Lemaitre Vascular (LHU) AI Stock Analysis

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Lemaitre Vascular

(Frankfurt:LHU)

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Action:N/A

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Positive Factors

High margins and cash generationLMAT converts profitability into substantial cash, with free cash flow equal to about 88% of net income. This supports internal funding for product development, commercial expansion and acquisitions while reinforcing resilience across the next several quarters.

Negative Factors

Higher leverageThe step-up in debt reduces balance-sheet flexibility compared with LMAT's earlier capital structure. Although leverage is described as not excessive, higher obligations could constrain acquisition capacity and increase sensitivity if growth or margins weaken.

Lemaitre Vascular (LHU) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 1.81B
Dividend Yield: 1.19%
Average Volume (3M): ―
Price to Earnings (P/E): 28.4
Beta (1Y): 0.42
Revenue Growth: 6.35%
EPS Growth: 12.59%
Country: Germany
Employees: 651
Sector: Healthcare
Sector Strength: 51
Industry: Medical - Instruments & Supplies

Lemaitre Vascular Business Overview & Revenue Model

Company Description

Operating worldwide, LeMaitre Vascular, Inc. specializes in the development, distribution, and maintenance of medical devices and implants for treating peripheral vascular disease. Its product portfolio encompasses a range of catheters, including ang...

Lemaitre Vascular Earnings Call Summary

Earnings Call Date:Nov 04, 2026(Q3-2026)|% Change Since:-10.97%|Next Earnings Date:Feb 25, 2027

Earnings Call SentimentPositive

The call was predominantly positive, supported by 12% Q3 organic growth, strong performance in grafts, biologics, and international markets, expanding sales and infrastructure, solid profitability, cash generation, and reiterated full-year guidance including 18% adjusted EPS growth. The main challenges were foreign exchange pressure, higher commercial and transfer-related spending, RestoreFlow quality-control capacity constraints, FDA review activity, and the lengthy and potentially disruptive B. Braun commercial transition. Overall, the positive operating momentum and outlook significantly outweighed the stated challenges.

Positive Updates

Strong Q3 Organic Sales Growth

Q3 organic sales grew 12%, consisting of 7% price growth and 5% unit growth. Grafts grew 20% and shunts grew 14%.

Negative Updates

Foreign Exchange Headwind

Q3 reported growth of 11% was negatively impacted by $440,000 from foreign exchange due to the year-over-year strengthening of the U.S. dollar. Management said approximately $450,000 was lost versus the August outlook, and the stronger dollar reduced reported revenue and operating-income flow-through.

Company Guidance

For 2026, management reiterated guidance for 11% organic revenue growth, reported revenue of $275.8 million, a full-year gross margin of 72.1%, full-year operating income of $75.4 million, a 27% operating margin, and fully diluted earnings per share of $2.80, up 18% from adjusted 2025, with the guidance including the modest 2026 impact of the B. Braun acquisition; Q4 organic growth guidance is 11%, Artegraft full-year sales are expected to be more than $11 million, Q4 B. Braun revenue is anticipated to be approximately $150,000, the commercial transition is expected to take 18-24 months, and year-end sales rep guidance is 172-178, compared with the previous 170-180.

Lemaitre Vascular Risk Analysis

Lemaitre Vascular disclosed 35 risk factors in its most recent earnings report. Lemaitre Vascular reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

Lemaitre Vascular Peers Comparison

Overall Rating

UnderperformOutperform

Sector (51)

Financial Indicators

DE:LHU against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
MMSI	71Outperform	$5.26B	32.74	9.65%	―	9.34%	33.77%
ICUI	64Neutral	$4.55B	73.97	2.81%	―	-5.82%	―
BDX	63Neutral	$57.91B	51.69	3.67%	1.85%	-7.40%	-28.89%
TFX	57Neutral	$6.16B	18.79	9.74%	0.87%	-29.30%	―
ANGO	52Neutral	$507.60M	-15.72	-19.25%	―	8.20%	-0.88%
Sector *	51Neutral	$7.86B	-0.30	-43.30%	2.27%	22.53%	-2.21%

* Healthcare Sector Average

Performance Comparison

DE:LHU and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:LHU	Lemaitre Vascular	69.00	-7.71	-10.05%
ANGO	Angiodynamics, Inc.	12.42	0.12	0.98%
BDX	Becton, Dickinson and Co	214.52	66.52	44.95%
ICUI	ICU Medical	178.26	39.73	28.68%
MMSI	Merit Medical	88.07	0.67	0.77%
TFX	Teleflex	156.33	48.10	44.44%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Lemaitre Vascular AI Stock Analysis