Overview

* Establishment Labs ( ESTA ) Q3 revenue grows 33.8% yr/yr, beating analyst expectations

* Adjusted EBITDA for Q3 turns positive, marking improvement from previous losses

* Net loss and income from operations both beat analyst estimates

Outlook

* Company raises 2025 revenue guidance to exceed $210 mln

* Company expects 20% share of US breast augmentation market by year-end

* Company anticipates exceeding $40 mln in US Motiva sales

Result Drivers

* U.S. SALES GROWTH - Motiva sales in the U.S. contributed $11.9 mln to Q3 revenue, aiding overall revenue growth

* GROSS MARGIN IMPROVEMENT - Gross margin rose to 70.1% from 63.9% due to geographic mix and higher selling prices

* MINIMALLY INVASIVE PLATFORM - Co sees potential in minimally invasive platform to drive category growth and improve economics for surgeons

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $53.78 $52.50

Revenue mln mln (8

Analysts

)

Q3 EPS Beat -$0.38 -$0.52

(8

Analysts

)

Q3 Net Beat -$11.14 -$15.20

Income mln mln (8

Analysts

)

Q3 Beat -$4.02 -$9.75

Income mln mln (8

From Analysts

Operatio )

ns

Q3 Gross $37.69

Profit mln

Q3 -$10.72

Pretax mln

Profit

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 1 "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 Establishment Labs Holdings Inc ( ESTA ) is $60.00, about 17.7% above its November 4 closing price of $49.40

Press Release:

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(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.)