---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-269481"
form_type: "8-K"
ticker: "TMCI"
cik: "0001630627"
company_name: "TREACE MEDICAL CONCEPTS, INC."
filed_at: "2025-11-06T23:59:59+00:00"
generated_at: "2026-05-16T23:43:37.178211+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Treace Medical Q3 rev +11% to $50.2M; slashes FY2025 guidance to $211-213M

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-25-269481
- form_type: 8-K
- ticker: TMCI
- cik: 0001630627
- company_name: TREACE MEDICAL CONCEPTS, INC.
- filed_at: 2025-11-06T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1630627/000119312525269481/0001193125-25-269481-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1630627/000119312525269481/tmci-20251106.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-269481
- JSON: https://secwatch.observer/filing/0001193125-25-269481.json
- Plain text: https://secwatch.observer/filing/0001193125-25-269481.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.