Post-earnings recap
Reported
Tue, Aug 4, 2026
EPS actual
$0.74
EPS est.
$0.81
EPS surprise
-8.07%
1-day move
+2.09%
LeMaitre Vascular's earnings report shows an EPS that exceeded expectations, but revenue details were not disclosed. Despite missing the EPS surprise percentage, the stock reacted positively, rising 2.09%. Investors may be encouraged by the earnings beat, even without revenue figures or guidance.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.74 | $0.70 | -8.07% |
| Revenue | N/A | $68M | N/A |
No transcript is on record for the earnings call, and the analysis is based solely on numerical results.
LeMaitre Vascular, Inc. (LMAT) operates in the health care sector, specializing in medical devices for vascular surgery. With a market cap of $2 billion, the company plays a crucial role in providing innovative solutions for vascular diseases, which is a growing concern as the population ages.
Last quarter
In Q1-2026, LeMaitre reported an EPS of $0.68, beating expectations by 2.56%. The stock saw a modest increase of 0.42% the following 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 $0.70. The company has a history of beating earnings estimates, which could lead to positive market reactions.
Bull case
If LeMaitre exceeds EPS expectations and shows strong revenue growth, it could signal robust demand for its products, potentially driving the stock higher.
Bear case
Conversely, if the company misses earnings expectations or fails to provide strong guidance, it could lead to a decline in investor confidence and a drop in the stock price.
Key metrics to watch
EPS
$0.70Earnings per share is a key indicator of profitability and is closely watched by investors.
Revenue
$68MRevenue 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 $0.70, and how does it compare to previous quarters?
A strong EPS could reinforce investor confidence and indicate continued growth.
Q2
What are the revenue figures, and how do they align with market expectations?
Revenue performance is critical for assessing the company's market position and future growth potential.
—
Est. EPS
—
Est. Rev
—
Impl. Move
±12.7%
Why consensus could be wrong
The consensus may underestimate the demand for LeMaitre's products, particularly in the context of an aging population that requires more vascular interventions.
Supporting evidence
The company has consistently beaten EPS estimates in recent quarters, indicating strong operational performance.
The options market is pricing a larger move than historical averages, suggesting that investors are anticipating significant news.
Recent trends in health care spending may favor companies like LeMaitre that specialize in essential medical devices.
Key risk
If revenue comes in below $67M, it could challenge the positive growth narrative and lead to a reassessment of the company's market position.
Pre-commit to what would confirm each case.
The upcoming earnings report is pivotal as it will provide insights into the company's financial health and market demand for its products.
Bull confirmed if
An EPS above $0.70 with revenue exceeding $68M would confirm a strong growth trajectory.
Bear confirmed if
An EPS below $0.68 or revenue below $67M would raise concerns about demand and profitability.
What the market is pricing for the move.
Implied Move
±3.08%
Historical Avg
±1.2%
The options market is pricing in a potential move of about 3.08% around the earnings report, indicating some uncertainty among investors.
Options are pricing ±3.1% while LMAT has averaged ±1.2% over the last 8 prints — setup is pricing rich.
ATM IV
0.3%
30d HV
35.4%
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 the stock could rise by around 0.06% on average the following day, confirming positive market sentiment.
In line / cautious
If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.
Miss
Should the company miss earnings expectations, history indicates an average decline of about 1.80% the next day, which could signal investor disappointment.
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.