Establishment Labs Q4 2025 Earnings Highlights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 24 2026
0mins
Should l Buy ESTA?
Source: seekingalpha
- Significant Revenue Growth: Establishment Labs reported fourth-quarter revenue of $64.6 million for 2025, representing a 45.2% year-over-year increase, with U.S. Motiva sales contributing $17.3 million, highlighting the company's strong market performance and growth potential.
- Gross Margin Improvement: The gross margin exceeded 70% for the second consecutive quarter, reaching 70.5%, up from 68.5% last year, reflecting successful cost management and operational efficiency, with expectations for further margin enhancement in the future.
- Rapid Market Share Expansion: The company achieved approximately 20% augmentation market share in the U.S. within a single year, indicating that product innovation and strong demand have significantly driven sales growth.
- Optimistic 2026 Outlook: Management provided guidance for 2026 revenue of $264 million to $266 million, representing a growth rate of 25% to 26%, and plans to expand the U.S. sales force to further enhance market penetration and product adoption.
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Analyst Views on ESTA
Wall Street analysts forecast ESTA stock price to rise
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 66.350
Low
75.00
Averages
82.88
High
90.00
Current: 66.350
Low
75.00
Averages
82.88
High
90.00
About ESTA
Establishment Labs Holdings Inc. is Costa Rica-based medical technology and aesthetics company that is focused on women's health reconstruction market. The Company is engaged in the designing, developing, manufacturing and marketing of product portfolio consisting of silicone-filled breast and body shaping implants. The main activities are conducted at two manufacturing facilities in Costa Rica including Motiva Implants brand sold in over 80 countries globally through a combination of distributors and direct sales to customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Investment Value: This acquisition raised QuidelOrtho's stake to 1.3% of the fund's 13F reportable assets, indicating recognition of its potential value, which may attract further investor interest.
- Market Performance: As of February 13, 2026, QuidelOrtho's market capitalization stood at $1.6 billion with a current price of $23.58, trailing the S&P 500 by 55.2 percentage points, highlighting competitive pressures in the market.
- Strategic Adjustments: QuidelOrtho is undergoing strategic adjustments, including strengthening its product pipeline and improving spending returns, with analysts expecting these efforts to yield modest revenue and operating profit growth in the coming years.
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Rice Hall James Increases Stake in QuidelOrtho
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- Investment Value Growth: The position's value increased by $16.2 million at quarter-end, indicating a rise in stock price and additional share purchases, suggesting the fund's optimistic view on QuidelOrtho's potential value.
- Industry Position: As a leader in in vitro diagnostics, QuidelOrtho has struggled with consistent revenue growth and profitability in recent years, but its strategic adjustments and strengthened product pipeline may improve financial performance, attracting value investors.
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Establishment Labs Q4 2025 Earnings Highlights
- Significant Revenue Growth: Establishment Labs reported fourth-quarter revenue of $64.6 million for 2025, representing a 45.2% year-over-year increase, with U.S. Motiva sales contributing $17.3 million, highlighting the company's strong market performance and growth potential.
- Gross Margin Improvement: The gross margin exceeded 70% for the second consecutive quarter, reaching 70.5%, up from 68.5% last year, reflecting successful cost management and operational efficiency, with expectations for further margin enhancement in the future.
- Rapid Market Share Expansion: The company achieved approximately 20% augmentation market share in the U.S. within a single year, indicating that product innovation and strong demand have significantly driven sales growth.
- Optimistic 2026 Outlook: Management provided guidance for 2026 revenue of $264 million to $266 million, representing a growth rate of 25% to 26%, and plans to expand the U.S. sales force to further enhance market penetration and product adoption.
See More
Establishment Labs Q4 Earnings Exceed Expectations
- Earnings Highlights: Establishment Labs reported a Q4 GAAP EPS of -$0.09, beating expectations by $0.13, indicating a trend towards improved profitability for the company.
- Revenue Growth: Q4 revenue reached $64.62M, a 45.2% year-over-year increase, exceeding market expectations by $0.5M and reflecting strong performance amid robust market demand.
- Future Guidance: The company projects 2026 revenue between $264M and $266M, representing a 25.1% to 26.0% increase over 2025, showcasing sustained growth potential and market confidence.
- Long-term Growth Outlook: Revenue for 2027 is expected to grow by at least 25%, indicating the company's commitment to expanding market share and enhancing profitability in the coming years.
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- Insider Buying Ratio: The Vanguard Health Care ETF (VHT) shows that 14.9% of its holdings have experienced insider buying in the past six months, indicating strong confidence from executives that could positively influence investor sentiment.
- Teleflex Activity: Teleflex (TFX), comprising 0.07% of VHT, has seen 5 directors and officers purchase shares in the last six months, suggesting internal optimism about its stock price, which may bolster market confidence in the company.
- Establishment Labs Activity: Establishment Labs (ESTA), ranked 216th in VHT with a holding value of approximately $3,464,977, recently had 2 directors and officers file Form 4s indicating purchases, reflecting a positive outlook on the company's future growth.
- ETF Holding Value: The Vanguard Health Care ETF holds a total of $13,702,466 worth of TFX, making it the 106th largest holding, showcasing the ETF's strategic investment in the healthcare sector, which may attract more investors focused on this industry.
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Rice Hall James Increases Stake in QuidelOrtho
- Share Increase: Rice Hall James & Associates acquired 574,877 shares of QuidelOrtho in Q4 2026, reflecting confidence in the company's future prospects despite a 43.4% decline in stock price over the past year.
- Investment Value: This acquisition raised QuidelOrtho's stake to 1.3% of the fund's 13F reportable assets, indicating recognition of its potential value, which may attract further investor interest.
- Market Performance: As of February 13, 2026, QuidelOrtho's market capitalization stood at $1.6 billion with a current price of $23.58, trailing the S&P 500 by 55.2 percentage points, highlighting competitive pressures in the market.
- Strategic Adjustments: QuidelOrtho is undergoing strategic adjustments, including strengthening its product pipeline and improving spending returns, with analysts expecting these efforts to yield modest revenue and operating profit growth in the coming years.
See More
Rice Hall James Increases Stake in QuidelOrtho
- Increased Holdings: Rice Hall James purchased 574,877 shares of QuidelOrtho in Q4, raising its total stake to 833,791 shares valued at $23.8 million, reflecting a positive outlook on the company's future prospects.
- Investment Value Growth: The position's value increased by $16.2 million at quarter-end, indicating a rise in stock price and additional share purchases, suggesting the fund's optimistic view on QuidelOrtho's potential value.
- Industry Position: As a leader in in vitro diagnostics, QuidelOrtho has struggled with consistent revenue growth and profitability in recent years, but its strategic adjustments and strengthened product pipeline may improve financial performance, attracting value investors.
- Market Expectations: Analysts expect QuidelOrtho to achieve modest revenue and operating profit growth in the coming years, although the Motley Fool analyst team did not include it in their list of top investment stocks, indicating a divergence in market perceptions of its potential.
See More
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- Share Increase: Rice Hall James & Associates, LLC increased its stake in Stride by 122,430 shares in Q4 2026, bringing its ownership to 1.5%, indicating confidence in Stride's future growth potential.
- Market Value Fluctuation: Despite the increase, Stride's quarter-end market value fell by $17.7 million, reflecting the impact of stock price movements and additional shares, suggesting market concerns about its short-term performance.
- Earnings Outlook: During Stride's Q4 earnings call, management reaffirmed full-year revenue guidance while raising adjusted operating income expectations, indicating that the market's negative reaction may have been overstated, presenting a potential undervaluation opportunity.
- Market Performance: Stride's stock price has dropped 39.5% over the past year and underperformed the S&P 500 by 51.2 percentage points, highlighting challenges in the education market but also providing potential buying opportunities for investors.
See More
Establishment Labs Q4 2025 Earnings Highlights
- Significant Revenue Growth: Establishment Labs reported fourth-quarter revenue of $64.6 million for 2025, representing a 45.2% year-over-year increase, with U.S. Motiva sales contributing $17.3 million, highlighting the company's strong market performance and growth potential.
- Gross Margin Improvement: The gross margin exceeded 70% for the second consecutive quarter, reaching 70.5%, up from 68.5% last year, reflecting successful cost management and operational efficiency, with expectations for further margin enhancement in the future.
- Rapid Market Share Expansion: The company achieved approximately 20% augmentation market share in the U.S. within a single year, indicating that product innovation and strong demand have significantly driven sales growth.
- Optimistic 2026 Outlook: Management provided guidance for 2026 revenue of $264 million to $266 million, representing a growth rate of 25% to 26%, and plans to expand the U.S. sales force to further enhance market penetration and product adoption.
See More
Establishment Labs Q4 Earnings Exceed Expectations
- Earnings Highlights: Establishment Labs reported a Q4 GAAP EPS of -$0.09, beating expectations by $0.13, indicating a trend towards improved profitability for the company.
- Revenue Growth: Q4 revenue reached $64.62M, a 45.2% year-over-year increase, exceeding market expectations by $0.5M and reflecting strong performance amid robust market demand.
- Future Guidance: The company projects 2026 revenue between $264M and $266M, representing a 25.1% to 26.0% increase over 2025, showcasing sustained growth potential and market confidence.
- Long-term Growth Outlook: Revenue for 2027 is expected to grow by at least 25%, indicating the company's commitment to expanding market share and enhancing profitability in the coming years.
See More
Vanguard Health Care ETF Sees 14.9% Insider Buying in Holdings
- Insider Buying Ratio: The Vanguard Health Care ETF (VHT) shows that 14.9% of its holdings have experienced insider buying in the past six months, indicating strong confidence from executives that could positively influence investor sentiment.
- Teleflex Activity: Teleflex (TFX), comprising 0.07% of VHT, has seen 5 directors and officers purchase shares in the last six months, suggesting internal optimism about its stock price, which may bolster market confidence in the company.
- Establishment Labs Activity: Establishment Labs (ESTA), ranked 216th in VHT with a holding value of approximately $3,464,977, recently had 2 directors and officers file Form 4s indicating purchases, reflecting a positive outlook on the company's future growth.
- ETF Holding Value: The Vanguard Health Care ETF holds a total of $13,702,466 worth of TFX, making it the 106th largest holding, showcasing the ETF's strategic investment in the healthcare sector, which may attract more investors focused on this industry.
See More
