Establishment Labs ESTA 2025Q2 Earnings Preview Upside Potential Driven by Strong U.S. Motiva Launch

Forward-Looking Analysis
Establishment Labs is anticipated to announce its Q2 2025 earnings on August 7th, with analysts forecasting a loss of ($0.54) per share and projected revenue of $50.80 million. The company has maintained its 2025 revenue guidance at $205 million to $210 million, indicating confidence in its financial performance despite the predicted loss. The momentum from the Motiva launch in the United States, one of the fastest aesthetic launches in history, is boosting overall results and could exceed the $35 million U.S. revenue guidance. Furthermore, Establishment Labs aims to achieve positive EBITDA by the end of 2025, showing potential for improved fiscal health. Analysts are also optimistic about the company's long-term growth, forecasting earnings and revenue growth of 67.5% and 22.4% per annum, respectively.

Historical Performance Review
In Q1 2025, Establishment Labs reported revenue of $41.38 million, a net income loss of $20.71 million, and an EPS of $-0.70. The gross profit was $27.81 million, with a gross margin of 67.2%. Despite a net loss, the company demonstrated growth in sales compared to the previous year, showcasing its potential for recovery and expansion.

Additional News
Establishment Labs has reaffirmed its 2025 revenue guidance, expecting $205 million to $210 million, supported by mid-single-digit growth in international sales and exceeding $35 million in U.S. sales. Peter Caldini was appointed CEO effective May 7, 2025, and the company launched Preservé, its second minimally invasive platform, further strengthening its product offerings. The Motiva launch's success is positively influencing the company's results, with expectations to achieve positive EBITDA in 2025 and cash flow positivity in 2026.

Summary & Outlook
Establishment Labs presents a promising outlook as it capitalizes on the strong U.S. Motiva launch and maintains robust revenue guidance for 2025. While Q1 results highlighted a net loss, the company's ongoing initiatives and strategic focus on the U.S. market position it well for future growth. With optimistic earnings projections and new leadership under CEO Peter Caldini, Establishment Labs appears to be on a trajectory towards improved financial health and growth. The outlook remains bullish, supported by strong sales performance and innovative product offerings.