London · Delayed Price · Currency is GBP · Price in GBX AOTI, Inc. Earnings Call Transcripts
Fiscal Year 2026
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Underlying revenue grew 18.8% year-over-year, with EBITDA up 16.6% to $3.6M and margin at 10.1%. Pending nationwide Medicare coverage is set to expand the addressable market 65-fold, while operational changes and strong clinical evidence position the company for transformative growth.
Fiscal Year 2025
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Revenue grew 14% to $66.5M with strong underlying growth, despite U.S. healthcare headwinds and Arizona payment delays. Awaiting CMS Medicare coverage, which could expand the addressable market 65-fold and drive future growth.
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Revenue grew 21% year-on-year, led by Medicaid and VA segments, despite U.S. regulatory headwinds. High gross margins and strong clinical validation support a positive outlook, with CMS approval expected to be transformational.
Fiscal Year 2024
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Revenue grew 33% to $58.4M, driven by Medicaid and commercial expansion, with gross margin rising to 88% and Adjusted EBITDA up over 300%. Guidance for 2025 targets 27–30% revenue growth and 14–16% EBITDA margin, while awaiting Medicare coverage and expanding internationally.
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Revenue grew 26.4% year-over-year, driven by Medicaid and international expansion, with Adjusted EBITDA margin rising to nearly 13%. IPO proceeds strengthened the balance sheet, supporting growth, product launches, and debt reduction. Guidance for >30% revenue growth and 15–20% EBITDA margin is maintained.