{"filings":[{"id":93605,"accession_number":"0001104659-26-055912","cik":1555279,"company_name":"908 Devices Inc.","ticker":"MASS","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["1.01","2.01","2.02","3.02","7.01","9.01"],"status":"ready","headline":"908 Devices Q1 rev +14% to $13.4M, raises FY26 outlook; buys NIRLAB for $15M","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $13.4M (+14% YoY); recurring revenue $4.0M (30% of total); gross margin 51%, adj. 57%.","Net loss from cont. ops $12.0M; adj. EBITDA loss $2.5M vs $4.6M loss a year ago; cash $111.7M, no debt.","FY2026 revenue guidance raised to $67-70M (19-25% growth); installed base 3,903 devices (+23% YoY).","Completed acquisition of NIRLAB AG for $15M ($13M cash + $2M stock) plus up to $8M earn-out in stock.","NIRLAB adds NIR spectroscopy for narcotics; over 1M analyses; expands international and subscription revenue."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":13381000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105374,"accession_number":"0001104659-26-022548","cik":1555279,"company_name":"908 Devices Inc.","ticker":"MASS","form_type":"8-K","filed_at":"2026-03-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"908 Devices Q4 rev $17.4M (+21% YoY); positive adj. EBITDA; FY2026 guide $64.5-67.5M","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $17.4M (up 21% YoY); full-year revenue $56.2M (up 18% YoY).","Q4 GAAP net income from cont. ops $4.4M vs. loss $16.0M a year ago.","Achieved positive Adjusted EBITDA of $0.7M in Q4; FY2025 Adj. EBITDA loss $9.6M.","FY2026 revenue guidance $64.5M-$67.5M (15%-20% growth vs FY2025).","Cash and marketable securities $113.0M at Dec 31, 2025; no debt."],"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":0.72,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105373,"accession_number":"0001104659-26-004798","cik":1555279,"company_name":"908 Devices Inc.","ticker":"MASS","form_type":"8-K","filed_at":"2026-01-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"908 Devices Q4 revenue $17.2M (+20% YoY); FY2025 ~$56M (+17%), positive Adj. EBITDA in Q4","event_type":"earnings","confidence":"high","bullets":["Q4 2025 revenue ~$17.2M versus $14.3M in Q4 2024, growth of ~20%.","FY2025 revenue ~$56.0M, up ~17% from $47.7M in FY2024, at high end of guidance.","Achieved positive Adjusted EBITDA in the fourth quarter, meeting a key goal.","Strength from U.S. state/local channel, ramping VipIR international sales, and federal/defense customers.","CEO cites macro tailwinds: increased fentanyl/opioid crisis funding and rising global defense budgets."],"consensus_eps_estimate":null,"consensus_eps_actual":0.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":56197000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121659,"accession_number":"0001104659-25-108811","cik":1555279,"company_name":"908 Devices Inc.","ticker":"MASS","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"908 Devices Q3 revenue down 4% YoY to $14M, but 9-month revenue up 16%; reiterates FY25 guidance of $54-56M","event_type":"earnings","confidence":"high","bullets":["Q3 revenue of $14.0M, down 4% YoY; first nine months revenue up 16% to $38.8M; installed base grew 27% YoY to 3,512 devices.","Adjusted EBITDA loss improved 53% QoQ to $1.8M; adjusted gross margin 58%, up 190 bps QoQ; cash $112.1M, no debt.","Recurring revenue $4.8M, up 10% YoY, representing 35% of total Q3 revenue; FTIR portfolio momentum with XplorIR placements up 30% QoQ.","FY 2025 revenue guidance reiterated: $54-56M (13-17% growth); CEO expects positive adjusted EBITDA in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":0.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":38817000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138334,"accession_number":"0001104659-25-073916","cik":1555279,"company_name":"908 Devices Inc.","ticker":"MASS","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"908 Devices Q2 revenue $13.0M (+14% YoY); raises 2025 revenue outlook to $54-56M","event_type":"earnings","confidence":"high","bullets":["Revenue from continuing ops $13.0M (+14% YoY); recurring revenue $4.7M (+28%, 36% of total).","Adjusted gross margin 56% (down 220 bps on warranty costs); net loss from cont. ops $12.9M vs $7.6M.","Full-year 2025 revenue guidance raised to $54-56M (from $53-55M), implying 13-17% growth.","Installed base grew 27% YoY to 3,336; record XplorIR placements; launched VipIR handheld analyzer.","Restructuring reduced sq footage 44% and headcount 39%; acquired KAF Manufacturing for $2.75M in July."],"consensus_eps_estimate":null,"consensus_eps_actual":0.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":24813000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138333,"accession_number":"0001104659-25-073391","cik":1555279,"company_name":"908 Devices Inc.","ticker":"MASS","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"908 Devices appoints Dr. Brandi Vann to board; Jeff George resigns","event_type":"leadership","confidence":"high","bullets":["Jeff George resigned from Board effective July 31, 2025; departure follows sale of bioprocessing portfolio.","Brandi Vann appointed to fill vacancy; former DoD Principal Deputy Assistant Secretary for Nuclear, Chemical, Biological Defense.","Dr. Vann receives $40k annual cash retainer and $200k initial equity award (50% RSUs, 50% NQSOs) vesting over 3 years.","Tony Hunt appointed as Compensation Committee Chair, replacing George.","Company refocuses on public health, safety and defense tech; Vann's expertise aligns with strategic shift."],"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":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155780,"accession_number":"0001104659-25-059685","cik":1555279,"company_name":"908 Devices Inc.","ticker":"MASS","form_type":"8-K","filed_at":"2025-06-16T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Board changes: Eisenberg resigns, co-founder Brown appointed director","event_type":"leadership","confidence":"high","bullets":["Marcia Eisenberg resigned from board and compensation committee effective June 12, 2025.","Eisenberg's resignation follows the company's sale of its bioprocessing product portfolio.","Co-founder Christopher D. Brown appointed to board as Class III director term expiring at 2026 annual meeting.","Brown is currently VP Analytics R&D at Repligen (RGEN), which purchased 908's bioprocessing portfolio.","Brown waived initial compensation under the non-employee director policy; continues consulting 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":0.45,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155779,"accession_number":"0001104659-25-059365","cik":1555279,"company_name":"908 Devices Inc.","ticker":"MASS","form_type":"8-K","filed_at":"2025-06-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"908 Devices stockholders re-elect three Class II directors and ratify auditor at annual meeting","event_type":"other_material","confidence":"high","bullets":["Directors Kevin Knopp, Tony Hunt, and Mark Spoto re-elected with 17.1M–17.3M votes for each; broker non-votes of 6.5M.","Ratification of PricewaterhouseCoopers as auditor for FY 2025 approved: 25.1M for, 17,382 against, 167,643 abstain.","Meeting held June 12, 2025; quorum of 70.8% of outstanding shares (25.3M of 35.7M shares)."],"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":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}