908 Devices Q4 revenue beats on FTIR product strength
Overview
Chemical analysis toolmaker's Q4 revenue rose 21%, beating analyst expectations
Net income for Q4 beat analyst expectations
Company achieved positive adjusted EBITDA in Q4
Outlook
908 Devices expects 2026 revenue between $64.5 mln and $67.5 mln, up 15%-20% from 2025
Result Drivers
FTIR PRODUCT REVENUE - Q4 revenue growth largely driven by increase in FTIR product sales
INSTALLED BASE EXPANSION - Installed base grew 24% year-over-year, supporting revenue growth
RECURRING REVENUE - Recurring revenue represented 32% of total revenues in the quarter, indicating strong customer retention
Company press release: ID:nBw1sXhpla
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $17.40 mln | $15.84 mln (4 Analysts) |
Q4 Net Income | Beat | $4.20 mln | -$3.62 mln (3 Analysts) |
Q4 Gross Profit |
| $9.20 mln |
|
Q4 Operating Expenses |
| $6.10 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the advanced medical equipment & technology peer group is "buy."
Wall Street's median 12-month price target for 908 Devices Inc is $10.00, about 51.3% above its March 2 closing price of $6.61
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
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