v3.26.1
Revenue from Contracts with Customers
6 Months Ended
Jun. 30, 2026
Revenue from Contracts with Customers  
Revenue from Contracts with Customers

3.   Revenue from Contracts with Customers. We recognize revenue when a customer obtains control of promised goods. The amount of revenue recognized reflects the consideration we expect to receive in exchange for these goods. Our revenue recognition policies have not changed from those disclosed in Note 1 to our consolidated financial statements in Item 8 of the 2025 Annual Report on Form 10-K.

Disaggregation of Revenue

Our revenue is disaggregated based on product category, platform and geographic region. In addition to the change in segments, beginning in the first quarter of 2026, we adjusted our product categories and platforms to better reflect the clinical uses of our products. As a result of these changes, our revenue categories have been recast for the historical periods presented.

We design, develop, manufacture and market medical products for interventional, diagnostic and therapeutic procedures. For financial reporting purposes, we report our operations as a single operating segment with two product categories: foundational and therapeutic. Foundational products are used primarily for access and enabling functions in vascular and other procedures, and include product platforms such as access devices, procedural solutions, original equipment manufacturer (“OEM”) products, and vascular intervention. Therapeutic products are devices and systems used to treat a broad array of diseases, and include product platforms such as cardiac therapies, oncology, renal therapies, vascular intervention, OEM products and endoscopy.

The following table presents revenue from contracts with customers by product category and platform for the three and six-month periods ended June 30, 2026 and 2025 (in thousands):

Three Months Ended

Six Months Ended

June 30, 

June 30, 

  ​ ​

2026

  ​ ​

2025

  ​ ​

2026

  ​ ​

2025

Foundational

Access

$

161,786

$

152,122

$

312,910

$

286,520

OEM

48,338

43,218

87,878

86,641

Procedural Solutions

27,949

31,741

54,437

60,310

Vascular Intervention

41,652

34,955

80,690

67,804

Other

1,236

346

525

1,489

Total Foundational

280,961

262,382

536,440

502,764

Therapeutic

Cardiac Therapies

28,510

22,930

55,914

43,489

Endoscopy

23,647

18,400

45,339

34,951

OEM

12,797

9,735

20,276

20,877

Oncology

25,774

23,943

49,282

45,994

Renal Therapies

12,713

12,817

24,225

26,206

Vascular Intervention

34,441

32,255

69,244

63,532

Total Therapeutic

137,882

120,080

264,280

235,049

Total

$

418,843

$

382,462

$

800,720

$

737,813

The following table presents revenue from contracts with customers by geographic region for the the three and six-month periods ended June 30, 2026 and 2025 (in thousands):

Three Months Ended

Six Months Ended

June 30, 

June 30, 

  ​ ​

2026

  ​ ​

2025

  ​ ​

2026

  ​ ​

2025

Domestic

$

252,051

$

227,082

$

478,567

$

440,646

International

 

166,792

 

155,380

 

322,153

 

297,167

Total

$

418,843

$

382,462

$

800,720

$

737,813