Kestra Medical Technologies (KMTS) Q4 FY26 earnings call

Kestra Medical Technologies concluded Q4 FY26 with robust revenue growth, driven by expanding sales territories and increased prescription volumes for its ASSURE system. The company achieved significant gross margin expansion and fortified its balance sheet with a new term loan, providing flexibility for continued investment in commercial capabilities and product innovation. While investing heavily in growth, leading to an adjusted EBITDA loss, management anticipates continued operating leverage and market expansion in the underpenetrated WCD market.