Masimo(US:MASI)2025-12-03 17:00Financial Performance & Targets - Masimo's FY2025E total revenue is projected to be over $1.5 billion[11] - The company anticipates revenue growth of 9% in 2025E, which includes the impact of a 53rd week in the fiscal year[15] - Masimo expects Non-GAAP EPS growth of 67% in 2025E, reaching $5.62-$5.79[15] - The company targets a revenue CAGR of 7%-10% through 2028[21] - Masimo aims to achieve an operating margin of approximately 30% by 2028[21] - The company projects adjusted EPS of $8.00 by 2028[21] - Masimo forecasts cumulative operating cash flow of around $1 billion from 2026 to 2028[21] Market & Growth Strategy - Masimo estimates that over 200 million patients are monitored each year using Masimo SET® technology in over 150 countries[11] - The company has an installed base of approximately 2.6 million technology boards and monitors[11] - Masimo aims to increase its US Pulse Oximetry market share from ~55% to 58%-60% by 2028[32, 80] - The international Pulse Oximetry market represents a ~$800 million market with 6%-8% annual growth[32]