Q3 2025 Performance - Consumables revenue reached $285 million in Q3 2025, representing an 8% year-over-year growth[8] - Systems revenue increased to $174 million in Q3 2025, a 9% year-over-year increase[8] - Vital Care revenue declined significantly to $74 million in Q3 2025, a 52% year-over-year decrease[8] - Total ICU Medical revenue was $533 million in Q3 2025, reflecting an 8% year-over-year decrease[8] 2025 Guidance Update (Post JV Transaction) - Adjusted EBITDA is projected to be between $395 million and $405 million[9] - Adjusted EPS is expected to be between $735 and $765[9] - Consolidated revenue is expected to have a ~ (6%) FXN impact, with low to mid single digits organic growth[9] - Vital Care is expected to have a ~ (35%) FXN impact, with flat organic growth[9] - Net interest expenses are projected to be around $19 million in Q4[9] - Capital expenditures are estimated to be between $85 million and $95 million[9]

Financial Performance - Solventum's total sales reached $2,096 million, with a reported increase of 0.7% year-over-year and an organic increase of 2.7% year-over-year[12] - MedSurg segment net sales were $1,206 million, reflecting a reported increase of 2.1% and an organic increase of 1.1% year-over-year[13, 17] - Dental Solutions segment net sales were $340 million, with a reported increase of 8.4% and an organic increase of 6.5% year-over-year[12, 24] - Health Information Systems segment net sales were $345 million, showing a reported increase of 5.9% and an organic increase of 5.6% year-over-year[12, 29] - Purification & Filtration segment net sales were $128 million, a reported decrease of 28.7% but an organic increase of 6.4% year-over-year, representing two months of sales before divestiture[12, 34] Profitability and Cash Flow - The company's GAAP operating margin was 80.6%, while the non-GAAP operating margin was 20.6%[13] - GAAP EPS was $7.22, and non-GAAP EPS was $1.50[13] - Cash from operations was $75 million, and free cash flow was negative $22 million[13] Guidance - The company expects organic sales growth of +2.0% to +3.0%, increasing to the high-end of range, or +2.5% to +3.5% excluding ~50bps of SKU-exit impact[39] - Adjusted EPS is expected to be $5.98 to $6.08, versus a prior range of $5.88 - $6.03[39] - Free cash flow is reduced to $150 million to $250 million from $450 million to $550 million due to the Purification & Filtration divestiture impact[39] - Net interest expense is estimated to be ~$360 million, with total non-operating expense around ~$400 million[40] Strategic Actions - The company completed the sale of the Purification & Filtration segment for approximately $4 billion, generating net proceeds of approximately $3.6 billion, with $2.7 billion used for debt reduction[34]

Financial Performance - Q3 2025 revenue was $17.1 million, a 13% decrease compared to $19.5 million in Q3 2024[13] - Operating expenses decreased by 24%, from $30.2 million in Q3 2024 to $23.0 million in Q3 2025[13] - Net loss improved by 18.5%, decreasing from $16.2 million in Q3 2024 to $13.2 million in Q3 2025[13] - Net cash use improved to $6.2 million in Q3 compared to $10.1 million in Q2[14] - The company raised $13.8 million through a private placement in August[16] Gross Margin - Gross margin was 81.3% in Q3 2025, a decrease of 240 bps compared to 83.7% in Q3 2024, while RECELL-only gross margin was 83.6% for the quarter[13] Market and Strategy - The company is focusing on approximately 200 key burn and trauma centers[11, 12] - The U S total addressable market (TAM) is estimated to be over $3.5 billion[11] - The company is active in approximately 90% of target sites, representing a $1.3 billion U S total addressable market, and currently serves approximately 5% of this TAM[12] Reimbursement - All seven Medicare Administrative Contractors (MACs) have published or confirmed payment rates for RECELL[7]

3Q 2025 Earnings Presentation November 6, 2025 1 © 2025 Artivion, Inc. FORWARD-LOOKING STATEMENT Statements made in this presentation that look forward in time or that express management's beliefs, expectations, or forecasts are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements reflect the views of management at the time such statements are made. These statements include our beliefs and expectations about our future revenue ...

NEW YORK, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in DexCom, Inc. ("DexCom, Inc." or the "Company") (NASDAQ: DXCM) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of DexCom, Inc. investors who were adversely affected by alleged securities fraud between July 26, 2024 and September 17, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/dexcom-inc-lawsuit-s ...

Core Insights - LeMaitre Vascular (NASDAQ:LMAT) reported Q3 CY2025 revenue of $61.05 million, an 11.4% increase year on year, but fell short of market expectations [1][6] - The company's Q4 CY2025 revenue guidance of $62.8 million is 2.9% below analysts' estimates [1][6] - GAAP profit per share was $0.75, exceeding analysts' consensus by 31.5% [1][6] Company Overview - Founded in 1983, LeMaitre Vascular develops specialized medical devices for vascular surgeons treating peripheral vascular disease and circulatory conditions [3] Revenue Growth - Over the last five years, LeMaitre achieved a compounded annual growth rate of 14.6%, outperforming the average healthcare company [4] - The company's annualized revenue growth over the last two years was 13.9%, consistent with its five-year trend, indicating strong demand [5] Quarterly Performance - Q3 CY2025 revenue was $61.05 million, missing analyst estimates of $62.3 million by 2% [6] - GAAP EPS was $0.75, surpassing estimates of $0.57 by 31.5% [6] - Adjusted EBITDA was $19.24 million, with a margin of 31.5%, beating estimates by 8.6% [6] - Operating margin improved to 33.3%, up from 24% in the same quarter last year [6] Organic Revenue Analysis - Organic revenue grew by 12% year on year, slightly below the 14.8% growth expected by analysts [6][8] - Over the last two years, LeMaitre's organic revenue averaged 13.4% year-on-year growth, indicating strong core operations [7]

Core Insights - Globus Medical, Inc. reported a strong financial performance for Q3 2025, with revenue increasing by 23% year-over-year, driven by a 10% growth in the US Spine business and strong demand across products and geographies [2][3] - The company achieved record non-GAAP free cash flow of $213.9 million, up 24% quarter-over-quarter, and non-GAAP diluted earnings per share of $1.18, a 43% increase compared to the same quarter last year [2][4] - The company raised its full-year 2025 revenue guidance to a range of $2.86 to $2.90 billion and non-GAAP fully diluted earnings per share to a range of $3.75 to $3.85, indicating confidence in future growth [5] Financial Performance - Worldwide net sales for Q3 2025 were $769.0 million, a 22.9% increase from Q3 2024, with US net sales rising by 24.6% and international sales increasing by 16.5% [2][7] - GAAP net income for Q3 2025 was $119.0 million, reflecting a 129.5% increase year-over-year, primarily due to higher sales, including $99.3 million from the Nevro acquisition [3][7] - Non-GAAP diluted EPS for Q3 2025 was $1.18, up 42.6% from $0.83 in Q3 2024 [3][40] Cash Flow and Capital Management - Net cash provided by operating activities was $249.7 million for Q3 2025, contributing to a non-GAAP free cash flow of $213.9 million [4][43] - The company executed share repurchases totaling $40 million in the quarter, bringing the total for the first nine months of 2025 to $255.5 million, demonstrating a commitment to shareholder value [2][4] Strategic Acquisitions - The integration of the recently acquired Nevro business has exceeded expectations, contributing significantly to revenue growth and underscoring the effectiveness of the company's integration strategy [2][3] - The Nevro acquisition is expected to be accretive to earnings in 2025, further enhancing the company's growth prospects [5] Market Position and Outlook - The company remains focused on achieving consistent organic growth through innovation and disciplined execution, aiming to finish 2025 strong [2][5] - The strong performance in Q3 highlights the company's ability to balance growth with operational efficiency and synergy execution [2][3]

Core Insights - Insulet reported earnings of $1.24 per share on $706.3 million in third-quarter sales, exceeding analyst expectations of $1.14 per share and $678.4 million in sales [1][2] - The company's Omnipod insulin pump sales grew significantly, with a 25.6% increase in the U.S. and a 46.5% increase internationally [1] - For the year, Insulet has guided revenue growth to 28% to 29%, an increase from the previous forecast of 24% to 27% [2] Financial Performance - In the same period last year, Insulet earned 90 cents per share with $544 million in sales, indicating substantial year-over-year growth [2] - Analysts project earnings of $4.67 per share and total sales of $2.63 billion for the year [2] Stock Market Activity - Insulet's stock advanced 4% to $327 in premarket trading, with a cup-with-handle base forming and a buy point at $335.26 [3] - The stock may face downward pressure at its 50-day moving average [3]

Core Insights - LeMaitre Vascular, Inc. reported strong Q3 2025 results, driven by significant sales growth in grafts and shunts, and announced a quarterly dividend of $0.20 per share [1][5][3] Financial Performance - Q3 2025 sales reached $61.0 million, representing an 11% increase year-over-year, with organic growth of 12% [8][22] - Adjusted gross margin improved to 70.8%, up from 67.8% in Q3 2024, attributed to higher average selling prices and manufacturing efficiencies [3][8] - Adjusted operating income was $16.9 million, a 29% increase, benefiting from moderating operating expenses [3][8] - Net income for Q3 2025 was $17.4 million, compared to $11.1 million in Q3 2024, reflecting a 56% increase [20][21] Sales Growth Drivers - Grafts and shunts were key contributors to sales growth, with grafts increasing by 23% and shunts by 18% [3] - Artegraft experienced accelerated growth of 33% due to its international launch [3] - Sales in the EMEA region increased by 18%, the Americas by 10%, and APAC by 4% [3] Business Outlook - For Q4 2025, the company expects sales between $61.8 million and $63.8 million, with full-year guidance set at $247 million to $249 million, both reflecting a 13% increase [4] - Gross margin is projected at 71.2% for Q4 and 71.4% for the full year [4] - Adjusted EPS for Q4 is expected to be between $0.64 and $0.69, with full-year guidance of $2.48 to $2.53, indicating a 30% increase [4] Dividend and Share Repurchase - The Board of Directors approved a quarterly dividend of $0.20 per share, payable on December 4, 2025 [5] - A share repurchase program was authorized for up to $75 million, set to conclude on February 17, 2026, unless extended [6] Company Overview - LeMaitre Vascular specializes in vascular devices, implants, and services for treating peripheral vascular disease, a condition affecting over 200 million people globally [11]

Core Insights - ICU Medical, Inc. reported a revenue of $537.0 million for Q3 2025, a decrease from $589.1 million in Q3 2024, indicating a year-over-year decline of approximately 8.8% [2] - The company achieved a GAAP gross profit of $200.9 million with a gross margin of 37%, an improvement from 35% in the same period last year [2] - The net loss for Q3 2025 was $(3.4) million, significantly reduced from a net loss of $(33.0) million in Q3 2024, translating to a loss per diluted share of $(0.14) compared to $(1.35) [2][12] - Adjusted diluted earnings per share rose to $2.03 from $1.59 year-over-year, while adjusted EBITDA increased to $105.9 million from $94.8 million [2][3] Financial Performance - Revenue breakdown for Q3 2025 by product line showed: - Consumables: $285.1 million, up from $264.9 million (increase of $20.2 million) - Infusion Systems: $173.9 million, up from $159.8 million (increase of $14.1 million) - Vital Care: $78.0 million, down from $164.5 million (decrease of $86.5 million) [3] - For the nine months ended September 30, 2025, total revenue was $1,690.5 million, down from $1,752.2 million in the same period of 2024 [3] Fiscal Year Guidance - The company updated its fiscal year 2025 guidance for GAAP net loss to a range of $(8) million to $0 million, an improvement from the previous range of $(43) million to $(35) million [4] - Adjusted EBITDA guidance for the full year was revised to a range of $395 million to $405 million, up from $380 million to $390 million [4] - Diluted earnings per share guidance was also increased to a range of $7.35 to $7.65 from $6.85 to $7.15 [4] Conference Call - A conference call to discuss the third quarter 2025 financial results was scheduled for today at 4:30 p.m. ET, accessible via phone and webcast [5] Company Overview - ICU Medical is a global leader in infusion systems and high-value critical care products, focusing on quality, innovation, and value for clinical customers worldwide [6]