Q2 2025 Establishment Labs Holdings Inc Earnings Call Transcript

Aug 7, 2025 / 12:30 PM GMT

Release Date Price: $35.96 (-13.95%)

Transcript 10-Q8-K

Key Points

Positve

Establishment Labs Holdings Inc (ESTA) reported a 16% increase in revenue for Q2 2025, totaling $51.3 million.
The company exceeded its US sales expectations, with $10.3 million in revenue, surpassing the projected range of $9.5 to $10 million.
US revenue is expected to exceed $40 million, contributing to an increased revenue guidance of $208 to $212 million for 2025, representing a growth of 25 to 28%.
The company is making progress in improving operating profitability and cash flow, with a reduction in adjusted EBITDA loss from $12.1 million in Q1 to $8.5 million in Q2.
Establishment Labs Holdings Inc (ESTA) is seeing strong growth in its European direct markets, with a 27% increase in sales, and is expanding its presence in high-volume practices and industry leaders in the US.

Negative

The company is facing challenges in China due to market conditions and slower-than-expected scaling of commercial operations by its distribution partner.
Operating expenses increased by $11.1 million from the previous year, primarily due to ramped-up commercial activity in the US and higher shipping costs.
The Asia Pacific region experienced a year-over-year decline in sales, mainly due to issues in China and timing of orders from other distributors.
Despite progress, the company is still operating at a loss, with an adjusted EBITDA loss of $8.5 million for the quarter.
There are concerns about the impact of tariffs on goods imported from Costa Rica to the US, although the company expects less than a 50 basis point impact on gross margins.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ESTA.OQ - Establishment Labs Holdings Inc
Q2 2025 Establishment Labs Holdings Inc Earnings Call
Aug 07, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good Morning. Welcome to establishment labs 2nd quarter 2025 earnings call. At this time, all participants will be in listen-only mode. At the end of this call, we will open the line for a question and answer session, and instructions will follow at that time.

As a reminder, today's call is being recorded. I will now turn the call over to Raj Denvoy, Chief Financial Officer. Please go ahead.

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Unidentified_2 [2]
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Thank you, operator, and thank you everyone for joining us.

With me today is Peter Caldini, our Chief

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