PRCT
PROCEPT BioRobotics Corporation35.66
-0.44-1.22%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A details pricing, launch wins
Q&A reinforced prepared remarks on pricing discipline and commercial realignment, with Larry elaborating that ending bulk discounts has aligned handpiece sales to procedures at 1:1 based on recent weeks' run-rate, boosting ASP to $3,500 without utilization impact. A launch team pilot cut time to first-line cases by 50%, addressing launch variability. No customer pushback or attrition noted amid transient disruption. On competition, PAE shows durability and coverage variability, not threatening resective share. Analysts' inventory and demand worries met firm rebuttals. Procedures grew 69% YoY. Management stays confident; watch Investor Day.
Key Stats
Market Cap
1.99BP/E (TTM)
-Basic EPS (TTM)
-1.53Dividend Yield
0%Recent Filings
8-K
Board adds finance veteran Puckett
PROCEPT BioRobotics expanded its board from eight to nine members on March 5, 2026, appointing Daniel Puckett, ex-CFO of Shockwave Medical, as a Class III director and Audit Committee member. Effective immediately, the independent director brings deep medtech finance experience from Shockwave, Counsyl, and Ariosa. No related transactions disclosed. Puckett joins with standard non-employee compensation.
8-K
Investor Day outlines growth path
PROCEPT BioRobotics hosted its 2026 Investor Day on February 26, unveiling strategies to accelerate Aquablation procedure growth via commercial realignment and launch teams, while advancing HYDROS rollout and prostate cancer trials. Management guided 2026 revenue to $390-410M (27-33% growth), gross margin 65%, and adjusted EBITDA loss $30-17M; 2027 targets profitability with $25-30M EBITDA gain. Aquablation trails TURP but leads modern resective BPH treatments.
10-K
FY2025 director comp details
No financial statements, results, or quarterly metrics disclosed in the 10-K filing. Filing covers solely the Non-Employee Director Compensation Program, effective April 16, 2025, with $50,000 annual retainers, plus extras for roles like $50,000 for Board Chair. Equity includes $300,000 initial awards (50% options, 50% RSUs vesting over three years) and $180,000 annual awards vesting in one year. No revenue, EPS, cash flow, debt, or outlook provided. Q4 momentum impossible to assess. Supply chain disruptions noted as a key risk.
8-K
Q4 revenue up 12%, guidance reset
PROCEPT BioRobotics posted Q4 revenue of $76.4M, up 12% yet missing estimates after cutting inventory incentives and realigning sales to boost handpiece pricing 5% to $3,340. Procedures surged 69% to 12,200, ending U.S. install base at 718 systems. Guidance reset to $390M-$410M for 2026, projecting 27%-33% growth but short-term sales disruption. Procedures drive growth.
10-Q
Q3 FY2025 results
The provided 10-Q filing contains no financial statements, income details, balance sheet figures, cash flow data, or MD&A analysis. Revenue, profitability, EPS, cash, debt, and segment metrics are not disclosed. No y/y or q/q deltas, margins, FCF, M&A, or liquidity posture can be sourced or derived. Non-GAAP metrics not disclosed in the 10-Q. Competition pressures margins.
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