Inogen Stock Earnings Reports
Inogen Earnings Calls
Release date | May 07, 2025 |
EPS estimate | -$0.520 |
EPS actual | - |
Revenue estimate | 79.567M |
Revenue actual | - |
Expected change | +/- 5.39% |
Release date | Feb 25, 2025 |
EPS estimate | -$0.560 |
EPS actual | -$0.410 |
EPS Surprise | 26.79% |
Revenue estimate | 73.9M |
Revenue actual | 80.081M |
Revenue Surprise | 8.36% |
Release date | Nov 07, 2024 |
EPS estimate | -$0.510 |
EPS actual | -$0.250 |
EPS Surprise | 50.98% |
Revenue estimate | 73.9M |
Revenue actual | 88.834M |
Revenue Surprise | 20.21% |
Release date | Aug 06, 2024 |
EPS estimate | -$0.540 |
EPS actual | -$0.240 |
EPS Surprise | 55.56% |
Revenue estimate | 82.5M |
Revenue actual | 88.765M |
Revenue Surprise | 7.59% |
Last 4 Quarters for Inogen
Below you can see how INGN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
Release date | Aug 06, 2024 |
Fiscal end date | Jun 30, 2024 |
Price on release | $8.15 |
EPS estimate | -$0.540 |
EPS actual | -$0.240 |
EPS surprise | 55.56% |
Date | Price |
---|---|
Jul 31, 2024 | $9.25 |
Aug 01, 2024 | $9.10 |
Aug 02, 2024 | $8.54 |
Aug 05, 2024 | $8.18 |
Aug 06, 2024 | $8.15 |
Aug 07, 2024 | $11.08 |
Aug 08, 2024 | $11.67 |
Aug 09, 2024 | $12.32 |
Aug 12, 2024 | $11.79 |
4 days before | -11.89% |
4 days after | 44.66% |
On release day | 35.95% |
Change in period | 27.46% |
Release date | Nov 07, 2024 |
Fiscal end date | Sep 30, 2024 |
Price on release | $9.46 |
EPS estimate | -$0.510 |
EPS actual | -$0.250 |
EPS surprise | 50.98% |
Date | Price |
---|---|
Nov 01, 2024 | $8.69 |
Nov 04, 2024 | $9.03 |
Nov 05, 2024 | $9.24 |
Nov 06, 2024 | $9.57 |
Nov 07, 2024 | $9.46 |
Nov 08, 2024 | $11.09 |
Nov 11, 2024 | $11.02 |
Nov 12, 2024 | $10.44 |
Nov 13, 2024 | $10.33 |
4 days before | 8.86% |
4 days after | 9.20% |
On release day | 17.23% |
Change in period | 18.87% |
Release date | Feb 25, 2025 |
Fiscal end date | Dec 31, 2024 |
Price on release | $9.52 |
EPS estimate | -$0.560 |
EPS actual | -$0.410 |
EPS surprise | 26.79% |
Date | Price |
---|---|
Feb 19, 2025 | $10.67 |
Feb 20, 2025 | $10.28 |
Feb 21, 2025 | $9.91 |
Feb 24, 2025 | $9.84 |
Feb 25, 2025 | $9.52 |
Feb 26, 2025 | $8.11 |
Feb 27, 2025 | $7.95 |
Feb 28, 2025 | $8.33 |
Mar 03, 2025 | $8.13 |
4 days before | -10.78% |
4 days after | -14.60% |
On release day | -14.81% |
Change in period | -23.81% |
Release date | May 07, 2025 |
Fiscal end date | Mar 30, 2025 |
Price on release | - |
EPS estimate | -$0.520 |
EPS actual | - |
Date | Price |
---|---|
Apr 16, 2025 | $6.88 |
Apr 17, 2025 | $6.82 |
Apr 21, 2025 | $6.74 |
Apr 22, 2025 | $6.73 |
Apr 23, 2025 | $6.88 |
Inogen Earnings Call Transcript Summary of Q4 2024
Financial Performance:
- Q4 Revenue: Inogen reported revenue of over $80 million in Q4 2024, a 5.5% year-over-year increase. Full-year revenue reached over $335 million, representing a 6.4% increase compared to the previous year.
- Adjusted EBITDA: The company achieved adjusted EBITDA profitability in two quarters of 2024 and reported a negative adjusted EBITDA of $3.6 million in Q4 2024, an improvement from a negative $17.3 million in Q4 2023.
Business Segments:
- Business-to-Business (B2B) Growth: The growth was primarily driven by B2B channels, with domestic B2B revenue increasing by 24.1% and international B2B revenue by 31.5% in Q4. However, direct-to-consumer (D2C) sales declined by 21.3%.
- Rental Revenue: There was a decrease in rental revenue, down 16.5%, influenced by lower average billing rates.
Strategic Initiatives:
- New Products: Inogen launched the Rove 4 portable oxygen concentrator (POC) in October 2024 and received FDA clearance for the Simeox airway clearance device, which they plan to launch in 2025.
- Partnership with Yuwell Medical: Inogen entered into a collaboration with Yuwell, which includes a $27 million investment from Yuwell. This partnership aims to increase distribution in the Chinese market and enhance product offerings in the U.S.
Outlook for 2025:
- Revenue Guidance: For Q1 2025, Inogen expects revenue between $79 million and $81 million, with full-year revenue projected to be between $352 million and $355 million, reflecting a growth of 5%-6% year-over-year.
- Gross Margin Projections: Expected gross margins for 2025 are anticipated to be in the range of 43% to 45%. This is subject to pressure from product introductions and channel mix.
- Adjusted EBITDA Goal: The company aims to approach adjusted EBITDA breakeven in 2025 as they continue to manage expenses diligently.
Market Considerations:
- Payer Mix Shift: Inogen noted a shift towards private payer reimbursement, moving away from traditional Medicare, which they anticipate will continue influencing their rental revenue dynamics.
- Sales Force Changes: The D2C sales force was downsized significantly in 2024 for better profitability, which may continue to impact revenue in the short term.
Management Comments:
President and CEO Kevin Smith expressed confidence in the company's strategic direction and progress, emphasizing their ability to innovate and solve patient needs through new product launches and operational efficiencies.
Conclusion
Inogen's 2024 performance showed signs of recovery and strategic growth, particularly in B2B sectors, with significant efforts made to return to profitability. The partnerships and product developments are key to their long-term outlook, and investors should monitor the company's ability to enhance D2C sales and navigate reimbursement challenges in the evolving market landscape.