Q3 2025 Establishment Labs Holdings Inc Earnings Call Transcript

Nov 5, 2025 / 01:30 PM GMT

Release Date Price: $60.51 (+22.49%)

Transcript 10-Q8-K

Key Points

Positve

Establishment Labs Holdings Inc (ESTA) achieved a 34% increase in global revenue, reaching $53.8 million in Q3 2025.
The company reported a gross profit margin exceeding 70% for the first time, at 70.1%.
ESTA achieved its first quarter of positive EBITDA, amounting to $1.2 million.
The US market showed significant growth, with Q3 revenue up 16% sequentially, despite a typically slower season.
The company is on track to exceed its 2025 revenue guidance, raising expectations to over $210 million.

Negative

The company faces uncertainties related to the timing of orders in distributor markets, particularly in Europe.
Operating expenses increased by approximately $3 million from the previous year, impacting overall profitability.
There are challenges related to tariffs on goods imported from Costa Rica to the United States.
The company has yet to achieve cash flow positivity, although it is expected in 2026.
Visibility into distributor markets remains limited, posing potential risks to international growth projections.

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

ESTA.OQ - Establishment Labs Holdings Inc
Q3 2025 Establishment Labs Holdings Inc Earnings Call
Nov 05, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon. Welcome to Establishment Labs 3rd quarter 2025 earnings call. At this time, all participants are in a 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 Roger Denhoy, Chief Financial Officer. Please go ahead, sir.

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Unidentified_2 [2]
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Thank you, operator, and thank you, Irvin for joining us. With me today is Peter Caldini, our Chief

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