Highest-materiality recent filing
Treace Medical shareholders elect directors, approve exec compensation and auditor ratification
Directors Lance Berry, Elizabeth Hanna, Jane Kiernan elected with over 30M votes each.
Treace Medical Q1 revenue falls 10% to $47.2M; net loss widens to $18.0M
Revenue $47.2M (-10% YoY); net loss $18.0M ($0.28 loss per share) vs $15.9M loss ($0.25) in Q1 2025.
Treace prelim Q1 rev $47.0-47.2M; FY26 guidance raised to $202-212M; CCO departs
Preliminary Q1 revenue expected $47.0-47.2M; cash $51.9M, up $3.5M from Dec 2025.
Treace Medical Q4 revenue $62.5M (-9% YoY); guides FY2026 revenue down 0-6%
Q4 revenue $62.5M, down 9% YoY; net loss $(9.4)M vs $(0.5)M in prior year.
Treace Medical Q4 2025 preliminary revenue falls ~9% YoY; full year in line with guidance
Q4 2025 revenue $62.1M-$62.5M, down ~9% YoY at midpoint.
Treace Medical secures $175M debt facility, refinances MidCap loans; names lead independent director
Entered $175M senior secured loan: $60M term funded, $65M additional term (revenue-dependent), $50M revolver (expandable from $30M).
Treace Medical Q3 rev +11% to $50.2M; slashes FY2025 guidance to $211-213M
Revenue $50.2M (+11% YoY); net loss $(16.3)M or $(0.26)/share vs $(15.4)M loss in Q3 2024.
Treace Medical Q2 revenue $47.4M (+7% YoY); net loss narrows to $17.4M; FY guidance reaffirmed
Revenue $47.4M in Q2 2025, up 7% from $44.5M in Q2 2024.
Stockholders elect directors, approve executive compensation, ratify auditor at 2025 annual meeting
All three proposals passed at May 20, 2025 annual meeting of Treace Medical Concepts.
Treace Q1 revenue $52.6M (+3% YoY); net loss improves to $(15.9)M; reaffirms FY2025 guidance
Revenue $52.6M, up 3% from $51.1M; adjusted for one less selling day, growth 4.5%.
James Treace to retire from board; CEO John Treace appointed chairman effective May 20, 2025
James T. Treace to retire from board at 2025 annual meeting (expected May 20, 2025); departure not related to any disagreement.
Treace Medical Q4 revenue $68.7M (+10% YoY); net loss narrows to $0.5M; guides FY25 rev $224-230M
Q4 revenue $68.7M (+10% YoY); net loss ($0.5M) vs ($6.3M) in Q4 2023; adj. EBITDA $11.1M (322% improvement).
Treace Medical preliminary Q4 rev ~$68.6M, FY2024 ~$209.2M, up 12% YoY
Preliminary Q4 revenue $68.4M-$68.8M, ~10% increase at midpoint vs Q4 2023.
Revenue $45.1M (+11% YoY); net loss improved to ($15.4M) or ($0.25)/share from ($17.5M) loss in Q3 2023.
Treace sues Stryker for patent infringement on Lapiplasty bunion technology; reaffirms guidance
Filed suit against Stryker and Wright Medical alleging infringement of 9 patents related to Lapiplasty 3D Bunion Correction.
Treace Medical Q2 revenue up 6% to $44.5M, net loss widens to $0.34/share, reaffirms FY guidance
Revenue $44.5M (+6% YoY); gross margin 80.2% vs 81.7% prior year.
TMCI stockholders re-elect directors and approve executive compensation at 2024 annual meeting
Elected John K. Bakewell (39.1M for), Richard W. Mott (40.2M for), John T. Treace (44.0M for) as Class III directors.
Treace Medical Q1 revenue $51.1M (+21% YoY), cuts FY2024 guidance to $201-$211M
Q1 revenue $51.1M (+21% YoY); net loss $18.7M ($0.30/share) vs $13.5M loss in Q1 2023.
appoint John T. Treace to serve as Chairman of the Board, effective upon the expiration of James T. Treace’s current term at the Company’s 2025 Annual Meeting.
his intent to retire from the Board at the expiration of his current term at the 2025 annual meeting of stockholders
Max materiality 0.80 · Median 0.65 · Most common event earnings