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]

Core Insights - Penumbra reported revenue of $339.46 million for the quarter ended June 2025, reflecting a year-over-year increase of 13.4% and surpassing the Zacks Consensus Estimate by 3.54% [1] - Earnings per share (EPS) for the quarter was $0.86, up from $0.64 in the same quarter last year, exceeding the consensus estimate of $0.81 by 6.17% [1] Financial Performance - The company's revenue from the United States was $260.82 million, a 19.5% increase compared to the previous year, and also above the average estimate of $257.86 million [4] - International revenue totaled $78.64 million, slightly above the average estimate of $70.83 million, but represented a year-over-year decline of 3.2% [4] - Revenue from Thrombectomy in the United States was reported at $188.53 million, closely aligning with the average estimate of $188.29 million [4] - The Embolization and Access segment in the United States generated $72.29 million, exceeding the average estimate of $69.57 million [4] - Total revenue from Embolization and Access was $109.2 million, significantly above the average estimate of $98.24 million, marking a year-over-year increase of 13.9% [4] - Thrombectomy revenue was reported at $230.26 million, slightly below the average estimate of $230.45 million, but still reflecting a year-over-year increase of 13.2% [4] Stock Performance - Over the past month, Penumbra's shares have decreased by 10.3%, contrasting with a 3.6% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Penumbra reported revenue of $324.14 million for the quarter ended March 2025, reflecting a 16.3% increase year-over-year and surpassing the Zacks Consensus Estimate of $315.71 million by 2.67% [1] - The company's EPS was $0.83, significantly higher than the $0.41 reported in the same quarter last year, and exceeded the consensus EPS estimate of $0.66 by 25.76% [1] Financial Performance - Revenue from the United States was $256.86 million, exceeding the average estimate of $247.36 million by analysts and showing a year-over-year increase of 22.5% [4] - International revenue was reported at $67.28 million, slightly below the average estimate of $68.99 million, representing a year-over-year decline of 2.5% [4] - Revenue from Thrombectomy in the United States was $187.89 million, surpassing the average estimate of $181.26 million [4] - Revenue from Embolization and Access in the United States was $68.97 million, exceeding the average estimate of $66.09 million [4] - Revenue from Thrombectomy internationally was $38.65 million, above the average estimate of $37.61 million [4] - Revenue from Embolization and Access internationally was $28.63 million, below the average estimate of $31.28 million [4] - Total revenue from Embolization and Access was $97.60 million, slightly above the average estimate of $96.87 million [4] - Total revenue from Thrombectomy was $226.54 million, exceeding the average estimate of $219.45 million [4] Stock Performance - Over the past month, Penumbra's shares have returned -2.2%, compared to a -6.6% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]