Healthcare · Medical Devices
MMSI Merit Medical Systems
Medium convictionMid capFYE December
Next print
FY26 Q1 · 2026-04-23
After-hours close
Consensus Rev
$366.2M
Street median
Consensus EPS
$0.86
Street median
Peer read-throughs
2
TFX · ICUI
Last print — FY25 Q4 (2026-02-24)
Revenue (Actual)
$351.5M
vs CE $347.0M (+1.3%)
EPS (Actual)
$0.89
vs CE $0.82 (+8.5%)
Stock reaction
+3.4%
Day-1 move vs Street
Headline call
Beat
vs CE framework
Thesis pillars
Edit thesis →- Operating leverage on GFP programStrengthenedGlobal Footprint program delivering margin uplift on plan.
- Elective procedure recoveryUnchangedStable utilization; no macro drag visible in US hospitals.
Segments
- Cardiovasculartracked
- Endoscopytracked
Historical Quick Looks
All history →| Date | Qtr | Mode | Headline | Reaction | |
|---|---|---|---|---|---|
| 2026-02-24 | FY25 Q4 | writeup | Post-call: 2026 guide conservative; expect raises throughout year | +3.4% | Open |
| 2026-02-24 | FY25 Q4 | quick | GFP delivering; margin step-up sustains | +3.4% | Open |
Context files
Upload →- activeMMSI_GFP_Deep_Dive_internal.mdInternal · FY26 Q1
Global Footprint program assumptions, facility timing, margin bridge.