Senseonics Holdings, Inc. (SENS) Earnings
Senseonics Holdings, Inc. is expected to report next earnings on August 6, 2026 (in NaN days), with a consensus EPS estimate of $-0.61. SENS has beaten EPS estimates in 3 of its last 12 reported quarters (average surprise -8.5% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $-0.69 | $-0.71 | -3.6% | $12M | +19.1% |
| Nov 5, 2025 | $-0.33 | $-0.43 | -30.3% | $8M | -43.1% |
| Aug 6, 2025 | $-0.40 | $-0.40 | +0.0% | $8M | +37.8% |
| May 8, 2025 | $-0.02 | $-0.02 | +0.0% | $6M | +12.6% |
| Mar 3, 2025 | $-0.03 | $-0.02 | +33.3% | $8M | +4.4% |
| Nov 7, 2024 | $-0.03 | $-0.04 | -17.6% | $4M | -45.3% |
| Aug 8, 2024 | $-0.03 | $-0.03 | -2.4% | $5M | -1.5% |
| Feb 29, 2024 | $-0.02 | $-0.03 | -29.1% | $8M | +7.4% |
| Nov 9, 2023 | $-0.04 | $-0.04 | -14.3% | $6M | -18.5% |
| Aug 10, 2023 | $-0.04 | $-0.04 | -3.2% | $4M | -8.1% |
| Mar 15, 2023 | $-0.05 | $-0.01 | +80.0% | $6M | +2.8% |
| Mar 1, 2022 | $0.00 | $0.01 | +762.1% | $4M | +0.8% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- Commercial execution was strong with successful integration of U.S. commercial organization and progress in European commercial integration. - Launched first AID partnership with integration of Sequel MedTech's Twist insulin pump with Eversense 365. - Advanced Gemini and Freedom Development programs. Gemini is targeted to launch in first half of 2027 and Freedom is on track for first in-human trial in second half of 2026. - Added over $100 million in growth capital to balance sheet through credit facility amendment and public offering. - EonCare has over 70 nurses available for insertions and is expanding geographically.
Guidance
- Raised full-year 2026 global net revenue guidance to $60 to $64 million from $58 to $62 million, representing year-over-year growth of 70% to 82%. - Expect full-year 2026 gross profit margin to be between 55% and 58%, increasing in the back half of the year. - Expect operating expenses to be between $150 million and $160 million, with increases primarily in SG&A and a smaller increase in R&D for the Gemini Pivotal trial. - Expect cash utilization in 2026 to be between $110 million and $120 million due to increasing SG&A from bringing sales and marketing teams in-house.
Segment performance
In the first quarter of 2026, Senseonics delivered $11.7 million in revenue with a 58% gross margin. The U.S. commercial organization integration was successful. Direct-to-consumer channel new patient shipments grew nearly 100% compared to Q1 2025, accounting for roughly 60% of new patient shipments. Healthcare professional channel is growing with March having the most HCP sell leads in company history. EonCare performs more than one-third of all Eversense insertion procedures and is expanding. Revenue outside the U.S. was $2.4 million in Q1 2026. Gross profit was $6.9 million, an increase from the prior year period due to higher U.S. revenues, higher average selling prices, and improved margins. Research and development expenses were $8.6 million, selling general and administrative expenses were $30.2 million, net loss was $32.3 million.
Analyst Q&A
Q: Anthony Patron asked about the transition of Essentia in the U.S. and the pace of investments in regions and new patient growth.
A: Tim said the transition went smooth with no lag, and Brian added on EU side. Rick covered that they stuck to original plan with DTC spend in back half of year.
Q: Josh Jennings asked about the mix of bundled pay channel and pipeline.
A: Tim and Rick said they focused on bundled pay channel and will continue, and Mukul spoke about freedom progress.
Q: Matt Mixick asked about retention and next-gen battery platform.
A: Joe Mahon talked about retention and Matt said battery from Integer with no tech risk and Freedom ready for human trial.
Q: Sean Lee asked about DTC cost per patient and value proposition vs competition.
A: Rick spoke about DTC cost per patient and Tim talked about value proposition of year-long sensor.
Q: Ben Hainer asked about data at ACDD conference and pump partnerships.
A: Tim said feedback was positive and Brian said data helped pump partnership conversations.