Outset Medical, Inc. is a medical technology firm that specializes in developing hemodialysis systems. The company's primary product is the Tablo Hemodialysis ...
예상 EPS $-0.69 · 매출 $31.40M · 2 명의 애널리스트
예상 EPS $-0.69 · 매출 $35.03M · 2 명의 애널리스트
예상 EPS $-3.09 · 매출 $125.97M · 2 명의 애널리스트
예상 EPS $-0.81 · 매출 $29.70M · 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). | $119.5M | +5.1% | +13.5% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $-81.7M | +36.2% | +5.2% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +39.1% | +15.4% | -3.3% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | -55.8% | +44.0% | +18.4% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | -68.3% | +39.3% | +16.5% |
| 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. | $-47.1M | +59.8% | +24.5% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | -39.4% | +61.7% | +33.5% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 79.8% | -89.4% | +19.2% |
| 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. | 6.67x | +17.2% | -17.5% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $264.5M | -4.1% | -2.8% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | -5.37 vs -4.45 | -20.6% | -0.97 vs -0.72 | -35.3% |
| 매출 서프라이즈 | $119.5M vs $117.2M | +1.9% | $31.6M vs $29.0M | +9.2% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | Trigg Leslie | director, officer: Chair and CEO | Common Stock | D | 3,437 | $4.39 |
| Aug 17, 2026 | Brottem John L. | officer: General Counsel | Common Stock | D | 2,632 | $4.39 |
| Aug 17, 2026 | Gaeta Renee | officer: Chief Financial Officer | Common Stock | D | 4,543 | $4.39 |
| Jun 26, 2026 | Brottem John L. | officer: General Counsel | Common Stock | A | 59,830 | — |
| Jun 26, 2026 | Gaeta Renee | officer: Chief Financial Officer | Common Stock | A | 71,630 | — |
Operator: Good day, and thank you for standing by. Welcome to the Outset Medical Q2 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Tina Jacobson, Investor Relations. Please go ahead. Unknown Executive: Good afternoon, everyone, and welcome to Outset Medical's Second Quarter 2026 Earnings Call. Today's speakers are Leslie Trigg, Chair and Chief Executive Officer, and Renee Gaeta, Chief Financial Officer. The company issued a news release after the close of the market today, which can be found in the investor section of outsetmedical.com. This call is being recorded and will be archived there as well. All forward-looking statements made during today's call are intended to be protected under the Private Securities Litigation Reform Act of 1995. Outset assumes no obligation to update these statements. For a list and description of the risks and uncertainties associated with the business, please refer to Outset's public filings with the Securities and Exchange Commission, including its latest annual and quarterly reports. With that, I'll open the call to Leslie Trigg. Leslie? Leslie Trigg: Good afternoon, everyone, and thank you for joining us. The second quarter reflected steady execution across revenue, gross margin, operating expense discipline, and cash management. We continue to make meaningful commercial progress while advancing our mission to improve dialysis patient outcomes at a lower cost and with less complexity. We are confident that the impact of that progress will become increasingly evident over time. I'll begin today with financial performance in the second quarter. Revenue of $31.6 million was up 1% year-over-year and up 14% sequentially. Our ongoing margin expansion program delivered a non-GAAP gross margin of 42%, a significant improvement compared to last year. With the solid second quarter results, we are reiterating full year 2026 revenue guidance of $125 million to $130 million. During the second quarter, we completed our highest number of successful new site implementations in several years. At one system with several sites in Texas, our clinical excellence team trained over 100 nurses who, in turn, supported 956 treatments in their first 60 days. Other successful implementations were completed at a new top 10 health system customer for Outset, as well as at hospitals that are part of large regional health systems and post-acute care facilities. What stands out most is what happened after the initial go-live implementation. Outset has established a clinical excellence team focused on helping our customers optimize the clinical, financial, and operational value of their Tablo in-sourcing programs over the long term. Each hospital customer is paired with a clinical excellence team member who works closely with them to identify the outcomes that matter most to their organization and then …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Leslie L. Trigg | President, Chief Executive Officer & Chairman | USD 1,057,628 | Female | 1971 | Active |
John L. Brottem | General Counsel & Secretary | USD 566,087 | Male | 1974 | Active |
Renee Gaeta | Chief Financial Officer, Principal Financial Officer & Principal Accounting Officer | USD 336,048 | Female | 1981 | Active |
Brett Fogg | Senior Vice President of R&D & Operations | — | Male | — | Active |
Derick Elliott | Executive Vice President of Commercial | — | Male | — | Active |
Jaime Pulido | Senior Vice President of Finance | — | Male | — | Active |
Michael Aragon | Chief Medical Officer | — | — | — | Active |
Brittni McGill | Chief Nursing Officer | — | Female | — | Active |
Amelia Merrill | Vice President of People Operations & Culture | — | — | — | Active |
Dinamarie Stefani | Senior Vice President of Regulatory Affairs & Quality Assurance | — | — | — | Active |
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Outset Medical, Inc. (OM) Q2 2026 Earnings Call Transcript
Outset Medical NASDAQ: OM reported second-quarter 2026 revenue of $31.6 million, up 1% from a year earlier and 14% sequentially, as the dialysis technology company cited commercial progress, improving margins and a new $40 million refresh agreement with HCA Healthcare.
Outset Medical, Inc. (OM) came out with a quarterly loss of $0.8 per share versus the Zacks Consensus Estimate of a loss of $0.63. This compares to a loss of $0.84 per share a year ago.
SAN JOSE, Calif., Aug. 06, 2026 (GLOBE NEWSWIRE) -- Outset Medical, Inc. (Nasdaq: OM), a medical technology company pioneering a first-of-its-kind technology to improve clinical outcomes in dialysis with less cost and complexity, today reported financial results for the second quarter ended June 30, 2026.
