Outset Medical, Inc. (OM) Q3 2025 10-Q Quarterly Report

Filed: Nov 10, 2025Period ending Sep 30, 2025
Health Care
Electromedical & Electrotherapeutic ApparatusSEC EDGAR

Outset Medical, Inc. (OM) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 10, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Outset Medical, Inc. Q3 2025 10-Q Analysis

Risk Factors

  • New manufacturing risk from insourcing production in Mexico, partly triggered by ramping cartridge manufacturing and dependence on Mexico facility
  • Updated trade tariff risk due to Feb-Mar 2025 executive orders imposing 25% tariffs on Mexico and 20% on China imports, with ongoing Section 232 investigation
  • Compliance risk from potential changes in Mexico labor laws aiming 40-hour workweek by 2030, possibly increasing labor costs and impacting productivity
  • Operational risk from manufacturing disruptions at Mexico facility or Southeast Asia contract partner due to labor disputes, health crises, or geopolitical issues
  • Cybersecurity risk heightened by reliance on cloud providers like AWS and increased remote work, exposing potential data breaches affecting patient data and business continuity

Outset Medical, Inc. Q3 2025 Quarterly Financials
XBRL

Revenue

$29M

+2.7% YoY -6.3% QoQ

Net Income

-$18M

+36.2% YoY +3.8% QoQ

Gross Margin

39.4%

+512bp YoY +161bp QoQ

Operating Margin

-53.7%

+2943bp YoY -5bp QoQ

Net Margin

-60.6%

+3686bp YoY -160bp QoQ

ROE

-12.5%

Total Assets

$277M

EPS (Diluted)

$-0.80

-50.9% YoY -988.9% QoQ

Operating Cash Flow

-$6M

+69.3% YoY -31.0% QoQ

Source: XBRL data from Outset Medical, Inc. Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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