Here's What Key Metrics Tell Us About AtriCure (ATRC) Q3 Earnings (Revised)

Core Insights - AtriCure reported $134.27 million in revenue for Q3 2025, a 15.8% year-over-year increase, with an EPS of -$0.01 compared to -$0.17 a year ago, indicating significant improvement in earnings performance [1] - The revenue exceeded the Zacks Consensus Estimate by 2.09%, while the EPS surprise was 90.91% above the consensus estimate [1] Revenue Performance - United States Revenue for Pain Management reached $20.84 million, surpassing the average estimate of $20.59 million, reflecting a year-over-year increase of 27.7% [4] - International Revenue for Pain Management was $2.08 million, below the average estimate of $2.77 million, but still showing a year-over-year increase of 30.8% [4] - Total Ablation Revenue in the United States was $63.86 million, exceeding the $63.41 million estimate, with a year-over-year change of 10.04% [4] - International Total Ablation Revenue was reported at $14.79 million, above the $14.54 million estimate, marking a 24.52% year-over-year increase [4] - Overall United States Revenue totaled $109.31 million, surpassing the $106.47 million estimate, with a year-over-year increase of 14.5% [4] Segment Performance - United States Revenue for Open Ablation was $35.59 million, exceeding the average estimate of $34.88 million, reflecting a year-over-year increase of 16.3% [4] - International Revenue for Open Ablation reached $10.85 million, above the $9.73 million estimate, with a year-over-year increase of 26.1% [4] - United States Revenue for Minimally Invasive Ablation was $7.43 million, below the average estimate of $7.94 million, showing a significant year-over-year decline of 33.2% [4] - International Revenue for Minimally Invasive Ablation was $1.86 million, slightly below the $2.04 million estimate, but showing a year-over-year increase of 10.8% [4] - United States Revenue for Appendage Management was $45.45 million, exceeding the average estimate of $43.06 million, with a year-over-year increase of 21.5% [4] - International Total Revenue was reported at $24.96 million, slightly below the $25.12 million estimate, but reflecting a year-over-year increase of 22% [4] Stock Performance - AtriCure's shares have returned -4.02% over the past month, contrasting with the Zacks S&P 500 composite's +0.95% change, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for performance in line with the broader market in the near term [3]