{"filings":[{"id":2115118,"accession_number":"0001630627-26-000017","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2026-08-07T11:10:15+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Q2 2026 revenue $45.4M (-4% YoY), net loss $15.9M, raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2026 revenue $45.4M vs $47.4M in Q2 2025 (-4%); net loss $(15.9)M or $(0.24)/share.","Adjusted EBITDA loss $(3.5)M, improved from $(3.6)M; gross margin 78.5% vs 79.7%.","Cash usage cut 57% YoY; cash and securities $45.6M at June 30, 2026.","FY 2026 revenue guidance raised to $204-212M (from $202-212M); EBITDA loss narrowed to $3-5M.","New products: SuperBite Screw System launched, HyperPlate XM first case; 40% of surgeons use new bunion systems."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":92574000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":557077,"accession_number":"0001630627-26-000014","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2026-05-20T21:30:15+00:00","items":["5.07","9.01"],"status":"ready","headline":"Treace Medical shareholders elect directors, approve exec compensation and auditor ratification","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Directors Lance Berry, Elizabeth Hanna, Jane Kiernan elected with over 30M votes each.","Advisory vote on executive compensation passed with 32.8M For vs 1.7M Against.","Ratification of Grant Thornton as auditor approved with 47.9M For vs 120.7K Against.","All three proposals passed at May 19, 2026 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94215,"accession_number":"0001193125-26-213267","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2026-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Medical Q1 revenue falls 10% to $47.2M; net loss widens to $18.0M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $47.2M (-10% YoY); net loss $18.0M ($0.28 loss per share) vs $15.9M loss ($0.25) in Q1 2025.","Adjusted EBITDA loss of $5.5M vs $(3.8)M prior year; gross margin 79.3% nearly flat.","Cash, equivalents, and marketable securities $51.9M, up $3.5M from Dec 2025; $115M credit facility available.","FY2026 revenue guidance reaffirmed at $202-212M (decline 5% to 0%); adjusted EBITDA loss expected $4-6M.","CEO cites continued market share gains and case volume growth; initiated limited release of SuperBite Compression Screw System."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":47198000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94214,"accession_number":"0001630627-26-000010","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2026-04-09T23:59:59+00:00","items":["2.02","7.01","5.02"],"status":"ready","headline":"Treace prelim Q1 rev $47.0-47.2M; FY26 guidance raised to $202-212M; CCO departs","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q1 revenue expected $47.0-47.2M; cash $51.9M, up $3.5M from Dec 2025.","Full-year 2026 revenue guidance updated to $202-212M vs prior $200-212M.","Chief Commercial Officer Gaetano Guglielmino departed April 8; role not replaced.","CCO to consult through Jan 2027; $36,667/month fee, COBRA, prorated bonus, equity vest.","SVP Sales will now report directly to CEO John Treace."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":47198000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106424,"accession_number":"0001193125-26-079163","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2026-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Medical Q4 revenue $62.5M (-9% YoY); guides FY2026 revenue down 0-6%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $62.5M, down 9% YoY; net loss $(9.4)M vs $(0.5)M in prior year.","FY2025 revenue $212.7M, up 2% YoY; net loss $(59.0)M vs $(55.7)M; adj. EBITDA loss $(3.9)M.","Guidance: FY2026 revenue $200-212M (decline 0-6%); adj. EBITDA loss $4-6M.","Cash used fell 46% to $27.3M in FY2025; active surgeons +6% to 3,337."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":212690000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106423,"accession_number":"0001193125-26-011177","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2026-01-13T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Treace Medical Q4 2025 preliminary revenue falls ~9% YoY; full year in line with guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 revenue $62.1M-$62.5M, down ~9% YoY at midpoint.","Full-year 2025 revenue $212.3M-$212.7M, ~2% YoY growth, in line with $211M-$213M guidance.","Added ~202 new active surgeons in 2025; total active surgeons ~3,337 (+6%).","Not issuing FY 2026 guidance now; will provide during Q4 earnings call on Feb 26, 2026.","CEO cites headwinds from broader economic conditions, softer consumer sentiment, product mix shift."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":212690000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122771,"accession_number":"0001193125-25-323802","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["1.01","1.02","2.03","3.03","7.01","8.01","9.01"],"status":"ready","headline":"Treace Medical secures $175M debt facility, refinances MidCap loans; names lead independent director","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Entered $175M senior secured loan: $60M term funded, $65M additional term (revenue-dependent), $50M revolver (expandable from $30M).","Proceeds used to repay $50M term and $4M revolver from MidCap loans; paid $2.3M in prepayment/exit fees.","Term loan at 1-month SOFR (floor 3%) + 5.05%; revolver at 3-month SOFR (floor 3%) + 4%; interest-only for 48 months.","Post-refinancing liquidity ~$165M; dividends restricted under loan covenants.","Board appointed John K. Bakewell as lead independent director; former CFO of Exact Sciences."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122770,"accession_number":"0001193125-25-269481","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Treace Medical Q3 rev +11% to $50.2M; slashes FY2025 guidance to $211-213M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $50.2M (+11% YoY); net loss $(16.3)M or $(0.26)/share vs $(15.4)M loss in Q3 2024.","Adjusted EBITDA loss narrowed 49% to $(2.6)M from $(5.1)M in Q3 2024.","FY2025 revenue guidance cut to $211-213M (prev $224-230M); Adj. EBITDA loss now $6.5-7.5M (prev breakeven).","CEO cites headwinds from shift to MIS procedures, softer consumer demand, and macroeconomic conditions impacting Lapiplasty.","Director Richard W. Mott retired Nov 3; Board reduced to 7 members."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":150171000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139457,"accession_number":"0000950170-25-105039","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Medical Q2 revenue $47.4M (+7% YoY); net loss narrows to $17.4M; FY guidance reaffirmed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $47.4M in Q2 2025, up 7% from $44.5M in Q2 2024.","Net loss $(17.4)M ($(0.28)/share) vs $(21.2)M ($(0.34)/share) a year ago; 18% improvement.","Adjusted EBITDA loss improved 58% to $(3.6)M from $(8.7)M in Q2 2024.","Total liquidity $90.7M as of June 30, 2025 ($69.3M cash plus $21.4M revolver).","Full market release of Nanoplasty, Percuplasty 3D MIS Osteotomy, and SpeedMTP Fusion Systems."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":99957000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157039,"accession_number":"0000950170-25-075805","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2025-05-21T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Stockholders elect directors, approve executive compensation, ratify auditor at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All three proposals passed at May 20, 2025 annual meeting of Treace Medical Concepts.","Directors Lawrence W. Hamilton (40.7M for, 1.6M withheld) and Deepti Jain (34.8M for, 7.5M withheld) elected.","Advisory vote on executive compensation approved: 39.9M for, 2.3M against, 15K abstain.","Ratification of Grant Thornton LLP as independent auditor for FY2025 approved: 51.4M for, 43K against, 27K abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.15,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157038,"accession_number":"0000950170-25-066915","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Q1 revenue $52.6M (+3% YoY); net loss improves to $(15.9)M; reaffirms FY2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $52.6M, up 3% from $51.1M; adjusted for one less selling day, growth 4.5%.","Net loss $(15.9)M ($(0.25)/share) vs $(18.7)M ($(0.30)/share) in Q1 2024, improved 15%.","Adjusted EBITDA $(3.8)M, a 53% improvement from $(8.3)M in prior-year quarter.","Reaffirms FY2025 revenue guidance $224-230M (7-10% growth) and breakeven adjusted EBITDA.","Launched three new bunion systems (Nanoplasty, Percuplasty 3D MIS, SpeedMTP MTP Fusion)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":52570000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157037,"accession_number":"0000950170-25-051362","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2025-04-07T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"James Treace to retire from board; CEO John Treace appointed chairman effective May 20, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James T. Treace to retire from board at 2025 annual meeting (expected May 20, 2025); departure not related to any disagreement.","Board appoints CEO & Founder John T. Treace as Chairman, effective immediately after the 2025 annual meeting.","Board size decreases from nine to eight directors upon James Treace's retirement.","Lead independent director Richard W. Mott will continue in his role.","No change in John T. Treace's compensation in connection with appointment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175399,"accession_number":"0000950170-25-029009","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Medical Q4 revenue $68.7M (+10% YoY); net loss narrows to $0.5M; guides FY25 rev $224-230M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $68.7M (+10% YoY); net loss ($0.5M) vs ($6.3M) in Q4 2023; adj. EBITDA $11.1M (322% improvement).","Full-year 2024 revenue $209.4M (+12% YoY); net loss ($55.7M) vs ($49.5M); adj. EBITDA loss narrowed to ($11.0M) from ($24.4M).","FY2025 revenue guidance $224M-$230M (7-10% growth); expects breakeven adj. EBITDA for full year.","Entry into osteotomy market with Nanoplasty and Percuplasty 3D bunion systems; 280 new active surgeons added in 2024.","Cash $75.7M plus $26M revolver access; patent portfolio 97 granted, 88 pending."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":209357000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175398,"accession_number":"0000950170-25-004578","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2025-01-13T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Treace Medical preliminary Q4 rev ~$68.6M, FY2024 ~$209.2M, up 12% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q4 revenue $68.4M-$68.8M, ~10% increase at midpoint vs Q4 2023.","Full-year 2024 revenue $209.0M-$209.4M, ~12% growth at midpoint, in line with $204M-$211M guidance.","Added ~280 active surgeons in 2024; total ~3,135 active surgeons (+10% YoY), ~31% of US bunion surgeon market.","2025 financial guidance to be provided during Q4 2024 earnings call on Feb 27, 2025.","Management to present at J.P. Morgan Healthcare Conference on Jan 14, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":209357000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192344,"accession_number":"0000950170-24-121456","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Medical Q3 revenue $45.1M (+11%), net loss improves to ($15.4M), launches Nanoplasty MIS system","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $45.1M (+11% YoY); net loss improved to ($15.4M) or ($0.25)/share from ($17.5M) loss in Q3 2023.","Adjusted EBITDA loss narrowed 45% to ($5.1M) from ($9.2M) in Q3 2023.","First entry into osteotomy market with Nanoplasty 3D Minimally Invasive Bunion Correction system; second MIS platform planned later in Q4.","Filed patent infringement suit to protect Lapiplasty technology; patent portfolio now 67 U.S. patents.","FY2024 revenue guidance revised to $204M-$211M (was $201M-$211M); expects Adjusted EBITDA loss to halve YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":140649000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192343,"accession_number":"0000950170-24-114699","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2024-10-15T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Treace sues Stryker for patent infringement on Lapiplasty bunion technology; reaffirms guidance","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Filed suit against Stryker and Wright Medical alleging infringement of 9 patents related to Lapiplasty 3D Bunion Correction.","Suit filed in U.S. District Court for the District of New Jersey; seeks injunctive relief and damages.","Treace reaffirms 2024 Adjusted EBITDA improvement of ~50% vs 2023 and expects breakeven in 2025.","John Treace, CEO, states the suit aims to protect investments in pioneering research and technology."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208813,"accession_number":"0000950170-24-091777","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Medical Q2 revenue up 6% to $44.5M, net loss widens to $0.34/share, reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $44.5M (+6% YoY); gross margin 80.2% vs 81.7% prior year.","Net loss ($21.2M) or ($0.34)/share vs ($12.3M) or ($0.20)/share in Q2 2023.","Adjusted EBITDA loss ($8.7M) vs ($7.7M) a year ago; cash & equivalents $97.0M.","Full-year 2024 revenue guidance reaffirmed at $201M-$211M (7-13% growth); Adj. EBITDA expected to improve ~50%.","CEO highlights planned entry into minimally invasive metatarsal osteotomy market in Q4 2024 and 65 granted U.S. patents."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":95563000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226594,"accession_number":"0000950170-24-063565","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2024-05-22T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"TMCI stockholders re-elect directors and approve executive compensation at 2024 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected John K. Bakewell (39.1M for), Richard W. Mott (40.2M for), John T. Treace (44.0M for) as Class III directors.","Advisory vote on executive compensation approved: 44.8M for, 4.0M against, 13.9K abstain.","Stockholders favored holding Say-on-Pay vote every 1 year (46.7M votes); board adopted annual frequency.","Ratified Grant Thornton as independent auditor for FY2024: 52.7M for, 2.1M against, 2.6K abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226593,"accession_number":"0000950170-24-054475","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Treace Medical Q1 revenue $51.1M (+21% YoY), cuts FY2024 guidance to $201-$211M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $51.1M (+21% YoY); net loss $18.7M ($0.30/share) vs $13.5M loss in Q1 2023.","FY2024 revenue guidance slashed to $201-$211M from $220-$225M, citing increased MIS Osteotomy competition and knockoffs.","Adjusted EBITDA loss improved to $8.3M in Q1 from $10.0M in prior year.","CEO plans two new 3D MIS Osteotomy launches later in 2024 to counter competitive headwinds.","Cash and marketable securities $112.1M; 63 granted US patents as of March 31, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":51108000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245580,"accession_number":"0000950170-24-021152","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2024-02-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Treace Medical reports Q4 revenue $62.2M (+25% YoY), FY2023 $187.1M (+32%); guides FY2024 $220-225M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 revenue $62.2M, up 25% YoY; full-year revenue $187.1M, up 32%, above guidance of $182-186M.","Q4 net loss ($6.3M) ($0.10/share); full-year net loss ($49.5M) ($0.81/share); adjusted net loss same.","Active surgeons reached 2,855 (+20% YoY); direct sales reps 227 (+35% YoY).","FY2024 revenue guidance $220-225M (18-20% growth); expects ~50% improvement in Adjusted EBITDA.","Launched SpeedPlate, Micro-Lapiplasty, Hammertoe Fixation; patent portfolio 57 granted US patents."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":187118000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245579,"accession_number":"0000950170-24-003448","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2024-01-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Treace Medical posts investor presentation for J.P. Morgan Healthcare Conference; reaffirms growth outlook","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation filed as Exhibit 99.1, available on company IR website.","CEO John T. Treace to present at J.P. Morgan Healthcare Conference on Jan 9, 2024.","Presentation states company is 'on solid footing for sustained top-tier growth'.","No specific financial guidance or new product data disclosed in the filed exhibit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245578,"accession_number":"0000950170-24-002719","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2024-01-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Medical reports preliminary Q4 2023 revenue ~$62M, full-year ~$187M above guidance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary Q4 revenue $61.8M–$62.2M, ~25% YoY increase; full-year revenue $186.7M–$187.1M, ~32% increase and above guidance of $182M–$186M.","Blended avg. revenue per Lapiplasty kit in Q4 was $6,437, a record high and 9% increase over Q4 2022.","Added ~164 new active surgeons in Q4 and ~468 for full year; total active surgeons ~2,855, up 20% YoY.","Direct sales reps at 227, up 35% over end of 2022; direct channel contributed 82% of Q4 revenue.","2024 financial guidance to be provided on the Feb 27, 2024 earnings call."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":263048,"accession_number":"0000950170-23-062026","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2023-11-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Q3 revenue $40.8M (+23% YoY); FY2023 guidance cut to $182-186M from $191-197M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $40.8M (+23% YoY) driven by higher kit volume and record ASP of $6,311.","Net loss widened to $17.5M ($0.28/sh) from $12.1M ($0.22/sh) in Q3 2022.","Adjusted EBITDA loss of $9.2M vs $8.6M loss a year ago; expects positive adj. EBITDA in Q4.","Full-year 2023 revenue guidance lowered to $182-186M (28-31% growth) from $191-197M.","Surgeon base grew 21% to 2,691; new technologies launched including Gen 2 SpeedPlate."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":124906000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":280250,"accession_number":"0000950170-23-039795","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2023-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Medical Q2 revenue $42M (+40% YoY); raises FY guidance to $191-197M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $42.0M, up 40% YoY; gross margin 81.7% vs 82.3% last year.","Net loss per share ($0.20) improved from ($0.31) YoY; adjusted EBITDA loss ($7.7M).","FY2023 revenue guidance raised to $191-197M, representing 35-39% growth.","Direct sales channel grew to 79% of sales; reached 200 quota-carrying sales reps.","Completed acquisition of RedPoint Medical3D assets for patient-specific instrumentation."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":84148000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298784,"accession_number":"0000950170-23-027758","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2023-06-13T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"Treace Medical completes $20M acquisition of RedPoint Medical3D's PSI assets","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Paid $20M cash at closing for RPM-3D assets used in pre-op planning and patient-specific guides for bunion surgery.","Earnout up to $10M: $3.5M for transition services, $3.5M for tech milestones, up to $3M upon patent issuance.","RPM-3D software integration with Lapiplasty system planned for 2023; commercial launch expected H2 2024.","CEO says acquisition adds FDA-cleared PSI technologies, expanding customization for Lapiplasty and Adductoplasty.","Entered non-compete/non-solicitation agreements with RPM-3D and consulting agreements with Dr. Adam Perler and James Spitler."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298783,"accession_number":"0000950170-23-025707","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2023-06-01T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Treace Medical to acquire RPM-3D assets for up to $30M; patient-specific guides for foot surgery","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["$20M upfront cash plus up to $10M milestone payments for RPM-3D's pre-op planning and patient-specific guides.","FDA-cleared technology to integrate with Lapiplasty and Adductoplasty; commercial launch expected H2 2024.","Acquisition includes 22 patent applications to strengthen IP portfolio for bunion and foot deformity correction.","RPM-3D uses CT scan data for 3D pre-operative planning and 3D-printed patient-specific cut guides.","Transaction follows recent product launches; direct sales force to market new technology."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298782,"accession_number":"0000950170-23-024559","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2023-05-26T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Treace Medical Concepts stockholders elect three Class I directors, ratify Grant Thornton as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Lance A. Berry, Elizabeth Hanna, and Jane E. Kiernan elected to Class I board for term expiring 2025; Berry received 49.8M for, Hanna 39.9M for, Kiernan 49.8M for.","Grant Thornton LLP ratified as independent auditor for fiscal year ending Dec 31, 2023: 56,651,839 for, 5,348 against, 29,343 abstain.","Broker non-votes: 4,279,391 on director elections; none on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298781,"accession_number":"0000950170-23-018823","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2023-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Medical Q1 revenue $42.2M (+45% YoY), raises FY2023 guidance to $190M-$196M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $42.2M, up 45% YoY; net loss per share ($0.23) vs ($0.16) prior year.","Gross margin 80.9% (down from 82.3%); adjusted EBITDA loss $10.0M vs $6.4M.","Raises full-year 2023 revenue guidance to $190M-$196M (prior $187M-$193M).","Direct sales channel accounted for 79% of sales (up from 63%).","Clinical study data: 97.3% patient satisfaction at 36 months; low recurrence 0.9%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":42195000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318975,"accession_number":"0000950170-23-007283","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2023-03-10T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Treace Medical Concepts confirms minimal exposure to Silicon Valley Bank; >90% cash at other bank","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Over 90% of cash, cash equivalents and marketable securities held at a large US bank unrelated to SVB.","Maintains operating accounts at SVB but exposure is minimal.","Does not believe current SVB situation will materially affect financial condition or operating plans."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318974,"accession_number":"0000950170-23-006457","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2023-03-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Medical Q4 rev $49.8M (+49% YoY); FY rev $141.8M (+50%); FY23 guide $187-193M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $49.8M (+49% YoY); FY2022 revenue $141.8M (+50% YoY).","Q4 net loss ($4.4M) or ($0.08)/share; Adjusted EBITDA positive $0.3M (vs loss $4.0M in Q4 2021).","FY2022 net loss ($42.8M) or ($0.77)/share; Adjusted EBITDA loss ($23.7M).","Completed follow-on offering raising net proceeds $107.5M; cash & securities $81.3M at year-end.","FY2023 revenue guidance $187-193M (32-36% growth)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318973,"accession_number":"0000950170-23-004148","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2023-02-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Two co-founders to retire from Treace Medical board; director reclassified","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["F. Barry Bays and Thomas Timbie will retire from the Board at the 2023 annual meeting and not stand for re-election.","Both have served since the company's founding in June 2014; retirements not due to any disagreement.","Director Jane E. Kiernan reclassified as Class II director effective immediately before the 2023 annual meeting.","Kiernan will stand for election as a Class II director at the 2023 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318972,"accession_number":"0001193125-23-032511","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2023-02-10T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Treace Medical closes public offering of 5.48M shares, net proceeds ~$107.5M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Offering of 5,476,190 shares (including full overallotment) at $21.00/share to the public.","Net proceeds of $107.5M after underwriting discounts and estimated offering expenses.","Underwriters purchased shares at $19.74/share; 90-day lock-up for insiders.","Underwritten by J.P. Morgan and Morgan Stanley; shelf registration on Form S-3 used."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318971,"accession_number":"0000950170-23-000442","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2023-01-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Medical beats FY22 revenue guidance; Q4 revenue up ~47-48% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q4 2022 revenue $49.1M-$49.6M, up 47-48% YoY.","Preliminary FY22 revenue $141.2M-$141.7M, up ~50% YoY, above prior guidance of $135M-$138M.","CEO cites strength of direct sales channel, DTC programs, and R&D investments.","Company plans to provide 2023 guidance on Q4 earnings call."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":141838000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":337196,"accession_number":"0000950170-22-023221","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2022-11-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Medical Q3 revenue $33.1M (+53% YoY), raises FY2022 guidance to $135-138M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $33.1M, +53% vs Q3 2021; gross margin 80.0% vs 80.4%.","Net loss $12.1M ($0.22 loss per share); adjusted EBITDA loss $8.2M.","Full-year 2022 revenue guidance raised to $135-138M from $130-134M (43-46% growth).","Direct sales channel contributed 74% of revenue vs 53% in Q3 2021.","Appointed Lance A. Berry and Jane E. Kiernan to Board of Directors."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":92069000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":354577,"accession_number":"0000950170-22-018920","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2022-09-28T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Treace Medical appoints Lance Berry and Jane Kiernan to board effective Oct 1, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed Lance A. Berry (former Wright Medical CFO) and Jane E. Kiernan (CEO of Surgimatix) to board, effective Oct 1, 2022.","Berry will serve on Audit Committee; Kiernan on Compensation Committee.","Both qualify as independent directors under Nasdaq rules.","Berry brings ~20 years of medical device financial leadership; Kiernan has 30+ years of healthcare executive experience."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":354576,"accession_number":"0000950170-22-016039","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2022-08-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Medical Q2 revenue $30M (+45% YoY); raises FY22 guidance to $130-134M; net loss widens to $17.2M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $30M, +45% YoY; gross margin 81.1% (+20 bps). Direct channel 68% of sales vs 51% prior year.","Net loss attributable to common $17.2M ($0.31/share) vs $5.1M loss prior year; adjusted net loss $12.8M ($0.23/share).","Adjusted EBITDA loss $9.4M vs $3.1M loss prior year; operating expenses increased to $36.2M from $20.7M.","Raises FY2022 revenue guidance to $130-134M (38-42% growth) from prior $128-133M.","Ended Q2 with $101.5M cash; new $150M loan arrangement provides liquidity."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":59014000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":372569,"accession_number":"0000950170-22-010494","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2022-05-23T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Treace Medical stockholders elect three Class I directors and ratify auditor at 2022 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Class I directors Lawrence W. Hamilton, Deepti Jain, and James T. Treace elected with 35.9M, 42.6M, and 31.8M votes for, respectively.","Director election had approximately 6.9M broker non-votes for each nominee.","Ratification of Grant Thornton LLP as auditor for FY2022 passed with 51.4M for, 38K against, 27K abstain.","Annual meeting held May 17, 2022; all proposals approved per proxy statement filed April 4, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":372568,"accession_number":"0000950170-22-007826","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2022-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Q1 revenue $29M (+55% YoY), net loss ($9.0M), raises FY guidance to $128-133M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $29.0M, up 55% from $18.7M in Q1 2021; driven by increased Lapiplasty kit sales and higher ASPs.","Net loss attributable to common stockholders was ($9.0M), or ($0.16) per share, vs. ($2.6M) or ($0.07) in Q1 2021.","Gross margin 81.0% (down from 82.2%); operating expenses rose to $31.6M from $16.8M on higher S&M and G&A investments.","New five-year $150M loan arrangement ($120M term loan + $30M revolver); $54M drawn to repay existing $30M debt.","FY 2022 revenue guidance raised to $128M-$133M (prior $125M-$130M); representing ~36%-41% YoY growth."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":29047000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":372567,"accession_number":"0000950170-22-007143","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2022-05-04T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Treace Medical closes $54M draw on $150M MidCap debt facility; refinances $30M CRG loan","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$150M total facility ($120M term + $30M revolver) with MidCap; $54M drawn at closing.","Proceeds used to refinance existing $30M CRG term loan and replace $10M SVB revolver.","Interest: Adjusted Term SOFR (floor 1%, cap 3%) + 6% (term) or 4% (revolver); 48-month interest-only.","Liquidity now ~$220M including undrawn revolver; no min revenue covenant if liquidity > outstanding term loan.","CEO John Treace says financing provides capital-efficient vehicle to invest in growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":391376,"accession_number":"0000950170-22-002793","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2022-03-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Q4 revenue $33.4M (+39% YoY); FY22 guidance $125-130M (32-38% growth)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year 2021 revenue $94.4M (+65% YoY); net loss ($20.7M) or ($0.43)/share vs. ($4.3M) in 2020.","Q4 gross margin 81.1% (+220 bps YoY); operating expenses $32.7M from $15.4M in Q4 2020.","Cash $105.8M at Dec 31; FY22 revenue guided $125-130M.","ALIGN3D clinical data: 0.9% recurrence at 12 months, 0.0% at 24 months post-Lapiplasty.","Expanded patent portfolio: 32 granted US patents, over 30 pending applications."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":391375,"accession_number":"0000950170-22-002108","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2022-02-25T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"John R. Treace to retire from board; Chairman James T. Treace reclassified as Class I director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John R. Treace (father of CEO) will retire at the 2022 annual meeting and not stand for re-election.","Decision not related to any disagreement with the Company's operations, policies, or disclosures.","Board approved reclassification of Chairman James T. Treace to Class I director, effective upon John R. Treace's term expiration.","James T. Treace will stand for election as a Class I Director at the 2022 Annual Meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":391374,"accession_number":"0001193125-22-007689","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2022-01-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Medical prelim Q4 rev $33.1-33.4M, FY rev $94.1-94.4M (+64-65% YoY)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q4 2021 revenue $33.1M-$33.4M (up 37-39% YoY); FY 2021 revenue $94.1M-$94.4M (up 64-65% YoY).","Full-year revenue at high end of prior guidance range of $90M-$95M.","Sequential Q4 revenue growth of 53-54% vs Q3 2021.","CEO cites strength of direct sales channel, DTC, and surgeon training programs.","Company to provide 2022 financial guidance on Q4 earnings call."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":94419000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":409571,"accession_number":"0001564590-21-054483","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2021-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Medical Q3 revenue $21.6M (+52% YoY); net loss ($6.4M); FY21 guidance reaffirmed $90-95M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $21.6M, up 52% YoY from $14.3M; gross margin 80.4% (+80 bps).","Net loss ($6.4M) or ($0.12) per share vs ($2.8M) or ($0.08) in Q3 2020.","Full-year 2021 revenue guidance reaffirmed at $90M-$95M (57-65% growth).","Cash $109.5M; launched Adductoplasty System; appointed two new board members.","ALIGN3D study showed 0.9% recurrence at 12 months; first Mini3D patient treated."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":60980000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":409570,"accession_number":"0001564590-21-049869","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2021-10-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Treace Medical Concepts appoints Betsy Hanna and Deepti Jain to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointments effective October 1, 2021; Hanna as Class II director (term to 2023), Jain as Class I (term to 2022).","Hanna to serve on Compensation and NCG Committees; Jain on Audit and NCG Committees.","Hanna is President/CEO of Clinical Genomics, former J&J Vision Care VP; MBA from Harvard.","Jain was President of IngenioRX (Anthem), COO of Pharmacy Solutions; MBA from Baruch College.","Both determined independent under Nasdaq rules; no related-party transactions disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":428483,"accession_number":"0001564590-21-041660","cik":1630627,"company_name":"TREACE MEDICAL CONCEPTS, INC.","ticker":"TMCI","form_type":"8-K","filed_at":"2021-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Treace Medical Q2 revenue $20.7M (+167% YoY); raises FY2021 guidance to $90-95M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $20.7M, up 167% from $7.7M in Q2 2020; gross margin improved to 80.9% from 73.1%.","Net loss of ($5.1M) or ($0.10) per share, compared to ($2.1M) loss a year ago.","Cash and equivalents $119.6M, including $107.6M from April 2021 IPO.","FY2021 revenue guidance raised to $90-95M (57-65% growth) from prior $87-92M.","ALIGN3D clinical study shows positive radiographic and patient-reported outcomes from 6 weeks to 12 months."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":39361000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":195267670.837931,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}