ORGO
Organogenesis Holdings Inc.5.17
+0.34+7.04%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A stresses transitory woes, rival pressure
Q&A largely reaffirmed prepared remarks on CMS-induced clinician confusion disrupting Q1 PMA product use, but added color that issues are transitory with early competitive shifts underway. No notable Q4 inventory pull-forward since products apply directly to patients; the 83% AWC surge beat guidance by $50 million sans end-quarter pricing wars. Management bridged to 2026's 25-38% revenue drop by citing planned $127 pricing, LCD withdrawal, and December 30 comments—yet expects share gains as rivals flood market with low-cost goods that won't endure. Analysts pressed for Q1 confidence signs; executives highlighted aggressive competitor discounting as inventory clears. Competitive dynamics are tilting. Investors will track H2 share capture and confusion resolution.
Key Stats
Market Cap
656.14MP/E (TTM)
-Basic EPS (TTM)
-0.08Dividend Yield
0%Recent Filings
10-K
FY2025 results
Organogenesis Holdings delivered FY2025 results ended December 31, 2025, amid looming Medicare reimbursement headwinds from finalized CMS PFS/OPPS rules effective January 1, 2026, capping skin substitute payments at ~$127.14 per square centimeter across FDA categories. The 10-K lacks detailed financial statements or quarterly breakdowns, so topline and profitability metrics remain undisclosed. Q4 momentum stalled as MACs withdrew LCDs on December 24, 2025, yet WISeR prior authorization testing began January 1, 2026, in six states. ReNu Phase 3 trial succeeded with knee OA pain reduction (p=0.0177). Cash trends undisclosed. Revenue plunged in Q1 2026. Payer policy shifts threaten quarterly utilization.
8-K
Record Q4 revenue, 2026 dip
Organogenesis crushed Q4 2025 with net product revenue surging 78% to $225.1M, powered by 83% growth in Advanced Wound Care to $217.2M, while flipping to $43.7M net income. Full-year revenue hit $563.0M, up 17%, with $98.1M Adjusted EBITDA. Revenue rockets. Yet 2026 guidance signals 25-38% drop to $350-420M amid CMS reimbursement shifts, eyeing share gains later.
8-K
McGuire named CAO
Organogenesis Holdings appointed Patrick McGuire, 40, as Chief Accounting Officer and principal accounting officer on February 18, 2026, effective immediately. McGuire, previously VP Corporate Controller since September 2023 with prior stints at Cynosure and PwC, gets a $345,000 base salary. David Francisco steps down as principal accounting officer but stays CFO. Smooth internal transition.
8-K
Lease extensions secured
Organogenesis extended leases on its Canton, MA manufacturing and R&D buildings at 65 and 150 Dan Road through 2032, with a two-year option to 2034. Current 2027 annual rents total $4,770,077.84, rising to at least 103% thereafter via fair market appraisal or arbitration, plus 3% yearly hikes. Related-party deal with major shareholders. Audit Committee approved as fair.
10-Q
Q3 FY2025 results
Organogenesis Holdings crushed Q3 with net product revenue up 30.6% y/y to $150.5M, driven by advanced wound care surging 31.0% y/y to $141.5M while surgical & sports medicine grew 25.1% y/y to $9.0M. Operating income leaped to $20.7M from $6.2M y/y, flipping YTD loss to $18.6M from $11.5M. Diluted EPS held steady at $0.11 despite preferred dividends, reconciling to 130.8M shares. Cash dipped to $63.7M amid $49.7M operating outflow and $9.5M capex, but no debt outstanding under the $75M revolver. Asset held for sale wrote down $9.2M YTD. Competition in regenerative medicine remains fierce.
IPO
Website
Employees
Sector
Industry
AMGN
Amgen Inc.
326.74+1.43
ANIK
Anika Therapeutics Inc.
9.51-0.06
AXGN
AxoGen, Inc.
29.35-0.43
OGI
Organigram Global Inc.
1.96+0.16
OGN
Organon & Co.
6.97-0.05
ORGS
Orgenesis, Inc.
0.15-0.01
OVATF
OVATION SCIENCE INC
0.03+0.00
RGC
Regencell Bioscience Holdings L
16.70-0.56
SNOA
Sonoma Pharmaceuticals, Inc.
3.38-0.03
XTNT
Xtant Medical Holdings, Inc.
0.73+0.04