10-K · March 2, 2026
Senseonics is transitioning commercial control of its Eversense CGM business back from Ascensia (U.S. asset purchase closed January 1, 2026) while ramping commercialization of the Eversense 365 (FDA approved September…
Earnings analysis · 10-Q
SENS earnings analysis
Filed May 7, 2026 · Our reading of the company's report
The latest report
Senseonics Holdings, Inc. reported robust Q1 2026 results with revenues of $11.7 million, marking an 87% increase year-over-year and exceeding estimates by 18.7%. However, the company posted an EPS of -$0.71, which was…
Read full summary
Senseonics Holdings, Inc. reported robust Q1 2026 results with revenues of $11.7 million, marking an 87% increase year-over-year and exceeding estimates by 18.7%. However, the company posted an EPS of -$0.71, which was below the expected -$0.69, highlighting continuing challenges in profitability despite strong sales growth.
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
- $-0.71
What stood out
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Strong Revenue Growth
Q1 2026 revenue soared to $11.7 million, an 87% increase from the previous year.
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Exceeded Revenue Estimates
Revenue surpassed consensus estimates by 18.7%, beating the expected $9.87 million.
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Enhanced Full-Year Guidance
The company raised its full-year revenue guidance to $60-64 million from a previous $58-62 million.
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Improved Market Performance
The significant revenue increase reflects positive momentum in the U.S. market for the Eversense 365 product.
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Operational Expansion in Europe
Management expects to transition Eversense operations in Europe successfully, with significant expected revenue opportunities.
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Increased Loan Capacity
New amendments to the loan agreement with Hercules Capital now allow up to $140 million in borrowings.
What to watch
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Operating Losses Persist
Despite revenue growth, the company reported an operating loss of -215.6% as a percentage of revenue.
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Increased Indebtedness Risk
The amended loan agreement could lead to significant debt, raising vulnerability to economic shifts.
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Execution Risks in European Expansion
Delays in the European Asset Purchases could disrupt operations and affect revenue generation in those markets.
Management's outlook
Management has not provided explicit numeric EPS guidance but expects improved performance as operations normalize.
Earlier filings 4
10-Q · August 6, 2025
SENS reported Q2 revenue of $6,649,000 (7.92% beat vs consensus) and EPS of $(0.02) which matched estimates. Gross margin expanded to 46.9% but the company remains loss-making with an operating margin of -215.4% and…
10-Q · May 8, 2025
Senseonics reported Q1 revenue of $6,257,000 (vs. estimate $5,570,000) and GAAP EPS of -$0.02, in line with consensus. Gross margin expanded to 24.1% year-over-year while operating losses remain substantial (operating…
10-Q · November 7, 2024
Senseonics reported quarterly revenue of $4,263,000 (a beat vs. consensus $4,080,000) but reported a loss per share of $0.04. The 10‑Q discloses management's conclusion that recurring losses, anticipated debt repayments…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.