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Sep 30, 2024

Inspire Q3 2024 Earnings Report

Reported a strong third quarter with significant revenue growth and improved operating leverage.

Key Takeaways

Inspire Medical Systems reported a 33% year-over-year revenue increase to $203.2 million and earnings per share of $0.60 in the third quarter of 2024. The company is increasing its full year revenue guidance to $793 million to $798 million and raising its full year earnings per share guidance to $1.20 to $1.40.

Generated revenue of $203.2 million, a 33% increase year-over-year.

Achieved a gross margin of 84.1%.

Reported operating income of $14.3 million and earnings per share of $0.60.

Activated 66 new U.S. centers, bringing the total to 1,371.

Total Revenue
$203M
Previous year: $153M
+32.5%
EPS
$0.6
Previous year: -$0.29
-306.9%
Total US Sales Territories
323
Previous year: 274
+17.9%
Total Centers
1.37K
Previous year: 1.11K
+23.8%
New Center Adds
66
Previous year: 62
+6.5%
Gross Profit
$171M
Previous year: $129M
+32.5%
Cash and Equivalents
$148M
Previous year: $330M
-55.3%
Free Cash Flow
$44.3M
Previous year: -$3.35M
-1421.7%
Total Assets
$796M
Previous year: $639M
+24.5%

Inspire

Inspire

Inspire Revenue by Geographic Location

Forward Guidance

Inspire is increasing its full year 2024 revenue guidance to between $793 million to $798 million and increasing diluted net income per share guidance for the full year 2024 to between $1.20 to $1.40.

Positive Outlook

  • Full year 2024 revenue guidance increased to $793 million - $798 million.
  • Full year 2024 gross margin guidance maintained at 83% - 85%.
  • Full year 2024 diluted net income per share guidance increased to $1.20 - $1.40.
  • Guidance relating to the opening of new U.S. medical centers maintained at 52 to 56 per quarter.
  • Guidance of 12 to 14 new U.S. territories for the fourth quarter of 2024 maintained.

Revenue & Expenses

Visualization of income flow from segment revenue to net income