earnings
confidence high
sentiment neutral
materiality 0.75
Masimo Q1 non-GAAP EPS $1.36 (+56% YoY); core revenue $372M (+10%); FY guidance cut on tariffs
MASIMO CORP
2025-Q1 EPS
reported -$3.12
vs consensus $1.23
▼ miss
(-352.9%)
- GAAP revenue $372M, up 10% YoY; non-GAAP EPS $1.36, up 56% from prior year.
- Discontinued ops (Sound United) loss of $218M including $295M impairment; held-for-sale.
- FY2025 guidance: non-GAAP revenue $1.5B-$1.53B; non-GAAP EPS $4.80-$5.15, includes tariff impact.
- Prior FY guidance (ex-tariffs) was EPS $5.30-$5.60; mitigation plans being developed.
- CEO Katie Szyman cites strong core healthcare earnings power and double-digit growth.