Recent 8-K filings for TMCI

• May 8, 2026, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01 ◈ Earnings Releases

  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.

• April 9, 2026, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 7.01item 5.02 ◈ Earnings Releases

  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.

• February 27, 2026, 6:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  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.

• January 13, 2026, 6:59 PM ET earnings materiality 0.70 negative item 2.02item 7.01item 9.01

  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.

• December 18, 2025, 6:59 PM ET debt materiality 0.70 positive item 1.01item 1.02item 2.03item 3.03item 7.01item 8.01item 9.01 ◈ Debt Financings ×2

  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).

• November 6, 2025, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 5.02item 9.01

  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.

• August 7, 2025, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  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.

• May 8, 2025, 7:59 PM ET earnings materiality 0.60 positive item 2.02item 9.01

  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%.

• February 27, 2025, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  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).

• November 5, 2024, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Treace Medical Q3 revenue $45.1M (+11%), net loss improves to ($15.4M), launches Nanoplasty MIS system

  Revenue $45.1M (+11% YoY); net loss improved to ($15.4M) or ($0.25)/share from ($17.5M) loss in Q3 2023.

• October 15, 2024, 7:59 PM ET litigation materiality 0.60 positive item 7.01item 9.01

  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.

• August 6, 2024, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01

  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.

• May 7, 2024, 7:59 PM ET earnings materiality 0.78 negative item 2.02item 7.01item 9.01 ◈ Earnings Releases

  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.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.80 · Median 0.65 · Most common event earnings

6 positive 6 negative 6 neutral

source · TMCI on sec.gov