Education
About Us
Working with TipRanks
Follow Us
Establishment Labs Holdings Inc (ESTA)
NASDAQ:ESTA
Earnings Data
Report Date
May 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.36Last Year’s EPS
-0.7Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents strong positive momentum: robust revenue growth (Q4 +45.2%, FY +27.2%), expanding U.S. adoption and materially improved margins and adjusted EBITDA. Management provided constructive 2026 guidance (≈25% growth) and a path to full-year cash flow profitability in 2027, supported by product momentum (Motiva, Preserve, Mia) and a growing account base. Notable risks include China/distributor volatility, a reconstruction revenue cadence pushed to 2027, elevated operating expenses and refinancing considerations, and execution risk tied to rapid commercial expansion and a leadership transition. Overall, the positive operational and financial trends materially outweigh the listed challenges.Company Guidance
Strong Quarterly and Full-Year Revenue Growth
Q4 2025 revenue $64.6M, up 45.2% year-over-year; total 2025 revenue $211.1M, up 27.2% versus 2024.
U.S. Motiva Adoption and Revenue
U.S. Motiva revenue for 2025 was $45.6M with Q4 U.S. Motiva sales of $17.3M; management reported ~20% augmentation market share exiting 2025 and expects U.S. to exceed 30% of sales in 2026.
Margin Expansion and Gross Profit
Q4 gross profit $45.5M representing 70.5% gross margin (200 basis points improvement vs prior-year quarter); full-year 2025 gross margin improved ~330 basis points vs 2024.
Profitability Trajectory — Adjusted EBITDA Turnaround
Q4 adjusted EBITDA was positive $5.5M versus a loss of $13.1M in Q4 2024 — an $18.6M year-over-year improvement; management expects adjusted EBITDA positive every quarter in 2026 and free cash flow positive in 2026.
Reduced Operating Loss and Strong Cash Position
Q4 net loss from operations was $3.9M, down 79% year-over-year; ending cash balance $75.6M, up $4.9M in the quarter and management states no need for additional capital.
Ambitious 2026 Financial Guidance
Company guided 2026 revenue of $264M–$266M implying ~25% growth year-over-year; expects 200–300 basis points of gross margin improvement and operating expenses of $195M–$200M.
New Product Momentum — Preserve and Mia
Minimally invasive portfolio gaining traction: Preserve available in 33 markets with >700 accounts; Mia exceeded its $8M–$10M 2025 guidance and more than doubled accounts year-over-year; management estimates global minimally invasive demand >$30M in 2026.
Commercial Traction and Account Growth
Since late-2024 launch, >1,500 accounts onboarded (global); dozens of high-volume surgeons and early U.S. surgeons report strong patient demand and practice volume expansion; plan to add up to 15 U.S. sales reps in 2026 to accelerate penetration.
ESTA 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
ESTA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $74.96 | $79.67 | +6.28% |
Nov 05, 2025 | $49.40 | $60.51 | +22.49% |
Aug 07, 2025 | $41.79 | $35.96 | -13.95% |
May 07, 2025 | $33.27 | $34.80 | +4.60% |
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.
FAQ
When does Establishment Labs Holdings Inc (ESTA) report earnings?
Establishment Labs Holdings Inc (ESTA) is schdueled to report earning on May 11, 2026, Before Open (Confirmed).
What is Establishment Labs Holdings Inc (ESTA) earnings time?
Establishment Labs Holdings Inc (ESTA) earnings time is at May 11, 2026, Before Open (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 ESTA EPS forecast?
ESTA EPS forecast for the fiscal quarter 2026 (Q1) is -0.36.