earnings
confidence high
sentiment positive
materiality 0.75
Axogen Q2 revenue $69.7M (+23% YoY), raises FY2026 guidance to at least $279M (24% growth)
Axogen, Inc.
- Revenue $69.7M, up 23.1% YoY; net loss $1.5M ($0.03/sh) vs net income $0.6M ($0.01/sh) in Q2 2025.
- Adjusted net income $7.3M ($0.12/sh) vs $5.7M ($0.12/sh) YoY; adjusted EBITDA $8.4M vs $9.3M.
- Raises FY2026 revenue guidance to at least $279M (24% growth); gross margin guidance at least 73%; expects positive free cash flow.
- Gross margin 72.7% vs 74.2% due to product mix shift from >50% Breast growth.
- Cash and investments $113.4M, up $9.8M from Q1 2026; minority stake in Trace Biosciences.