earnings
confidence high
sentiment neutral
materiality 0.65
Treace Q2 2026 revenue $45.4M (-4% YoY), net loss $15.9M, raises FY guidance
TREACE MEDICAL CONCEPTS, INC.
2026-Q2 EPS reported
-$0.52
revenue$92,574,000
- Q2 2026 revenue $45.4M vs $47.4M in Q2 2025 (-4%); net loss $(15.9)M or $(0.24)/share.
- Adjusted EBITDA loss $(3.5)M, improved from $(3.6)M; gross margin 78.5% vs 79.7%.
- Cash usage cut 57% YoY; cash and securities $45.6M at June 30, 2026.
- FY 2026 revenue guidance raised to $204-212M (from $202-212M); EBITDA loss narrowed to $3-5M.
- New products: SuperBite Screw System launched, HyperPlate XM first case; 40% of surgeons use new bunion systems.