secwatch.observer — SEC 8-K summary ====================================== Issuer: TREACE MEDICAL CONCEPTS, INC. (TMCI) CIK: 0001630627 Form: 8-K Filed at: 2026-08-07T11:10:15+00:00 Accession: 0001630627-26-000017 Event type: earnings Sentiment: neutral Materiality: 0.65 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Treace Q2 2026 revenue $45.4M (-4% YoY), net loss $15.9M, raises FY guidance ---------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1630627/000163062726000017/0001630627-26-000017-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1630627/000163062726000017/tmci-20260807.htm HTML page: https://secwatch.observer/filing/0001630627-26-000017 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer