Kestra Medical Technologies Ltd Q2 2026 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Lawrence Biegelsen - Wells Fargo Securities LLC - Analyst : Good afternoon. Thanks for taking the question. Congrats on a nice, quarter here, Brian. I wanted to ask about the AHA data. I heard your comment about the WCD market growing low single-digits. Are you already seeing an impact from the data? Any color on this? This is this share more share capture, more market expansion or both? And I had a follow-up.

Question: Lawrence Biegelsen - Wells Fargo Securities LLC - Analyst : That's great to hear. And Brian, could you talk a little bit about the rep productivity among the base reps and the new reps and your Salesforce hiring plans? I heard the 100 number, but the hiring plans following the recent secondary, are you planning to accelerate your commercial plans and, are you willing to kind of tell us where you expect to end the year? Thank you.

Question: Lawrence Biegelsen - Wells Fargo Securities LLC - Analyst : All right, thanks so much.

Question: David Roman - Goldman Sachs - Analyst : Thank you. Good afternoon, everyone. I know, I know there's been a lot of focus on them ACEPASS data here and what they might be able to do. For guidelines, but if you kind of reflect on what you're seeing, on a day-to-day real-world basis, what are some of the things that you view as contributing to this acceleration in overall category growth? And as we think through things like the conversion rate and some of the other metrics that kind of informed the model on a go forward basis, maybe just update us on where you think we are and some of the key drivers there like the prescriptions to fitting and then the fitting to what's revenue and where you are on kind of kind of average word time. I know, I know I threw a lot out there, but, I'll leave it at that for my question and follow-up then.

Question: David Roman - Goldman Sachs - Analyst : Alright, great, thank you for all the detail.

Question: Marie Thibault - BTIG - Analyst : Good evening. Thanks for taking the questions. Wanted to ask here quickly about the prescription volume strength. A couple quarters here above 50%. Do you expect that to be sustainable or did you, see anything kind of out of the ordinary in the quarter? And as part of that, are you also sort of seeing prescribers, kind of alternate prescribers like, physician assistant and nurse practitioners starting to join. Up as prescribers just would love to hear a little bit more of what you're seeing on the ground from the prescribers.

Question: Marie Thibault - BTIG - Analyst : Yeah, very helpful and good point on ACEPASS not being in the quarter. Wanted to follow-up here then with, any detail on sort of OpEx spending plans. I noticed a little bit of a tick up this quarter, obviously the new territory, reps that would make sense. Is this kind of the new sustained level going forward? Anything you want to give us on cadence of OpEx going forward this fiscal year? Thanks for taking the questions.

Question: Marie Thibault - BTIG - Analyst : All right, thanks so much.

Question: Stephanie Piazzolla - Bank of America - Analyst : Hi, this is Stephanie Piazzolla for Travis. Thanks for taking the question and congrats on a good quarter. Last quarter you talked about the expanded clinical specialist role to support further penetration in existing accounts. So just wanted to follow-up on that and see if there's anything you can share on how that strategy is going and the impact on the business and penetration within existing accounts since making that change.

Question: Stephanie Piazzolla - Bank of America - Analyst : Thank you, that's helpful. And then for my follow-up, just wanted to ask on gross margin. It was another great quarter of expansion there, reached above 50% and have talked about getting to 70% in the next few years. So, just wanted to follow-up on the path to get there, and then any help and how we should think about the gross margin for this year. Thank you.