Earnings summaries and quarterly performance for MASIMO.
Executive leadership at MASIMO.
Catherine Szyman
Detailed
Chief Executive Officer
CEO
BT
Blair Tripodi
Detailed
Chief Operating Officer, Consumer Division
HW
Huimin Wang
Detailed
President, Japan & Asia Pacific
LH
Lisa Hellmann
Detailed
Chief Human Resources Officer
MY
Micah Young
Detailed
Executive Vice President and Chief Financial Officer
TB
Tim Benner
Detailed
Chief Marketing and Strategy Officer
Board of directors at MASIMO.
Research analysts who have asked questions during MASIMO earnings calls.
Jason Bednar
Piper Sandler Companies
4 questions for MASI
Also covers: ALGN, COO, EDAP +15 more
Michael Matson
Needham & Company
4 questions for MASI
Also covers: AORT, ATRC, CNMD +22 more
Michael Polark
Wolfe Research
4 questions for MASI
Also covers: BSX, DXCM, EMBC +11 more
FW
Frederick Wise
Stifel
3 questions for MASI
Also covers: AORT, ATRC, AVNS +13 more
Marie Thibault
BTIG
3 questions for MASI
Also covers: ABT, ARAY, ATRC +15 more
VC
Vikramjeet Chopra
Wells Fargo & Company
3 questions for MASI
Also covers: ALGN, ATEC, CNMD +9 more
Jayson Bedford
Raymond James
2 questions for MASI
Also covers: AXGN, DXCM, IART +7 more
MT
Matthew Taylor
Jefferies
2 questions for MASI
Also covers: ALUR, BDX, CQP +18 more
MT
Matt Taylor
Jefferies & Company Inc.
1 question for MASI
Also covers: BAX, BIO, DXCM +10 more
RW
Rick Wise
Stifel Financial Corp
1 question for MASI
Also covers: BDX, BSX, GEHC +8 more
VC
Vik Chopra
Wells Fargo & Company
1 question for MASI
Also covers: ALGN, ATEC, CNMD +7 more
Recent press releases and 8-K filings for MASI.
Masimo Reports Strong 2025 Results and Sets 2028 Financial Targets
MASI
Guidance Update
Earnings
New Projects/Investments
- Masimo, a global leader in patient monitoring, reported over $1.5 billion in revenue with 80+% recurring revenue.
- For 2025, the company achieved 9+% revenue growth for the year and 11+% for Q4, along with 500 basis points of margin expansion and over 30% EPS growth.
- Masimo's long-range plan targets 7%-10% growth over the next three years, aiming for a 30% operating margin and approaching $8 EPS by 2028.
- Key growth drivers include expanding market share in U.S. and international pulse oximetry, advanced monitoring, and new product launches like Radius VSM and next-generation monitors.
14 hours ago
Masimo Reports Strong 2025 Performance and Outlines Long-Range Growth Plan
MASI
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Masimo reported a strong Q4 and full year 2025, achieving 9%+ revenue growth for the year and 11%+ in Q4, with 500 basis points margin expansion and 30%+ EPS growth, meeting or exceeding guidance despite navigating challenges like tariffs and a cyber attack.
- The company's long-range plan anticipates 7-10% revenue growth over the next three years, aiming for a 30% operating margin and approaching $8 EPS by 2028.
- Growth is expected to be driven by expanding market share in U.S. Pulse Ox (currently approximately 55%), international Pulse Ox (approximately 35%), and advanced monitoring (currently 10-15%), alongside new product introductions.
- Key upcoming product launches include the full market launch of Radius VSM this year, next-gen high and low acuity monitors by the end of this year, and a smart sensor for opioid-induced respiratory depression launching in H2 2026.
14 hours ago
Masimo Reports Strong 2025 Performance and Outlines Ambitious Long-Range Growth Targets
MASI
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Masimo reported strong financial results for 2025, including over $1.5 billion in revenue, 9%+ growth for the year, 11%+ growth in Q4, 500 basis points margin expansion, and over 30% EPS growth, meeting or exceeding guidance despite challenges like tariffs and a cyber attack.
- The company outlined a long-range plan targeting 7-10% growth over the next three years (by 2028), aiming for a 30% operating margin and approaching $8 EPS.
- Growth is expected to be driven by expanding market share in U.S. Pulse Ox (currently 55%), international Pulse Ox (currently 35%), and advanced monitoring (currently 10-15%), with continuous monitoring identified as a $2 billion total addressable market opportunity.
- Masimo plans several key product launches in 2026, including a full market launch of Radius VSM (a wearable vital signs monitor) and a smart sensor for opioid-induced respiratory depression in the second half of the year, following anticipated FDA clearance in the first half.
- The company benefits from a stable business model with over 80% recurring revenue and a 99%+ customer renewal rate.
14 hours ago
Masimo Announces Preliminary Q4 and Full-Year 2025 Financial Results
MASI
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Masimo announced preliminary Q4 2025 revenue of approximately $411 million and preliminary full-year 2025 revenue of approximately $1,523 million.
- Preliminary non-GAAP earnings per diluted share are expected to be more than $1.54 for Q4 2025 and more than $5.55 for full-year 2025, with the latter representing the high end of their guidance range.
- The company's long-range plan targets through 2028 include a 7%-10% Revenue CAGR, $8.00 Adjusted EPS, approximately $1 billion in cumulative operating cash flow from 2026-2028, and an operating margin of approximately 30%.
- Complete Q4 and full-year 2025 financial results, along with full-year 2026 guidance, are scheduled to be announced on Thursday, February 26, 2026.
3 days ago
Masimo Announces Preliminary 2025 Financial Results
MASI
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Masimo announced that preliminary fourth quarter 2025 revenue is expected to be approximately $411 million, representing approximately 12% growth on a reported basis.
- For the preliminary full-year 2025, revenue is expected to be approximately $1,523 million, reflecting approximately 9% growth on both a reported and constant currency basis.
- Non-GAAP earnings per diluted share are expected to be more than $1.54 for the fourth quarter 2025 and more than $5.55 for the full-year 2025.
- Shipments of noninvasive technology boards and instruments are expected to be approximately 69 thousand for Q4 2025 and 270 thousand for full-year 2025.
- Complete fourth quarter and full-year 2025 financial results will be announced on Thursday, February 26, 2026.
3 days ago
Masimo Outlines Strategic Roadmap and Long-Range Financial Targets
MASI
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Masimo hosted its 2025 Investor Day on December 3, 2025, detailing a strategic roadmap for durable growth.
- The company announced long-range financial targets through 2028, including a revenue compound annual growth rate (CAGR) of 7%-10%, an operating margin of approximately 30%, and adjusted earnings per share of $8.00.
- Masimo also reaffirmed its 2025 financial guidance, projecting Non-GAAP Revenue between $1,510 - $1,530 million and Non-GAAP earnings per diluted share of $5.40 - $5.55.
- The strategic plan focuses on accelerating US Pulse Ox growth, increasing international Pulse Ox market share, expanding advanced monitoring, and executing new product launches, which are expected to contribute up to 1 percentage point to the 2026-2028 CAGR.
Dec 3, 2025, 9:12 PM
Masimo Outlines 2028 Financial Targets and Growth Strategy at 2025 Investor Day
MASI
Guidance Update
Product Launch
New Projects/Investments
- Masimo outlined its 2028 financial targets, aiming for 7%-10% revenue growth, a 30% operating margin, and $8 earnings per share. The company also expects to generate $1 billion in cumulative operating cash flow over the next three years.
- The company's growth strategy is built on accelerating U.S. and international pulse oximetry market share, expanding advanced monitoring presence, and launching 10 new products over the next three years, including a NextGen Root platform in 2027.
- Masimo emphasized its innovation pipeline, featuring three waves of new products and technologies such as the SmartSet line, Radius VSM, an ASIC MX-11 chip, and an AFib detection algorithm.
- The company recently secured a legal victory, with a California jury awarding Masimo over $600 million in a case against Apple.
Dec 3, 2025, 5:00 PM
Masimo outlines long-range financial targets and growth strategy at Investor Day
MASI
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Masimo is targeting 7%-10% revenue growth over its long-range plan, with acceleration towards double-digit growth by 2028 and beyond.
- The company aims to achieve a 30% operating margin and $8 per share in earnings by 2028.
- Masimo plans to generate $1 billion in cumulative operating cash flow over the next three years, with a cash flow conversion rate of 70%-80%.
- Growth will be driven by accelerating U.S. and international pulse ox market share, expanding advanced monitoring, and launching 10 new products over the next three years, including an AFib detection algorithm and a next-gen Root platform.
- The company reported significant operational improvements, including an 80 basis point increase in gross margin and a 410 basis point improvement in operating expenses year-over-year, leading to a 490 basis point total margin improvement.
Dec 3, 2025, 5:00 PM
Masimo Secures Significant Patent Victory Against Apple
MASI
Legal Proceedings
Revenue Acceleration/Inflection
- A jury awarded Masimo $634,313,913 in damages in a patent infringement dispute against Apple involving Masimo's patented heart monitoring technology.
- The verdict, returned on November 18, 2025, followed an eight-day jury trial in the U.S. District Court for the Central District of California.
- This win is one of multiple successes for Masimo in its ongoing dispute with Apple, which also includes securing an import ban on infringing Apple Watches in early 2024 and defeating Apple in a patent case against the Masimo W1 health watch last fall.
Nov 18, 2025, 2:00 PM
Masimo Awarded $634M in Patent Infringement Case Against Apple
MASI
Legal Proceedings
- A federal jury awarded Masimo $634 million in a patent infringement case against Apple.
- The jury found that Apple's Apple Watch models violated Masimo's pulse-oximetry patent and legally qualify as "patient monitors".
- This verdict follows a previous U.S. trade tribunal decision that blocked imports of some Apple Watch models for patent infringement.
- Apple has expressed disagreement with the verdict and plans to appeal.
Nov 15, 2025, 12:21 AM
Quarterly earnings call transcripts for MASIMO.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more