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Jan 02, 2021

Masimo Q4 2020 Earnings Report

Announced financial results for the fourth quarter and full-year ended January 2, 2021.

Key Takeaways

Masimo reported a 19.2% increase in total revenue for the fourth quarter of 2020, reaching $295.1 million compared to $247.5 million in the fourth quarter of 2019. GAAP net income per diluted share was $1.21, and non-GAAP net income per diluted share was $0.98.

Product revenue increased 19.2% to $295.1 million, or 18.1% on a constant currency basis.

GAAP net income per diluted share was $1.21.

Non-GAAP net income per diluted share was $0.98.

Shipments of noninvasive technology boards and instruments increased 35.2% to 83,000, excluding handheld and fingertip pulse oximeters.

Total Revenue
$295M
Previous year: $248M
+19.2%
EPS
$0.98
Previous year: $0.91
+7.7%
GAAP Operating Margin
22%
Previous year: 24.9%
-11.6%
Non-GAAP Operating Margin
23.1%
Previous year: 25.7%
-10.1%
Gross Profit
$187M
Previous year: $167M
+12.0%
Cash and Equivalents
$641M
Previous year: $568M
+13.0%
Total Assets
$1.71B
Previous year: $1.4B
+22.7%

Masimo

Masimo

Forward Guidance

The Company provided the following estimates for its full-year 2021 guidance:

Positive Outlook

  • Product revenue increasing to $1.200 billion, which reflects reported growth of 4.9% and constant currency growth of 3.6%;
  • GAAP diluted earnings per share increasing to $3.81;
  • Non-GAAP diluted earnings per share increasing to $3.80;
  • Included in our full-year 2021 revenue guidance is approximately $15.0 million of year-over-year currency tailwinds.