Inogen announced the launch of its Aurora CPAP mask line, its first foray into the obstructive sleep apnea market. The new line includes three models—F1 Full Face, N1 Nasal Cushion, and P1 Nasal Pillows—each engineered with triple‑material headgear, ultrasonic edge sealing, medical‑grade silicone cushions, and a honeycomb vent design. The masks received FDA 510(k) clearance, underscoring their compliance with regulatory standards.
The company will distribute the masks through its existing certified partner network, leveraging its established home‑care respiratory platform to reach a broader patient base. By adding a sleep‑apnea product, Inogen aims to diversify revenue beyond portable oxygen concentrators, create a recurring mask‑sales stream, and strengthen its competitive position against larger home‑care providers.
Kevin Smith, Inogen’s President and CEO, described the launch as a pivotal step toward becoming a comprehensive home‑care respiratory solutions company. He emphasized that the Aurora masks bring the same patient‑centric innovation that defines Inogen’s core products, delivering comfort, performance, and reliability. The launch follows a patient‑use study conducted in August 2025 with 140 participants, who reported high satisfaction rates with the new masks.
Inogen’s Q3 2025 earnings provide context for the launch. The company reported revenue of $92.39 million, slightly below the $93.27 million forecast, but posted an EPS of –$0.20, beating expectations by $0.01. The revenue miss reflects modest shortfall amid competitive pricing, while the EPS beat results from disciplined cost management and a favorable mix of high‑margin portable oxygen concentrator sales. The company remains focused on expanding its portfolio and improving profitability.
The Aurora masks position Inogen to tap a growing sleep‑therapy market, potentially adding a new recurring revenue stream. Leveraging its established B2B distribution network, Inogen can accelerate adoption among clinicians and insurers, signaling management’s confidence in scaling beyond its core POC business.
Overall, the launch marks a significant milestone in Inogen’s transformation strategy, broadening its product portfolio and opening a new market segment that could reshape its long‑term revenue mix.
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