NYSE$INSP

Inspire Medical Systems Inc. · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported a 28% year-over-year revenue increase in the first quarter, driven by market penetration, new territories, and increased awareness. The company anticipates profitability for the full year 2024.

Inspire Medical Systems reported a strong first quarter with a 28% year-over-year revenue growth, reaching $164.0 million. The company is increasing its full year 2024 revenue guidance and expects to be profitable for the full year.

  • Generated revenue of $164.0 million in the first quarter of 2024, a 28% increase year-over-year.
  • Achieved a gross margin of 84.9% in the first quarter of 2024.
  • Activated 66 new U.S. centers, bringing the total to 1,246 U.S. medical centers providing Inspire therapy.
  • Created 11 new U.S. sales territories, bringing the total to 298 U.S. sales territories.

Headline financials

Total Revenue

$164M

Previous: $128M+28.2%
EPS

-$0.34

Previous: -$0.53+35.8%
Capital Expenditures

-$11.7M

Previous: -$3.75M-211.6%
Free Cash Flow

-$21.7M

Previous: -$19.2M-13.2%
Net Income

-$10M

Previous: -$15.4M+35.1%
Operating Income

-$15.2M

Previous: -$19.5M+22.0%
Gross Profit

$139M

Previous: $108M+28.9%
R&D Expense

$28.9M

No prior period
Stock-Based Comp

$26.3M

Previous: $18.2M+44.4%

Revenue & EPS history

Inspire · Revenue · Quarterly

$164M

Q1 2024+28.2%vs Q1 2023
Beat estimate in 15 of 15 quarters(100%)
ActualEstimate

Forward guidance

Inspire is increasing its full year 2024 revenue guidance to between $783 million to $793 million, representing growth of 25% to 27% over full year 2023 revenue. The Company is initiating first-time diluted net income per share guidance for the full year 2024 of between $0.10 to $0.20 per share.

Tailwinds

  • Increased full year 2024 revenue guidance to between $783 million to $793 million.
  • Maintaining full year 2024 gross margin guidance of 83% to 85%.
  • Initiating first-time diluted net income per share guidance for the full year 2024 of between $0.10 to $0.20 per share.
  • Maintaining guidance relating to the opening of new U.S. medical centers of 52 to 56 per quarter for the remainder of 2024.
  • Maintaining guidance of 12 to 14 new U.S. territories per quarter for the remainder of 2024.

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 2024

Historical avgQ1 2024

+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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