Kestra Medical Technologies (KMTS)


Market Price (9/30/2026): $28.46 | Market Cap: $-Sector: Health Care | Industry: Health Care Equipment

Kestra Medical Technologies (KMTS)


Market Price (9/30/2026): $28.46
Market Cap: $-
Sector: Health Care
Industry: Health Care Equipment

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Trading close to highs
Dist 52W High is 0.0%, Dist 3Y High is 0.0%

Weak multi-year price returns
2Y Excs Rtn is -3.5%, 3Y Excs Rtn is -47%

Key risks
KMTS key risks include [1] its history of significant net losses, Show more.

0 Trading close to highs
Dist 52W High is 0.0%, Dist 3Y High is 0.0%
1 Weak multi-year price returns
2Y Excs Rtn is -3.5%, 3Y Excs Rtn is -47%
2 Key risks
KMTS key risks include [1] its history of significant net losses, Show more.

KMTS in ETFs

Weight = KMTS's share of each fund

VTI0.00%
ITOT0.00%
IWM0.02%
IWO0.04%
VTWO0.02%
SCHA0.02%
VHT0.01%
ONEQ0.01%
+2 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 9/28/2026

Kestra Medical Technologies (KMTS) stock has gained about 35% since 5/31/2026 because of the following key factors:

1. Exceptional Revenue Growth and Gross Margin Expansion in Recent Fiscal Quarters.

Kestra Medical Technologies (KMTS) demonstrated significant financial strength, reporting a 66% year-over-year revenue increase to $28.6 million in fiscal Q4 2026, which ended April 30, 2026. This was followed by a 60% year-over-year revenue surge to $31.0 million in fiscal Q1 2027, which ended July 31, 2026. Concurrently, gross margin expanded notably, reaching 54.8% in fiscal Q4 2026 from 44.3% in the prior year period, and further to 56.5% in fiscal Q1 2027 from 45.7% in the prior year period. These expansions were attributed to volume leverage, a higher mix of in-network patients, and successful cost improvement programs.

2. Upward Revision of Fiscal Year 2027 Revenue Guidance.

Management's confidence in sustained growth was underscored by the increased fiscal year 2027 revenue guidance. Initially projected at $137 million for FY27, Kestra Medical Technologies revised this outlook upwards to $141 million, representing a 48% growth compared to fiscal year 2026. This updated guidance signaled strong anticipated performance, driven by expected gains in sales force productivity, deeper account penetration, and new-account activation in the latter half of fiscal 2027.

Show more
Updated on 9/28/2026

Kestra Medical Technologies (KMTS) stock has gained about 35% since 5/31/2026 because of the following key factors:

1. Exceptional Revenue Growth and Gross Margin Expansion in Recent Fiscal Quarters.

Kestra Medical Technologies (KMTS) demonstrated significant financial strength, reporting a 66% year-over-year revenue increase to $28.6 million in fiscal Q4 2026, which ended April 30, 2026. This was followed by a 60% year-over-year revenue surge to $31.0 million in fiscal Q1 2027, which ended July 31, 2026. Concurrently, gross margin expanded notably, reaching 54.8% in fiscal Q4 2026 from 44.3% in the prior year period, and further to 56.5% in fiscal Q1 2027 from 45.7% in the prior year period. These expansions were attributed to volume leverage, a higher mix of in-network patients, and successful cost improvement programs.

2. Upward Revision of Fiscal Year 2027 Revenue Guidance.

Management's confidence in sustained growth was underscored by the increased fiscal year 2027 revenue guidance. Initially projected at $137 million for FY27, Kestra Medical Technologies revised this outlook upwards to $141 million, representing a 48% growth compared to fiscal year 2026. This updated guidance signaled strong anticipated performance, driven by expected gains in sales force productivity, deeper account penetration, and new-account activation in the latter half of fiscal 2027.

3. Robust Market Expansion and Adoption of the ASSURE® System.

The company's flagship ASSURE® Wearable Cardioverter Defibrillator (WCD) system continued to drive market expansion and competitive share gains. Kestra reported 6,357 prescriptions for the ASSURE® system in fiscal Q4 2026, marking a 63% increase compared to the prior year period. This momentum carried into fiscal Q1 2027, with revenue growth primarily fueled by ongoing WCD market expansion, competitive share gains, and a growing presence in new sales territories.

4. Positive Analyst Sentiment and Favorable Price Targets.

Analyst coverage reflected strong optimism, with 7 out of 8 analysts issuing "buy" ratings and one "hold" rating, with no "sell" recommendations. The average 12-month price target stood at $30.29, with a high estimate of $32 and a low estimate of $28 as of September 27, 2026. This consensus implied a significant potential upside, reinforcing investor confidence in the company's future performance and strategic direction.

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Stock Movement Drivers

Fundamental Drivers

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Market Drivers

5/31/2026 to 9/29/2026
ReturnCorrelation
KMTS33.9% 
Market (SPY)1.3%18.2%
Sector (XLV)14.7%41.4%

Fundamental Drivers

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Market Drivers

2/28/2026 to 9/29/2026
ReturnCorrelation
KMTS22.3% 
Market (SPY)12.0%34.4%
Sector (XLV)7.5%40.5%

Fundamental Drivers

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Market Drivers

8/31/2025 to 9/29/2026
ReturnCorrelation
KMTS76.3% 
Market (SPY)19.8%31.0%
Sector (XLV)26.4%31.3%

Fundamental Drivers

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Market Drivers

8/31/2023 to 9/29/2026
ReturnCorrelation
KMTS  
Market (SPY)76.1%31.8%
Sector (XLV)34.8%32.0%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
KMTS Return----21%6%29%
Peers Return18%-17%13%16%11%-19%15%
S&P 500 Return27%-19%24%23%16%12%105%

Monthly Win Rates [3]
KMTS Win Rate----30%56% 
Peers Win Rate57%45%55%65%57%42% 
S&P 500 Win Rate75%42%67%75%67%44% 

Max Drawdowns [4]
KMTS Max Drawdown------36% 
Peers Max Drawdown-18%-33%-21%-17%-14%-33% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: MDT, BSX, ABT, SYK, EW.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/29/2026 (YTD)

How Low Can It Go

KMTS has limited trading history. Below is the Health Care sector ETF (XLV) in its place.

EventXLVS&P 500
2025 US Tariff Shock
  % Loss-11.7%-18.8%
  % Gain to Breakeven13.3%23.1%
  Time to Breakeven142 days79 days
2022 Inflation Shock & Fed Tightening
  % Loss-13.8%-24.5%
  % Gain to Breakeven15.9%32.4%
  Time to Breakeven166 days427 days
2020 COVID-19 Crash
  % Loss-27.9%-33.7%
  % Gain to Breakeven38.8%50.9%
  Time to Breakeven77 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-15.0%-19.2%
  % Gain to Breakeven17.6%23.8%
  Time to Breakeven191 days105 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-15.9%-12.2%
  % Gain to Breakeven18.9%13.9%
  Time to Breakeven165 days62 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-15.8%-17.9%
  % Gain to Breakeven18.8%21.8%
  Time to Breakeven153 days123 days

Compare to MDT, BSX, ABT, SYK, EW

In The Past

State Street Health Care Select Sector SPDR ETF's stock fell -11.7% during the 2025 US Tariff Shock. Such a loss loss requires a 13.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

KMTS has limited trading history. Below is the Health Care sector ETF (XLV) in its place.

EventXLVS&P 500
2020 COVID-19 Crash
  % Loss-27.9%-33.7%
  % Gain to Breakeven38.8%50.9%
  Time to Breakeven77 days140 days
2008-2009 Global Financial Crisis
  % Loss-37.9%-53.4%
  % Gain to Breakeven61.1%114.4%
  Time to Breakeven767 days1085 days

Compare to MDT, BSX, ABT, SYK, EW

In The Past

State Street Health Care Select Sector SPDR ETF's stock fell -11.7% during the 2025 US Tariff Shock. Such a loss loss requires a 13.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Kestra Medical Technologies (KMTS)

Kestra Medical Technologies (KMTS) is a commercial-stage medical device and digital healthcare company dedicated to transforming outcomes for patients with cardiovascular disease, particularly those at high risk of Sudden Cardiac Arrest (SCA). The company's flagship offering is the Cardiac Recovery System platform, centered around the ASSURE WCD (Wearable Cardioverter Defibrillator). This next-generation device continuously monitors a patient's heart rhythm and delivers a defibrillation shock if a life-threatening arrhythmia is detected, protecting individuals both at home and away from medical facilities.

The ASSURE WCD distinguishes itself from the only other commercially available WCD by addressing key barriers to adoption. It offers significant clinical and functional advantages, including enhanced patient comfort, superior wearability, and a dramatic reduction in false alarms (6% for ASSURE WCD compared to 46% for the competitor device), leading to greater patient compliance. Beyond the WCD itself, Kestra's Cardiac Recovery System integrates a comprehensive suite of digital solutions, such as the ASSURE patient application for engagement, the Kestra CareStation for provider data, and Heart Alert/ASSURE Assist services for critical event monitoring and post-therapy EMS support. This integrated platform aims to provide a cohesive and advanced solution for cardiac patients.

Kestra Medical Technologies serves a substantial market, targeting approximately 800,000 U.S. cardiac patients annually who are eligible for WCD therapy due to conditions like myocardial infarction, heart failure with low LVEF, or documented arrhythmias. This represents an estimated $10 billion annual addressable market in the U.S., with an additional $14 billion opportunity internationally. Currently, the ASSURE WCD is prescribed by over 550 hospitals across the U.S., representing 20% of WCD prescribing hospitals. Kestra aims to capitalize on the underutilized WCD therapy market by offering a superior, patient-centric solution that improves outcomes and drives broader adoption among eligible patients.

AI Analysis | Feedback

1. Kestra is like the Tesla of wearable defibrillators.

2. Kestra is like the iPhone for wearable defibrillators.

3. Kestra is the Netflix of life-saving cardiac devices.

AI Analysis | Feedback

  • ASSURE WCD (Wearable Cardioverter Defibrillator): A next-generation wearable device that continuously monitors heart rhythm and delivers a defibrillation shock to patients at risk of sudden cardiac arrest.
  • ASSURE patient application: A mobile application that engages patients with real-time updates to promote compliance and enhance their experience.
  • Kestra CareStation remote patient data platform: A digital platform providing healthcare providers with actionable insights from patient data for timely and informed care decisions.
  • Heart Alert Services: A service that delivers critical alerts to healthcare providers for significant arrhythmias detected by the system.
  • ASSURE Assist services: A service designed to notify emergency services when defibrillation therapy is administered, ensuring post-therapy EMS support.
  • ASSURE wearable ECG: A monitoring and connectivity device for patients no longer indicated for a WCD but who still require ongoing cardiac support.

AI Analysis | Feedback

Major Customers of Kestra Medical Technologies (KMTS)

Kestra Medical Technologies primarily serves individual patients who are at an elevated risk of sudden cardiac arrest and require continuous monitoring and potential therapeutic intervention. While healthcare providers such as hospitals and cardiology practices play a critical role in prescribing the ASSURE WCD, Kestra utilizes a lease business model where the device is delivered directly to the patient, and the company provides extensive direct patient support services (e.g., fitting, training, digital applications, alert services). The company's revenue cycle management also focuses on claims submitted according to individual payor requirements, typically on behalf of the patient.

The categories of individual patients that Kestra Medical Technologies serves include:

  • Cardiac Patients with Reduced Heart Function: This category includes individuals who have experienced a myocardial infarction (heart attack) or have been diagnosed with heart failure, and who also have a low Left Ventricular Ejection Fraction (LVEF). These conditions significantly increase their risk of sudden cardiac arrest, making them eligible for WCD therapy.
  • Patients with Specific Arrhythmias, Genetic Conditions, or Temporary ICD Needs: This group comprises patients with documented ventricular tachycardia (VT) or ventricular fibrillation (VF), those with inherited genetic conditions predisposing them to arrhythmias, or patients who have had their implantable cardioverter defibrillators (ICD) temporarily explanted and require interim protection.
  • Patients Requiring Post-WCD Cardiac Monitoring: Kestra also supports patients who are no longer indicated for a wearable cardioverter defibrillator but still require ongoing monitoring and support as their heart remodels, through solutions like the ASSURE wearable ECG.

AI Analysis | Feedback

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AI Analysis | Feedback

Brian Webster, President and Chief Executive Officer

Brian Webster is the Founder, President, and Chief Executive Officer of Kestra Medical Technologies, Ltd.. Prior to founding Kestra Medical Technologies in 2014, he served as the CEO of Physio-Control, a global leader in emergency medical response solutions. Under his leadership, Physio-Control expanded its global market presence and developed groundbreaking technologies. In 2016, Stryker acquired Physio-Control for $1.28 billion. He participated in five ownership transfers during his career at Physio-Control, including those involving Eli Lilly, Bain Capital, Medtronic, and eventually Stryker, indicating a pattern of managing companies backed by private equity firms and involvement in company sales.

Vaseem Mahboob, Chief Financial Officer

Vaseem Mahboob has served as Kestra Medical Technologies' Chief Financial Officer since 2021. He brings over 23 years of finance leadership experience across the medtech sector and GE Healthcare. His previous roles include CFO positions in major imaging businesses and emerging markets, as well as public company CFO/COO experience at DIH Technology and Endologix.

Traci Umberger, General Counsel & Chief Administrative Officer

Traci Umberger is a Co-Founder of Kestra Medical Technologies and serves as the General Counsel & Chief Administrative Officer. She is also a board member of the Kestra Medical Foundation.

Al Ford, Chief Commercial Officer

Al Ford is the Chief Commercial Officer at Kestra Medical Technologies.

Timothy Moran, Chief Business Officer

Timothy Moran serves as the Chief Business Officer for Kestra Medical Technologies.

AI Analysis | Feedback

The key risks for Kestra Medical Technologies (KMTS) are:

  1. Intense Competition from an Established Incumbent: Kestra Medical Technologies operates in a market that was dominated by a single wearable cardioverter defibrillator (WCD) solution for over 20 years prior to the FDA approval of Kestra's ASSURE WCD in 2021. Despite Kestra's reported clinical and functional advantages, including greater patient compliance and reduced false alarms, the incumbent competitor likely possesses deeply established relationships with healthcare providers, significant brand recognition, and a large installed base. Kestra's ability to continue capturing market share and differentiate its product against a reactive and well-entrenched competitor is a major ongoing challenge. The incumbent could introduce its own product improvements, pricing strategies, or aggressive marketing campaigns to defend its market position.

  2. Low Market Penetration and Reimbursement Vulnerabilities: The overall WCD therapy market remains significantly underutilized, reaching only 14% of the eligible U.S. patient population in 2023. Kestra's growth depends not only on outcompeting the incumbent but also on expanding the broader adoption of WCD therapy among eligible patients and healthcare providers. Successfully increasing this penetration rate requires substantial efforts in physician education and patient awareness, which is a broader market challenge. Furthermore, Kestra's business model relies on established reimbursement rates, such as the average Medicare reimbursement rate of $3,436 per patient per month. Any adverse changes in Medicare or private payor reimbursement policies, rates, or coverage could significantly impact the company's revenue, profitability, and overall addressable market potential.

AI Analysis | Feedback

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AI Analysis | Feedback

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Kestra Medical Technologies (KMTS) has identified the following addressable markets for its Cardiac Recovery System platform, which includes the ASSURE WCD and integrated digital solutions and services:

  • U.S. Annual Addressable Market for WCD Therapy: Approximately $10 billion. This is based on an estimated 800,000 cardiac patients each year who have experienced a myocardial infarction or are diagnosed with heart failure and have low Left Ventricular Ejection Fraction, plus an additional 50,000 patients each year with documented ventricular tachycardia or ventricular fibrillation, an inherited genetic condition, or temporarily explanted implantable cardioverter defibrillators. This calculation assumes an average WCD wear prescription length of 3.4 months per patient and an average Medicare reimbursement rate of $3,436 per patient per month.
  • International Annual Addressable Market for WCD Therapy: Approximately $14 billion. This is based on an estimated 1.8 million patients meeting the indications for WCD therapy annually in select international markets. This calculation assumes an estimated average WCD wear prescription length of 2.5 months per patient and an estimated average reimbursement rate of $3,000 per patient per month.
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AI Analysis | Feedback

Kestra Medical Technologies (KMTS) anticipates several key drivers for its future revenue growth over the next two to three years: * **Sales Force Expansion and New Account Activation:** Kestra is actively expanding its commercial organization and sales force, increasing the number of active sales territories to target and onboard new healthcare accounts. This expansion aims to significantly increase the number of prescriptions for the ASSURE system by reaching more hospitals and providers in the U.S.. * **Increased Market Share and Patient Adoption of the ASSURE WCD:** The company is driving higher patient adoption and gaining market share with its ASSURE Wearable Cardioverter Defibrillator (WCD). This growth is fueled by the demonstrated clinical effectiveness, enhanced wearability, and significantly lower false alarm rates of the ASSURE system compared to the competitor's device, as validated by studies like ACE-PAS. * **Growth in the Overall Wearable Cardioverter Defibrillator (WCD) Market:** Kestra expects to benefit from the continued expansion of the broader WCD market. The company is capitalizing on the underutilized WCD therapy, aiming to increase its market share within this growing segment. * **Optimization of Revenue per Patient through Payer Contracting and Revenue Cycle Management:** Improvements in Kestra's in-network patient mix and enhanced revenue cycle management capabilities are contributing to a higher revenue per patient fitting. These operational efficiencies are crucial for sustained revenue and margin growth.

AI Analysis | Feedback

Capital Expenditures

  • Kestra Medical Technologies has made material investments in infrastructure to support rapid growth and scalability, specifically in its commercial organization, distribution and supply chain capabilities, and revenue cycle management capabilities.
  • The company has also made a substantial investment in a fleet of devices, designed for reprocessing and reintroduction into the distribution network to enable business scaling.
  • These significant investments in infrastructure are intended to create a high barrier to entry and help protect and grow market share.

Peer Outperformance in Health Care Equipment

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Share of Health Care Equipment constituents that KMTS has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
67%
of 55 industry peers · 21.6% return
3Y
—
insufficient peer history
5Y
—
insufficient peer history
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Median price return by industry across the Health Care sector, ranked by 5Y. Health Care Equipment is KMTS's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Health Care Distributors 6 7.3%44.8%91.5% CAH 400% · MCK 344% · COR 172%
Health Care Services 20 18.5%36.2%5.7% HIMS 281% · RDNT 141% · DGX 76%
Managed Health Care 8 32.0%-7.4%4.7% OSCR 71% · HQY 35% · ELV 13%
Health Care Facilities 24 2.4%7.6%-3.3% THC 288% · NHC 263% · ENSG 137%
Health Care Equipment ← 50 -2.4%-1.0%-15.1% POCI 10575% · UFPT 382% · GKOS 229%
Pharmaceuticals 62 -7.7%-0.5%-28.8% LQDA 2461% · INDV 1157% · ETON 1074%
Health Care Supplies 12 27.5%-7.6%-37.1% LNTH 288% · HAE 50% · MMSI 22%
Life Sciences Tools & Services 109 -1.0%-16.8%-66.5% SNWV 1835% · NTRA 272% · MEDP 229%
Health Care Technology 21 -33.1%-53.9%-76.9% SPOK 69% · HSTM 6% · VEEV -3%
Biotechnology 363 -10.5%-24.8%-78.3% CELZ 1279% · DNTH 1097% · ELVN 1040%
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

Latest Trefis Analyses

Title
0ARTICLES

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

KMTSMDTBSXABTSYKEWMedian
NameKestra M.MedtronicBoston S.Abbott L.Stryker Edwards . 
Mkt Price28.4587.1843.87101.00279.8088.0887.63
Mkt Cap-111.664.5175.8107.350.8107.3
Rev LTM-37,54120,99646,58525,8376,51225,837
Op Inc LTM-7,1474,4097,3465,6151,8305,615
FCF LTM-6,1321,8067,8244,7021,4344,702
FCF 3Y Avg-5,5272,2246,7513,8438543,843
CFO LTM-8,0354,5299,9055,5251,7205,525
CFO 3Y Avg-7,3603,8158,9474,5691,1274,569

Growth & Margins

KMTSMDTBSXABTSYKEWMedian
NameKestra M.MedtronicBoston S.Abbott L.Stryker Edwards . 
Rev Chg LTM-9.8%13.5%8.1%8.5%14.6%9.8%
Rev Chg 3Y Avg-6.0%16.2%5.1%9.9%13.1%9.9%
Rev Chg Q-13.7%7.5%13.0%9.4%13.6%13.0%
QoQ Delta Rev Chg LTM-3.2%1.8%3.2%2.2%3.3%3.2%
Op Inc Chg LTM-7.5%30.1%-2.2%20.4%15.2%15.2%
Op Inc Chg 3Y Avg-6.3%25.7%6.5%16.4%7.8%7.8%
Op Mgn LTM-19.0%21.0%15.8%21.7%28.1%21.0%
Op Mgn 3Y Avg-18.5%19.1%16.4%20.4%28.0%19.1%
QoQ Delta Op Mgn LTM-0.3%1.1%-1.3%1.5%0.5%0.5%
CFO/Rev LTM-21.4%21.6%21.3%21.4%26.4%21.4%
CFO/Rev 3Y Avg-21.2%20.7%20.5%19.1%19.0%20.5%
FCF/Rev LTM-16.3%8.6%16.8%18.2%22.0%16.8%
FCF/Rev 3Y Avg-15.9%12.3%15.5%16.1%14.3%15.5%

Valuation

KMTSMDTBSXABTSYKEWMedian
NameKestra M.MedtronicBoston S.Abbott L.Stryker Edwards . 
Mkt Cap-111.664.5175.8107.350.8107.3
P/S-3.03.13.84.27.83.8
P/Op Inc-15.614.623.919.127.719.1
P/EBIT-15.215.321.218.634.118.6
P/E-21.317.632.428.850.528.8
P/CFO-13.914.217.719.429.517.7
Total Yield-8.0%5.7%5.5%4.7%2.0%5.5%
Dividend Yield-3.3%0.0%2.4%1.2%0.0%1.2%
FCF Yield 3Y Avg-5.3%2.1%3.6%2.9%1.7%2.9%
D/E-0.30.20.20.10.00.2
Net D/E-0.20.20.20.1-0.10.2

Returns

KMTSMDTBSXABTSYKEWMedian
NameKestra M.MedtronicBoston S.Abbott L.Stryker Edwards . 
1M Rtn11.0%-3.7%-6.3%-10.2%-15.4%-2.4%-5.0%
3M Rtn11.8%12.4%2.8%12.1%-11.1%-2.6%7.3%
6M Rtn42.7%2.4%-30.1%-0.3%-14.6%10.0%1.0%
12M Rtn21.5%-4.2%-54.8%-22.4%-23.6%14.1%-13.3%
3Y Rtn30.3%22.7%-16.9%11.0%5.1%27.1%16.9%
1M Excs Rtn11.5%-3.1%-5.8%-9.7%-14.9%-1.8%-4.5%
3M Excs Rtn9.5%10.1%0.5%9.8%-13.4%-4.9%5.0%
6M Excs Rtn34.3%-17.5%-51.2%-20.5%-34.8%-10.1%-19.0%
12M Excs Rtn1.5%-19.9%-70.8%-38.1%-39.0%0.1%-29.0%
3Y Excs Rtn-47.3%-57.8%-95.7%-68.1%-77.1%-51.1%-62.9%

Comparison Analyses

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Segment Financials

Revenue by Segment
$ Mil2026202520242023
Single Segment9560280
Total9560280


Net Income by Segment
$ Mil20242023
Single Segment-0-0
Total-0-0


Price Behavior

Price Behavior
Market Price$28.46 
Market Cap ($ Bil)1.7 
First Trading Date03/06/2025 
Distance from 52W High0.0% 
   50 Days200 Days
DMA Price$25.38$22.06
DMA Trendindeterminateup
Distance from DMA12.1%29.0%
 3M1YR
Volatility54.1%62.3%
Downside Capture64.99138.66
Upside Capture117.91137.60
Correlation (SPY)24.6%32.6%
KMTS Betas & Captures as of 8/31/2026

 1M2M3M6M1Y3Y
Beta2.701.630.951.861.63-0.12
Up Beta4.942.210.951.641.93-0.14
Down Beta5.540.921.801.962.00-0.74
Up Capture182%135%107%226%201%32%
Bmk +ve Days10213268138427
Stock +ve Days10183062133191
Down Capture-20%181%18%175%117%89%
Bmk -ve Days11213259113324
Stock -ve Days11243364117179

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with KMTS
KMTS17.0%62.3%0.49-
Sector ETF (XLV)27.7%16.0%1.3336.3%
Equity (SPY)16.5%13.0%0.9032.5%
Gold (GLD)10.5%29.6%0.3417.2%
Commodities (DBC)40.5%20.8%1.52-22.9%
Real Estate (VNQ)3.2%13.6%-0.0224.2%
Bitcoin (BTCUSD)-24.6%44.7%-0.5010.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with KMTS
KMTS6.1%65.3%0.55-
Sector ETF (XLV)7.0%15.2%0.2731.9%
Equity (SPY)13.5%17.2%0.6031.7%
Gold (GLD)18.2%18.9%0.7811.8%
Commodities (DBC)10.6%19.6%0.42-13.6%
Real Estate (VNQ)0.9%18.9%-0.0627.5%
Bitcoin (BTCUSD)15.3%52.4%0.4613.5%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with KMTS
KMTS3.0%65.3%0.55-
Sector ETF (XLV)10.9%16.7%0.5331.9%
Equity (SPY)15.4%17.9%0.7331.7%
Gold (GLD)11.8%16.4%0.5911.8%
Commodities (DBC)8.3%18.1%0.37-13.6%
Real Estate (VNQ)4.6%20.7%0.1827.5%
Bitcoin (BTCUSD)63.5%66.2%1.0313.5%

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Short Interest

Short Interest: As Of Date9152026
Short Interest: Shares Quantity3.1 Mil
Short Interest: % Change Since 83120265.1%
Average Daily Volume0.4 Mil
Days-to-Cover Short Interest8.3 days

Earnings Returns History

Updated 9/23/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
9/14/20264.7%3.0% 
7/14/20261.8%-8.0%15.8%
3/17/2026-7.4%-2.1%-3.5%
12/11/20255.1%9.0%-11.5%
9/11/202518.6%37.0%19.6%
7/15/2025-5.8%4.5%-2.5%
4/14/20251.3%0.7%-6.0%
SUMMARY STATS   
# Positive552
# Negative224
Median Positive4.7%4.5%17.7%
Median Negative-6.6%-5.1%-4.7%
Max Positive18.6%37.0%19.6%
Max Negative-7.4%-8.0%-11.5%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
9/14/20264.7%3.0% 
7/14/20261.8%-8.0%15.8%
3/17/2026-7.4%-2.1%-3.5%
12/11/20255.1%9.0%-11.5%
9/11/202518.6%37.0%19.6%
7/15/2025-5.8%4.5%-2.5%
4/14/20251.3%0.7%-6.0%
SUMMARY STATS   
# Positive552
# Negative224
Median Positive4.7%4.5%17.7%
Median Negative-6.6%-5.1%-4.7%
Max Positive18.6%37.0%19.6%
Max Negative-7.4%-8.0%-11.5%

SEC Filings

Expand for More
Report DateFiling DateFiling
07/31/202609/14/202610-Q
04/30/202607/14/202610-K
01/31/202603/17/202610-Q
10/31/202512/11/202510-Q
07/31/202509/12/202510-Q
04/30/202507/17/202510-K
01/31/202504/17/202510-Q
10/31/202403/06/2025424B4
07/31/202111/23/2021DRS/A
Collapse to Preview
Report DateFiling DateFiling
07/31/202609/14/202610-Q
04/30/202607/14/202610-K
01/31/202603/17/202610-Q
10/31/202512/11/202510-Q
07/31/202509/12/202510-Q
04/30/202507/17/202510-K
01/31/202504/17/202510-Q
10/31/202403/06/2025424B4
07/31/202111/23/2021DRS/A

Recent Forward Guidance

Updated 9/28/2026

Latest: Q1 2027 Earnings Reported 9/14/2026

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
2027 RevenueReported 141.00 Mil 2.9% RaisedGuidance: 137.00 Mil for 2027
2027 Revenue GrowthReported 48.0%  4.0%RaisedGuidance: 44.0% for 2027


Prior: Q4 2026 Earnings Reported 7/14/2026

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
2027 RevenueReported 137.00 Mil 47.3% Higher NewGuidance: 93.00 Mil for 2026
2027 Revenue GrowthReported 44.0%  -11.0%Lower NewGuidance: 55.0% for 2026

Q3 2026 Earnings Reported 3/17/2026

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
2026 RevenueReported 93.00 Mil   RaisedGuidance: 91.00 Mil for 2026
2026 Revenue GrowthReported 55.0%  3.0%RaisedGuidance: 52.0% for 2026

Q2 2026 Earnings Reported 12/11/2025

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
2026 RevenueReported 91.00 Mil 3.4% RaisedGuidance: 88.00 Mil for 2026

Insider Activity

Updated 9/23/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Kwo, Elizabeth DirectSell923202624.264,01097,268342,402Form
2Hanley, Conor DirectSell910202625.255,694143,779158,374Form
3Reilly, Kevin C DirectSell910202625.132,93273,677134,891Form
4Ladone, Mary Kay DirectSell910202625.203,90898,464945,011Form
5Schwartz, Jeffrey Lawrence DirectSell910202625.183,89097,942176,724Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Kwo, Elizabeth DirectSell923202624.264,01097,268342,402Form
2Hanley, Conor DirectSell910202625.255,694143,779158,374Form
3Reilly, Kevin C DirectSell910202625.132,93273,677134,891Form
4Ladone, Mary Kay DirectSell910202625.203,90898,464945,011Form
5Schwartz, Jeffrey Lawrence DirectSell910202625.183,89097,942176,724Form
6Webster, Brian DanielSee RemarksDirectSell818202627.4815,000412,18012,646,110Form
7Mahboob, VaseemChief Financial OfficerDirectSell811202625.8826,287680,3831,568,735Form
8Ford, Alfred J JRChief Commercial OfficerDirectSell806202624.096,275151,1412,398,118Form
9Mahboob, VaseemChief Financial OfficerDirectSell806202624.686,995172,6352,144,568Form
10Umberger, Traci SSee RemarksDirectSell806202624.043,58086,0734,708,181Form
11Webster, Brian DanielSee RemarksDirectSell806202624.5251,9001,272,58811,652,270Form
12Moran, Timothy PChief Business OfficerDirectSell803202623.762,38056,5511,576,430Form
13Ford, Alfred J JRChief Commercial OfficerDirectSell803202623.9013,015311,1182,530,039Form
14Mahboob, VaseemChief Financial OfficerDirectSell803202623.805,391128,3122,234,718Form
15Umberger, Traci SSee RemarksDirectSell803202623.867,590181,0624,756,866Form
16Webster, Brian DanielSee RemarksDirectSell803202623.9213,017311,42412,610,910Form
17Moran, Timothy PChief Business OfficerDirectSell803202622.618,759198,0011,553,556Form
18Ford, Alfred J JRChief Commercial OfficerDirectSell803202622.618,681196,2842,687,384Form
19Mahboob, VaseemChief Financial OfficerDirectSell803202622.618,817199,3442,244,677Form
20Umberger, Traci SSee RemarksDirectSell803202622.608,752197,8374,679,081Form
21Webster, Brian DanielSee RemarksDirectSell803202622.608,948202,26012,209,090Form
22Moran, Timothy PChief Business OfficerDirectSell803202622.774,11793,7581,764,582Form
23Ford, Alfred J JRChief Commercial OfficerDirectSell803202622.765,936135,1212,903,066Form
24Mahboob, VaseemChief Financial OfficerDirectSell803202622.753,98090,5612,459,674Form
25Umberger, Traci SSee RemarksDirectSell803202622.745,887133,8924,906,885Form
26Webster, Brian DanielSee RemarksDirectSell803202622.727,857178,53112,476,470Form
27Webster, Brian DanielSee RemarksDirectSell717202622.4415,000336,60912,498,007Form
28Webster, Brian DanielSee RemarksDirectSell617202620.8115,000312,1428,229,471Form
29Webster, Brian DanielSee RemarksDirectSell518202620.9615,000314,3297,015,535Form
30Webster, Brian DanielSee RemarksDirectSell416202620.0415,000300,6707,011,355Form
31Cohen, Raymond W DirectBuy330202619.9810,000199,8001,017,042Form
32Webster, Brian DanielSee RemarksDirectSell319202620.2715,000304,1247,396,000Form
33Webster, Brian DanielSee RemarksDirectSell219202625.6015,000384,0209,723,018Form
34Webster, Brian DanielSee RemarksDirectSell120202622.8015,000342,0249,001,752Form
35Umberger, Traci SSee RemarksDirectSell1231202526.6910,500280,2013,646,161Form
36Webster, Brian DanielSee RemarksDirectSell1231202526.5915,000398,84710,896,128Form
37Cohen, Raymond W DirectBuy908202517.0017,000289,000509,898Form
Core Cache Last Updated: 9/29/2026