INMD
InMode Ltd.14.48
+0.15+1.05%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Board pursues strategic alternatives review
Q&A revealed the board's active pursuit of strategic alternatives via Bank of America after $580 million in buybacks, dismissing Steel Partners' letter as unserious without escrow. Management explained 2026 gross margin guide at 75-77% via externally sourced lasers (Pico, Erbium combos) and 15% US tariffs on Israeli imports, despite lasers' saturated low-margin market. Early stabilization cues—lower lease rates, consumables up slightly—offset flat procedures from GLP-1 drugs and 9% ASP drop. R&D ramps for women's health studies. Board eyes all cap alloc amid review. Investors watch NA reorganization, laser uptake.
Key Stats
Market Cap
982.74MP/E (TTM)
6.96Basic EPS (TTM)
2.08Dividend Yield
0%AIRS
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