Kestra Medical Q4 revenue beats estimates on higher market share & WCD expansion

Kestra Medical Technologies

14/07/2026 21:13

Overview
US wearable medical device firm's Q4 revenue rose 66% yr/yr, beating analyst expectations
Q4 adjusted EBITDA loss widened and missed analyst estimates
Company guides for FY27 revenue growth of 44% yr/yr

Outlook
Kestra expects FY27 revenue of $137 mln, up 44% from FY26

Result Drivers
MARKET SHARE & WCD EXPANSION - Co said Q4 revenue growth was primarily driven by higher market share and expansion of the wearable cardioverter defibrillator market
IN-NETWORK PATIENTS & REVENUE CYCLE - Revenue also benefited from a higher mix of in-network patients and improvements in revenue cycle management capabilities
GROSS MARGIN GAINS - Gross margin expanded due to volume leverage, a higher mix of in-network patients and execution of planned cost improvement programs

Company press release: ID:nGNX581Wny

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$28.64 mln
$26.48 mln (7 Analysts)
Q4 EPS
 
-$0.67
 
Q4 Adjusted EBITDA
Miss
-$26.70 mln
-$22.46 mln (6 Analysts)
Q4 Gross Profit
 
$15.68 mln
 
Q4 Income from Operations
 
-$39.34 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 1 "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 Kestra Medical Technologies Ltd is $30.00, about 21.2% above its July 13 closing price of $24.76

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.)