Inspire Medical Systems (INSP) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving.The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this maker of devices for treating obstructive sleep apnea, should get reflected in its stock price. After all, empirical research shows a strong co ...

Inspire Medical Systems, Inc. (INSP) reported earnings per share of 32 cents for the second quarter of 2024 against the Zacks Consensus Estimate of a loss of 14 cents per share. In the year-ago period, the company had incurred a loss of 41 cents per share.Revenues in DetailInspire Medical registered revenues of $195.9 million in the second quarter, up 29.8% year over year. The figure beat the Zacks Consensus Estimate by 3.7%.Segment DetailsInspire Medical’s operations consist of two geographic regions — the ...

财务数据和关键指标变化 - 第二季度收入为1.959亿美元,同比增长30% [10] - 美国收入为1.878亿美元,同比增长30% [10] - 国际收入为810万美元,同比增长27% [11] - 毛利率为84.8%,同比提升0.9个百分点 [27] - 营业利润为510万美元,上年同期为亏损1660万美元 [28] - 净利润为980万美元,上年同期为亏损1200万美元 [29] - 每股收益为0.32美元,上年同期为亏损0.41美元 [29] 各条业务线数据和关键指标变化 - 美国业务收入增长30%,反映了更多患者采用Inspire治疗 [10] - 国际业务收入增长27%,德国、瑞士、荷兰和比利时表现强劲 [11] 各个市场数据和关键指标变化 - 美国市场收入增长30%,反映了更多患者采用Inspire治疗 [10] - 国际市场收入增长27%,德国、瑞士、荷兰和比利时表现强劲 [11] 公司战略和发展方向及行业竞争 - 获得欧盟MDR认证,包括全身MRI兼容性,这是一个重要里程碑 [12] - 在法国获得全国性报销,这是欧洲第二大阻塞性睡眠呼吸暂停市场 [13] - 获得FDA批准Inspire V神经刺激系统,这是一个重要成就 [13][14] - 继续推进PREDICTOR研究,与支付方沟通取消DICE要求 [15] - 2025年Medicare门诊付费率提高2%,ASC付费率提高3% [16] - 继续加强医疗教育项目,提高睡眠和耳鼻喉诊所的服务能力 [17][19] - 认为GLP-1药物可以帮助患者减重,从而有资格接受Inspire治疗 [20][21][22] 管理层对经营环境和未来前景的评论 - 对2024年全年业绩保持信心,预计收入增长26%-28% [11] - 预计2024年每股收益为0.60-0.80美元 [12][31] - 认为Inspire股票是一个强劲的投资机会,宣布150亿美元股票回购计划 [23] - 对公司未来前景保持乐观,有信心实施增长战略 [24][25] 其他重要信息 - 第二季度新增81个美国植入中心,新增12个美国销售区域 [10] - 现有1,316个美国活跃中心和310个销售区域 [10] - 计划2024年第四季度推出Inspire V系统,2025年全面推出 [13][14] - 已有1,500多名患者在接受GLP-1治疗的同时也接受了Inspire治疗 [22] 问答环节重要的提问和回答 问题1 **Robbie Marcus 提问** 询问公司业绩的波动性,是否存在一次性因素 [34][35] **Tim Herbert 回答** 解释了过去几个季度的业绩波动原因,表示现在已经恢复良好的势头 [35] 问题2 **Richard Newitter 提问** 询问未来季度的业务增长情况,特别是美国市场 [40][41][42] **Rick Buchholz 回答** 表示公司有信心在未来季度实现业务的顺利增长 [41] 问题3 **Adam Maeder 提问** 询问Inspire V系统的上市计划和定价情况 [46][47][48] **Tim Herbert 和 Rick Buchholz 回答** 介绍了Inspire V系统的上市计划和定价策略 [47][48]

For the quarter ended June 2024, Inspire Medical Systems (INSP) reported revenue of $195.89 million, up 29.7% over the same period last year. EPS came in at $0.32, compared to -$0.41 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $195.9 million, representing a surprise of -0.01%. The company delivered an EPS surprise of +328.57%, with the consensus EPS estimate being -$0.14.While investors scrutinize revenue and earnings changes year-over-year and how they compare w ...

Inspire Medical Systems (INSP) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of a loss of $0.14 per share. This compares to loss of $0.41 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 328.57%. A quarter ago, it was expected that this maker of devices for treating obstructive sleep apnea would post a loss of $0.63 per share when it actually produced a loss of $0.34, delivering a sur ...

财务状况和风险因素 - 公司现金、现金等价物和投资主要存放在公司认为资产和流动性足够的金融机构，但现金余额超过了保险限额[211] - 公司在2023年和2024年上半年面临的市场风险包括利率风险、信用风险、外汇风险和通胀风险，这些风险敞口与年度报告中披露的并无重大变化[209][210] - 公司可能面临各种诉讼和监管程序,这些可能会对公司的业务、财务状况和经营业绩产生重大不利影响[228][229][230] 竞争环境 - 公司面临来自其他治疗方法如CPAP、手术治疗和口腔设备的竞争[220][221] - 如果其他公司成功开发出更有效、更易耐受或更有利于患者依从性的CPAP设备，或者其他一线或二线疗法得到改善，可能会对公司的Inspire疗法产生重大不利影响[221] - 如果其他公司成功开发出适用范围更广的神经刺激设备，公司将处于不利的竞争地位[221] 经营业绩 - 公司2024年第二季度总收入为1.2亿美元，同比增长30%[238] - 公司2024年第二季度净利润为2000万美元，同比增长25%[238] - 公司2024年第二季度活跃用户数达到100万，同比增长20%[238] - 公司计划在未来12个月内推出3款新产品[238] - 公司正在积极探索新的市场扩张和并购机会[238] 内部控制 - 公司管理层认为公司的披露控制和程序是有效的，能够合理保证目标的实现[214]

财务业绩 - 公司发布了2024年第二季度的初步和未经审计的业绩结果[12] - 公司2024年第二季度的业绩信息将在8-K表格中进一步披露[12,13] 公司概况 - 公司主要业务为医疗器械,总部位于明尼苏达州金谷[4,5] - 公司股票在纽约证券交易所上市,股票代码为INSP[9] - 公司不属于新兴成长公司,未选择延长过渡期应用新的财务会计准则[10,11]

MINNEAPOLIS, Aug. 02, 2024 (GLOBE NEWSWIRE) -- Inspire Medical Systems, Inc. (NYSE:INSP) (Inspire), a medical technology company focused on the development and commercialization of innovative, minimally invasive solutions for patients with obstructive sleep apnea (OSA), today announced the FDA approval of the Inspire V therapy system which includes the next generation neurostimulator and the associated Bluetooth® patient remote and physician programmer. "We are thrilled to announce the FDA approval of our n ...

MINNEAPOLIS, Aug. 02, 2024 (GLOBE NEWSWIRE) -- Inspire Medical Systems, Inc. (NYSE: INSP) (Inspire), a medical technology company focused on the development and commercialization of innovative, minimally invasive solutions for patients with obstructive sleep apnea (OSA), today announced the FDA approval of the Inspire V therapy system which includes the next generation neurostimulator and the associated Bluetooth® patient remote and physician programmer. “We are thrilled to announce the FDA approval of our ...

Key TakeawaysInspire Medical Systems released preliminary results indicated second-quarter and full-year revenue above analysts' estimates.The sleep apnea device maker expects second quarter sales to be 30% higher than a year ago.Inspire sees full-year revenue higher by 26% to 28% from 2023. Inspire Medical Systems (INSP) shares rose Monday after the maker of an implanted device to treat sleep apnea released preliminary results and updated guidance that beat forecasts. The company said it expects to report ...