NASDAQ$INGN

Inogen Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Inogen reported strong fourth quarter and full year 2024 financial results, driven by increased revenue and improved profitability.

Inogen achieved significant growth in Q4 2024, with total revenue increasing by 5.5% to $80.1 million and a substantial improvement in gross margin to 45.3%. The company also significantly reduced its net loss and adjusted EBITDA loss compared to the prior year, indicating strong progress towards profitability.

  • Total revenue increased by 5.5% to $80.1 million in Q4 2024, driven by higher demand and new customers in international and domestic business-to-business sales.
  • Gross margin improved significantly to 45.3% in Q4 2024, up from 37.1% in Q4 2023, primarily due to lower raw material costs and operational efficiencies.
  • Net loss improved to $9.8 million in Q4 2024 from $26.6 million in Q4 2023, reflecting material cost reductions and operational efficiencies.
  • Adjusted EBITDA improved to negative $3.6 million in Q4 2024 from negative $17.3 million in Q4 2023, demonstrating progress towards profitability.

Headline financials

Total Revenue

$80.1M

Previous: $75.9M+5.5%
EPS (adj)

-$0.24

Previous: -$0.83+71.1%
Adjusted EBITDA

-$3.56M

Previous: -$17.3M+79.5%
Units Sold

38.4K

Previous: 34.1K+12.6%
Net Rental Patients

51.0K

Previous: 51.9K-1.7%
Net Income

-$9.76M

Previous: -$26.6M+63.3%
Operating Income

-$11.4M

Previous: -$29M+60.7%
Gross Profit

$36.3M

Previous: $28.2M+28.9%

Revenue & EPS history

Inogen · Revenue · Quarterly

$80.1M

Q4 2024+5.5%vs Q4 2023
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Forward guidance

For the first quarter of 2025, Inogen expects revenue in the range of $79 million to $81 million, reflecting 1% to 4% reported growth. For the full year 2025, revenue is expected to be in the range of $352 million to $355 million, reflecting 5% to 6% growth, with gross margin in the range of 43% to 45%.

Tailwinds

  • Expected revenue growth of 1% to 4% for Q1 2025.
  • Expected revenue growth of 5% to 6% for the full year 2025.
  • Strategic collaboration with Yuwell to expand product portfolio and global reach.
  • Pending introduction of Simeox in the U.S. is expected to drive future growth.
  • New leadership team in place, returning the company to growth and profitability.

Headwinds

  • Gross margin for full year 2025 is expected to be 43% to 45%, reflecting channel mix shift.
  • Costs associated with the introduction of Simeox and Yuwell may impact gross margin.
  • Lower direct-to-consumer sales partially offset overall revenue growth.
  • Lower rental revenue partially offset overall revenue growth.
  • Potential risks and uncertainties related to market acceptance of new products and competition.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-0.7%

Avg return

Earnings day

-2.0%

Avg return

5 days after

-2.0%

Avg return

30 days after

49%

26 / 53 earnings

Positive

+35.5%

Q2 2024

Best reaction

-32.2%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.4%-5.3%-11.0%
Q4 2025+4.3%+5.8%+6.0%
Q3 2025-0.6%+0.9%-1.3%
Q1 2025-11.5%-14.4%-8.1%
Q4 2024-14.8%-14.6%-28.6%
Q3 2024+15.9%+9.1%-0.7%
Q2 2024+35.5%+50.6%+43.0%
Q1 2024+14.6%+17.7%+17.7%
Q4 2023-32.2%-24.3%-13.0%
Q3 2023-1.3%-8.1%+10.0%
Q2 2023-14.6%-18.7%-20.8%
Q1 2023-6.1%-19.3%-21.9%
Q4 2022-31.4%-32.4%-46.4%
Q3 2022-12.5%-10.0%-0.8%
Q2 2022-6.9%-7.3%-6.3%
Q1 2022-2.2%-7.8%+2.0%
Q4 2021+12.6%+25.3%+13.5%
Q3 2021-6.0%-7.3%-21.6%
Q2 2021-22.8%-16.8%-22.1%
Q1 2021-3.5%-2.4%-12.8%
Q4 2020+4.6%+5.4%-4.2%
Q3 2020-7.1%+9.8%+33.0%
Q2 2020+16.4%+17.0%-6.5%
Q1 2020-21.4%-20.1%-24.2%
Q4 2019+10.2%+5.4%+26.4%
Q3 2019+17.3%+19.7%+24.4%
Q2 2019-15.4%-18.5%-20.9%
Q1 2019-28.8%-22.2%-31.8%
Q4 2018-26.4%-25.9%-35.1%
Q3 2018-18.8%-22.6%-24.8%
Q2 2018+7.7%+6.3%+21.3%
Q1 2018+21.0%+18.7%+26.7%
Q4 2017-9.3%-8.4%-7.8%
Q3 2017+16.1%+12.9%+15.0%
Q2 2017-5.6%-3.9%+0.3%
Q1 2017+0.2%-2.6%+11.9%
Q4 2016+6.8%+6.0%+11.4%
Q3 2016+13.0%+15.8%+22.3%
Q2 2016+0.9%+9.3%+8.9%
Q1 2016-6.6%
Q4 2015+20.6%
Q3 2015-1.8%
Q2 2015+13.0%
Q1 2015+4.9%
Q4 2014+1.8%
Q4 2012+1.8%
Q3 2013-1.7%
Q3 2014+6.0%
Q2 2014+3.6%
Q2 2013+3.6%
Q1 2013+12.7%
Q1 2014+12.7%
Q4 2013-1.0%
Q3 2012

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro