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Mar 29, 2025
Masimo Q1 2025 Earnings Report
Masimo reported strong revenue and earnings growth driven by its core healthcare business.
Key Takeaways
Masimo delivered solid financial performance in Q1 2025, highlighted by double-digit revenue growth and significant improvement in non-GAAP earnings.
GAAP revenue reached $372 million, growing 9.5% year-over-year.
Non-GAAP EPS rose to $1.36, a 56% increase from the prior year period.
GAAP net income from continuing operations was $47.2 million.
The company recorded a $217.9 million net loss from discontinued operations due to a $295 million impairment.
Forward Guidance
Masimo expects continued growth in its healthcare business despite tariff-related pressures and ongoing restructuring.
Positive Outlook
- Non-GAAP revenue expected between $1.5B to $1.53B for FY2025.
- Non-GAAP EPS guidance of $5.30 to $5.60.
- Anticipates up to 11% constant currency revenue growth.
- Operating profit guidance of $420M to $436M.
- Operating margin projected to reach up to 28.5%.
Challenges Ahead
- New tariffs may impact results before mitigations.
- Continued restructuring and business transition costs.
- Ongoing litigation with Apple may pose financial risks.
- Sound United business remains a drag with $217.9M loss.
- Market conditions and FX volatility could affect growth.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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