InMode (NASDAQ: INMD ) recently reported its Q3-2024 results, so it's time to revisit the stock. I last wrote about InMode on September 6 and called it an " inverse bubble caused by short-termI objectively search for undervalued stocks of any size across a wide variety of industries using quantitative methods that I've thoroughly backtested for success. I believe the numbers are more important than the story (most of the time), as they tend to paint a more realistic picture of the company’s prospects. I hav ...

文章核心观点 - InMode公司的产品属于医疗美容行业,该行业预计未来5年将以11%的复合年增长率增长 [1] - 尽管最近宏观环境严峻,但InMode公司的业务仍保持良好增长 [1] 行业概况 - 医疗美容行业预计未来5年将以11%的复合年增长率增长 [1] 公司业务 - InMode公司的产品属于医疗美容行业 [1] - 尽管最近宏观环境严峻,但InMode公司的业务仍保持良好增长 [1]

财务数据和关键指标变化 - 公司在2024年第三季度的总收入为1.302亿美元，其中3190万美元来自于2024年上半年收到的预订单，第三季度的净销售额为9830万美元 [10] - GAAP和非GAAP的毛利率为82% [10] - GAAP运营费用为5790万美元，同比增加2%，销售和市场费用为5190万美元，同比增加 [11] - GAAP稀释每股收益为0.65美元，非GAAP稀释每股收益为0.70美元 [12] - 截至2024年9月30日，公司现金及现金等价物、可交易证券和存款总额为6.849亿美元 [12] 各条业务线数据和关键指标变化 - 国际市场的第三季度销售额为3640万美元，占总销售额的28%，同比下降19% [11] - 美国的可消耗品销售额下降，医生在北美的治疗数量比去年减少了40% [29] 公司战略和发展方向和行业竞争 - 公司在第三季度进行了管理结构的重组，以更好地对齐目标市场与公司结构 [7] - 公司将北美市场细分为美国和加拿大的独立角色，以便更好地满足各地区的特定需求 [8] - 公司对新平台IgniteRF和Optimus Max的早期认可表示乐观，期望随着宏观经济环境的改善，更多医生会认识到这些新平台的好处 [6] 管理层对经营环境和未来前景的评论 - 管理层指出，宏观经济逆风持续影响业绩，特别是利率和融资审批的放缓 [6] - 对于未来的市场改善，管理层表示希望在明年能看到一些变化，但不确定具体时间 [20] 其他重要信息 - 公司在2024年的全年收入指导调整为4.1亿至4.2亿美元，低于之前的4.3亿至4.4亿美元的预期 [14] - 公司在2024年第二次股票回购计划中，已回购320万股，平均价格为每股15.86美元 [13] 问答环节所有提问和回答 问题: 关于全年每股收益指导及回购的影响 - 管理层表示在第三季度没有进行成本控制，继续正常运营，且由于以色列的战争，制造成本有所上升 [18] 问题: 关于利率下降对租赁业务的影响 - 管理层指出，利率下降尚未影响租赁利率，融资过程仍然较长 [23] 问题: 关于毛利率的预期 - 管理层认为，未来毛利率可能在80%到82%之间，回到中80%的毛利率将非常困难 [25] 问题: 关于美国可消耗品的增长 - 管理层确认美国的可消耗品销售下降，主要由于治疗数量减少 [29] 问题: 关于新产品的反馈 - 管理层表示IgniteRF和Optimus Max主要销售给新客户，尚未进行大规模升级 [42]

文章核心观点 - InMode公司第三季度业绩超出预期,每股收益为0.70美元,高于市场预期的0.57美元 [1] - 公司连续4个季度超出市场盈利预期 [2] - 公司第三季度收入为1.3023亿美元,也超出市场预期 [2] - 公司股价今年以来下跌19.5%,低于标普500指数22.3%的涨幅 [3] 根据相关目录分别进行总结 业绩表现 - InMode公司第三季度每股收益0.70美元,较上年同期0.61美元增长 [1] - 这是公司连续第4个季度超出市场盈利预期 [2] - 第三季度收入为1.3023亿美元,高于上年同期1.2311亿美元 [2] 未来展望 - 公司股价今年以来下跌19.5%,低于大盘表现 [3] - 未来公司业绩走势将取决于管理层在财报电话会议上的评论 [3] - 分析师预计公司下季度每股收益为0.56美元,全年每股收益为1.78美元 [7] 行业环境 - 医疗器械行业目前在250多个Zacks行业中排名前25% [8] - 行业排名靠前的公司通常能战胜行业后50%的公司两倍以上 [8] - 同行业公司Quanterix Corporation第三季度业绩也有望超预期 [9]

YOKNEAM, Israel, Oct. 30, 2024 /PRNewswire/ -- InMode Ltd. (Nasdaq: INMD) ("InMode"), a leading global provider of innovative medical technologies, today announced its consolidated financial results for the third quarter ended September 30, 2024. Third Quarter 2024 Highlights: Quarterly GAAP revenue of $130.2 million (which consists of $98.3 million of net sales in Q3 and $31.9 million of pre-orders from the first half of 2024). Quarterly revenues from consumables and service of $15.8 million, a decrease of ...

IRVINE, Calif., Oct. 24, 2024 /PRNewswire/ -- InMode Ltd. (Nasdaq: INMD), a leading global provider of innovative medical technologies, has been granted a preliminary injunction by the U.S. District Court for the Central District of California in a lawsuit filed against sellers identified to be the source of unlawful counterfeit sales of Morpheus8 radiofrequency devices and cartridge accessories. InMode Granted Preliminary Injunction Against Online Sellers Prohibiting Counterfeit Sales of Morpheus8 Radiofre ...

Wall Street expects a year-over-year decline in earnings on higher revenues when InMode (INMD) reports results for the quarter ended September 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 30, 2024, might help the stock move higher if these key numbers are better than expec ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks. Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use fundamental analysis and ...

Expects Q3 Revenue Between $130.0 Million -$130.1 Million (including $31.9 Million in Revenue from First Half of 2024 Pre-orders), Decreases Full Year 2024 Guidance to $410 Million-$420 Million Conference call to be held on Wednesday, October 30, 2024, at 8:30 a.m. Eastern Time YOKNEAM, Israel, Oct. 10, 2024 /PRNewswire/ -- InMode Ltd. (Nasdaq: INMD), a leading global provider of innovative medical technologies, announced today that it expects to release its financial results for the third quarter of 2024 b ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers. Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use fundamental analysis and traditional va ...