Medical tech company Masimo (NASDAQ: MASI) will be reporting earnings this Thursday after the bell. Here’s what investors should know.
Masimo beat analysts’ revenue expectations last quarter, reporting revenues of $371.2 million, up 8.1% year on year. It was a very strong quarter for the company, with an impressive beat of analysts’ full-year EPS guidance estimates and full-year operating income guidance beating analysts’ expectations.
Is Masimo a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Masimo’s revenue to grow 10.8% year on year, a reversal from the 32.9% decrease it recorded in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Masimo has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at Masimo’s peers in the patient monitoring segment, some have already reported their Q4 results, giving us a hint as to what we can expect. iRhythm delivered year-on-year revenue growth of 27.1%, beating analysts’ expectations by 3.4%, and Insulet reported revenues up 31.2%, topping estimates by 2%. iRhythm traded down 5% following the results while Insulet was up 1.1%.
Read our full analysis of iRhythm’s results here and Insulet’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the patient monitoring stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.7% on average over the last month. Masimo is up 25.1% during the same time and is heading into earnings with an average analyst price target of $178.60 (compared to the current share price of $175.35).
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