Cautious Growth Outlook
Yahoo Finance· 2025-11-07 22:10
财务业绩摘要 - 第三季度营收为6105万美元,同比增长11.4%,但低于华尔街6230万美元的预期,相差2% [1][6] - 第三季度GAAP每股收益为0.75美元,超出分析师0.57美元的共识预期31.5% [1][6] - 调整后息税折旧摊销前利润为1899万美元,超出分析师预期7.2%,利润率为31.1% [6] - 运营利润率达到33.3%,较去年同期的24%显著提升 [6] - 有机营收同比增长12%,低于分析师预期的14.8%,相差281.7个基点 [6] 管理层评论与业务表现 - 管理层将第三季度业绩归因于产品组合改善、强劲的定价策略和运营效率提升 [5] - 移植物和分流管产品线表现强劲,是有机销售增长的主要贡献者 [3] - 有机销售增长主要由价格上涨驱动,而非销量增长 [3] - 国际扩张,特别是在欧洲和南非,提供了额外增长动力,但亚太地区仍面临挑战 [3] 未来展望与指引 - 对第四季度的营收指引中值为6280万美元,低于分析师6469万美元的预期2.9% [1][6] - 全年GAAP每股收益指引中值为2.51美元,较分析师预期高出9.9% [6] - 管理层指出,今年早些期的导管召回导致部分客户提前采购,这限制了第三季度增长,并可能影响第四季度增长 [3] - 近期的挑战包括导管召回继续导致销售前置、亚太地区因管理层变动和市场动态而充满挑战、外汇波动以及欧洲监管审批时间表 [4] 战略重点与市场动态 - 公司优先投资于新分销中心和持续招聘 [4] - 预计营收组合将继续偏向于生物制品和利基产品,这些领域定价能力最强 [4] - 公司当前市值为19.4亿美元 [6]
ATEC Mourns Passing of Board Member Jeffrey P. Rydin
Businesswire· 2025-11-07 22:05
Miles continued, "In life, if you're lucky, you come across a handful of people who just make the world better. Jeff was one of those people. He was a measured but determined force; he was a trust-builder; he was someone you could always count on to deliver, even – and especially – when the odds were long. Most importantly, he was an unapologetically devoted husband to his wife, Melissa, and a loving father to his sons, Spencer and Griffin. Over the entirety of Jeff's illness, I was privileged to personally ...
Hologic's Breast Health Rebounds, Takes Spotlight in Buyout Deal
ZACKS· 2025-11-07 21:41
公司业绩表现 - 第四季度乳腺健康部门收入增长4.8%,达到3.937亿美元,主要受介入性产品强劲销售、Endomagnetics并表以及美国销售执行力持续改善驱动 [1] - 剔除已剥离的SSI业务和Endomagnetics七月份销售额后,有机增长仍达到3.3% [1] - 尽管资本设备销售面临挑战,但经常性服务收入持续强劲增长,符合公司在该业务内实现收入多元化的长期战略 [2] - 公司调整后每股收益预期:当前季度(2025年12月)为1.08美元,下一季度(2026年3月)为1.08美元,本财年(2026年9月)为4.48美元,下一财年(2027年9月)为4.92美元 [11] 公司战略与运营 - 年内关键进展包括任命新领导层,根据不同的技能组合重组了资本设备和耗材销售的销售团队 [3] - 公司推出了针对旧款乳腺机组的精细化报废策略,并在北美开始通过自有销售团队直接销售Endomagnetics产品,取代了之前的经销商模式 [3] - 管理层在财年初曾预测乳腺机组装机量将放缓,因之前数个季度持续的两位数增长模糊了对正常化市场的可见度,并最终导致艰难的同比基数 [2] 并购交易与估值 - 公司宣布将被私募股权公司黑石集团和TPG以每股最高79美元的价格收购,交易还包括最高每股3美元的非交易性或有价值权 [4] - 该或有价值权分两笔支付,每笔最高1.50美元,分别在达成2026财年和2027财年乳腺健康部门全球收入目标后支付 [4] - 公司远期12个月市销率为3.85倍,低于行业平均的4.28倍 [9] - 年初至今公司股价上涨2.9%,高于行业0.3%的涨幅 [7] 同业竞争对手动态 - 通用电气医疗第三季度收入为51亿美元,有机增长4%,订单出货比为1.06倍,季度末积压订单达212亿美元 [5] - 通用电气医疗调整后每股收益下降6%至1.07美元,其中受到约0.16美元的关税影响 [5] - 碧迪公司第四季度收入为58.9亿美元,同比增长8.3%,诊断解决方案业务恢复正增长 [6] - 碧迪公司调整后稀释每股收益为3.96美元,增长3.9%,其中包括六个百分点的关税影响 [6]