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TEM Q4 Earnings Miss, Revenues Beat, Stock Down in After-Market
ZACKS· 2026-02-25 13:31
Core Insights - Tempus AI, Inc. reported a fourth-quarter 2025 adjusted loss of 4 cents per share, an improvement from a loss of 16 cents in the same quarter last year, but wider than the Zacks Consensus Estimate by 66.7% [1] - The company’s revenues for the fourth quarter reached $367.2 million, surpassing the Zacks Consensus Estimate by 0.1% and reflecting an 83% year-over-year increase [2][7] - Full-year 2025 revenues totaled $1.27 billion, marking an 83.3% increase compared to the previous year [2] Revenue Breakdown - In the fourth quarter, Diagnostics generated revenues of $266.9 million, a significant 121.6% increase year-over-year, with Oncology volume growing by 29% and Hereditary volume by 23% [3] - The Data and Applications segment reported sales of $100.4 million, up 25.1% year-over-year, driven by a 69.5% growth in Insights (data licensing) [3] Margin and Operating Performance - Gross profit for the fourth quarter was $237.7 million, up 94.7% from the previous year, with an adjusted gross margin expanding by 391 basis points to 64.7% [4] - Total adjusted operating expenses were $259 million, an increase of 83.8% year-over-year, leading to an operating loss of $21.3 million compared to a loss of $18.8 million in the prior year [4] Liquidity Position - At the end of the fourth quarter of 2025, the company had cash and cash equivalents of $604.8 million, up from $340.9 million at the end of the fourth quarter of 2024 [5] - Cumulative net cash used in investing activities was $398.3 million, compared to $130.4 million a year ago [5] Future Outlook - For full-year 2026, the company expects revenues to reach $1.59 billion, indicating nearly 25% annual growth, with the Zacks Consensus Estimate for revenues at $1.56 billion [6][7] - Adjusted EBITDA for 2026 is projected to be $65 million [8] Market Reaction - Following the earnings announcement, shares of Tempus AI declined by 3.7% in after-market trading, reflecting investor concerns over the reported quarterly operating loss [2]
Tempus AI, Inc. Q4 2025 Earnings Call Summary
Yahoo Finance· 2026-02-25 13:30
Performance was driven by a 29% unit growth in Oncology diagnostics, which management noted has been accelerating throughout the fiscal year. The Data business outperformed expectations with 69% growth in the quarter, fueled by a proprietary data set of over 450 petabytes of connected multimodal data. Management attributes their competitive moat to the 'flywheel' of using diagnostic data to train AI models, then delivering those insights back to physicians through 5,500 hospital connections. The Ins ...
Becton, Dickinson and Company Announces Early Tender Results and Upsizing of Offer SubCap and Aggregate Offer Cap
Prnewswire· 2026-02-25 13:00
as required by applicable laws or regulations.SOURCE BD (Becton, Dickinson and Company)## 21%[more press release views with Request a Demo]## Also from this source### BD to Present at Barclays 28th Annual Global Healthcare Conference[BD (Becton, Dickinson and Company) (NYSE: BDX), a leading global medical technology company, today announced that it will present at the Barclays...]### BD Expands Testing Capabilities to Help Clinicians Improve Diagnostic Accuracy and Efficiency[BD (Becton, Dickinson and Compa ...
BrainsWay to Report Fourth Quarter and Full Year 2025 Financial Results on March 11, 2026
Globenewswire· 2026-02-25 13:00
BURLINGTON, Mass. and JERUSALEM, Feb. 25, 2026 (GLOBE NEWSWIRE) -- BrainsWay Ltd. (NASDAQ & TASE: BWAY) (“BrainsWay” or the “Company”), a global leader in advanced noninvasive neurostimulation technologies, today announced that it will report its fourth quarter and full year 2025 financial results, as well as operational highlights, before the open of the U.S. financial markets on Wednesday, March 11, 2026. The Company will host a conference call and webcast at 8:30 AM Eastern Time to discuss the results an ...
LivaNova(LIVN) - 2025 Q4 - Earnings Call Presentation
2026-02-25 13:00
Fourth-Quarter & Full-Year 2025 Earnings Update Safe Harbor Certain statements in this material, other than statements of historical or current fact, are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act, and Section 21E of the Exchange Act. These statements include, but are not limited to, LivaNova's plans, objectives, strategies, financial performance and outlook, trends, the amount and timing of future cash distribut ...
CeriBell, Inc.(CBLL) - 2025 Q4 - Earnings Call Transcript
2026-02-24 22:32
CeriBell (NasdaqGS:CBLL) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Company ParticipantsBrian Johnston - Investor Relations ContactJane Chao - Co-Founder and CEOJeffrey Cohen - Managing Director and Director of Equity ResearchScott Blumberg - CFOTravis Steed - Managing Director of Equity ResearchConference Call ParticipantsBill Plovanic - Managing Director of Equity Research and Medical Technology AnalystBrandon Vazquez - Equity Research AnalystMarie Thibault - Managing Director and Medical Technol ...
Establishment Labs Holdings Inc. (NASDAQ: ESTA) Surpasses Revenue Estimates
Financial Modeling Prep· 2026-02-24 22:05
Core Insights - Establishment Labs Holdings Inc. (NASDAQ: ESTA) reported a revenue of approximately $64.6 million for the fourth quarter of 2025, exceeding the estimated $63.8 million, indicating strong market performance [1][6] - The company experienced a quarterly loss of $0.09 per share, which was better than the Zacks Consensus Estimate of a loss of $0.22 per share, showing improvement from a loss of $0.98 per share in the previous year [2][6] - ESTA's total revenue for the year 2025 reached $211.1 million, reflecting a significant year-over-year increase of 45.2% [3] Financial Metrics - The company has a negative price-to-earnings (P/E) ratio of -42.77 and an earnings yield of -2.34%, indicating challenges in generating positive earnings [4] - Despite these challenges, ESTA's price-to-sales ratio stands at 10.15 and its enterprise value to sales ratio is 9.80, suggesting investor confidence in its growth potential [4] - The debt-to-equity ratio is low at 0.12, indicating conservative debt usage, while a current ratio of 3.04 demonstrates strong liquidity, allowing the company to cover short-term liabilities [5][6]
Materialise: Medical And Software-Led Rebound
Seeking Alpha· 2026-02-24 16:13
Materialise NV's ( MTLS ) stock rebounded on the back of its Q4 earnings, which likely stems from the fact that guidance points towards a return to consistent growth and improving margins. Materialise's Medical segment is performing well, andRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identifying business ...
HSIC Q4 Earnings & Revenues Beat Estimates, Margins Down
ZACKS· 2026-02-24 14:51
Key Takeaways HSIC beat Q4 earnings and revenue estimates as sales rose 7.8% year over year. HSIC saw strong growth in equipment, specialty products and cloud-based tech adoption. Margins narrowed as gross margin fell 19 bps and adjusted operating margin slipped 57 bps. Henry Schein, Inc. (HSIC) registered fourth-quarter 2025 adjusted earnings per share (EPS) of $1.34, up 12.6% from the year-ago period’s figure. The bottom line also surpassed the Zacks Consensus Estimate by 3.1%.Excluding adjustments, such ...
Novanta (NOVT) - 2025 Q4 - Earnings Call Transcript
2026-02-24 14:02
Novanta (NasdaqGS:NOVT) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Company ParticipantsMatthijs Glastra - Chair and CEORay Nash - Corporate Finance LeaderRobert Buckley - CFOConference Call ParticipantsBrian Drab - Equity Research AnalystLee Jagoda - Equity Research AnalystRob Mason - Managing Director and Senior Research AnalystOperatorAlso note, today's event is being recorded. At this time, I'd like to turn the conference call over to Ray Nash, Corporate Finance Leader for Novanta. Please go ahe ...