Compared to Estimates, Penumbra (PEN) Q4 Earnings: A Look at Key Metrics

Core Insights - Penumbra reported revenue of $385.39 million for the quarter ended December 2025, reflecting a year-over-year increase of 22.1% and exceeding the Zacks Consensus Estimate by 6.74% [1] - The company's EPS for the quarter was $1.18, up from $0.97 in the same quarter last year, surpassing the consensus estimate of $1.12 by 5.36% [1] Revenue Performance - U.S. revenue reached $299.05 million, exceeding the average estimate of $289.07 million, with a year-over-year growth of 20.6% [4] - International revenue totaled $86.33 million, surpassing the average estimate of $73.9 million, marking a year-over-year increase of 27.7% [4] - Revenue from Embolization and Access in the U.S. was $95.99 million, exceeding the average estimate of $80.72 million [4] - Revenue from Thrombectomy in the U.S. was $203.07 million, slightly below the average estimate of $208.34 million [4] - International revenue from Embolization and Access was $34.7 million, compared to the estimated $31.06 million [4] - International revenue from Thrombectomy was $51.63 million, exceeding the average estimate of $42.84 million [4] - Overall revenue from Embolization and Access was $130.69 million, surpassing the average estimate of $111.78 million, with a year-over-year change of 37% [4] - Overall revenue from Thrombectomy was $254.7 million, slightly above the average estimate of $251.19 million, reflecting a year-over-year increase of 15.7% [4] Stock Performance - Penumbra's shares have returned -5.5% over the past month, compared to a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]