NYSE$INSP

Inspire Medical Systems Inc. · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Inspire Medical Systems reported a strong Q4 2023 with revenue growth and net income.

Inspire Medical Systems announced a 40% increase in revenue for the fourth quarter of 2023, reaching $192.5 million. The company reported a net income of $14.8 million, or $0.49 per diluted share, and expanded its U.S. presence by adding 78 new medical centers and 13 new sales territories. They reaffirm full year 2024 revenue to be in the range of $775 million to $785 million.

  • Revenue increased by 40% year-over-year to $192.5 million.
  • Net income was $14.8 million, with diluted net income per share of $0.49.
  • 78 new U.S. centers and 13 new U.S. sales territories were added.
  • Reaffirms full year 2024 revenue to be in the range of $775 million to $785 million.

Headline financials

Total Revenue

$193M

Previous: $138M+39.6%
EPS (adj)

$0.49

Previous: $0.10+390.0%
Capital Expenditures

$8.03M

Previous: $2.95M+172.3%
Net Income

$14.8M

Previous: $3.15M+369.8%
Operating Income

$9.3M

Previous: $2.71M+243.6%
Gross Profit

$164M

Previous: $116M+42.1%
R&D Expense

$31.1M

No prior period
Stock-Based Comp

$22.8M

Previous: $15M+52.3%

Revenue & EPS history

Inspire · Revenue · Quarterly

$193M

Q4 2023+39.6%vs Q4 2022
Beat estimate in 15 of 15 quarters(100%)
ActualEstimate

Forward guidance

Inspire is maintaining its full year 2024 revenue guidance of between $775 million to $785 million, which represents growth of 24% to 26% over full year 2023 revenue of $624.8 million. Gross margin for the full year is anticipated to be in the range of 83% to 85%.

Tailwinds

  • Full year 2024 revenue guidance of between $775 million to $785 million.
  • Revenue growth of 24% to 26% over full year 2023.
  • Gross margin for the full year is anticipated to be in the range of 83% to 85%.
  • Activate 52 to 56 new U.S. medical centers implanting Inspire therapy during each quarter of 2024.
  • Add 12 to 14 new U.S. sales territories during each quarter 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 Q4 2023

Historical avgQ4 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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