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908 Devices Inc.

908 Devices Inc.

NASDAQ•MASS
CEO: Dr. Kevin J. Knopp Ph.D.
セクター: Healthcare
業種: Medical - Devices
上場日: 2020-12-18
908 Devices Inc., a commercial-stage technology company, provides various purpose-built handheld and desktop mass spectrometry devices to interrogate unknown and invisible materials in life sciences research, bioprocessing, pharma/biopharma, forensics, and adjacent markets. The company's products include MX908, a handheld, battery-powered, and Mass Spec device that is designed for rapid analysis of solid, liquid, vapor, and aerosol materials of unknown identity; Rebel, a small desktop analyzer that provides real-time information on the extracellular environment in bioprocesses; and Maverick, an optical in-line analyzer that offers real-time monitoring and control of multiple bioprocess parameters, including glucose, lactate, and total biomass in mammalian cell cultures, as well as provides process fingerprint data to support large-scale efforts in predictive bioprocess modeling. Its products also comprise Maven and Trace C2, an online device for bioprocess monitoring and control; and ZipChip solution, a plug-and-play, high-resolution separation platform that optimizes Mass Spec sample analysis. The company operates in the United States, Europe, the Middle East, Africa, the Asia Pacific, and rest of the Americas. 908 Devices Inc. was incorporated in 2012 and is headquartered in Boston, Massachusetts.
連絡先情報
645 Summer Street, Boston, MA, 02210, United States
857-254-1500
908devices.com
時価総額
$245.03M
PER (TTM)
-59.2
31.5
配当利回り
--
52週高値
$9.34
52週安値
$1.92
52週レンジ
65%
順位45Top 56.8%
3.6
F-Score
改良版 Piotroski 分析
7年ファンダメンタル
弱い • 3.6 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2019-2025

財務ダッシュボード

Q3 2025 データ

売上高

$14.01M-3.54%
直近4四半期の推移

EPS

-$0.41-51.19%
直近4四半期の推移

フリーCF

-$4.88M-15.25%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Net Loss Narrows Significantly Total net loss reduced to $(14.98) M for Q3 2025 from $(29.30) M in Q3 2024, aided by divestiture gain.
Recurring Revenue Strong Growth Recurring revenue reached $13.89 M for nine months 2025, growing 27.0% versus $10.94 M in nine months 2024.
Cash Position Boosted Cash and equivalents grew to $62.80 M by Sep 30, 2025, reflecting $69.91 M proceeds from Desktop Portfolio sale.
Operating Expenses Decline Total operating expenses fell 26.6% to $23.68 M in Q3 2025, primarily due to $30.52 M goodwill impairment absence.

リスク要因

Continued Operating Losses Expected Expect continued operating losses indefinitely; ability to fund operations relies on available cash or future financing efforts.
Customer Concentration Risk High One customer represented 10% of Q3 2025 revenue; two customers accounted for 28% of gross accounts receivable.
Sole Source Supplier Dependence Certain product components rely on sole source suppliers; loss of source could materially impact operating results.
Macroeconomic Uncertainty Pressures Inflation, interest rates, and trade policy changes create uncertainty impacting customer capital expenditures and purchasing timing.

見通し

KAF Acquisition Integration Completed KAF acquisition July 2025 to strengthen supply chain for critical FTIR components; integration underway.
Sustained R&D Investment Continued investment in R&D essential for long-term competitive position, focusing on enhancing existing device applications.
Liquidity Runway Confirmed Existing cash and revenue expected to fund operating expenses and capital needs for at least the next 12 months.
Focus on Recurring Revenue Expect service and consumable revenue to increase as installed device base expands over time.

同業比較

売上高 (TTM)

Cerus CorporationCERS
$199.19M
+13.0%
RxSight, Inc.RXST
$142.09M
+2.7%
Quanterix CorporationQTRX
$128.98M
-2.7%

粗利益率 (最新四半期)

CVRx, Inc.CVRX
86.8%
+3.6pp
Sight Sciences, Inc.SGHT
86.4%
+2.5pp
Aclaris Therapeutics, Inc.ACRS
83.7%
+39.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
CAPR$1.13B-13.7-71.0%11.5%
NPCE$508.94M-21.1-136.6%66.4%
CERS$428.36M-26.8-27.9%45.6%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-9.4%
成長鈍化
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
0%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年3月3日
|
EPS:-$0.06
|
売上高:-
財務レポート
財務データ
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月10日|
    売上高: $14.01M-3.5%
    |
    EPS: $-0.41-51.2%
    予想を下回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月5日|
    売上高: $13.04M+13.7%
    |
    EPS: $-0.37+0.0%
    予想を下回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月13日|
    売上高: $11.78M+58.7%
    |
    EPS: $1.23-472.7%
    予想を上回る
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年3月7日|
    売上高: $59.63M+18.7%
    |
    EPS: $-2.12-87.6%
    予想を下回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月12日|
    売上高: $14.52M+1.6%
    |
    EPS: $-0.84+281.8%
    予想を下回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月6日|
    売上高: $11.46M-5.2%
    |
    EPS: $-0.37+27.6%
    予想を下回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月3日|
    売上高: $7.42M-21.8%
    |
    EPS: $-0.33-15.4%
    予想通り
  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年3月8日|
    売上高: $50.23M+7.2%
    |
    EPS: $-1.13-5.6%
    予想を下回る