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- **Revenue Growth**: Q3 2025 consumables/services up 26% YoY, driven by non-US markets.\n- **Leadership Expansion**: New North America President with 10+ years industry tenure.\n- **Pipeline Momentum**: 2026 ophthalmology dry eye study, new aesthetic lasers H1 2026.\n- **Financial Discipline**: 11% YoY opex decline, $532M cash runway.\n- **Market Risk**: 2026 sales cautious amid macro uncertainty.

**【CEO Summary Section】**
- Q3 2025 revenue of $93.2M, up 26% YoY in consumables and services, driven by non-US markets.\n- Launched new subsidiaries in Argentina and Thailand, targeting direct engagement and localized support.\n- Men wellness platform soft launch underway, with commercial rollout expected late 2025.\n- Appointed Michael Dennison as President of North America, leveraging his 10+ years of industry experience.\n- 2026 pipeline includes new aesthetic lasers and urology devices, with R&D focus on noninvasive solutions.\n\n**【CFO Financial Commentary】**
- GAAP net income $21.8M, non-GAAP EPS $0.38 vs. $0.70 YoY.\n- Gross margins 78% (down 400bps YoY due to tariffs).\n- Operating expenses $51.4M (11% YoY decline).\n- Q4 2025 guidance: $365-375M revenue, 78-80% gross margins.\n- Strong balance sheet with $532.3M cash, +$24.5M Q3 cash flow.\n\n**【Q&A Highlights】**
- 2026 sales growth cautious due to lingering macro uncertainty.\n- Interest rate reductions may boost capital equipment sales in 2026.\n- Ophthalmology initiative: FDA protocol discussions, dry eye study Q2 2026.\n- Argentina and Thailand subsidiaries to drive regional expansion.\n- Noninvasive growth driven by new CO2 and men wellness platforms.\n- Q3 2025 disposable tips sales 230,000 units, +15% YoY.

InMode Ltd. (INMD) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

INMD

INMD fundamentals

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