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LMLMAT

LeMaitre Vascular, Inc.

$LMAT·$1.8B·Medical - Instruments & Supplies·Healthcare
$78.87-0.8%YTD-2.0%1Y-15.6%
Price updated 10h ago·X counts updated 6d ago
LMLMAT
$LMATLeMaitre Vascular, Inc.
$78.87-0.76%2 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $LMAT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

2X posts · last 7 days
Sep 1Sep 13

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LMAT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-19

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Vascular med-device operator at 1.5% of 52-week range after 31% drawdown on $0.02 guidance cut

LeMaitre Vascular is a quality med-device compounder currently over-reacting to a small guidance revision.

  • Q1 revenue up 11.2% YoY, Q2 up 9.6%; op-margin 29% — high-quality specialty-medical-devices unit economics remain intact.
  • Q2 EPS $0.74 vs $0.81 est (-8.3%) triggered a 31% drawdown per Seeking Alpha coverage; Q1 EPS +3% beat shows the underlying cadence.
  • 10 A-Award insider grants (routine annual vesting) — no S-Sales in the window; PE 27 and EV/EBITDA 20 are still demanding but compressed from the peak.

At 1.5% of 52-week range, the setup is a bottom-fisher's coil into the Nov 5 print — the 31% drawdown on a $0.02 guidance cut is disproportionate.

What to watch: The Nov 5 Q3 print for whether revenue growth reaccelerates above 10% and any operational commentary on the guidance-cut context; annual vesting cadence continuation.

On the calendar: 2026-11-05 — Q3 earnings

Read the AI verdict on $LMAT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Medical device company making specialty vascular implants, catheters, and grafts for peripheral arterial and venous disease treatment worldwide.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Instruments & Supplies sits in its cycle right now — and what that implies for $LMAT.

Medical - Instruments & Supplies · Healthcare

Procedure-volume normalization is lifting surgical robotics and sterile supply demand, but Cooper Companies faces a securities fraud investigation over channel inventory disclosures — a company-specific risk overshadowing the sector's broadly improving fundamentals. ISRG's procedure growth despite US and China softness confirms platform stickiness.

What this means for $LMAT

Partial — LeMaitre Vascular's specialty vascular implants and embolectomy catheters benefit from procedure-volume recovery in peripheral arterial surgery; small addressable market limits scale of the upside.

Industry benchmark

10-name peer basket
-5.8%YTD
+0.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
27.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
29.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
16.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
72.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.74$0.81-8.3%
Q1 2026May 5, 2026$0.68$0.66+3.0%
Q4 2025Feb 25, 2026$0.68$0.67+1.5%
Q3 2025Nov 6, 2025$0.62$0.56+9.9%
Next earningsThu, Nov 5·consensus EPS $0.69

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$70.4M+9.6%72.1%29.0%$0.74$13.7M
Q1 FY26$66.6M+11.2%72.7%26.7%$0.69$12.3M
Q4 FY25$64.5M+15.7%71.7%29.2%$0.69$21.4M
Q3 FY25$61.0M+11.4%75.3%33.3%$0.77$26.5M

Forward consensus

4-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$276.5M$276.0M – $277.0M$2.87$2.86 – $2.916
FY27$302.9M$301.7M – $304.1M$3.18$3.16 – $3.196
FY28$327.5M$317.5M – $337.1M$3.46$3.22 – $3.665
FY29$351.3M$347.8M – $354.7M$0.00$0.00 – $0.002

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.2%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-16.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 21.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.495-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 20 other (18 awards · 1 exempt · 1 gift) in window

See when $LMAT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 58-K — Item 5.07: Shareholder vote
8-KOfficer or director changeApr 148-K — Item 5.02: Officer or director change · Item 8.01: Other event
+ 11 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

PAHC or LMAT: Which Is the Better Value Stock Right Now?zacks.com·17d agoLeMaitre to Participate at Upcoming Investor Conferences in Septemberglobenewswire.com·23d agoDividend Champion, Contender, And Challenger Highlights: Week August 16seekingalpha.com·36d agoGEHC or LMAT: Which Is the Better Value Stock Right Now?zacks.com·37d agoLeMaitre Vascular: 31% Drawdown On $0.02 Guidance Cutseekingalpha.com·38d ago

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Voices on X · last 7 days

No standout posts about $LMAT on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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