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Outset Medical (OM)
NASDAQ:OM
Earnings Data
Report Date
Nov 11, 2025After Close (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
-0.66Last Year’s EPS
-5.85Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflects a positive sentiment with significant revenue growth, increased guidance, and strong performance in console and recurring revenue. The company's strategic agreements and improvements in gross margin and operating expenses underscore positive momentum. Despite minor challenges with manufacturing overhead absorption and service gross margin, the company's outlook remains optimistic.Company Guidance
Revenue Growth and Increased Guidance
Revenue for the second quarter of $31.4 million grew 15% over the second quarter of 2024. The company raised its revenue guidance for the year from $115 million-$125 million to a range of $122 million-$126 million.
Strong Console and Recurring Revenue
Product revenue of $23.1 million, consisting of console revenue of $8.9 million and consumable revenue of $14.2 million, grew 20% from $19.2 million in the prior year. Recurring revenue increased to $22.5 million, an 11% increase over the second quarter of 2024.
Gross Margin Expansion
Non-GAAP gross margin expanded to 38.4%, a 110 basis point increase from last year, with product gross margin increasing nearly 400 basis points year-over-year to 48.9%.
New Enterprise Agreement
Closed a new enterprise agreement with one of the largest national health systems in the country, providing access to over 100 facilities and potential placement of many hundreds of Tablo consoles.
Home Market and MDO Partnerships
Finalized an agreement with the third largest midsized dialysis organization, providing approximately 15,000 dialysis patients across 30 states access to Tablo. Now have agreements with all 5 of the largest MDOs in the United States.
Reduction in Operating Expenses and Cash Use
Non-GAAP operating expenses declined 19% to $25.4 million compared to the second quarter of 2024. The company used 60% less cash than in the prior year period, keeping on track to use less than $50 million in 2025.
OM 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
OM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Aug 06, 2025 | $13.17 | $14.18 | +7.67% |
May 07, 2025 | $11.74 | $15.88 | +35.26% |
Feb 19, 2025 | $14.10 | $14.40 | +2.13% |
Nov 06, 2024 | $9.30 | $11.64 | +25.16% |
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 Outset Medical (OM) report earnings?
Outset Medical (OM) is schdueled to report earning on Nov 11, 2025, After Close (Confirmed).
What is Outset Medical (OM) earnings time?
Outset Medical (OM) earnings time is at Nov 11, 2025, After Close (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 OM EPS forecast?
OM EPS forecast for the fiscal quarter 2025 (Q3) is -0.66.