Earnings summaries and quarterly performance for ESTABLISHMENT LABS HOLDINGS.
Executive leadership at ESTABLISHMENT LABS HOLDINGS.
Board of directors at ESTABLISHMENT LABS HOLDINGS.
Research analysts who have asked questions during ESTABLISHMENT LABS HOLDINGS earnings calls.
AP
Anthony Petrone
Mizuho Group
4 questions for ESTA
Also covers: ADMA, ALC, BSX +22 more
JJ
Joshua Jennings
TD Cowen
4 questions for ESTA
Also covers: ABT, ALUR, ATEC +20 more
MC
Mason Carrico
Stephens Inc.
3 questions for ESTA
Also covers: AKYA, CDNA, CSTL +13 more
MT
Matthew Taylor
Jefferies
3 questions for ESTA
Also covers: ALUR, BDX, CQP +18 more
AG
Allen Gong
JPMorgan Chase & Co.
2 questions for ESTA
Also covers: GKOS, INGN, IRTC +2 more
Joanne Wuensch
Citigroup Inc.
2 questions for ESTA
Also covers: ABT, BAX, BDX +18 more
KG
K. Gong
JPMorgan Chase & Co.
2 questions for ESTA
Also covers: GKOS
Marie Thibault
BTIG
2 questions for ESTA
Also covers: ABT, ARAY, ATRC +15 more
Sam Eiber
BTIG, LLC
2 questions for ESTA
Also covers: AIRS, APYX, EMBC +6 more
MT
Matt Taylor
Jefferies & Company Inc.
1 question for ESTA
Also covers: BAX, BIO, DXCM +10 more
Michael Matson
Needham & Company
1 question for ESTA
Also covers: AORT, ATRC, CNMD +22 more
Mike Matson
Needham & Company, LLC
1 question for ESTA
Also covers: CNMD, ENOV, HAE +16 more
Recent press releases and 8-K filings for ESTA.
Establishment Labs Reports Strong 2025 Performance and Outlines 2026 Growth Strategy
ESTA
Guidance Update
Revenue Acceleration/Inflection
Product Launch
- Establishment Labs reported a successful 2025, with pre-announced global revenue growth of 27% to between $210.5 million and $211.5 million, and achieved EBITDA positive in Q3 2025.
- The U.S. market launch was strong, generating over $45 million in revenue in its first year (2025) and securing an estimated market share of approximately 20% by year-end.
- The company projects a minimum of 25% growth in 2026 and 2027, driven by the minimally invasive Preservae platform (expected to contribute over $30 million in 2026), expansion into smaller implant sizes, and the upcoming Recon indication, which could double the addressable market.
- Profitability is a key focus, with gross profit margins now above 70% and the company anticipating becoming free cash flow positive in 2026.
1 day ago
Establishment Labs Reports Strong 2025 Performance and Positive 2026 Outlook
ESTA
Guidance Update
Revenue Acceleration/Inflection
Product Launch
- Establishment Labs (ESTA) reported 27% global growth in 2025, with revenue between $210.5 million and $211.5 million, and achieved over $45 million in U.S. revenue in its first year post-FDA approval.
- The company became EBITDA positive in Q3 2025 and expects to maintain this into Q4 2025, with a cash balance of $75.5 million at the end of 2025.
- ESTA anticipates at least 25% growth over the next two years (2026 and 2027) and expects to be cash flow positive in 2026.
- Key growth drivers for 2026 include the formal U.S. launch of the minimally invasive Preservae platform, projected to generate over $30 million in revenue, and the expansion of the U.S. sales force by up to 15 representatives.
- The company also achieved a gross margin above 70% in 2025, driven by higher-margin opportunities in the U.S. and direct markets.
1 day ago
Establishment Labs Reports Strong 2025 Performance and Outlines Growth Strategy
ESTA
Earnings
Guidance Update
Product Launch
- Establishment Labs reported 27% global revenue growth for 2025, with total revenue between $210.5 million and $211.5 million. The U.S. market, launched in 2025, generated over $45 million in its first year, achieving approximately 20% market share by the end of 2025.
- The company achieved EBITDA positive in Q3 2025 and expects to maintain this in Q4 2025, with its cash balance improving to $75.5 million by the end of 2025. Gross margin surpassed 70% in 2025, with expectations for continued significant margin expansion in the coming years.
- Management anticipates at least 25% revenue growth over the next two years (2026 and 2027) and is on track to be cash flow positive in 2026.
- Key growth drivers include the minimally invasive Preservé platform, projected to contribute over $30 million in revenue in 2026 , and the upcoming recon indication approval, which is expected to double the addressable U.S. market with a real commercial impact in 2027.
1 day ago
Establishment Labs Announces Preliminary Q4 and FY 2025 Financial Results
ESTA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Establishment Labs Holdings Inc. expects preliminary unaudited revenue for Q4 2025 to be between $64.0 million and $65.0 million.
- For fiscal year 2025, total revenue is anticipated to range from $210.5 million to $211.5 million, representing approximately 27% growth over 2024.
- The company's year-end 2025 cash position is expected to be approximately $75.5 million, an increase of $4.8 million from the end of the third quarter of 2025.
- CEO Peter Caldini highlighted record quarterly revenue and expects the company to become free cash flow positive later in 2026.
3 days ago
Establishment Labs Announces Preliminary Unaudited Financial Results for Q4 and FY 2025
ESTA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Establishment Labs' preliminary unaudited revenue for Q4 2025 is expected to be between $64.0 million and $65.0 million, including $17.0 million to $17.5 million from Motiva sales in the United States.
- Preliminary unaudited revenue for fiscal year 2025 is expected to be in the range of $210.5 million to $211.5 million, representing approximately 27% growth over 2024.
- The company's year-end 2025 cash position is expected to be approximately $75.5 million, an increase of $4.8 million from the end of the third quarter of 2025.
- Management anticipates turning free cash flow positive later in 2026 and expects operating leverage to become evident in 2026 and beyond.
3 days ago
Establishment Labs Submits Motiva Implants for FDA Approval in Breast Reconstruction
ESTA
Product Launch
New Projects/Investments
- Establishment Labs Holdings Inc. (NASDAQ: ESTA) has submitted Motiva® implants for approval in primary and revision breast reconstruction to the U.S. Food and Drug Administration (FDA).
- The Motiva® implants were previously approved by the FDA for use in breast augmentation on September 27, 2024.
Dec 29, 2025, 1:15 PM
Establishment Labs Submits Motiva Implants for FDA Approval in Breast Reconstruction
ESTA
Product Launch
New Projects/Investments
- Establishment Labs Holdings Inc. submitted Motiva® implants for approval in primary and revision breast reconstruction to the U.S. Food and Drug Administration (FDA) on December 29, 2025.
- The Motiva® implants were previously approved by the FDA for use in breast augmentation on September 27, 2024.
Dec 29, 2025, 1:12 PM
Establishment Labs Submits Motiva Implants for FDA Approval in Breast Reconstruction
ESTA
Product Launch
New Projects/Investments
- Establishment Labs Holdings Inc. has submitted its Motiva implants for FDA approval in primary and revision breast reconstruction.
- This submission follows the FDA approval of Motiva implants for breast augmentation on September 27, 2024.
- Since their breast augmentation approval in 2024, over 60,000 Motiva implants have been sold in the United States.
- The company aims to extend the benefits of its Motiva technology, which includes the patented SmoothSilk surface and ergonomic design, to women undergoing reconstruction after mastectomy.
Dec 29, 2025, 1:00 PM
Establishment Labs Provides Update on U.S. Market Share, Product Pipeline, and Financial Outlook
ESTA
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Establishment Labs anticipates concluding the year with a U.S. market share run rate of approximately 20% and plans to add up to 15 additional sales representatives next year to further drive growth.
- The company's minimally invasive portfolio, including Mia and the upcoming U.S. launch of Preservae in Q1 next year, is projected to generate $8 million-$10 million from Mia this year and at least $30 million from the combined portfolio next year, significantly expanding the market by attracting new patients.
- Gross margins surpassed 70% in Q3, an increase from the mid-to-high 60s a year prior, primarily due to higher realized prices in the U.S. market and the higher-margin minimally invasive products.
- Establishment Labs has achieved EBITDA positive status and aims to be cash flow positive next year, with future investments in commercial operations expected to be at a much lower rate than top-line growth, leading to significant incremental margin drop-through and emerging profitability from late 2026 into 2027 and beyond.
- The company intends to submit its PMA for the Recon Indication by the end of this year, which could double the U.S. market size and will be followed by a substantial investment in sales force expansion upon approval.
Nov 19, 2025, 8:30 AM
Establishment Labs Provides U.S. Market Update and Future Growth Plans
ESTA
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Establishment Labs expects to finish the year with a U.S. market share run rate of approximately 20%.
- The company's minimally invasive portfolio (Mia and Preservae) is projected to generate $8 million-$10 million in 2025 and at least $30 million in 2026.
- Gross margin crossed 70% in Q3, up from mid-to-high 60s a year ago, driven by the U.S. market mix and higher-margin minimally invasive products.
- Establishment Labs aims to be cash flow positive next year and expects profitability to emerge as they leave 2026 into 2027 and beyond.
- A PMA submission for the Recon Indication is planned for the end of this year, which could effectively double the U.S. market size for the company.
Nov 19, 2025, 8:30 AM
Quarterly earnings call transcripts for ESTABLISHMENT LABS HOLDINGS.
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