Senseonics Holdings (SENS) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Senseonics published the results on November 9, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison.

• Senseonics took back U.S. commercialization of Eversense from Ascensia Diabetes Care on January 1, 2026 and has since taken over its main European markets. Sales to Ascensia, a related party, were 48.0% of total revenue in Q3 2025 and 1.1% in Q3 2026, so the two quarters reflect different sales models.
• Per-share figures reflect the 1-for-20 reverse stock split that took effect on October 17, 2025.

Source: Senseonics Q3 2026 results, November 9, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Senseonics splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Senseonics's United States revenue was $16.8 million in Q3 2026, up 161% from $6.4 million in Q3 2025, 86% of total revenue.
• Senseonics's Outside the United States revenue was $2.8 million in Q3 2026, up 66% from $1.7 million in Q3 2025, 14% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Senseonics said:

“Senseonics is raising its full-year 2026 global net revenue guidance to $68 million to $70 million from $62 million to $66 million, representing year-over-year growth of 93% to 98%, and is raising its full-year gross margin guidance to more than 60% from its prior range of 58% to 61%.”

“Given the pace of U.S. outperformance, the Company now expects revenue outside the United States to represent approximately 15% of full-year 2026 revenue.”

Source: Senseonics Q3 2026 release (Form 8-K, Exhibit 99.1), Nov 9, 2026.

This is the company's own guidance as of Nov 9, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the SENS forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP revenue and net loss per share, each as first reported. Q4 2025 revenue is the full-year 2025 figure less the first nine months; the Q4 2025 release gave $14.3 million and a $0.46 loss per share.

We do not hold a confirmed date for Senseonics's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 9, 2026

Senseonics sells one product family, the Eversense 365 implantable continuous glucose monitoring (CGM) system, whose sensor is inserted under the skin by a healthcare provider and lasts a year. Total revenue was $19.6 million in Q3 2026, up about 140% from $8.1 million. United States revenue was $16.8 million, 85.8% of the total, and revenue outside the United States was $2.8 million. (Senseonics Q3 2026 release, Nov 9, 2026; Senseonics Form 10-Q, Q3 2026, Nov 9, 2026)

Senseonics put the increase down to growth in its U.S. patient base, supported by marketing and patient access initiatives, a shift in sales mix toward its consignment program, which carries a higher average selling price, and higher demand for the 365-day product. Revenue also rose because Ascensia revenue share amounts ended after Ascensia's U.S. commercialization rights were terminated. (Senseonics Form 10-Q, Q3 2026, Nov 9, 2026)

The customer base changed with that transition. Sales to Ascensia, the former global commercialization partner, were 1.1% of total revenue in Q3 2026 against 48.0% a year earlier, while sales under consignment arrangements with healthcare providers rose to 56.3% from 46.5%. In Europe, Senseonics assumed primary commercialization in Spain and Sweden in the second quarter and in Germany in August 2026. (Senseonics Form 10-Q, Q3 2026, Nov 9, 2026)

The release counts more than 100 inserters in the EON Care network, who performed over 40% of Q3 2026 Eversense insertion procedures, and active U.S. prescribers up about 90% from a year earlier. Gross margin was 61.7%, against 43% a year earlier, on gross profit of $12.1 million. (Senseonics Q3 2026 release, Nov 9, 2026; Senseonics Form 10-Q, Q3 2026, Nov 9, 2026)

Senseonics reports GAAP results only. The net loss widened to $32.7 million, or $0.50 per share, from $19.5 million, or $0.43 per share, in Q3 2025, as selling, general and administrative expenses rose to $32.3 million from $15.3 million with the cost of running its own commercial organization in the U.S. and Europe. Research and development expenses were $11.7 million, against $7.8 million, for Gemini clinical trial activity and development work on Freedom. (Senseonics Q3 2026 release, Nov 9, 2026)

Share issuance lifted the per-share denominator. Weighted-average shares were 65,736,278, against 44,953,694 a year earlier, and include warrants held by PHC Holdings Corporation, Ascensia's parent, and pre-funded warrants. The May 2026 Offering sold 10,400,000 shares and 8,000,000 pre-funded warrants for gross proceeds of about $92.0 million. Stock-based compensation expense was $3.6 million in the quarter. (Senseonics Q3 2026 release, Nov 9, 2026; Senseonics Form 10-Q, Q3 2026, Nov 9, 2026)

Senseonics had cash, cash equivalents, restricted cash and short-term investments of $126.6 million at September 30, 2026, and $55.0 million of principal borrowings under its Hercules Capital facility. (Senseonics Q3 2026 release, Nov 9, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Senseonics gives a full-year revenue and gross margin outlook in its release. With Q3 2026 results it raised 2026 global net revenue guidance to $68 million to $70 million, from $62 million to $66 million, and gross margin guidance to more than 60%, from 58% to 61%. It now expects revenue outside the United States to be about 15% of 2026 revenue. It gives no EPS outlook. (Senseonics Q3 2026 release, Nov 9, 2026)

The release says a Beta Bionics integration of Eversense 365 with the iLet Bionic Pancreas is planned to launch commercially in the fourth quarter of 2026, subject to completing integration work, and that a first-in-human study of Freedom, a CGM with no on-body component, has started. (Senseonics Q3 2026 release, Nov 9, 2026)

A consensus figure is the average of the models published by the analysts who cover Senseonics, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Senseonics's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning SENS is on is SENS a buy or a sell?, what analysts expect next is on the SENS forecast, and what the company does is on the Senseonics Holdings (SENS) stock page.

Every number on this page can be traced to a document Senseonics published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.