Have you been paying attention to shares of Masimo (MASI) ? Shares have been on the move with the stock up 10.7% over the past month. The stock hit a new 52-week high of $194.88 in the previous session. Masimo has gained 15.3% since the start of the year compared to the 6.7% move for the Zacks Medical sector and the 2.2% return for the Zacks Medical - Instruments industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings consensus ...

Masimo (MASI) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving.Analysts' growing optimism on the earnings prospects of this medical technology company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term ...

Company Overview - Masimo Corporation, based in Irvine, CA, develops, manufactures, and markets non-invasive monitoring systems [11] - The company operates in two segments: Healthcare revenues account for 62.3% of FY23 revenues, which is a decrease of 4.8% from FY22, while Non-healthcare revenues make up 37.7%, showing an increase of 11.1% [11] Investment Ratings - Masimo is rated as a 1 (Strong Buy) on the Zacks Rank, indicating strong investment potential [11] - The company has a VGM Score of B, which combines value, growth, and momentum indicators [11][12] Momentum and Earnings Estimates - The Momentum Style Score for Masimo is A, with shares having increased by 8.4% over the past four weeks [12] - In the last 60 days, five analysts have revised their earnings estimates upwards for fiscal 2025, with the Zacks Consensus Estimate rising by $0.50 to $5.07 per share [12] - Masimo has an average earnings surprise of 14.4%, indicating strong performance relative to expectations [12]

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, it's pretty easy to find cutting-edge growth sto ...

Masimo (MASI) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a changin ...

# 财报详情 Q4财报亮点 总体收入为 6.01亿美元 ，按报告和固定汇率计算增长9%； 医疗保健收入为 3.68亿美元 ，按报告计算增长8%，按固定汇率计算增长9%； 非医疗保健收入为 2.32亿美元 ，按报告和固定汇率计算增长11%； 合作伙伴征集：2025全球手术机器人大会 报名：首届全球眼科大会 | 展位有限 报名：首届全球心血管大会 | 奖项评选 报名：首届全球骨科大会 | 奖项评选 2025年2月26日，迈心诺Masimo（纳斯达克股票代码：MASI） 公布了超出市场预期 的 第 四季度财务业绩 ，并 上调 了2025年全年盈利指引 。 早盘交 易中，MASI股价上涨 超过8% ，达到每股 184美 元 。 Masimo 公司在2024年经历了一段动荡时期。创始人兼时任首席执行官Joe Kiani在9月辞职，此前股东投票将他从董事会主席职位上罢免，结束了Masimo 与Politan Capital Management之间漫长的代理权争夺战。几个月内，公司总部还进行了裁员。 基本每股GAAP净亏损为（6.52美元），其中包括对Sound United的商誉和无形资产减值； 非 GAAP稀释每股净 ...

Masimo Corporation (MASI) delivered adjusted earnings per share (EPS) of $1.80 in the fourth quarter of 2024, up 44% year over year. The figure beat the Zacks Consensus Estimate by 20.8%.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.The adjustments include acquired intangible asset amortization, and acquisitions, integrations, divestitures, and related costs, among others.GAAP loss per share for the quarter was $6.52 (which included an impairment of goodwill and intangibles for Soun ...

Core Insights - Masimo reported revenue of $600.7 million for the quarter ended December 2024, reflecting a year-over-year increase of 9.4% [1] - The company's EPS was $1.80, up from $1.25 in the same quarter last year, indicating a significant improvement [1] - The reported revenue exceeded the Zacks Consensus Estimate of $596.07 million, resulting in a surprise of +0.78% [1] - Masimo delivered an EPS surprise of +20.81%, with the consensus EPS estimate being $1.49 [1] Revenue Breakdown - Non-healthcare revenue was $232.20 million, surpassing the average estimate of $224.29 million, marking an 11.1% year-over-year increase [4] - Healthcare revenue reached $368.50 million, slightly below the estimated $369.46 million, but still showing an 8.4% increase compared to the previous year [4] Profit Metrics - Gross profit from non-healthcare was reported at $81 million, exceeding the average estimate of $77.12 million [4] - Gross profit from healthcare was $232.30 million, which was below the estimated $236.40 million [4] Stock Performance - Over the past month, Masimo's shares returned +0.1%, while the Zacks S&P 500 composite declined by -1.8% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]

Masimo (MASI) came out with quarterly earnings of $1.80 per share, beating the Zacks Consensus Estimate of $1.49 per share. This compares to earnings of $1.25 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 20.81%. A quarter ago, it was expected that this medical technology company would post earnings of $0.84 per share when it actually produced earnings of $0.98, delivering a surprise of 16.67%.Over the last four quarters, th ...

Financial Data and Key Metrics Changes - For Q4 2024, consolidated revenues were $601 million, representing 9% growth on a constant currency basis [24] - Healthcare revenues grew 9% to reach $368 million, while non-healthcare revenues grew 11% to $232 million [24] - Consolidated gross margin was 52%, with healthcare gross margins at 63% and non-healthcare at 35% [25] - Operating profit was $134 million, representing 46% growth year-over-year, with an operating margin of 22.4% [25][26] - Non-GAAP net earnings per share was $1.80, representing 44% growth year-over-year [26] - For fiscal 2024, consolidated revenues were $2.94 billion, with healthcare revenues of $1.395 billion and non-healthcare revenues of $699 million [29] Business Line Data and Key Metrics Changes - Healthcare business revenues grew 10% for the year, driven by substantial growth in consumable and service revenues [30] - Consumable and service revenues exceeded growth targets across major product platforms, including pulse oximetry and hemodynamics [30] - Capital equipment revenues declined due to a change in accounting rules affecting revenue recognition [31] Market Data and Key Metrics Changes - Incremental value of new contracts was $432 million, indicating strong market positioning and future revenue growth potential [33] - The company shipped nearly 235,000 technology boards and monitors, exceeding expectations [32] Company Strategy and Development Direction - The company is refocusing on its core professional healthcare market and optimizing its cost structure [23][28] - Management is committed to building programs that engage and develop talent to support long-term growth [19] - The potential sale of the consumer business is under evaluation, with no final decisions made yet [5][39] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to drive profitable growth and improve margins due to recent cost structure optimizations [25][38] - The guidance for 2025 projects healthcare revenue of $1.5 billion to $1.53 billion, representing approximately 8% to 10% growth [38] - Management highlighted the importance of continuous patient monitoring and the opportunity to expand into new areas of healthcare [17][20] Other Important Information - The company incurred a net loss of $6.52 per share on a GAAP basis due to non-cash impairment charges [26] - The Sound United business will be classified as held for sale starting in 2025, impacting future financial reporting [35] Q&A Session Summary Question: Inquiry about operating margin guidance - Management noted that the increase in operating margin guidance to 27.5% - 28% for 2025 is due to earlier-than-expected margin improvement initiatives and project rationalization [44][46] Question: Hospital census and flu activity assumptions for 2025 - Guidance assumes low-single-digit growth in sensors and inpatient admissions, with strong contracting performance expected to carry into 2025 [50][51] Question: CEO's focus on executing against the financial framework - The new CEO emphasized understanding core markets and expanding leadership positions while focusing on healthcare innovation [56][58] Question: Update on tariff contingency plans - Management discussed the flexibility gained from expanded manufacturing in Malaysia to mitigate potential tariff impacts [63][66] Question: Hemodynamic monitoring opportunities - The CEO expressed excitement about the potential for growth in hemodynamic monitoring, emphasizing the need to treat more patients [72][73] Question: Quarterly revenue flow and seasonality - Management indicated that the first quarter is expected to follow historical seasonality, with an extra week contributing to fourth-quarter results [76][78] Question: Update on hospital automation focus - Management confirmed that hospital automation remains a strong growth area, with continued investment planned [108][110] Question: Status of Apple litigation - Management provided an update on ongoing litigation with Apple, confirming it will remain part of the healthcare business [114][120]