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Masimo (MASI) investor relations material
Masimo 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business performance and financial highlights
Achieved over $1.5 billion in revenue, 9%+ annual growth, and 11%+ quarterly growth in Q4, with 500 basis points margin expansion and 30%+ EPS growth in the past year.
80%+ recurring revenue and 99%+ renewal rate, with a resilient supply chain and strong engineering retention.
Guidance met or exceeded for revenue and earnings, expecting to close the year at the high end of guidance.
Long-range plan targets 7%-10% annual growth and 30% operating margin by 2028, with EPS approaching $8.
Strong cash flow and share buybacks, with natural leverage expected to drive future profitability.
Strategic focus and growth drivers
Growth strategy centers on U.S. pulse oximetry (40% of growth), international expansion (20%), advanced monitoring (one-third), and new product launches.
U.S. pulse ox market share at 55%, growing 1-2 points per year; international share at 35% in a faster-growing $800M market.
Advanced monitoring market share at 10%-15%, with double-digit growth potential.
Continuous monitoring seen as a $2B market opportunity, pending regulatory and technological advances.
Focused on commercial excellence, innovation, and expanding in Japan and Asia-Pacific, where significant growth potential exists.
Innovation, product pipeline, and AI integration
New product launches planned in every major category, including next-gen monitors and wearables.
AI and algorithm development are core strengths, with a dedicated team and a pipeline including AFib detection, opioid-induced respiratory depression, and predictive analytics.
Radius VSM, a wearable vital signs monitor, moving from pilot to full launch; next-gen Root monitors to launch by end of 2027.
Smart sensors for opioid-induced respiratory depression and AFib detection submitted to FDA, with launches expected in 2026.
Wearable strategy being developed for continuous hospital monitoring, with multiple FDA-cleared devices already in portfolio.
- TimeTickerHeadlineOpen
- 7 FebGICRE
Net profit for the nine months surged to ₹6,62,217 lakhs, with a robust solvency ratio of 3.87. - 7 Feb517271
Strong revenue and profit growth, interim dividend, and major investments approved. - 7 Feb514167
Quarterly and nine-month results reflect solid revenue, profit, and compliance with new labour codes. - 7 FebMGL
Strong revenue growth offset by lower margins and profit; interim dividend declared. - 7 FebPGIL
Strong revenue and margin growth, with India set for further expansion and upgraded ratings. - 7 Feb504614
Strong revenue and profit growth in Q3 FY26, led by power and steel segments. - 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus.
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