earnings
confidence high
sentiment neutral
materiality 0.65
Treace prelim Q1 rev $47.0-47.2M; FY26 guidance raised to $202-212M; CCO departs
TREACE MEDICAL CONCEPTS, INC.
2026-Q1 EPS reported
-$0.28
revenue$47,198,000
- 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.