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LMLMAT

LeMaitre Vascular, Inc.

Hot onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$LMAT·$1.8B·Medical - Instruments & Supplies·Healthcare
$80.82+2.3%
Mentions · last 7 days
2026-07-30: 0 posts2026-07-31: 0 posts2026-08-01: 0 posts2026-08-02: 2 posts2026-08-03: 0 posts2026-08-04: 4 posts2026-08-05: 21 posts27
Price updated 12m ago·X counts updated 22h ago
LMLMAT
$LMATLeMaitre Vascular, Inc.
$80.82+2.30%27 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $LMAT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-06

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

LeMaitre Vascular reported Q2 revenue up 9.6% YoY to $70M but missed EPS by 8% — peripheral vascular device maker facing a modest execution pullback.

LeMaitre Vascular is a specialty medical device company focused on peripheral vascular disease — its products include surgical patches, grafts, catheters, and other implants and instruments used in vascular surgery. It's a niche mid-cap with pricing power on hard-to-substitute surgical products.

The mechanics of the setup:

  • Q2 revenue was $70.4M, up 9.6% YoY and 5.8% QoQ — real growth continuing.
  • Q2 EPS was $0.74 versus $0.81 expected — an 8.3% miss on the bottom line, driven by margin compression that broke the pattern of consistent beats.
  • Q2 gross margin at 72.1% and operating margin at 29% remain best-in-class specialty medtech economics.
  • Q2 free cash flow was $13.7M — supportive cash generation.
  • Q3 EPS estimate for November 5 is $0.72 — the market expects continued modest growth.
  • At $1.8B market cap and 27x TTM P/E the multiple is stretched for a low-single-digit-teens grower; forward P/E is more reasonable but requires margin recovery.
  • ROIC 9.8% and ROE 16.4% — solid returns on capital.
  • The Q2 EPS miss is the pattern-break; sustained margin normalization would compress the multiple further.
  • The August 4 earnings-call highlights + press release framing captures management's confident tone despite the miss.
  • The absence of price data in the bundle is a data-quality artifact.

The path from here is defined by the November 5 Q3 print — the acid test on whether the Q2 EPS miss was a timing quirk or the beginning of margin normalization. Revenue growth continuing + margin recovery re-rates the multiple; continued margin compression + growth softness resets to lower levels. Watch international mix and average selling-price commentary as the qualitative tells.

What to watch: November 5 Q3 print — revenue growth, gross margin trajectory, and international mix commentary. Growth + margin recovery supports the multiple; continued margin compression + growth softness resets.

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

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What it does

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

Operating worldwide, LeMaitre Vascular, Inc. specializes in the development, distribution, and maintenance of medical devices and implants for treating peripheral vascular disease. Its product portfolio encompasses a range of catheters, including angioscopes, which are fiberoptic tools for internal blood vessel visualization; embolectomy catheters for removing blood clots from arteries or veins; occlusion catheters that temporarily halt blood flow; perfusion catheters for infusing blood and other fluids into the vasculature; and thrombectomy catheters, featuring a silicone balloon for extracting venous thrombi. The company also furnishes carotid shunts, designed to temporarily redirect blood flow to the brain during carotid endarterectomy surgery to clear arterial plaque. Another offering is radiopaque tape, a medical-grade adhesive applied externally to help interventionists precisely cross-reference skin locations with underlying anatomical features like vessels or lesions. Further products include valvulotomes, instruments used to cut or disrupt valves within the saphenous vein, enabling it to function as an arterial bypass to carry blood past diseased arteries to the lower leg or foot. Additionally, LeMaitre supplies vascular grafts for bypassing or replacing compromised arteries. Moreover, the company provides vascular and cardiac patches for post-surgical vessel closure. Its closure systems employ titanium clips for connecting vessels, offering an alternative to traditional sutures. Products are distributed via both its direct sales force and a network of distributors. Founded in 1983 as Vascutech, Inc., the company rebranded as LeMaitre Vascular, Inc. in April 2001. It is headquartered in Burlington, Massachusetts.

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

No material change from last week — Medline's prime vendor model wins market share as hospitals simplify sourcing, while bioprocessing component suppliers (WST, RGEN, AVTR) recover from the..

Industry benchmark

11-name peer basket
+19.2%YTD
+35.8%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 $0.72

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$280.0M$279.8M – $280.2M$3.00$2.95 – $3.046
FY27$305.8M$305.3M – $306.2M$3.26$3.23 – $3.296
FY28$332.8M$326.1M – $339.8M$3.51$3.40 – $3.654
FY29$350.3M$345.8M – $353.9M$0.00$0.00 – $0.003

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.6.7×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.1%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.-18.6%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.-17.5%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 today10.3% 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.β0.525-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.

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  • Cluster-buy detection when multiple insiders pile in at once
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Recent news

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

LeMaitre Vascular, Inc. (LMAT) Q2 2026 Earnings Call Transcriptseekingalpha.com·2d agoLeMaitre Vascular Q2 Earnings Call Highlightsmarketbeat.com·2d agoLeMaitre Vascular (LMAT) Q2 Earnings and Revenues Lag Estimateszacks.com·2d agoLeMaitre Q2 2026 Financial Resultsglobenewswire.com·2d agoLeMaitre Will Announce Second Quarter 2026 Earnings Results on August 4, 2026globenewswire.com·23d ago

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