{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-23-062026","form_type":"8-K","ticker":"TMCI","cik":"0001630627","company_name":"TREACE MEDICAL CONCEPTS, INC.","filed_at":"2023-11-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:29.843189+00:00","generated_at":"2026-06-08T06:47:59.556450+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Treace Q3 revenue $40.8M (+23% YoY); FY2023 guidance cut to $182-186M from $191-197M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-23-062026","json":"https://secwatch.observer/filing/0000950170-23-062026.json","markdown":"https://secwatch.observer/filing/0000950170-23-062026.md","text":"https://secwatch.observer/filing/0000950170-23-062026.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1630627/000095017023062026/0000950170-23-062026-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1630627/000095017023062026/tmci-20231109.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T06:47:59.556450+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"22917b49cb7fcff075624555d6ce8714f82b539b","claim":"TREACE MEDICAL CONCEPTS, INC. reported third quarter ended September 30, 2023 results: revenue $40.8 million, net income ($17.5) million, or ($0.28) per share, EPS ($0.28) per share. Guidance lowered.","evidence_excerpt":"through its Lapiplasty ® 3D Bunion Correction ® Procedure, today reported financial results for the third quarter ended September 30, 2023. Recent Highlights: • Revenue of $40.8 million in the third quarter, a 23% increase over same period last year and a 36% increase year to date over prior year • Blended average revenue per Lapiplasty ® procedure kit sold was","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1630627/000095017023062026/0000950170-23-062026-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter ended September 30, 2023"},{"label":"Revenue","value":"$40.8 million"},{"label":"Net income","value":"($17.5) million, or ($0.28) per share"},{"label":"EPS","value":"($0.28) per share"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}