LeMaitre Vascular (LMAT)
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-09-04
$80.67+0.22%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-09-04
QuarterlyIQ Insights · LMAT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 50% of the last 4 guided quarters · 6.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue driving revenue growth through product launches, geographic expansion, and organic sales increases.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $64.2mm in 2025-Q2 to $70.4mm in 2026-Q2 (+10% YoY). Full year 2026 revenue guidance midpoint is $276.3mm, an 11% organic increase over 2025. Management is delivering consistent revenue growth aligned with stated priorities.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 41% for the rest of the cohort, n=9986).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Sales $70.4mm, +10% (+10% organic) vs. Q2 2025; Artegraft sales increased 34%”
“Higher ASPs, geographic expansion and disciplined spending produced 11% sales growth”
“International Artegraft growth, higher ASPs and disciplined spending produced 16% Q4 sales growth”
Focus on improving operating income through pricing, operational efficiencies, and disciplined spending.
Stated as a priority in 3 of last 3 quarters. Operating income increased from $16.1mm in 2025-Q2 to $20.4mm in 2026-Q2 (+26%). Full year 2026 operating income guidance midpoint is $76.8mm, a 13% increase over 2025. Management is delivering improved operating income consistent with stated goals.
“Operating income $20.4mm (+26%) in Q2 2026”
“Q1 operating income of $17.8mm (+41%) benefited from moderate operating expense growth”
“Operating income of $18.8mm (+47%) also benefited from moderate operating expense growth”
Maintain and increase quarterly dividend payouts to shareholders.
Stated as a priority in 3 of last 3 quarters. Quarterly dividend increased from $0.20/share in 2025 to $0.25/share in 2026-Q1 and Q2. Management has consistently increased dividends, delivering on capital allocation commitments.
“Announced quarterly dividend of $0.25/share”
“Announced quarterly dividend of $0.25/share”
“Announced 25% increase to quarterly dividend to $0.25/share”
Grow international sales and support new product launches, especially Artegraft, with sales force expansion and warehouse investments.
Stated as a priority in 3 of last 3 quarters. Artegraft sales increased 34% in 2026-Q2 and the product is approved in 56 countries, representing 21% of sales. Management is delivering international expansion and product launch growth consistent with stated priorities.
“Artegraft product now approved in 56 countries, accounting for 21% of sales”
“Artegraft grew 36% worldwide in Q1, bolstered by its international launch”
“International Artegraft growth produced 16% Q4 sales growth”
Over the trailing year it converted 0.89x of net income into operating cash flow. Historically, Health Care names rated neutral grew net income 54% of the time over the next year (vs 43% for the rest of the cohort, n=3313).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated stable grew net income 46% of the time over the next year (vs 53% for the rest of the cohort, n=3872).
Not investment advice. As of 2026-09-04.