Surgical & Medical Instruments & Apparatus · SIC 3841

Inspire Medical Systems, Inc.

INSP

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Latest revenue

$204.6M

as of 2026-03-31

Latest net income

$-11.3M

as of 2026-03-31

Net margin

-5.5%

as of 2026-03-31

Price · 5Y

-25.8% / yr 39.6 pts / yr vs S&P 500 77.4% total
Compare:

Live market

delayed ≤15 min
$43.84
2.01%
Market cap
$1.26B
Enterprise value
$1.26B
P/E (trailing)
8.7×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$147.66
52-wk low
$39.61
Beta
Shares out
28.8M

5-year trend

What this company does

AI

Item 1. Business. Overview We are a medical technology company focused on the development and commercialization of innovative, minimally invasive solutions for patients with obstructive sleep apnea ("OSA"). Our proprietary Inspire system is the first FDA, European Union ("EU") Regulation No. 2017/745 ("MDR" or "EU Medical Devices Regulation"), and Japan Pharmaceuticals and Medical Devices Agency-approved neurostimulation technology of its kind that provides a safe and effective treatment for patients with moderate to severe OSA. We have developed a novel, closed-loop solution that continuously monitors a patient’s breathing and delivers mild hypoglossal nerve stimulation to maintain an open…

AI summary unavailable — showing raw filing excerpt

Generated from INSP's filing dated 2026-02-13

Key risks

AI

Item 1A. Risk Factors. Investing in our common stock involves a high degree of risk. These risks include, but are not limited to, those described below, each of which may be relevant to an investment decision. You should carefully consider the risks described below, together with the other information included or incorporated by reference in this Annual Report on Form 10-K. The realization of any of the following risks could have a significant adverse effect on our reputation, business, financial condition, results of operations, growth, and our ability to accomplish our strategic objectives. In that event, the trading price of our common stock could decline. Other events that we do not…

AI summary unavailable — showing raw filing excerpt

Generated from INSP's filing dated 2026-02-13

Profitability

Gross margin

85.4%

0.8%

Operating margin

5.6%

24.3%

Net margin

15.9%

139.2%

Return on equity

21.1%

171.8%

Return on assets

16.0%

142.1%

Leverage

Debt / equity

0.32×

83.4%

Long-term debt / equity

0.00×

100.0%

Debt / assets

24.0%

63.4%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$204.6M+1.6%$-11.3M-477.5%-5.5%

Q4 2025

2025-12-31

$269.1M+12.2%$133.7M+194.2%49.7%

Q3 2025

2025-09-30

$224.5M+10.5%$9.3M-49.0%4.2%

Q2 2025

2025-06-30

$217.1M+10.8%$-600.0K-183.0%-0.3%

Q1 2025

2025-03-31

$201.3M+22.7%$3.0M+129.9%1.5%

Q4 2024

2024-12-31

$239.7M$45.4M19.0%

Q3 2024

2024-09-30

$203.2M+32.5%$18.3M+314.1%9.0%

Q2 2024

2024-06-30

$195.9M+29.6%$-212.0K+98.2%-0.1%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Surgical & Medical Instruments & Apparatus · SIC 3841

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$1.6M

Net activity

−$1.6M

Distinct insiders

4

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-15

John Rondoni

Title: Chief Product and Innovation Officer.

Sale2,641$43.28$114.3K
2026-05-14

John Rondoni

Title: Chief Product and Innovation Officer.

Sale700$43.01$30.1K
2026-05-08

Shawn Mccormick

Director

Sale696$45.31$31.5K
2026-01-09

John Rondoni

Title: Chief Product and Innovation Officer. All sale transactions reported herein were made pursuant to a Rule 10b5-1 trading plan dated May 28, 2025.

Sale109$100.00$10.9K
2025-12-02

Shawn Mccormick

Director

Sale1,200$139.00$166.8K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns INSP

Institutional value

$782.0M

Total shares held

15.7M

Distinct holders

170

-172 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.3.5M$183.1M-1.3K (-0.0%)Trimmed
2VANGUARD PORTFOLIO MANAGEMENT LLC1.6M$84.4MNew
3VANGUARD CAPITAL MANAGEMENT LLC1.3M$65.3MNew
4WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1.1M$58.7M-23.9K (-2.1%)Trimmed
5Artisan Partners Limited Partnership780.6K$40.3M-5.2K (-0.7%)Trimmed
6Walleye Capital LLC717.0K$37.0M+638.8K (+816.7%)Added
7UBS Group AG638.9K$33.0M+227.6K (+55.3%)Added
8Assenagon Asset Management S.A.520.2K$26.8M+255.2K (+96.3%)Added
9DEUTSCHE BANK AG\513.2K$26.5M-3.6K (-0.7%)Trimmed
10abrdn plc477.5K$24.6M+16.6K (+3.6%)Added
11UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC448.8K$23.1M-14.5K (-3.1%)Trimmed
12BNP PARIBAS FINANCIAL MARKETS319.8K$16.5M-135.1K (-29.7%)Trimmed
13Jefferies Financial Group Inc.306.4K$15.8M-1.2K (-0.4%)Trimmed
14DIMENSIONAL FUND ADVISORS LP234.7K$12.1M-106.7K (-31.3%)Trimmed
15VANGUARD FIDUCIARY TRUST CO167.7K$8.6MNew
16Champlain Investment Partners, LLC159.0K$8.2M-44.1K (-21.7%)Trimmed
17Y-Intercept (Hong Kong) Ltd158.3K$8.2M+87.6K (+124.1%)Added
18Bank of New York Mellon Corp148.8K$7.7M-67.0K (-31.1%)Trimmed
19WASATCH ADVISORS LP138.6K$7.1M+22.5K (+19.4%)Added
20LOS ANGELES CAPITAL MANAGEMENT LLC133.0K$6.9M+132.8K (+94193.6%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once INSP's latest filing finishes processing.