EDAP TMS Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 39% year-over-year to $13.2 million, with record HIFU system sales and gross margin rising to 55.6%. The company raised $40 million to fund commercial expansion, R&D, and new indications, while reiterating 2026 revenue guidance of $50–$54 million.
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FocalTherics is accelerating growth as a robotic focal therapy leader, leveraging proprietary HIFU technology and expanding into new indications like BPH and endometriosis. Strong clinical evidence, favorable reimbursement, and global adoption support a pathway to profitability by 2028.
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The company is executing a strategic shift to focus on high-growth robotic focal therapy, with HIFU now driving over 60% of revenue and robust clinical evidence supporting rapid adoption. Expansion into BPH and endometriosis, advanced imaging, AI, and telecollaboration underpin a scalable platform targeting 40%+ annual growth and 60% gross margins by 2028.
Fiscal Year 2024
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Record 2024 revenue was driven by robust HIFU growth and expanding Focal One adoption, with new regulatory and clinical milestones supporting future expansion. Guidance for 2025 anticipates 16%-25% HIFU revenue growth and a strategic shift away from non-core businesses.