NYSE$INSP

Inspire Medical Systems Inc. · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Inspire reported strong first-quarter results, marked by significant revenue growth and strategic advancements.

Inspire Medical Systems reported an 84% year-over-year revenue increase in Q1 2023, reaching $127.9 million. The company expanded its reach with new centers and sales territories, while also achieving key milestones such as FDA approval for pediatric patients with Down syndrome and countrywide reimbursement in Belgium. They are raising their full year 2023 revenue guidance to between $580 million to $590 million.

  • Revenue increased by 84% year-over-year, reaching $127.9 million in Q1 2023.
  • Gross margin was 84.4% for the first quarter of 2023.
  • 68 new centers were activated in the U.S., bringing the total to 973.
  • 17 new U.S. sales territories were created, bringing the total to 242.

Headline financials

Total Revenue

$128M

Previous: $69.4M+84.3%
EPS (adj)

-$0.53

Previous: -$0.61+13.1%
Capital Expenditures

-$3.75M

Previous: -$1.22M-208.9%
Free Cash Flow

-$19.2M

Previous: -$17.9M-7.1%
Net Income

-$15.4M

Previous: -$16.7M+7.6%
Operating Income

-$19.5M

Previous: -$16.1M-21.4%
Gross Profit

$108M

Previous: $59.4M+81.9%
Cash & Equivalents

$442M

Previous: $203M+117.5%
Total Assets

$572M

Previous: $290M+97.4%
Stock-Based Comp

$18.2M

Previous: $9.72M+87.5%

Revenue & EPS history

Inspire · Revenue · Quarterly

$128M

Q1 2023+84.3%vs Q1 2022
Beat estimate in 15 of 15 quarters(100%)
ActualEstimate

Forward guidance

Inspire is increasing its full year 2023 revenue guidance to between $580 million to $590 million and maintaining its full year 2023 gross margin guidance of 83% to 85%. The Company is also maintaining its guidance relating to the opening of new U.S. medical centers of 52 to 56 per quarter, as well as its guidance of 12 to 14 new U.S. territories per quarter for the remainder of 2023.

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 Q1 2023

Historical avgQ1 2023

+2.4%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+3.3%

Avg return

30 days after

69%

22 / 32 earnings

Positive

+34.4%

Q3 2020

Best reaction

-34.9%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-12.2%-19.2%-23.1%
Q4 2025-12.5%-11.5%-14.1%
Q3 2025+15.6%+11.0%+90.0%
Q1 2025+1.6%-4.7%-14.4%
Q4 2024+1.7%+2.6%-12.2%
Q3 2024+4.3%+3.1%+3.3%
Q2 2024+29.5%+32.8%+35.6%
Q1 2024-34.9%-33.1%-37.7%
Q4 2023-6.5%-9.8%-4.8%
Q3 2023-20.9%-23.5%-2.1%
Q2 2023-3.5%-3.7%-21.2%
Q1 2023+5.0%+5.8%+15.3%
Q4 2022+9.7%+7.9%-0.4%
Q3 2022+6.0%+6.4%+22.9%
Q2 2022+4.4%+4.0%-11.0%
Q1 2022-4.5%-19.8%-14.4%
Q4 2021+5.4%+0.6%-1.4%
Q3 2021+1.3%+4.1%-16.0%
Q2 2021+12.9%+14.4%+26.1%
Q1 2021-16.0%-17.4%-29.6%
Q4 2020+3.4%+4.1%-11.4%
Q3 2020+34.4%+40.7%+60.3%
Q2 2020+7.4%+3.5%+17.9%
Q1 2020+3.7%+6.2%+26.1%
Q4 2019+6.4%+7.7%-27.2%
Q3 2019+4.3%+4.8%+21.7%
Q2 2019+4.5%+1.9%+7.3%
Q1 2019-2.5%-5.7%-0.6%
Q4 2018+5.4%+5.0%-4.5%
Q3 2018+15.4%+1.8%-9.9%
Q2 2018-1.8%-0.1%+15.6%
Q1 2018+10.0%+6.4%+20.5%
Q4 2017
Q3 2017
Q2 2017
Q1 2017

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