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Masimo
Masimo (MASI) investor relations material
Masimo 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary14 Jan, 2026
Business performance and financial highlights
Achieved over $1.5 billion in revenue, 9%+ annual growth, and 11%+ quarterly growth in Q4, with 500 basis points margin expansion and 30%+ EPS growth in the past year.
80%+ recurring revenue and 99%+ renewal rate, with a resilient supply chain and strong engineering retention.
Guidance met or exceeded for revenue and earnings, expecting to close the year at the high end of guidance.
Long-range plan targets 7%-10% annual growth and 30% operating margin by 2028, with EPS approaching $8.
Strong cash flow and share buybacks, with natural leverage expected to drive future profitability.
Strategic focus and growth drivers
Growth strategy centers on U.S. pulse oximetry (40% of growth), international expansion (20%), advanced monitoring (one-third), and new product launches.
U.S. pulse ox market share at 55%, growing 1-2 points per year; international share at 35% in a faster-growing $800M market.
Advanced monitoring market share at 10%-15%, with double-digit growth potential.
Continuous monitoring seen as a $2B market opportunity, pending regulatory and technological advances.
Focused on commercial excellence, innovation, and expanding in Japan and Asia-Pacific, where significant growth potential exists.
Innovation, product pipeline, and AI integration
New product launches planned in every major category, including next-gen monitors and wearables.
AI and algorithm development are core strengths, with a dedicated team and a pipeline including AFib detection, opioid-induced respiratory depression, and predictive analytics.
Radius VSM, a wearable vital signs monitor, moving from pilot to full launch; next-gen Root monitors to launch by end of 2027.
Smart sensors for opioid-induced respiratory depression and AFib detection submitted to FDA, with launches expected in 2026.
Wearable strategy being developed for continuous hospital monitoring, with multiple FDA-cleared devices already in portfolio.
Multicenter study for continuous monitoring impact
Japan/APAC growth strategy and expected impact?
Next-gen monitor refresh cycle revenue potential?
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Next Masimo earnings date
Q4 202526 Feb, 2026
Masimo
Next Masimo earnings date
Q4 202526 Feb, 2026
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Frequently asked questions
Masimo Corporation is a medical technology company that develops noninvasive monitoring technologies and devices. The company’s product portfolio includes pulse oximetry, brain function monitoring, and hospital automation solutions. It serves hospitals, medical professionals, and consumers globally. Masimo Corporation is headquartered in Irvine, California, and its shares are listed on the NASDAQ.
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