Latest Earnings Results: Q3 '26
Estimated EPS
-$0.26
Reported EPS
-$0.35
Surprise
-36.28%
Estimated Rev
$66.81M
Reported Rev
$71.99M
Surprise
+7.75%
• Reported GAAP EPS of -$0.35 up 7.89% YoY • Reported revenue of $71.99M up 33.86% YoY • Establishment Labs raised full-year 2026 revenue expectations to more than $274M, with adjusted gross margin approximately 70.7%, adjusted operating expenses of $195M to $200M unchanged, and positive adjusted EBITDA for the full year.
Bullish Takeaway
Establishment Labs reported 119% U.S. revenue growth and expanded its U.S. commercial footprint, received FDA approval for additional Motiva sizes, and generated first-quarter positive free cash flow with $6.4M adjusted EBITDA.
Bearish Takeaway
Establishment Labs' GAAP gross margin was 69.1% versus 70.1% as lower-margin OUS distributor sales contributed revenue; GAAP operating expenses rose, alongside regulatory, supplier, and competitive risks.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | -$0.14 | -- | -- | N/A |
Q3 '26 | -$0.26 | -$0.35 | -36.28% | MISSED |
Q2 '26 | -$0.34 | -$0.39 | -15.78% | MISSED |
Q1 '26 | -$0.35 | -$0.45 | -26.78% | MISSED |
Q4 '25 | -$0.22 | -$0.09 | 59.47% | BEAT |