Q2 2025 LeMaitre Vascular Inc Earnings Call Transcript

Aug 5, 2025 / 09:00 PM GMT

Release Date Price: €73.5 (+2.08%)

Transcript 10-Q8-K

Key Points

Positve

LeMaitre Vascular Inc (LMAT) reported a strong Q2 with sales up 15%, a 70% gross margin, and EPS up 16%.
The company increased its full-year guidance for sales, gross margin, operating income, and EPS.
International autograph sales exceeded expectations, with a significant increase from Q1 to Q2, and are projected to surpass $2 million for the full year.
The company ended Q2 with $319.5 million in cash and securities, an increase of $17 million in the quarter.
LeMaitre Vascular Inc (LMAT) achieved a record $20.3 million in cash from operations in Q2.

Negative

A packaging-related recall on a portion of catheters caused a temporary supply disruption, although it boosted sales later in the quarter.
Operating expenses increased by 20% year-over-year, driven by higher compensation expenses and expansion efforts.
The discontinuation of ASIO decreased reported revenues by $1.1 million.
The company faces challenges in obtaining EU-wide approval for allografts, requiring country-by-country approvals.
There is uncertainty in the trade and tariff environment, particularly concerning China, which could impact pricing strategies.

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

LMAT.OQ - LeMaitre Vascular Inc
Q2 2025 LeMaitre Vascular Inc Earnings Call
Aug 05, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the Lemi Vascular Q2 2025 fiscal results conference call. As a reminder, today's call is being recorded. At this time, I would like to turn the call over to Mr. Dorian Leblanc, Chief Financial Officer of Lamet Vascular. Please go ahead, sir.

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Unidentified_2 [2]
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Thank you, operator.

Good afternoon and thank you for joining us on our Q2 2025 conference call. With me on today's call is our CEO George LeMay and our President Dave Roberts. Before we begin, I'll read our Safe Harbor statement.

Today we'll be making some forward

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