Highest-materiality recent filing
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.
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.
Treace Medical reports Q4 revenue $62.2M (+25% YoY), FY2023 $187.1M (+32%); guides FY2024 $220-225M
Q4 2023 revenue $62.2M, up 25% YoY; full-year revenue $187.1M, up 32%, above guidance of $182-186M.
Presentation filed as Exhibit 99.1, available on company IR website.
Treace Medical reports preliminary Q4 2023 revenue ~$62M, full-year ~$187M above guidance
Preliminary Q4 revenue $61.8M–$62.2M, ~25% YoY increase; full-year revenue $186.7M–$187.1M, ~32% increase and above guidance of $182M–$186M.
Treace Q3 revenue $40.8M (+23% YoY); FY2023 guidance cut to $182-186M from $191-197M
Q3 revenue $40.8M (+23% YoY) driven by higher kit volume and record ASP of $6,311.
Treace Medical Q2 revenue $42M (+40% YoY); raises FY guidance to $191-197M
Revenue $42.0M, up 40% YoY; gross margin 81.7% vs 82.3% last year.
Treace Medical completes $20M acquisition of RedPoint Medical3D's PSI assets
Paid $20M cash at closing for RPM-3D assets used in pre-op planning and patient-specific guides for bunion surgery.
Treace Medical to acquire RPM-3D assets for up to $30M; patient-specific guides for foot surgery
$20M upfront cash plus up to $10M milestone payments for RPM-3D's pre-op planning and patient-specific guides.
Treace Medical Concepts stockholders elect three Class I directors, ratify Grant Thornton as auditor
Lance A. Berry, Elizabeth Hanna, and Jane E. Kiernan elected to Class I board for term expiring 2025; Berry received 49.8M for, Hanna 39.9M for, Kiernan 49.8M for.
Treace Medical Q1 revenue $42.2M (+45% YoY), raises FY2023 guidance to $190M-$196M
Revenue $42.2M, up 45% YoY; net loss per share ($0.23) vs ($0.16) prior year.
Treace Medical Concepts confirms minimal exposure to Silicon Valley Bank; >90% cash at other bank
Over 90% of cash, cash equivalents and marketable securities held at a large US bank unrelated to SVB.
Treace Medical Q4 rev $49.8M (+49% YoY); FY rev $141.8M (+50%); FY23 guide $187-193M
Q4 revenue $49.8M (+49% YoY); FY2022 revenue $141.8M (+50% YoY).
Two co-founders to retire from Treace Medical board; director reclassified
F. Barry Bays and Thomas Timbie will retire from the Board at the 2023 annual meeting and not stand for re-election.
Treace Medical closes public offering of 5.48M shares, net proceeds ~$107.5M
Offering of 5,476,190 shares (including full overallotment) at $21.00/share to the public.
Treace Medical beats FY22 revenue guidance; Q4 revenue up ~47-48% YoY
Preliminary Q4 2022 revenue $49.1M-$49.6M, up 47-48% YoY.
Treace Medical Q3 revenue $33.1M (+53% YoY), raises FY2022 guidance to $135-138M
Revenue $33.1M, +53% vs Q3 2021; gross margin 80.0% vs 80.4%.
Treace Medical appoints Lance Berry and Jane Kiernan to board effective Oct 1, 2022
Appointed Lance A. Berry (former Wright Medical CFO) and Jane E. Kiernan (CEO of Surgimatix) to board, effective Oct 1, 2022.
Revenue $30M, +45% YoY; gross margin 81.1% (+20 bps). Direct channel 68% of sales vs 51% prior year.
Treace Medical stockholders elect three Class I directors and ratify auditor at 2022 annual meeting
Class I directors Lawrence W. Hamilton, Deepti Jain, and James T. Treace elected with 35.9M, 42.6M, and 31.8M votes for, respectively.
Treace Q1 revenue $29M (+55% YoY), net loss ($9.0M), raises FY guidance to $128-133M
Revenue of $29.0M, up 55% from $18.7M in Q1 2021; driven by increased Lapiplasty kit sales and higher ASPs.
Treace Medical closes $54M draw on $150M MidCap debt facility; refinances $30M CRG loan
$150M total facility ($120M term + $30M revolver) with MidCap; $54M drawn at closing.
Treace Q4 revenue $33.4M (+39% YoY); FY22 guidance $125-130M (32-38% growth)
Full-year 2021 revenue $94.4M (+65% YoY); net loss ($20.7M) or ($0.43)/share vs. ($4.3M) in 2020.
John R. Treace to retire from board; Chairman James T. Treace reclassified as Class I director
John R. Treace (father of CEO) will retire at the 2022 annual meeting and not stand for re-election.
Treace Medical prelim Q4 rev $33.1-33.4M, FY rev $94.1-94.4M (+64-65% YoY)
Preliminary Q4 2021 revenue $33.1M-$33.4M (up 37-39% YoY); FY 2021 revenue $94.1M-$94.4M (up 64-65% YoY).
Treace Medical Q3 revenue $21.6M (+52% YoY); net loss ($6.4M); FY21 guidance reaffirmed $90-95M
Revenue $21.6M, up 52% YoY from $14.3M; gross margin 80.4% (+80 bps).
Treace Medical Concepts appoints Betsy Hanna and Deepti Jain to Board of Directors
Appointments effective October 1, 2021; Hanna as Class II director (term to 2023), Jain as Class I (term to 2022).
Treace Medical Q2 revenue $20.7M (+167% YoY); raises FY2021 guidance to $90-95M
Revenue $20.7M, up 167% from $7.7M in Q2 2020; gross margin improved to 80.9% from 73.1%.
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
On February 16, 2023, F. Barry Bays and Thomas Timbie provided notice to the board of directors (the “ Board ”) of Treace Medical Concepts, Inc. (the “ Company ”) of their intent to retire from the Board at the expiration of their current terms at the 2023 annual meeting of stockholders (the “ 2023 Annual Meeting ”) and not to stand for re-election.
On February 16, 2023, F. Barry Bays and Thomas Timbie provided notice to the board of directors (the “ Board ”) of Treace Medical Concepts, Inc. (the “ Company ”) of their intent to retire from the Board at the expiration of their current terms at the 2023 annual meeting of stockholders (the “ 2023 Annual Meeting ”) and not to stand for re-election.
On September 27, 2022, Treace Medical Concepts, Inc. (the “Company”) announced that the Board of Directors of the Company (the “Board”) has, based on the recommendation of the Board’s Nominating, Compliance and Governance Committee, appointed Lance A. Berry and Jane E. Kiernan to the Company’s Board effective October 1, 2022.
On September 27, 2022, Treace Medical Concepts, Inc. (the “Company”) announced that the Board of Directors of the Company (the “Board”) has, based on the recommendation of the Board’s Nominating, Compliance and Governance Committee, appointed Lance A. Berry and Jane E. Kiernan to the Company’s Board effective October 1, 2022.
On February 22, 2022, John R. Treace provided notice to the board of directors (the “ Board ”) of Treace Medical Concepts, Inc. (the “ Company ”) of his intent to retire from the Board at the expiration of his current term at the 2022 annual meeting of stockholders (the “ 2022 Annual Meeting ”) and not to stand for re-election.
appointed Betsy Hanna and Deepti Jain to the Company’s Board effective October 1, 2021.
appointed Betsy Hanna and Deepti Jain to the Company’s Board effective October 1, 2021.
Max materiality 0.80 · Median 0.65 · Most common event earnings