Masimo 2025 Q3 Earnings Revenue Beats Expectations, Net Loss Worsens by 1124.5%

Generated by AI AgentDaily EarningsReviewed byRodder Shi
Wednesday, Nov 5, 2025 6:46 pm ET1min read
Aime RobotAime Summary

-

Masimo
reported Q3 2025 revenue of $371.5M, exceeding estimates, but swung to a $1.86/share loss, a 1124.5% net loss increase from 2024.

- Shares fell 5.86% post-earnings as investors questioned profitability amid tariff impacts and operational challenges despite revenue growth.

- CEO Katie Szyman highlighted healthcare momentum through product innovation and strategic moves like Sound United's sale and

Philips
partnership.

- The company maintained $1.51-1.53B revenue guidance but cut EPS forecasts to $5.40-5.55, citing tariff-driven cost pressures and operational efficiency efforts.

Masimo (MASI) reported Q3 2025 earnings with revenue growth exceeding estimates and a significant net loss. The company’s shares fell post-earnings, reflecting concerns over profitability.

Masimo
reaffirmed its full-year revenue guidance but adjusted EPS expectations downward due to tariff impacts.

Revenue

Healthcare revenue accounted for the vast majority at $371.20 million, while other revenue contributed $300,000. Total revenue rose 8.2% year-over-year to $371.50 million, surpassing expectations.

Earnings/Net Income

The company swung to a loss of $1.86 per share, a 1078.9% negative change from a $0.19 profit in 2024 Q3. Net loss expanded to $100.40 million, a 1124.5% deterioration from $9.80 million net income in the prior year. The EPS decline reflects operational challenges despite revenue growth.

Post-Earnings Price Action Review

Following the earnings report, Masimo’s stock price dropped 5.86% in the latest trading day, edged down 0.54% weekly, and fell 4.04% month-to-date. The sharp decline underscores investor skepticism about the company’s profitability amid rising costs and tariff-related pressures.

CEO Commentary

CEO Katie Szyman highlighted sustained momentum in the healthcare business, driven by innovative products and strategic moves like the Sound United sale and Philips partnership. She emphasized long-term growth through R&D and upcoming investor day events.

Guidance

Masimo provided 2025 non-GAAP revenue guidance of $1.51–1.53 billion, with EPS adjusted to $5.40–5.55 due to tariffs. The company cited operational efficiency and product innovation as key growth drivers despite near-term headwinds.

Additional News

Masimo completed the sale of its Sound United business to Harman, using proceeds for stock repurchases. The expanded partnership with Philips aims to boost market share in advanced monitoring technologies. Additionally, the company announced FDA 510(k) clearance for expanded indications of its O3 regional oximetry technology.

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