10-K · July 14, 2026
Kestra Medical Technologies (KMTS) reported substantial revenue growth for FY26, achieving $95.1 million, a 59% increase year-over-year, driven by a 58% increase in patient count. However, the net loss widened to $131.6…
Earnings analysis · 10-Q
KMTS earnings analysis
Filed September 14, 2026 · Our reading of the company's report
The latest report
Kestra delivered $30.971 million of revenue, approximately 6.8% above the prior quarter and 6.7% above consensus, and raised FY27 revenue guidance to $141 million from $137 million. However, diluted EPS of $(0.75)…
Read full summary
Kestra delivered $30.971 million of revenue, approximately 6.8% above the prior quarter and 6.7% above consensus, and raised FY27 revenue guidance to $141 million from $137 million. However, diluted EPS of $(0.75) missed the $(0.62) estimate, while GAAP net loss reached $44.1 million and operating expenses were $55.2 million. Persistent material weaknesses in disclosure controls and internal control over financial reporting remain a significant risk, supporting a neutral overall assessment.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $-0.75
What stood out
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Revenue beat estimates and grew sequentially
Revenue was $30.971 million, up from $29 million in the prior quarter, an increase of approximately 6.8%, and exceeded the $29.015 million consensus estimate by approximately 6.7%.
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FY27 revenue outlook raised
FY27 revenue guidance increased to $141 million from $137 million, representing a $4 million increase and approximately 48% growth versus FY26.
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Internal-control remediation progressing
Management stated that it had completed its current hiring plan for accounting, finance and IT personnel and was continuing remediation efforts with Audit Committee oversight and third-party experts.
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Market-risk profile unchanged
The company reported no material changes in market risk during the three months ended July 31, 2026.
What to watch
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EPS miss and widening losses
Diluted EPS was $(0.75), missing the $(0.62) consensus estimate by $0.13, while GAAP net loss widened to $44.1 million and operating expenses increased to $55.2 million.
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Material weaknesses remain unresolved
Disclosure controls and procedures were not effective as of July 31, 2026 because of material weaknesses in the control environment, accounting and finance resources, transaction classification, segregation of duties and IT general controls.
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Broad financial-reporting control exposure
The filing states that the control deficiencies could result in misstatements affecting substantially all financial statement accounts and disclosures; management has not yet concluded that remediation is complete or that the controls operate effectively.
Management's outlook
FY27 revenue outlook was raised to $141 million from $137 million, implying approximately 48% growth versus FY26. No quantitative EPS outlook was provided.
Earlier filings 4
10-Q · March 17, 2026
Kestra Medical Technologies, Ltd. reported a revenue increase to $24.55 million for Q3 2026, up 63% YoY. Despite a rise in expenses, gross margin improved to 52.6%, although the company recorded an EPS loss of -0.61.…
10-Q · December 11, 2025
Kestra Medical Technologies reported significant revenue growth in Q2 2026, with a 53% increase to $22.6 million compared to the same quarter last year, driven by a larger patient base. However, the company continues to…
10-Q · September 12, 2025
Kestra Medical Technologies, Ltd. demonstrated improved financial performance in its Q1 2026 results, achieving a revenue of $19.37 million, which marked a 52% increase compared to the same period last year. The company…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.