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Masimo Corp (MASI)
NASDAQ:MASI
Earnings Data
Report Date
May 13, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
1.21Last Year’s EPS
0.77Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 25, 2025
|% Change Since: 11.34%
|Next Earnings Date:May 13, 2025
Earnings Call Sentiment|Positive
The earnings call reflected strong financial performance with significant revenue growth, improved margins, and strategic focus on core healthcare operations. Positive future guidance and new contracts indicate promising growth, despite challenges related to GAAP net losses and issues with the Sound United business.Company Guidance
During Masimo's Fourth Quarter and Full Year 2024 Earnings Conference Call, the company provided guidance for fiscal year 2025, projecting healthcare revenue growth of 8% to 11% on a constant currency basis, amounting to $1.5 billion to $1.53 billion. The guidance also includes a non-GAAP operating profit between $413 million and $428 million, representing operating margins of 27.5% to 28%. Non-GAAP earnings per share are expected to range from $5.10 to $5.40, reflecting 22% to 29% growth from fiscal 2024. The company highlighted an extra week in the fiscal calendar year, contributing to the fourth quarter's revenue, while also emphasizing the impact of shifting certain non-healthcare operations to discontinued operations due to the potential sale of its Sound United business. Additionally, Masimo plans to ship between 240,000 and 260,000 technology boards and monitors in 2025. The company continues to focus on optimizing its cost structure, with significant improvements realized in gross and operating margins, and anticipates increased earnings and cash flow in the upcoming fiscal year.Strong Revenue Growth
Consolidated revenues for Q4 2024 were $601 million, representing 9% growth on a constant currency basis. Healthcare revenues grew 9% to $368 million, and non-healthcare revenues grew 11% to $232 million.
Improved Gross and Operating Margins
For Q4 2024, consolidated gross margin was 52%, with healthcare gross margins improving by 190 basis points year-over-year. Operating profit was $134 million, representing 46% growth versus the prior year, with an operating margin of 22.4%, improving 570 basis points year-over-year.
Record New Contracts
Incremental value of new contracts was $432 million, indicating strong future revenue potential.
Positive Financial Guidance for 2025
Projected healthcare revenue for 2025 is $1.5 billion to $1.53 billion, representing 8% to 10% reported growth. Non-GAAP EPS guidance is $5.10 to $5.40, representing 22% to 29% growth.
Strong Operating Cash Flow
Generated $50 million in operating cash flow for Q4 2024 and $196 million for the full fiscal year 2024.
Successful Strategic Realignment
The company has refocused on its core healthcare business, improving cost structure and increasing operational efficiency.
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MASI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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MASI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 25, 2025 | $169.54 | $190.47 | +12.35% |
| Nov 05, 2024 | $151.56 | $167.63 | +10.60% |
| Aug 06, 2024 | $110.32 | $122.77 | +11.29% |
| May 07, 2024 | $136.00 | $120.02 | -11.75% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Masimo Corp (MASI) report earnings?
Masimo Corp (MASI) is schdueled to report earning on May 13, 2025, TBA Not Confirmed.
What is Masimo Corp (MASI) earnings time?
Masimo Corp (MASI) earnings time is at May 13, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MASI EPS forecast?
MASI EPS forecast for the fiscal quarter 2025 (Q1) is 1.21.
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