TMCI
Treace Medical Concepts, Inc.2.7000
-0.0700-2.53%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
172.04MP/E (TTM)
-Basic EPS (TTM)
-0.80Dividend Yield
0%Recent Filings
8-K
10-Q
8-K
Treace Q2 revenue up 7%
Treace Medical Concepts reported Q2 2025 revenue of $47.4 million, up 7% from $44.5 million last year, while narrowing net loss to $17.4 million from $21.2 million and boosting adjusted EBITDA to a $3.6 million loss from $8.7 million. The company launched full-market releases of Nanoplasty, Percuplasty 3D MIS Osteotomy, and SpeedMTP MTP Fusion systems, expanding its bunion tech portfolio amid strong surgeon enthusiasm. New products drive growth. It reaffirmed 2025 revenue guidance of $224–$230 million and breakeven adjusted EBITDA, but litigation costs pose risks.
10-Q
Q2 FY2025 results
Treace Medical Concepts posted solid Q2 revenue of $47.4 million, up 6.6% year-over-year and 14.5% quarter-over-quarter (derived), fueled by more bunion procedure kits sold despite softer pricing on new offerings. Gross margin held steady at 79.7%, a slight dip from 80.2% last year due to inventory provisions and distributor sales, while operating loss narrowed to $17.0 million from $21.4 million y/y, thanks to 12.2% lower sales and marketing spend from sales force tweaks. Diluted EPS improved to -$0.28 from -$0.34, aligning with 63.0 million weighted shares and no anti-dilution flags. Cash and equivalents stood at $8.1 million with $61.2 million in short-term marketable securities, supporting $54.0 million in debt (9% term, 7% revolver) and $21.4 million revolver availability; free cash flow turned positive at $1.1 million (derived). Yet competition from minimally invasive rivals keeps pressure on market share.
8-K
Annual meeting results approved
Treace Medical Concepts' stockholders, at the May 20, 2025 annual meeting, elected Lawrence W. Hamilton and Deepti Jain as Class I directors for three-year terms, with Hamilton securing strong support while Jain faced notable withholdings. They also approved executive compensation on an advisory basis and ratified Grant Thornton as auditors for 2025. Shareholder alignment shines through. No strategic shifts disclosed.
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