Outset Medical (OM) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Outset Medical, Inc. (OM) Q1 2026 Earnings Call Transcript
Outset Medical NASDAQ: OM reported first-quarter 2026 revenue of $27.9 million, as management pointed to “consistent execution” in console utilization, new customer additions, gross margin expansion, and cash discipline, while acknowledging that capital order timing weighed on results.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 13 | $183.58 | $57.85 | -$125.73 | -68.49% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 177 | $1,988.76 | $786.76 | -$1,202 | -60.44% |
Joseph Castro Nuveen LLC | 65,585 | $780,835.34 | $294,804.57 | -$486,030.77 | -62.24% |
Bobby Adusumilli SJS Investment Consulting Inc. | 39 | $149.76 | $176.67 | $26.91 | 17.97% |
| DH Dinan Hu R Squared Ltd | 17,052 | $65,480 | $76,498.68 | $11,018.68 | 16.83% |
| Health Care Equipment & Supplies Industry | Healthcare Sector | Leslie L. Trigg CEO | NASDAQ (NGS) Exchange | 690145206 CUSIP |
| US Country | 354 Employees | - Last Dividend | 20 Mar 2025 Last Split | 15 Sep 2020 IPO Date |
Outset Medical, Inc. is a medical technology firm focused on advancing the field of hemodialysis, currently servicing the United States. Originally named Home Dialysis Plus, Ltd., the company underwent a rebranding to Outset Medical, Inc. in January 2015, further reflecting its broadened vision and commitment to innovation in dialysis care. Established in 2003 and based in San Jose, California, Outset Medical has positioned itself at the forefront of the medical sector by developing the Tablo Hemodialysis System, a state-of-the-art solution designed to make dialysis care more accessible and efficient in both acute and home settings.
This flagship product by Outset Medical redefines dialysis treatment through its compact console, integrating water purification and on-demand dialysate production. Designed with user-friendliness and efficiency in mind, the Tablo System supports dialysis care needs in various settings, including hospitals and home environments. Equipped with advanced software and connectivity capabilities, it offers a comprehensive solution for modern dialysis treatment.
In addition to the main console, Outset Medical manufactures, supports, and distributes consumables such as the Tablo Cartridge. These consumables are critical components of the Tablo Hemodialysis System, ensuring the efficient operation of the dialysis process and maintaining the high-quality standards of care expected by patients and healthcare providers.
The Tablo Data Ecosystem enhances the Tablo Hemodialysis System's value by incorporating data analytics and connectivity tools. This ecosystem includes TabloHub, a customer-facing portal designed for healthcare professionals; MyTablo, a patient-facing portal that offers patients insights and control over their treatment; and TabloDash, an internal analytics platform that allows the company to monitor and optimize the use of the Tablo system across different environments. This holistic approach not only simplifies the management of dialysis care but also empowers all stakeholders with actionable insights.