0001323885-26-000038
SEC filingAtriCure第三季度营收同比增长15.0%至$154.5M，净利转正$4.1M，增长主要由cryoSPHERE MAX与AtriClip等产品驱动。
| 指标 | 本期 | 去年同期 | 同比 |
|---|---|---|---|
| Revenue | $154.5M | $134.3M | 15.0% |
| Gross Margin | 77.3% | 75.5% | +180 bps |
| Operating Income | $4.4M | $0.2M | — |
| Net Income | $4.1M | -$0.3M | — |
| Diluted EPS | $0.08 | -$0.01 | — |
| Adjusted EBITDA | $26.8M | $17.8M | +51% |
| Adjusted EPS | $0.18 | -$0.01 | — |
| 期间 | 指标 | 指引 | 口径 |
|---|---|---|---|
| FY2026 | Revenue | $606M–$610M | N/A |
| FY2026 | Adjusted EBITDA | $91M–$94M | Non-GAAP |
| FY2026 | Net Income per Share | $0.21–$0.27 | GAAP |
| FY2026 | Adjusted EPS | $0.40–$0.46 | Non-GAAP |
第三季度营收同比增长15.0%至$154.5M，美国市场增长17.1%至$128.0M，主要由cryoSPHERE MAX、EnCompass clamp及AtriClip FLEX-Mini/PRO-Mini驱动；国际营收增长5.8%至$26.4M。微创消融因Hybrid手术减少而下滑，部分抵消整体增速。毛利率提升180个基点至77.3%，受益于有利的产品与地域结构，经营杠杆显现，GAAP净利润转正至$4.1M，调整后EBITDA同比大增51%至$26.8M。
管理层上调全年营收指引至约$606M–$610M，调整后EBITDA约$91M–$94M，并预计持续正向现金流。研发费用升至$32.1M，含$4.5M acquired IPR&D一次性费用，调整后EPS $0.18已剔除该影响。CEO Michael Carrel强调产品组合实力与BoxX-NoAF临床试验进展，资本返还方面本季未披露回购或分红。