Beta Bionics, Inc. is a commercial-stage medical technology company dedicated to inventing, developing, and bringing to market solutions that improve the health ...
예상 EPS $-0.55 · 매출 $35.04M · 3 명의 애널리스트
예상 EPS $-0.56 · 매출 $39.16M · 2 명의 애널리스트
예상 EPS $-2.14 · 매출 $133.88M · 6 명의 애널리스트
예상 EPS $-0.53 · 매출 $38.45M · 1 명의 애널리스트
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $100.3M | +53.9% | +15.9% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $-73.2M | -33.7% | -6.9% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +55.4% | +0.5% | -0.8% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | -71.5% | -2.9% | +9.1% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | -73.0% | +13.2% | +7.8% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $-56.2M | -8.8% | +37.9% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | -56.1% | +29.3% | +46.4% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 2.5% | -73.4% | -0.3% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 8.66x | +37.8% | -17.0% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $328.7M | +119.7% | -4.0% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | -1.81 vs -1.97 | +7.9% | -0.53 vs -0.55 | +4.2% |
| 매출 서프라이즈 | $100.3M vs $98.6M | +1.7% | $32.0M vs $35.0M | -8.6% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Hopman Mark | officer: Chief Commercial Officer | Common Stock | D | 5,327 | $19.11 |
| Sep 2, 2026 | Russell Steven Jon | officer: Chief Medical Officer | Common Stock | D | 4,221 | $19.11 |
| Sep 2, 2026 | Mensinger Mike | officer: Chief Product Officer | Common Stock | D | 4,375 | $19.11 |
| Sep 2, 2026 | Feider Stephen | officer: Chief Financial Officer | Common Stock | D | 6,675 | $19.11 |
| Sep 2, 2026 | Saint Sean | director, officer: President & CEO | Common Stock | D | 16,867 | $19.11 |
Operator : Good afternoon and welcome to the Beta Bionics Second Quarter 2026 Earnings Conference Call. Please be advised that today's conference will be recorded. I would now like to hand the conference over to Blake Beber, Head of Investor Relations. Blake Beber : Good afternoon, and thank you for joining Beta Bionics Second Quarter 2026 Earnings Call. With me on today's call are Chief Executive Officer, Sean Saint and Chief Financial Officer, Stephen Feider. Both the replay of this call and the press release discussing our second quarter 2026 results will be available on the Investor Relations section of our website. Information recorded on this call speaks only as of today, July 29, 2026. Therefore, if you are listening to a replay, any time-sensitive information may no longer be accurate. Also on our website is our supplemental second quarter 2026 earnings presentation and uploaded corporate presentation. We encourage you to refer to those documents for a summary of key metrics and business updates. Before we begin, we would like to remind you that today's discussion will include forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements reflect management's expectations about future events, our product pipeline, development timelines, financial performance, and operating plans. Please refer to the cautionary statements in the press release we issued earlier today for a detailed explanation of the inherent limitations of such forward-looking statements. These documents contain and identify important factors that may cause actual results to differ materially from current expectations expressed or implied by our forward-looking statements. Please note that the forward-looking statements made during this call speak only as of today's date. And we undertake no obligation to update them to reflect subsequent events or circumstances, except to the extent required by law. With that, I'd now like to hand the call over to Sean. Sean Saint : Thanks, Blake. Good afternoon, everyone, and thank you for joining. Getting down to business, today we're going to cover our financial results for the second quarter, updated guidance for the full year of 2026, and some recent developments in our innovation pipeline. Starting with a brief overview of our Q2 performance, we delivered $32 million in net sales, which grew approximately 38% year-over-year. Q2 revenue growth was driven predominantly by growth in new patient starts, as well as our growing installed base of users who continued to access their monthly supplies for the iLet through the pharmacy channel and who we continue to retain at a high level. The percentage of new patient starts that were reimbursed through the pharmacy channel was a high 30s percentage, similar to the prior quarter. Our gross margin was 59%, expanding 524 basis points year-over-year. Before I hand the call to Stephen, I want to highlight a very important update for …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Sean T. Saint | President, Chief Executive Officer & Director | USD 1,625,600 | Male | 1976 | Active |
Stephen H. Feider | Chief Financial Officer, Treasurer & Secretary | USD 832,378 | Male | 1990 | Active |
Mike Mensinger | Chief Product Officer | USD 789,556 | Male | 1978 | Active |
Mark Hopman | Chief Commercial Officer | USD 559,533 | Male | 1978 | Active |
David Henderson | Vice President of Operations | — | Male | — | Active |
Blake Beber | Head of Investor Relations | — | — | — | Active |
Steven Russell | Chief Medical Officer | — | — | 1969 | Active |
BlackRock Inc. bought a new position in Beta Bionics, Inc. (NASDAQ: BBNX) in the undefined quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 3,340,171 shares of the company's stock, valued at approximately $52,340,000. BlackRock Inc. owned 7.42% of Beta Bionics as of its most
SAN DIEGO, Aug. 27, 2026 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP is investigating potential securities law violations on behalf of investors of Beta Bionics, Inc. (NASDAQ: BBNX). The investigation concerns whether Beta Bionics or certain of its executive officers made false or misleading statements, or failed to disclose material information, concerning the Company's growth trends, new patient starts, business outlook, and related operating metrics.
On Friday, William Blair initiated coverage on Tandem Diabetes Care Inc. (NASDAQ:TNDM) and Beta Bionics Inc (NASDAQ:BBNX), noting that both companies are advancing initiatives to play in faster-growing segments of the insulin pump market.
SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP is investigating potential securities law violations on behalf of investors of Beta Bionics, Inc. (NASDAQ: BBNX). The investigation concerns whether Beta Bionics or certain of its executive officers made false or misleading statements, or failed to disclose material information, concerning the Company's growth trends, new patient starts, business outlook, and related operating metrics.
Beta Bionics, Inc. (NASDAQ: BBNX - Get Free Report) has received an average recommendation of "Moderate Buy" from the eleven brokerages that are presently covering the firm, MarketBeat reports. One investment analyst has rated the stock with a sell rating, three have assigned a hold rating and seven have given a buy rating to the company.
