{"filings":[{"id":99921,"accession_number":"0001104659-26-054512","cik":937556,"company_name":"MASIMO CORP","ticker":"MASI","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"Masimo shareholders approve Danaher acquisition at $180/share","event_type":"m_and_a","confidence":"high","bullets":["Merger adoption proposal passed: 36,981,681 for (99.95% of votes cast), 17,061 against.","Each Masimo share will convert into $180.00 cash; deal expected to close in 2026.","Advisory compensation proposal approved: 34,561,175 for, 1,993,422 against.","Closing remains subject to customary conditions, including regulatory approvals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99920,"accession_number":"0001104659-26-047839","cik":937556,"company_name":"MASIMO CORP","ticker":"MASI","form_type":"8-K","filed_at":"2026-04-23T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Masimo provides supplemental proxy disclosures amid three stockholder lawsuits over Danaher merger","event_type":"m_and_a","confidence":"high","bullets":["Three stockholder lawsuits filed in NY and CA allege Masimo's proxy statement is incomplete; company denies merit.","Masimo voluntarily supplements proxy with details on sale process, including Danaher’s final $180/share offer and Party F’s $186/share bid.","Centerview fairness opinion: DCF range $165–$212/share; precedent transaction range $122–$186/share; net debt $372M.","Special meeting remains May 1, 2026; Board continues recommending vote FOR the Danaher merger at $180/share.","Supplemental disclosures do not change merger consideration, timing, or the Board’s recommendation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116218,"accession_number":"0001104659-26-015904","cik":937556,"company_name":"MASIMO CORP","ticker":"MASI","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["1.01","7.01","5.02","9.01"],"status":"ready","headline":"Danaher to acquire Masimo for $180/share cash; total value $9.9B","event_type":"m_and_a","confidence":"high","bullets":["Masimo shareholders to receive $180.00 per share in cash for each share held.","Total enterprise value of $9.9 billion; transaction unanimously approved by both boards.","Masimo to operate as a standalone business unit within Danaher's Diagnostics segment.","Politan Capital Management, holding significant Masimo shares, agreed to vote in favor.","Closing expected in H2 2026, subject to regulatory approvals and shareholder vote."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116217,"accession_number":"0000937556-26-000005","cik":937556,"company_name":"MASIMO CORP","ticker":"MASI","form_type":"8-K","filed_at":"2026-01-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Masimo preliminary Q4 rev $411M (+12% YoY); FY25 rev $1,523M (+9%), non-GAAP EPS >$5.55","event_type":"earnings","confidence":"high","bullets":["Q4 revenue ~$411M (~12% reported growth; 11% constant currency).","Non-GAAP diluted EPS in Q4 >$1.54, including tariff impact.","Full-year 2025 revenue ~$1,523M (+9% YoY); non-GAAP EPS >$5.55 (high end of guidance).","Noninvasive tech board/instrument shipments: Q4 ~69k, FY ~270k.","CEO reports record incremental contract value from new and expanded hospital agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":1526900000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132667,"accession_number":"0000937556-25-000175","cik":937556,"company_name":"MASIMO CORP","ticker":"MASI","form_type":"8-K","filed_at":"2025-12-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Masimo targets 7-10% revenue CAGR through 2028; reaffirms FY2025 guidance","event_type":"other_material","confidence":"high","bullets":["Long-range targets: 7%-10% revenue CAGR through 2028, ~30% operating margin by 2028.","Adjusted EPS target of $8.00 by 2028; cumulative operating cash flow ~$1B from 2026-2028.","Reaffirms FY2025 non-GAAP revenue $1,510-$1,530M, operating profit $412-$424M, EPS $5.40-$5.55.","CEO Katie Szyman emphasized innovation and commercial execution to drive durable growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132666,"accession_number":"0000937556-25-000171","cik":937556,"company_name":"MASIMO CORP","ticker":"MASI","form_type":"8-K","filed_at":"2025-12-01T23:59:59+00:00","items":["1.01","2.03","1.02","9.01"],"status":"ready","headline":"Masimo refinances debt with $250M term loan and $750M revolver maturing 2030","event_type":"debt","confidence":"high","bullets":["Paid off prior credit facility (April 2022, Citibank admin) on Dec 1, 2025, and terminated commitments.","New unsecured Credit Facility: $250M term loan + $750M revolver; maturity Dec 1, 2030; option to increase by $400M.","Interest: ABR (spread 0%-0.75%) or Term SOFR (spread 1%-1.75%), based on net leverage; no SOFR credit spread adjustment.","Proceeds used to refinance prior debt and pay fees; future revolver draws for corporate, capex, working capital.","Financial covenants: net leverage ratio and interest charge coverage ratio same as prior agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132665,"accession_number":"0000937556-25-000160","cik":937556,"company_name":"MASIMO CORP","ticker":"MASI","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Masimo Q3 revenue $371.5M (+8.2%), non-GAAP EPS $1.32 (+38%); updates FY2025 guidance","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $371.5M (+8.2% YoY); GAAP diluted EPS $0.99; non-GAAP EPS $1.32 (+38% YoY).","Operating margin improved 450 bps YoY; closed Sound United sale to Harman, used proceeds for stock buyback.","Expanded strategic partnership with Philips; announces Investor Day on Dec 3.","FY2025 non-GAAP revenue guidance $1.51-1.53B (+8.5-10% constant currency).","FY2025 non-GAAP EPS guidance $5.40-5.55 including new tariffs; $5.62-5.79 excluding tariffs."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":1114400000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149190,"accession_number":"0000937556-25-000151","cik":937556,"company_name":"MASIMO CORP","ticker":"MASI","form_type":"8-K","filed_at":"2025-09-29T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Masimo completes sale of consumer audio business to Harman for ~$328M cash; repays $270M Term Loan","event_type":"m_and_a","confidence":"high","bullets":["Sold Sound United (consumer audio) to Harman on Sept 23, 2025 for net cash ~$328M.","Used proceeds to repay $270M Term Loan plus $1.1M accrued interest.","Pro forma 2024 revenue would be $1.4B vs as-reported $2.1B after divestiture.","Estimated loss on sale of $178.4M recorded in retained earnings in pro forma balance sheet.","Pro forma 2024 net income $27.2M vs as-reported net loss of $304.9M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149189,"accession_number":"0000937556-25-000138","cik":937556,"company_name":"MASIMO CORP","ticker":"MASI","form_type":"8-K","filed_at":"2025-09-23T23:59:59+00:00","items":["2.01","7.01","9.01"],"status":"ready","headline":"Masimo completes sale of consumer audio unit to HARMAN for $350M; to prioritize share repurchases","event_type":"m_and_a","confidence":"high","bullets":["Closed sale of Sound United to Harman (Samsung subsidiary) for $350M cash; received ~$328M at close subject to adjustments.","CEO says sale positions Masimo to focus on core professional healthcare business, accelerate growth, and improve margins.","Masimo plans to prioritize share repurchases with proceeds from the sale.","Centerview Partners, Morgan Stanley, and Sullivan & Cromwell advised Masimo."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149188,"accession_number":"0000937556-25-000127","cik":937556,"company_name":"MASIMO CORP","ticker":"MASI","form_type":"8-K","filed_at":"2025-08-19T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director William Jellison resigns from Masimo board effective August 18, 2025","event_type":"leadership","confidence":"high","bullets":["William Jellison resigned from the Board of Directors effective August 18, 2025.","Resignation was not due to any disagreement with the company on operations, policies, or practices.","Board Chairman Michelle Brennan thanked Jellison for his service during a transformative period.","No replacement has been announced at this time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149187,"accession_number":"0000937556-25-000106","cik":937556,"company_name":"MASIMO CORP","ticker":"MASI","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Masimo Q2 revenue $371M (+8% YoY); Non-GAAP EPS $1.33 (+46%); tariff impact halved","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $371M (+8% YoY); GAAP diluted EPS $0.82; Non-GAAP diluted EPS $1.33 (+46%).","Non-GAAP revenue $370M (+7% constant currency); core healthcare business driving growth.","Updated FY2025 non-GAAP revenue guidance $1,505-1,535M (8-11% constant currency growth).","Tariff mitigation effective: new guidance including tariffs reduces operating margin to 27.0-27.5% vs 28.3-28.7% ex-tariffs.","CEO highlights expansion of leadership team and tariff mitigation measures reducing impact by 50%."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":742900000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168200,"accession_number":"0000937556-25-000091","cik":937556,"company_name":"MASIMO CORP","ticker":"MASI","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Masimo adds CMO, President Japan/APAC, CHRO; COO Muhsin resigns effective July 1","event_type":"leadership","confidence":"high","bullets":["Tim Benner joins as Chief Marketing and Strategy Officer, started June 9, 2025.","Huimin Wang joins as President, Japan & Asia Pacific, started May 13, 2025.","Lisa Hellmann joins as Chief Human Resources Officer, started April 21, 2025.","CFO Micah Young assumes corporate development in addition to finance, IT, IR.","COO Bilal Muhsin resigns effective July 1, 2025; role will not be replaced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168199,"accession_number":"0000937556-25-000086","cik":937556,"company_name":"MASIMO CORP","ticker":"MASI","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Masimo provides cyber incident update; manufacturing at near full capacity, no material revenue impact expected","event_type":"cyber","confidence":"high","bullets":["Manufacturing running at near full capacity; order-taking, distribution and shipping systems fully operational.","Company expects majority of out-of-pocket remediation costs covered by cyber insurance; costs non-recurring.","Reaffirms updated financial outlook for FY 2025 provided May 6; cyber incident not expected to materially impact revenue.","Incident discovered April 27, 2025; investigation ongoing with third-party experts and law enforcement coordination.","Company continues optimizing systems to process any delayed orders in a timely manner."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}