secwatch.observer — SEC 8-K summary
======================================

Issuer:     Axogen, Inc. (AXGN)
CIK:        0000805928
Form:       8-K
Filed at:   2026-07-29T11:11:02+00:00
Accession:  0000805928-26-000091
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Axogen Q2 revenue $69.7M (+23% YoY), raises FY2026 guidance to at least $279M (24% growth)
--------------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/805928/000080592826000091/0000805928-26-000091-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/805928/000080592826000091/axgn-20260729.htm
  HTML page:      https://secwatch.observer/filing/0000805928-26-000091

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer