Key Drivers
- High gross/net margins
- Robust free cashflow
- Material long-term debt
AIAI Summary
LeMaitre has transitioned from a defensive, margin-first medical-supplies cash generator into a product-led growth story driven by Artegraft's faster-than-expected international traction—transforming excess cash into active capital allocation (buybacks/dividend/M&A) but leaving the stock exposed to stretched multiples that already price successful execution. Monitor quarterly Artegraft revenue cadence (target ~$10M by 2026), FCF versus rising R&D/capex, and any recurring FDA/quality actions—these will determine whether upside is realized or the valuation descends sharply.
Price Chart
Financial Metrics
Deep Analysis
Research tool. Not personalized advice.
Fundamental Analysis
Key Financial Insights:
- •High gross/net margins
- •Robust free cashflow
- •Material long-term debt
LMAT delivers strong margins, robust free cash flow and ample liquidity, but its concentrated intangible/investment base, meaningful long-term debt and rich valuation multiples constrain the investment case.
Price Behavior
Key Price Behavior Insights:
- •Above last-month MA
- •Higher lows
- •Near resistance highs
LMAT has trended up over the last month from about $92.73 to $106.31 (mid‑teens gain), trading just above its last-month simple average near $105.30 with higher lows since late February but resistance at $112–$113 and Feb 24–26 plunge/spike volatility raising short-term pullback risk toward $105 or $90–$93 support.
Sharp drop into the $90s then quick spike to $113.43 on
Sentiment & News
Key News Insights:
- •Artegraft acceleration
- •Strong cash/buyback
- •Mixed analyst sentiment
LeMaitre posted 16% sales growth, Artegraft outperformed with a doubled international rollout and a $10M 2026 contribution forecast, backed by ~$190M net cash, a $100M buyback, a 25% dividend hike and renewed investor interest amid mixed analyst sentiment.
The combination of product-led revenue upside and capital returns should support share momentum, though analysts' caution may temper near-term upside
Similar Companies in Healthcare
Other companies in the same sector with AI ratings