earnings
confidence high
sentiment positive
materiality 0.80
Masimo Q2 revenue $371M (+8% YoY); Non-GAAP EPS $1.33 (+46%); tariff impact halved
MASIMO CORP
2025-Q2 EPS reported
-$2.17
revenue$742,900,000
- 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%.