Filing Flows › Outset Medical (OM) › Guidance & outlook
Outset Medical (OM) guidance and outlook
Outset Medical (OM) reaffirmed its guidance on Nov 4, 2026: Revenue $125M–$130M for FY2026; Gross margin 40% for FY2026. Outset Medical's 10-Q filed Nov 4, 2026 makes 13 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | FY2026 | $125M–$130M | reaffirmed |
| Gross margin | FY2026 | 40% | reaffirmed |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 4, 2026
- We plan to continue leveraging our commercial infrastructure to broaden our installed base in the acute and post-acute care markets, as well as driving utilization and fleet expansion with our existing customers.
- We believe the ability to leverage one team to serve both markets will result in significant productivity and cost optimization as we continue to scale our business.
- We believe that our financial performance has been, and in the foreseeable future will continue to be, primarily driven by the following factors.
- We plan to further broaden our installed base by continuing to target national and regional integrated delivery networks and health systems, SNFs, LTACHs and other post-acute providers.
- The expansion of the home hemodialysis market and our ability to penetrate this market will be an important factor in driving the future growth of our business.
- In addition, the success of our efforts to expand within the home market, help grow new home programs and increase our revenue generated from home-based dialysis on the timeline that we anticipate will depend on several factors.
- Further, we will continue to utilize our cloud-based data system, as well as enhanced product and support performance, to improve service margin and drive down service costs per console.
- We have undertaken various initiatives designed to improve operational efficiencies, reduce operating expenses to align with anticipated levels of revenue growth and streamline our overall cost structure, including several organizational restructurings implemented beginning in the fourth quarter of 2023 through early 2025.
- These actual or anticipated policy changes may lead to higher operating costs for our customers, as well as tighter operating budgets and more cautious capital spending decisions.
- While we continue to believe our products will remain exempt, the scope and outcome of the investigation are uncertain and could affect existing exemptions or expand coverage to additional product categories.
- We are required to comply with certain covenants under the Perceptive Credit Agreement, including, among others, requirements as to financial reporting, restrictions on our ability to incur additional indebtedness and to pay any dividends or other distributions on capital stock, maintenance of a minimum cash balance, and achievement of certain specified trailing twelve-month net revenue targets.
- While we have taken actions to reduce operating expenses and working capital to align with anticipated revenue growth including implementing restructuring plans to streamline our overall organizational structure and renegotiating commitments with suppliers to reduce inventory, we expect to continue to incur operating losses in the near term while we make investments to support our anticipated growth.
Outset Medical's latest quarter
Outset Medical, Q3 2026: revenue $33.6M (+14% year over year), operating margin -36.5%, net loss $14.7M, operating cash flow −$10.4M. The chart follows the revenue to costs, profit and cash.
Questions
Did Outset Medical raise or lower its guidance?
Outset Medical (OM) reaffirmed its guidance on Nov 4, 2026: Revenue $125M–$130M for FY2026; Gross margin 40% for FY2026.
What does Outset Medical expect?
We plan to continue leveraging our commercial infrastructure to broaden our installed base in the acute and post-acute care markets, as well as driving utilization and fleet expansion with our existing customers. We believe the ability to leverage one team to serve both markets will result in significant productivity and cost optimization as we continue to scale our business. We believe that our financial performance has been, and in the foreseeable future will continue to be, primarily driven by the following factors.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.