Kestra Medical Technologies Ltd. (KMTS)
NASDAQ:KMTS
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Earnings Data
Report Date
Jul 21, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
-0.59Last Year’s EPS
-2.21Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong operational and commercial momentum: double-digit prescription growth, 63% revenue growth, meaningful gross margin expansion, positive clinical and regulatory developments (ACE PAS and FDA algorithm approval), material market-access wins, and a healthy cash runway. These positives are balanced by near-term trade-offs: rising operating losses and adjusted EBITDA loss from investments in territory expansion and RCM, quarterly cash burn and CapEx needs to support growth, and execution/competitive risks inherent in a rapid commercial scale-up. Overall, management communicated clear progress toward scaled, durable growth while acknowledging expected near-term investment-related losses.Company Guidance
Strong Revenue Growth
Revenue of $24.6M in Q3, up 63% year-over-year; company increased FY2026 revenue guidance to $93.0M (growth of 55% vs. FY2025).
Prescription Momentum
Accepted over 5,400 prescriptions in Q3; prescriptions rose ~58% year-over-year, driving top-line growth and reflecting market-share gains and new account activation.
Gross Margin Expansion
Gross margin improved to 52.6% in Q3 (up ~9 percentage points year-over-year and +200 basis points sequentially); ninth consecutive quarter of sequential gross margin expansion with a path to 70%+ over the next few years.
Conversion and RCM Improvements
Conversion rate approximately 46% in Q3 (up from an adjusted 43% prior-year; FY24: 38%, FY25: 44%), with improvements in prescription fill rate, BIN rate, and collections; company investing in revenue cycle AI and automation.
Clinical Evidence and Regulatory Progress
ACE PAS — the largest real-world prescribed prospective WCD study (over 21,000 patients) — demonstrated low false alarm rates, high wear-time compliance, and 100% successful conversion of dangerous arrhythmias; company received FDA approval for an Assure algorithm update expected to reduce false alarms and inappropriate shocks.
Strategic Collaboration and Product Expansion
Announced exclusive collaboration with BioBeat Technologies and a $5.0M equity investment (MyoV) to integrate cuffless ambulatory blood pressure monitoring (ABPM) into the Assure product suite; ACE PAS noted 72% of patients were hypertensive, highlighting clinical relevance.
Market Access Wins
Became an approved Florida managed Medicaid provider and signed contracts with two of Florida's four largest managed Medicaid plans; added to the Federal Supply Schedule for the U.S. Department of Veterans Affairs; Medicare monthly reimbursement increased 2% to $3,589/month.
Balance Sheet and Capital
Cash and cash equivalents of $291.0M as of Jan 31, including proceeds from the December public equity offering; company completed a shelf filing plan and remains well-capitalized to invest in growth.
Commercial Footprint Expansion
Ended calendar year 2025 with ~100 active sales territories and tracking toward ~130 territories by the end of the fiscal year (April), indicating accelerated sales coverage and go-to-market scale.
KMTS 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
KMTS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 20, 2026 | $23.31 | $23.20 | -0.49% |
Dec 11, 2025 | $24.91 | $26.17 | +5.06% |
Sep 11, 2025 | $18.40 | $21.83 | +18.64% |
Jul 15, 2025 | $16.29 | $15.35 | -5.77% |
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 Kestra Medical Technologies Ltd. (KMTS) report earnings?
Kestra Medical Technologies Ltd. (KMTS) is schdueled to report earning on Jul 21, 2026, After Close (Confirmed).
What is Kestra Medical Technologies Ltd. (KMTS) earnings time?
Kestra Medical Technologies Ltd. (KMTS) earnings time is at Jul 21, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is KMTS EPS forecast?
KMTS EPS forecast for the fiscal quarter 2026 (Q4) is -0.59.