Medical equipment maker Penumbra beats Q4 revenue expectations

Penumbra

25/02/2026 18:12

Overview

Thrombectomy company's Q4 revenue rose 22%, beating analyst expectations

Net income for Q4 increased to $47.3 mln

Outlook

Company will not provide financial guidance for full year 2026 due to the pending acquisition by Boston Scientific

Result Drivers

EMBOLIZATION AND ACCESS PRODUCTS - Revenue from global embolization and access products grew 37% in Q4, driven by U.S. sales which increased 42.7%

INTERNATIONAL REVENUE GROWTH - Revenue from international regions increased 27.7% in Q4, contributing to overall revenue growth

IMPROVED GROSS MARGINS - Gross profit increased due to favorable product mix, improved productivity, and leveraging fixed costs on higher sales volumes

Company press release: ID:nPn4TbdPKa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$385.39 mln
$366.79 mln (17 Analysts)
Q4 EPS
$1.20
Q4 Net Income
$47.34 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 14 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy."

Wall Street's median 12-month price target for Penumbra Inc is $374.00, about 10.1% above its February 24 closing price of $339.59

The stock recently traded at 67 times the next 12-month earnings vs. a P/E of 47 three months ago

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.)