---
schema_version: "secwatch.filing_event.v1"
accession: "0001794546-26-000015"
form_type: "8-K"
ticker: "CARL"
cik: "0001794546"
company_name: "CARLSMED, INC."
filed_at: "2026-08-05T20:05:16+00:00"
generated_at: "2026-08-05T20:06:09.061765+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Carlsmed Q2 revenue $18.9M (+57% YoY); raises FY2026 guidance to $74-78M

## Summary
- Revenue $18.9M, up 57% YoY from $12.1M; gross margin 76.8% vs 73.4%.
- Net loss ($10.5M) vs ($6.8M) prior year; adjusted EBITDA ($8.6M).
- Full-year 2026 revenue guidance raised to $74-78M (prior $72-77M), >50% growth at midpoint.
- Trained surgeon users up >60% YoY; aprevo cervical now ~10% of quarterly revenue.
- CMS IPPS final rule includes new MS-DRG codes for inpatient aprevo lumbar, effective Oct 1, 2026.

## SEC filing metadata
- accession: 0001794546-26-000015
- form_type: 8-K
- ticker: CARL
- cik: 0001794546
- company_name: CARLSMED, INC.
- filed_at: 2026-08-05T20:05:16+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1794546/000179454626000015/0001794546-26-000015-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1794546/000179454626000015/carl-20260805.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001794546-26-000015
- JSON: https://secwatch.observer/filing/0001794546-26-000015.json
- Plain text: https://secwatch.observer/filing/0001794546-26-000015.txt

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