Israel's InMode Q4 revenue up 6% but slightly misses estimates

InMode

10/02/2026 12:10

Overview

Israel medical tech firm's Q4 revenue slightly missed analyst expectations, EPS met estimates

Company's Q4 revenue grew 6% yr/yr to $103.9 mln

Returned $127.4 mln to shareholders through share repurchases in 2025

Outlook

InMode expects 2026 revenue between $365 mln and $375 mln

Company anticipates non-GAAP EPS between $1.43 and $1.48 for 2026

InMode plans to launch two new laser-based platforms in 2026

Result Drivers

EUROPEAN GROWTH - Record revenue in European operations contributed to Q4 growth, per CFO Yair Malca

NORTH AMERICA STABILIZATION - Co sees early signs of stabilization in North America despite ongoing challenges, per CEO Moshe Mizrahy

LEADERSHIP CHANGES - Refreshed sales and post-sales leadership teams in North America aim to enhance service capabilities, per President Michael Dennison

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Miss*
$103.85 mln
$104.40 mln (8 Analysts)
Q4 EPS
Meet
$0.42
$0.42 (7 Analysts)
Q4 Net Income
Slight Miss*
$27.03 mln
$27.20 mln (5 Analysts)
Q4 Gross Margin
78.00%
Q4 Pretax Profit
Beat
$31.29 mln
$29.98 mln (6 Analysts)
Q4 Operating Expenses
$55.31 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the advanced medical equipment & technology peer group is "buy."

Wall Street's median 12-month price target for Inmode Ltd is $16.00, about 5.8% above its February 9 closing price of $15.12

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 9 three months ago

Press Release: ID:nPn8kfg7Ja

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)