Inogen, Inc. Q4 2025 Earnings Call Summary - Moby Strategic Transformation and Performance Drivers Achieved a strategic pivot from a single-product oxygen company to a diversified respiratory platform spanning oxygen, sleep therapy, airway clearance, and digital health. Delivered first full year of positive adjusted EBITDA since 2021, driven by disciplined cost management and operational leverage from a 4% revenue increase. Attributed 20% unit volume growth to the ongoing market conversion from trad ...

Inogen (NasdaqGS:INGN) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Company ParticipantsAnderson Schock - MedTech Equity Research AssociateJoseph Conway - Equity Research AssociateKevin Smith - President and CEOLauren Williams - Senior VP of Investor Relations and Strategic PlanningMike Bourque - CFOOperatorWelcome to Inogen's fourth quarter 2025 earnings conference call. At this time, all participants are in listen-only mode. Following management's prepared remarks, we will hold a Q&A session. To as ...

Inogen (NasdaqGS:INGN) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Company ParticipantsAnderson Schock - MedTech Equity Research AssociateJoseph Conway - Equity Research AssociateKevin Smith - President and CEOLauren Williams - Senior VP of Investor Relations and Strategic PlanningMike Bourque - CFOOperatorWelcome to Inogen's fourth quarter 2025 earnings conference call. At this time, all participants are in listen-only mode. Following management's prepared remarks, we will hold a Q&A session. To as ...

Inogen (NasdaqGS:INGN) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Speaker5Welcome to Inogen's fourth quarter 2025 earnings conference call. At this time, all participants are in listen-only mode. Following management's prepared remarks, we will hold a Q&A session. To ask a question at that time, please press star, followed by the number 1 on your touchtone phone. If anyone has difficulty hearing the conference, please press star 0 for operator assistance. As a reminder, this conference is being rec ...

Core Insights - Inogen, Inc. has launched Aurora CPAP masks for Obstructive Sleep Apnea in the U.S., which is a new addition to its product portfolio [1][10] - The Aurora Mask portfolio includes various designs tailored to meet the needs of different patients, promoting patient-focused care [2] - The launch is expected to enhance Inogen's respiratory care offerings and solidify its position in the sleep apnea market [3][6] Company Performance - Following the announcement of the Aurora CPAP masks, Inogen's shares increased by nearly 7.8% [4] - The company currently has a market capitalization of $198.7 million and a price-to-sales ratio of 0.6, significantly lower than the industry average of 3.9 [5] - Inogen reported an earnings surprise of 9.1% in the last quarter [5] Market Potential - The global sleep apnea devices market is projected to grow from $4.5 billion in 2023 to $6.9 billion by 2030, with a CAGR of 6.2% [8] - Factors driving this growth include technological advancements and an increasing elderly population susceptible to sleep apnea [8] - The launch of the Aurora CPAP masks is anticipated to significantly boost Inogen's business in this expanding market [8] Strategic Goals - Inogen aims to leverage its existing distribution channels and partnerships to effectively market the Aurora CPAP masks [6][10] - The management views the launch as a crucial step towards becoming a comprehensive home care respiratory solutions provider [7]