Core Insights - AngioDynamics, Inc. will participate in the UBS Global Healthcare Conference on November 10, 2025, with CEO Jim Clemmer and CFO Stephen Trowbridge presenting [1] - The company's NanoKnife System has been recognized as one of TIME's 2025 Best Inventions, highlighting its innovative impact on healthcare [6] Financial Performance - For the first quarter of fiscal year 2026, AngioDynamics reported net sales of $75.7 million, reflecting a year-over-year growth of 26.1% in the medical technology sector [7]

Core Insights - The global tumor ablation market is projected to grow from US$ 1.67 billion in 2024 to US$ 4.15 billion by 2032, indicating a significant growth trajectory [1]. By Technology - Radiofrequency ablation holds the largest revenue share in the tumor ablation market due to its specificity and efficiency in treating solid tumors in the liver, lung, and kidney [7]. - Microwave ablation technology is expected to experience the fastest growth, as it is effective in tissues with low electrical conductance [7]. - Cryoablation is gaining traction for treating tumors in the liver, kidneys, and prostate [7]. - High-intensity focused ultrasound (HIFU) and irreversible electroporation (IRE) are emerging modalities, with IRE being a minimally invasive outpatient procedure [7]. By Treatment Mode - Percutaneous ablation is the dominant treatment mode, offering faster recovery and minimal scarring [7]. - Surgical ablation remains a conventional and effective method for various tumor types [7]. - Laparoscopic ablation is anticipated to grow rapidly due to its precision in complex cases [7]. By Application - The liver cancer segment accounted for over 21% of the market share in 2024, driven by the high prevalence of liver cancer and a preference for minimally invasive treatments [7]. - Kidney cancer also holds a substantial market share, supported by the increasing prevalence and adoption of minimally invasive treatments [7]. - Prostate cancer and bone cancer are competing for significant shares in the tumor ablation market [8]. By End-User - Hospitals are the largest end-user segment due to their comprehensive healthcare services [14]. - Oncology centers also represent a significant share, focusing exclusively on cancer care with advanced technologies [14]. By Region - North America leads the tumor ablation market, supported by high healthcare expenditure and advanced medical technologies [14]. - Europe is the second-largest market, driven by an aging population and rising cancer prevalence [14]. - The Asia Pacific region is expected to grow the fastest, with emerging economies like China and India presenting untapped opportunities [14].

Financial Performance - AngioDynamics' total Med Device revenue grew by 62% pro forma in Q4 2025[5,9] - AngioDynamics' total Med Tech revenue grew by 220% pro forma in Q4 2025[5,9] - AngioDynamics reported pro forma Adjusted EBITDA of $34 million in Q4 2025, a $19 million improvement from Q4 FY24[5] - AngioDynamics ended the quarter with $559 million in cash and cash equivalents, up from $448 million at Feb 28, 2025[5] - AngioDynamics' total Med Tech revenue grew by 195% pro forma for FY 2025[12] - AngioDynamics' total Med Device revenue grew by 08% pro forma for FY 2025[12] Product Line Performance - Auryon sales reached $156 million in Q4 2025, a 197% year-over-year growth[16] - Total Mechanical Thrombectomy sales were $113 million in Q4 2025, a 447% year-over-year growth[5,20] - NanoKnife disposables sales grew by 55% in Q4 2025, while total NanoKnife sales decreased by 25%[5,25] Future Outlook - AngioDynamics projects full-year net sales between $305 million and $310 million for Fiscal Year 2026[27]