Masimo's Q1 2025 earnings call highlighted strong financial performance and strategic moves, such as the divestiture of Sound United and leadership appointments. However, challenges such as new tariffs and a recent security incident present potential headwinds. Overall, the company demonstrates resilience and a strong position to manage these challenges.

Company Guidance -

Q2 2025

During Masimo's First Quarter 2025 earnings call, the company reported strong financial performance with healthcare revenue of $371 million, reflecting a 10% growth on a constant currency basis. Operating margins expanded by 750 basis points year-over-year, and the non-GAAP earnings per share saw a remarkable 56% increase to $1.36. The company maintained its fiscal 2025 revenue guidance at $1,500 million to $1,530 million, indicating 8% to 11% constant currency growth. Despite new tariffs, Masimo anticipates operating margins to be in the range of 25.5% to 26.4%, with earnings per share projected between $4.80 and $5.15, factoring in a $33 million to $37 million increase in cost of sales due to tariffs. Additionally, the company announced its decision to divest its consumer audio business, Sound United, and prioritize share repurchases with the proceeds, reinforcing its focus on its core healthcare business.

Strong Financial Performance

Masimo's healthcare revenue for Q1 2025 was $371 million, a 10% growth on a constant currency basis, with EPS growth of more than 50%. Operating margin expanded by 750 basis points.

Successful Divestiture

Masimo reached an agreement to divest its consumer audio business, Sound United, allowing the company to refocus on its professional healthcare business.

New Leadership

Lisa Hellmann joined as the new Chief Human Resources Officer, bringing exceptional talent to help drive Masimo's growth.

Product Development and Strategy

Plans to upgrade existing sensors and create next-generation monitors enabled with AI-based advanced algorithms to further strengthen positions in pulse oximetry, capnography, hemodynamics, and brain monitoring.

Masimo (MASI) Earnings, Revenues Date & History

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MASI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 05, 2025	2025 (Q2)	1.22 / -	0.86	―	―	―
May 06, 2025	2025 (Q1)	1.21 / 1.36	0.77	76.62% (+0.59)
Feb 25, 2025	2024 (Q4)	1.43 / 1.80	1.25	44.00% (+0.55)
Nov 05, 2024	2024 (Q3)	0.84 / 0.98	0.63	55.56% (+0.35)
Aug 06, 2024	2024 (Q2)	0.77 / 0.86	0.62	38.71% (+0.24)
May 07, 2024	2024 (Q1)	0.70 / 0.77	0.87	-11.49% (-0.10)
Feb 27, 2024	2023 (Q4)	0.90 / 1.25	1.32	-5.30% (-0.07)
Nov 07, 2023	2023 (Q3)	0.61 / 0.63	1	-37.00% (-0.37)
Aug 08, 2023	2023 (Q2)	0.64 / 0.62	1.35	-54.07% (-0.73)
May 09, 2023	2023 (Q1)	0.83 / 0.87	0.93	-6.45% (-0.06)

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

MASI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 06, 2025	$161.47	$150.11	-7.04%
Feb 25, 2025	$169.54	$190.47	+12.35%
Nov 05, 2024	$151.56	$167.63	+10.60%
Aug 06, 2024	$110.32	$122.77	+11.29%

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.