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Jun 30, 2024

Inspire Q2 2024 Earnings Report

Reported a robust revenue performance and continued operating leverage.

Key Takeaways

Inspire Medical Systems reported a 30% year-over-year increase in revenue for the second quarter of 2024, reaching $195.9 million. The company achieved an 84.8% gross margin and generated $5.1 million in operating income, with earnings per share of $0.32. Due to these strong results, Inspire has increased its full-year revenue and earnings per share guidance.

Revenue increased by 30% year-over-year, reaching $195.9 million.

Gross margin was 84.8%.

Operating income was $5.1 million, with earnings per share of $0.32.

Full year revenue guidance increased to $788 million to $798 million, representing 26% to 28% growth.

Total Revenue
$196M
Previous year: $151M
+29.6%
EPS
$0.32
Previous year: -$0.41
-178.0%
Gross Profit
$166M
Previous year: $127M
+30.9%
Cash and Equivalents
$188M
Previous year: $467M
-59.7%
Free Cash Flow
-$12.5M
Previous year: $237K
-5362.0%
Total Assets
$728M
Previous year: $618M
+17.8%

Inspire

Inspire

Inspire Revenue by Geographic Location

Forward Guidance

Inspire is increasing its full year 2024 revenue guidance to between $788 million to $798 million, representing growth of 26% to 28%. The company is also increasing diluted net income per share guidance for the full year 2024 to between $0.60 to $0.80 per share.

Positive Outlook

  • Revenue guidance increased to $788M - $798M (26-28% growth)
  • Gross margin guidance maintained at 83% - 85%
  • Diluted net income per share guidance increased to $0.60 - $0.80
  • New U.S. medical center openings maintained at 52-56 per quarter
  • New U.S. territories additions maintained at 12-14 per quarter

Revenue & Expenses

Visualization of income flow from segment revenue to net income