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.
Anthony Petrone
Mizuho Group
4 questions for ESTA
Also covers: ADMA, ALC, BSX +22 more
Joshua Jennings
TD Cowen
4 questions for ESTA
Also covers: ABT, ALUR, ATEC +20 more
Mason Carrico
Stephens Inc.
3 questions for ESTA
Also covers: AKYA, CDNA, CSTL +13 more
Matthew Taylor
Jefferies
3 questions for ESTA
Also covers: ALUR, BDX, CQP +18 more
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
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
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 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
Establishment Labs Highlights Strong U.S. Market Penetration and Future Growth Drivers
ESTA
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Establishment Labs expects to achieve a 20% U.S. market share run rate by the end of the current year (2025) and anticipates accelerated U.S. growth into 2026, supported by adding up to 15 new sales representatives.
- The company has become EBITDA positive and aims to be cash flow positive in 2026. Gross margins improved to over 70% in Q3 2025, driven by higher U.S. pricing and minimally invasive products.
- The minimally invasive portfolio, including Mia and the upcoming U.S. Q1 2026 launch of Preservé, is projected to generate $8 million-$10 million in 2025 and at least $30 million in 2026.
- A PMA submission for the Recon Indication is planned for the end of 2025, which could double the U.S. market size for the company.
- The JEM program, a gluteal augmentation pipeline product, is slated for a late 2026/2027 launch in Latin America, with potential to fuel growth from 2028 and beyond.
Nov 19, 2025, 8:30 AM
Establishment Labs Reports Strong Q3 2025 Results, Achieves Positive EBITDA, and Raises Full-Year Guidance
ESTA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Establishment Labs reported Q3 2025 global revenue of $53.8 million, marking a 34% increase from the previous year, with U.S. revenue at $11.9 million.
- The company achieved its first quarter of positive Adjusted EBITDA with $1.2 million and surpassed a 70% gross profit margin for the first time, reaching 70.1%.
- Establishment Labs raised its 2025 revenue guidance to exceed $210 million, an increase from the prior $208-$212 million range, representing at least 26% growth.
- The U.S. breast augmentation market share is projected to reach approximately 20% by the end of 2025, and the company expects to achieve cash flow positive in 2026.
Nov 5, 2025, 1:30 PM
Establishment Labs Reports Strong Q3 2025 Results and Raises Full-Year Guidance
ESTA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Establishment Labs Holdings Inc. reported worldwide revenue of $53.8 million for the third quarter ended September 30, 2025, representing a 33.8% increase from the year-ago period.
- The company achieved positive Adjusted EBITDA of $1.2 million in Q3 2025, an improvement from a loss of $7.0 million in the year-ago period.
- Management raised its full-year 2025 revenue guidance, now expecting to exceed $210 million, an increase from previous guidance of $208 million to $212 million.
- The cash balance as of September 30, 2025, was $70.6 million.
Nov 5, 2025, 1:02 PM
Establishment Labs Reports Q3 2025 Financial Results
ESTA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Establishment Labs reported Q3 2025 worldwide revenue of $53.8 million, representing a 33.8% increase from the year-ago period, and subsequently raised its 2025 revenue guidance to exceed $210 million.
- The company achieved positive Adjusted EBITDA of $1.2 million in Q3 2025, a notable improvement from a loss of $7.0 million in the prior year period, and reduced its loss from operations to $4.0 million compared to $13.1 million in Q3 2024.
- As of September 30, 2025, Establishment Labs maintained a cash balance of $70.6 million.
Nov 5, 2025, 1:00 PM
Establishment Labs Highlights Positive Mia Femtech Study Results and 2026 Revenue Projections
ESTA
Product Launch
Guidance Update
New Projects/Investments
- Establishment Labs announced the publication of positive 3-year prospective study results for its Mia Femtech product, demonstrating a very low complication rate and high patient and surgeon satisfaction.
- The study reported no capsular contracture (Baker Grade III/IV) or implant rupture, and a 1% reoperation rate at 3 years.
- The company's CEO expects its minimally invasive platform, which includes Mia Femtech and Preservé, to generate at least $30 million in revenue in 2026.
- Mia Femtech and Ergonomix2 Diamond implants are available in international markets, while Preservé is available internationally and in limited release in the United States.
Oct 14, 2025, 12:00 PM
Establishment Labs Publishes 2025 Post-Market Surveillance Report
ESTA
Guidance Update
Revenue Acceleration/Inflection
- Establishment Labs Holdings Inc. announced the publication of its 2025 Post-Market Surveillance (PMS) Report, which includes 15 years of Motiva data.
- The report indicates less than 1% device-related complications with Motiva implants leading to reoperations, a level of transparency that the company states is unique in the industry.
- Based on these consistent outcomes, Establishment Labs expressed confidence in its 2025 financial guidance and strong growth in 2026.
- The company currently has more than two million women worldwide with Motiva implants, with an approximate 400,000 expected to join them next year.
Oct 9, 2025, 12:00 PM
Establishment Labs outlines U.S. expansion & innovation pipeline at Investor Day 2025
ESTA
Guidance Update
Product Launch
- Strong U.S. momentum with $6.2 M Q1 revenue and expected $9.5–10 M in Q2 sales, positioning US revenue to meaningfully exceed $35 M; over 1,000 surgeons now offer Motiva implants .
- Full-year 2025 guidance of $205–210 M with plans for EBITDA positive status in 2025 and cash flow positive in 2026, alongside mid-single digit growth ex-U.S. .
- Pipeline highlights a “super cycle of innovation” with expanded launches of Preservay, MIA, and a planned breast reconstruction implant approval in 2026 (full launch in early 2027) .
- Upcoming milestones include filing for FDA approval of Motiva implants for reconstruction in Q4 2025 and launching Preservé in the US in H1 2026 .
- Operational efficiencies have driven a 30% reduction in corporate OPEX since 2023 and gross margin expansion of 200–300 bps, fueled by US growth and minimally invasive product adoption .
Jun 12, 2025, 8:46 PM
Establishment Labs Highlights U.S. Expansion and Pipeline Innovation
ESTA
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- The management discussed a differentiated product portfolio that combines strong clinical safety with innovative products, tailored for both global and U.S. markets.
- Upcoming product launches include Mia, Preservae, and the tissue expander for recon procedures, with a pipeline expected to drive growth over the next 2–3 years.
- The team emphasized a focused U.S. expansion strategy and operational discipline aimed at margin expansion and profitability improvements.
Jun 4, 2025, 9:36 PM
Quarterly earnings call transcripts for ESTABLISHMENT LABS HOLDINGS.
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