Post-earnings recap
Reported
Tue, May 5, 2026
EPS actual
$0.68
EPS est.
$0.66
EPS surprise
+2.56%
1-day move
+0.42%
LeMaitre Vascular reported better-than-expected earnings per share, which contributed to a slight increase in the stock price by 0.42%. However, the company did not provide revenue figures or any forward guidance, leaving investors without additional context for future performance. The positive EPS surprise may indicate operational strength, but the lack of revenue data could raise questions about overall growth.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.68 | $0.66 | +2.56% |
| Revenue | — | $67M | — |
No transcript is on record, and the analysis is based solely on numerical results.
LeMaitre Vascular, Inc. (LMAT) is a healthcare company that specializes in developing and selling medical devices for vascular surgery. With a market cap of $3 billion, it plays a crucial role in the healthcare equipment sector, particularly as demand for innovative surgical solutions continues to grow.
Last quarter
In Q4-2025, LeMaitre reported an EPS of $0.68, slightly beating expectations of $0.67. The stock reacted positively, gaining 0.69% the next day.
EPS beat streak
0Q
EPS beat rate
63%
Avg EPS surprise
+1.94%
Avg 1-day reaction
-0.05%
Analysts expect LeMaitre to report solid earnings this quarter, with a consensus EPS of $0.66 and revenue of $67 million. The company has a history of beating earnings estimates, which could lead to positive market reactions.
Bull case
If LeMaitre exceeds the EPS estimate and shows strong revenue growth, it could signal robust demand for its products, leading to a significant stock price increase.
Bear case
Conversely, if the company misses its earnings or revenue targets, it may raise concerns about its growth prospects, resulting in a negative reaction from investors.
Key metrics to watch
EPS
$0.66Earnings per share (EPS) is a key indicator of profitability and will show how well the company is managing its costs and generating profits.
Revenue
$67MRevenue figures provide insight into the company's sales performance and market demand for its products.
The print will turn on these.
Q1
Will the EPS exceed the consensus estimate of $0.66?
A beat on EPS could reinforce investor confidence in the company's profitability and growth trajectory.
Q2
What are the revenue expectations for this quarter compared to the consensus of $67 million?
Revenue growth is critical for assessing market demand and the company's ability to expand its product offerings.
—
Est. EPS
$0.01
Est. Rev
$918M
Impl. Move
±9.1%
Why consensus could be wrong
The Street may be underestimating the potential for revenue growth driven by new product launches and expanding market share.
Supporting evidence
LeMaitre has consistently beaten EPS estimates, suggesting a trend of stronger-than-expected performance.
The options market is pricing a larger move than historical averages, indicating heightened expectations.
Recent trends in healthcare spending may support increased demand for LeMaitre's products.
Key risk
If revenue growth exceeds $68 million, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
This quarter's results will be pivotal in determining whether LeMaitre can sustain its growth momentum or if it faces challenges in the current market.
Bull confirmed if
An EPS of $0.70 or higher would confirm strong operational performance and investor confidence.
Bear confirmed if
An EPS below $0.64 would raise concerns about the company's growth and profitability.
What the market is pricing for the move.
Implied Move
±10.43%
Historical Avg
±1.2%
The options market is pricing in a significant move of about 10.43%, suggesting that traders expect volatility around the earnings announcement.
Options are pricing ±9.9% while LMAT has averaged ±1.2% over the last 8 prints — setup is pricing rich.
ATM IV
0.6%
30d HV
29.2%
Smart-money positioning from the most recent 13F filings.
Institutional
103.93%
of float
Insider
6.52%
of float
Holders
443
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
3,272,973 sh · $259.6M
14.31%
4.1%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If LeMaitre beats expectations, history suggests a positive stock reaction, averaging a 1-day move of +0.81%.
In line / cautious
If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth.
Miss
A miss could lead to a negative reaction, with history indicating an average 1-day move of -1.80% when expectations are not met.
The lines on the call that would change the story.
Conestoga Capital Advisors, LLC
1,367,513 sh · $108.5M
5.98%
-7.4%
First Trust Advisors LP
1,093,502 sh · $86.7M
4.78%
9.6%
Congress Asset Management Co
961,514 sh · $76.3M
4.20%
-0.2%
Vanguard Capital Management LLC
953,437 sh · $75.6M
4.17%
4.5%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.