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): $28.46Market Cap: $-Sector: Health CareIndustry: Health Care Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Trading close to highsDist 52W High is 0.0%, Dist 3Y High is 0.0% Weak multi-year price returns2Y Excs Rtn is -3.5%, 3Y Excs Rtn is -47% | Key risksKMTS key risks include [1] its history of significant net losses, Show more. |
| Trading close to highsDist 52W High is 0.0%, Dist 3Y High is 0.0% |
| Weak multi-year price returns2Y Excs Rtn is -3.5%, 3Y Excs Rtn is -47% |
| Key risksKMTS key risks include [1] its history of significant net losses, Show more. |
Qualitative Assessment
AI Analysis | Feedback
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
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| Return | Correlation | |
|---|---|---|
| KMTS | 33.9% | |
| 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| Return | Correlation | |
|---|---|---|
| KMTS | 22.3% | |
| 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| Return | Correlation | |
|---|---|---|
| KMTS | 76.3% | |
| 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| Return | Correlation | |
|---|---|---|
| KMTS | ||
| Market (SPY) | 76.1% | 31.8% |
| Sector (XLV) | 34.8% | 32.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| KMTS Return | - | - | - | - | 21% | 6% | 29% |
| Peers Return | 18% | -17% | 13% | 16% | 11% | -19% | 15% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 105% |
Monthly Win Rates [3] | |||||||
| KMTS Win Rate | - | - | - | - | 30% | 56% | |
| Peers Win Rate | 57% | 45% | 55% | 65% | 57% | 42% | |
| S&P 500 Win Rate | 75% | 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.
| Event | XLV | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -11.7% | -18.8% |
| % Gain to Breakeven | 13.3% | 23.1% |
| Time to Breakeven | 142 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -13.8% | -24.5% |
| % Gain to Breakeven | 15.9% | 32.4% |
| Time to Breakeven | 166 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -27.9% | -33.7% |
| % Gain to Breakeven | 38.8% | 50.9% |
| Time to Breakeven | 77 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -15.0% | -19.2% |
| % Gain to Breakeven | 17.6% | 23.8% |
| Time to Breakeven | 191 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -15.9% | -12.2% |
| % Gain to Breakeven | 18.9% | 13.9% |
| Time to Breakeven | 165 days | 62 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -15.8% | -17.9% |
| % Gain to Breakeven | 18.8% | 21.8% |
| Time to Breakeven | 153 days | 123 days |
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.
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KMTS has limited trading history. Below is the Health Care sector ETF (XLV) in its place.
| Event | XLV | S&P 500 |
|---|---|---|
| 2020 COVID-19 Crash | ||
| % Loss | -27.9% | -33.7% |
| % Gain to Breakeven | 38.8% | 50.9% |
| Time to Breakeven | 77 days | 140 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -37.9% | -53.4% |
| % Gain to Breakeven | 61.1% | 114.4% |
| Time to Breakeven | 767 days | 1085 days |
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
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:
-
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.
-
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
AI Analysis | Feedback
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.
AI Analysis | Feedback
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
null| Industry | Names | 1Y med | 3Y med | 5Y 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% |
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Is Kestra Medical Technologies Stock Built to Withstand a Pullback? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
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Peer Comparisons
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Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 87.63 |
| Mkt Cap | 107.3 |
| Rev LTM | 25,837 |
| Op Inc LTM | 5,615 |
| FCF LTM | 4,702 |
| FCF 3Y Avg | 3,843 |
| CFO LTM | 5,525 |
| CFO 3Y Avg | 4,569 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 9.8% |
| Rev Chg 3Y Avg | 9.9% |
| Rev Chg Q | 13.0% |
| QoQ Delta Rev Chg LTM | 3.2% |
| Op Inc Chg LTM | 15.2% |
| Op Inc Chg 3Y Avg | 7.8% |
| Op Mgn LTM | 21.0% |
| Op Mgn 3Y Avg | 19.1% |
| QoQ Delta Op Mgn LTM | 0.5% |
| CFO/Rev LTM | 21.4% |
| CFO/Rev 3Y Avg | 20.5% |
| FCF/Rev LTM | 16.8% |
| FCF/Rev 3Y Avg | 15.5% |
Price Behavior
| Market Price | $28.46 | |
| Market Cap ($ Bil) | 1.7 | |
| First Trading Date | 03/06/2025 | |
| Distance from 52W High | 0.0% | |
| 50 Days | 200 Days | |
| DMA Price | $25.38 | $22.06 |
| DMA Trend | indeterminate | up |
| Distance from DMA | 12.1% | 29.0% |
| 3M | 1YR | |
| Volatility | 54.1% | 62.3% |
| Downside Capture | 64.99 | 138.66 |
| Upside Capture | 117.91 | 137.60 |
| Correlation (SPY) | 24.6% | 32.6% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.70 | 1.63 | 0.95 | 1.86 | 1.63 | -0.12 |
| Up Beta | 4.94 | 2.21 | 0.95 | 1.64 | 1.93 | -0.14 |
| Down Beta | 5.54 | 0.92 | 1.80 | 1.96 | 2.00 | -0.74 |
| Up Capture | 182% | 135% | 107% | 226% | 201% | 32% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 10 | 18 | 30 | 62 | 133 | 191 |
| Down Capture | -20% | 181% | 18% | 175% | 117% | 89% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 11 | 24 | 33 | 64 | 117 | 179 |
[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 | |
|---|---|---|---|---|
| KMTS | 17.0% | 62.3% | 0.49 | - |
| Sector ETF (XLV) | 27.7% | 16.0% | 1.33 | 36.3% |
| Equity (SPY) | 16.5% | 13.0% | 0.90 | 32.5% |
| Gold (GLD) | 10.5% | 29.6% | 0.34 | 17.2% |
| Commodities (DBC) | 40.5% | 20.8% | 1.52 | -22.9% |
| Real Estate (VNQ) | 3.2% | 13.6% | -0.02 | 24.2% |
| Bitcoin (BTCUSD) | -24.6% | 44.7% | -0.50 | 10.1% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with KMTS | |
|---|---|---|---|---|
| KMTS | 6.1% | 65.3% | 0.55 | - |
| Sector ETF (XLV) | 7.0% | 15.2% | 0.27 | 31.9% |
| Equity (SPY) | 13.5% | 17.2% | 0.60 | 31.7% |
| Gold (GLD) | 18.2% | 18.9% | 0.78 | 11.8% |
| Commodities (DBC) | 10.6% | 19.6% | 0.42 | -13.6% |
| Real Estate (VNQ) | 0.9% | 18.9% | -0.06 | 27.5% |
| Bitcoin (BTCUSD) | 15.3% | 52.4% | 0.46 | 13.5% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with KMTS | |
|---|---|---|---|---|
| KMTS | 3.0% | 65.3% | 0.55 | - |
| Sector ETF (XLV) | 10.9% | 16.7% | 0.53 | 31.9% |
| Equity (SPY) | 15.4% | 17.9% | 0.73 | 31.7% |
| Gold (GLD) | 11.8% | 16.4% | 0.59 | 11.8% |
| Commodities (DBC) | 8.3% | 18.1% | 0.37 | -13.6% |
| Real Estate (VNQ) | 4.6% | 20.7% | 0.18 | 27.5% |
| Bitcoin (BTCUSD) | 63.5% | 66.2% | 1.03 | 13.5% |
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Returns Analyses
Earnings Returns History
Updated 9/23/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 9/14/2026 | 4.7% | 3.0% | |
| 7/14/2026 | 1.8% | -8.0% | 15.8% |
| 3/17/2026 | -7.4% | -2.1% | -3.5% |
| 12/11/2025 | 5.1% | 9.0% | -11.5% |
| 9/11/2025 | 18.6% | 37.0% | 19.6% |
| 7/15/2025 | -5.8% | 4.5% | -2.5% |
| 4/14/2025 | 1.3% | 0.7% | -6.0% |
| SUMMARY STATS | |||
| # Positive | 5 | 5 | 2 |
| # Negative | 2 | 2 | 4 |
| Median Positive | 4.7% | 4.5% | 17.7% |
| Median Negative | -6.6% | -5.1% | -4.7% |
| Max Positive | 18.6% | 37.0% | 19.6% |
| Max Negative | -7.4% | -8.0% | -11.5% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 9/14/2026 | 4.7% | 3.0% | |
| 7/14/2026 | 1.8% | -8.0% | 15.8% |
| 3/17/2026 | -7.4% | -2.1% | -3.5% |
| 12/11/2025 | 5.1% | 9.0% | -11.5% |
| 9/11/2025 | 18.6% | 37.0% | 19.6% |
| 7/15/2025 | -5.8% | 4.5% | -2.5% |
| 4/14/2025 | 1.3% | 0.7% | -6.0% |
| SUMMARY STATS | |||
| # Positive | 5 | 5 | 2 |
| # Negative | 2 | 2 | 4 |
| Median Positive | 4.7% | 4.5% | 17.7% |
| Median Negative | -6.6% | -5.1% | -4.7% |
| Max Positive | 18.6% | 37.0% | 19.6% |
| Max Negative | -7.4% | -8.0% | -11.5% |
Recent Forward Guidance
Updated 9/28/2026Latest: Q1 2027 Earnings Reported 9/14/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2027 Revenue | Reported | 141.00 Mil | 2.9% | Raised | Guidance: 137.00 Mil for 2027 | |||
| 2027 Revenue Growth | Reported | 48.0% | 4.0% | Raised | Guidance: 44.0% for 2027 | |||
Prior: Q4 2026 Earnings Reported 7/14/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2027 Revenue | Reported | 137.00 Mil | 47.3% | Higher New | Guidance: 93.00 Mil for 2026 | |||
| 2027 Revenue Growth | Reported | 44.0% | -11.0% | Lower New | Guidance: 55.0% for 2026 | |||
Q3 2026 Earnings Reported 3/17/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | Reported | 93.00 Mil | Raised | Guidance: 91.00 Mil for 2026 | ||||
| 2026 Revenue Growth | Reported | 55.0% | 3.0% | Raised | Guidance: 52.0% for 2026 | |||
Q2 2026 Earnings Reported 12/11/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | Reported | 91.00 Mil | 3.4% | Raised | Guidance: 88.00 Mil for 2026 | |||
Insider Activity
Updated 9/23/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kwo, Elizabeth | Direct | Sell | 9232026 | 24.26 | 4,010 | 97,268 | 342,402 | Form | |
| 2 | Hanley, Conor | Direct | Sell | 9102026 | 25.25 | 5,694 | 143,779 | 158,374 | Form | |
| 3 | Reilly, Kevin C | Direct | Sell | 9102026 | 25.13 | 2,932 | 73,677 | 134,891 | Form | |
| 4 | Ladone, Mary Kay | Direct | Sell | 9102026 | 25.20 | 3,908 | 98,464 | 945,011 | Form | |
| 5 | Schwartz, Jeffrey Lawrence | Direct | Sell | 9102026 | 25.18 | 3,890 | 97,942 | 176,724 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kwo, Elizabeth | Direct | Sell | 9232026 | 24.26 | 4,010 | 97,268 | 342,402 | Form | |
| 2 | Hanley, Conor | Direct | Sell | 9102026 | 25.25 | 5,694 | 143,779 | 158,374 | Form | |
| 3 | Reilly, Kevin C | Direct | Sell | 9102026 | 25.13 | 2,932 | 73,677 | 134,891 | Form | |
| 4 | Ladone, Mary Kay | Direct | Sell | 9102026 | 25.20 | 3,908 | 98,464 | 945,011 | Form | |
| 5 | Schwartz, Jeffrey Lawrence | Direct | Sell | 9102026 | 25.18 | 3,890 | 97,942 | 176,724 | Form | |
| 6 | Webster, Brian Daniel | See Remarks | Direct | Sell | 8182026 | 27.48 | 15,000 | 412,180 | 12,646,110 | Form |
| 7 | Mahboob, Vaseem | Chief Financial Officer | Direct | Sell | 8112026 | 25.88 | 26,287 | 680,383 | 1,568,735 | Form |
| 8 | Ford, Alfred J JR | Chief Commercial Officer | Direct | Sell | 8062026 | 24.09 | 6,275 | 151,141 | 2,398,118 | Form |
| 9 | Mahboob, Vaseem | Chief Financial Officer | Direct | Sell | 8062026 | 24.68 | 6,995 | 172,635 | 2,144,568 | Form |
| 10 | Umberger, Traci S | See Remarks | Direct | Sell | 8062026 | 24.04 | 3,580 | 86,073 | 4,708,181 | Form |
| 11 | Webster, Brian Daniel | See Remarks | Direct | Sell | 8062026 | 24.52 | 51,900 | 1,272,588 | 11,652,270 | Form |
| 12 | Moran, Timothy P | Chief Business Officer | Direct | Sell | 8032026 | 23.76 | 2,380 | 56,551 | 1,576,430 | Form |
| 13 | Ford, Alfred J JR | Chief Commercial Officer | Direct | Sell | 8032026 | 23.90 | 13,015 | 311,118 | 2,530,039 | Form |
| 14 | Mahboob, Vaseem | Chief Financial Officer | Direct | Sell | 8032026 | 23.80 | 5,391 | 128,312 | 2,234,718 | Form |
| 15 | Umberger, Traci S | See Remarks | Direct | Sell | 8032026 | 23.86 | 7,590 | 181,062 | 4,756,866 | Form |
| 16 | Webster, Brian Daniel | See Remarks | Direct | Sell | 8032026 | 23.92 | 13,017 | 311,424 | 12,610,910 | Form |
| 17 | Moran, Timothy P | Chief Business Officer | Direct | Sell | 8032026 | 22.61 | 8,759 | 198,001 | 1,553,556 | Form |
| 18 | Ford, Alfred J JR | Chief Commercial Officer | Direct | Sell | 8032026 | 22.61 | 8,681 | 196,284 | 2,687,384 | Form |
| 19 | Mahboob, Vaseem | Chief Financial Officer | Direct | Sell | 8032026 | 22.61 | 8,817 | 199,344 | 2,244,677 | Form |
| 20 | Umberger, Traci S | See Remarks | Direct | Sell | 8032026 | 22.60 | 8,752 | 197,837 | 4,679,081 | Form |
| 21 | Webster, Brian Daniel | See Remarks | Direct | Sell | 8032026 | 22.60 | 8,948 | 202,260 | 12,209,090 | Form |
| 22 | Moran, Timothy P | Chief Business Officer | Direct | Sell | 8032026 | 22.77 | 4,117 | 93,758 | 1,764,582 | Form |
| 23 | Ford, Alfred J JR | Chief Commercial Officer | Direct | Sell | 8032026 | 22.76 | 5,936 | 135,121 | 2,903,066 | Form |
| 24 | Mahboob, Vaseem | Chief Financial Officer | Direct | Sell | 8032026 | 22.75 | 3,980 | 90,561 | 2,459,674 | Form |
| 25 | Umberger, Traci S | See Remarks | Direct | Sell | 8032026 | 22.74 | 5,887 | 133,892 | 4,906,885 | Form |
| 26 | Webster, Brian Daniel | See Remarks | Direct | Sell | 8032026 | 22.72 | 7,857 | 178,531 | 12,476,470 | Form |
| 27 | Webster, Brian Daniel | See Remarks | Direct | Sell | 7172026 | 22.44 | 15,000 | 336,609 | 12,498,007 | Form |
| 28 | Webster, Brian Daniel | See Remarks | Direct | Sell | 6172026 | 20.81 | 15,000 | 312,142 | 8,229,471 | Form |
| 29 | Webster, Brian Daniel | See Remarks | Direct | Sell | 5182026 | 20.96 | 15,000 | 314,329 | 7,015,535 | Form |
| 30 | Webster, Brian Daniel | See Remarks | Direct | Sell | 4162026 | 20.04 | 15,000 | 300,670 | 7,011,355 | Form |
| 31 | Cohen, Raymond W | Direct | Buy | 3302026 | 19.98 | 10,000 | 199,800 | 1,017,042 | Form | |
| 32 | Webster, Brian Daniel | See Remarks | Direct | Sell | 3192026 | 20.27 | 15,000 | 304,124 | 7,396,000 | Form |
| 33 | Webster, Brian Daniel | See Remarks | Direct | Sell | 2192026 | 25.60 | 15,000 | 384,020 | 9,723,018 | Form |
| 34 | Webster, Brian Daniel | See Remarks | Direct | Sell | 1202026 | 22.80 | 15,000 | 342,024 | 9,001,752 | Form |
| 35 | Umberger, Traci S | See Remarks | Direct | Sell | 12312025 | 26.69 | 10,500 | 280,201 | 3,646,161 | Form |
| 36 | Webster, Brian Daniel | See Remarks | Direct | Sell | 12312025 | 26.59 | 15,000 | 398,847 | 10,896,128 | Form |
| 37 | Cohen, Raymond W | Direct | Buy | 9082025 | 17.00 | 17,000 | 289,000 | 509,898 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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