Establishment Labs Holdings (ESTA) UP More Than 27% Since Q3 2025 Results

Company Overview - Establishment Labs Holdings Inc. (NASDAQ:ESTA) is a medical technology company focused on women's health, specializing in silicone-filled breast and body shaping implants [5]. Financial Performance - For fiscal Q3 2025, Establishment Labs reported revenue of $53.78 million, reflecting a year-over-year growth of 33.7% and surpassing estimates by $1.5 million [2]. - The company reported an EPS of negative $0.38, which exceeded expectations by $0.15 [2]. Market Dynamics - The revenue growth was driven by $11.9 million in sales of Motiva in the United States and strong performance in direct markets [2]. - The US business is identified as a critical growth segment, with a 16% increase in this market during a seasonally slower quarter for breast procedures, where overall market activity can decline by 20% to 30% [3]. Future Outlook - The fourth quarter is anticipated to be the strongest for breast augmentation, with sales acceleration already being observed in the US [4]. - Management expects to capture approximately 20% of the US breast augmentation market by the end of 2025 and to exceed previous guidance of $40 million in US Motiva sales [4].