earnings
confidence high
sentiment neutral
materiality 0.70
Inspire Medical Q3 revenue $224.5M (+10% YoY); net income down; FY25 EPS guidance raised to $0.90-$1.00
Inspire Medical Systems, Inc.
2025-Q3 EPS reported
$0.31
revenue$642,904,000
- Revenue $224.5M in Q3 2025, up 10% from $203.2M a year ago; U.S. revenue $214.4M (+9%), OUS revenue $10.1M (+37%).
- Gross margin 85.8% vs 84.1% YoY, driven by higher volume and Inspire V mix with lower COGS.
- Net income $9.9M ($0.34 diluted EPS) vs $18.5M ($0.60) prior year; adjusted diluted EPS $0.38.
- FY2025 revenue guidance reaffirmed $900M-$910M (12-13% growth); EPS guidance raised to $0.90-$1.00 from $0.40-$0.50.
- Completed $50M in share repurchases; Q3 operating cash flow $68.5M; cash & investments $410.9M.