secwatch / observer

CARLSMED, INC. — fact timeline

Source-grounded facts extracted from CARLSMED, INC.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

CARL CARLSMED, INC. JSON
Earnings Releases

CARLSMED, INC. reported first quarter ended March 31, 2026 results: revenue $16.1 million, net income ($8.7) million. Guidance raised.

“set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Carlsmed ® Reports First Quarter 2026 Financial Results First quarter 2026 revenue of $16.1 million, representing 58% growth year-over-year Full year 2026 revenue guidance raised to $72 million to $77 million CARLSBAD, CALIFORNIA, MAY 5, 2026 (GLOBE NEWSWIRE) -- Carlsmed, Inc.”
Debt Financings

CARLSMED, INC. amended credit facility of up to $50.0 million at the greater of (a) the WSJ Prime Rate + 0.25% or (b) 5.25% maturing October 15, 2030.

“Customers Bank (the “Customers Loan Agreement”). The Fifth Amendment provides the Company with a credit facility consisting of (i) a term loan in the principal amount of up to $50.0 million (the “Term Loan”), $17.5 million of which is contingent upon the achievement of requisite revenue milestones, and (ii) a $10.0 million non-formula revolving line of credit (the”
Governance Changes

CARLSMED, INC.: Amended and restated bylaws became effective upon IPO closing (effective 2025-07-24).

“and its amended and restated bylaws (the “Bylaws”) became effective, in connection with the closing of the initial public offering of shares of the Company’s common stock”
Governance Changes

CARLSMED, INC.: Amended and restated certificate of incorporation effective upon IPO closing (effective 2025-07-24).

“On July 24, 2025, Carlsmed, Inc. (the “Company”) filed its amended and restated certificate of incorporation (the “Certificate of Incorporation”), and its amended and restated bylaws (the “Bylaws”) became effective, in connection with the closing of the initial public offering of shares of the Company’s common stock”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.