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Treace Medical Concepts (TMCI) guidance and outlook
Treace Medical Concepts (TMCI) raised some and lowered other parts of its guidance on Nov 6, 2026: Revenue $206M–$210M for FY2026; Revenue +1% to +3% for FY2026; EBITDA $1.0M–$2.0M for FY2026. Treace Medical Concepts' 10-Q filed Nov 6, 2026 makes 9 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | FY2026 | $206M–$210M | reaffirmed |
| Revenue | FY2026 | +1% to +3% | reaffirmed |
| EBITDA | FY2026 | $1.0M–$2.0M | lowered |
From the earnings release filed Nov 6, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 6, 2026
- While we continuously work with suppliers to mitigate higher costs and continue to invest in our direct sales channel, focused surgeon education training, and product innovations to build demand for our products, we expect these macroeconomic challenges to continue for the foreseeable future, which have impacted and likely will continue to impact the demand for our products and our results of operations.
- We expect to continue to focus on long-term revenue growth through investments in our business and new products.
- We expect to release other new solutions in the remainder of 2026, including the Tailorplasty™ MIS Tailor’s Bunion System, a minimally invasive solution for the surgical treatment of bunions of the fifth metatarsal; and the Treace X-ray App, which is cloud-based software for making radiographic measurements in foot and ankle X-rays.
- To facilitate greater access to our products and support future sales growth, we intend to continue educating hospitals and facility administrators on the differentiated benefits associated with our procedures and systems, supported by our robust portfolio of clinical data on our existing procedures and additional clinical data we expect to develop on our new products.
- We have experienced and expect to continue to experience seasonality in our business, with higher sales volumes in the fourth calendar quarter, historically accounting for approximately 30 to 35% of full year revenues, and lower sales volumes in subsequent calendar quarters.
- In addition to the seasonality noted above, we generally expect lower sales volumes in the second and third quarters than throughout the rest of the year as elective procedures generally decline during the spring and summer months.
- Our gross margin has been and will continue to be affected by a variety of factors, primarily average selling prices, production, and ordering volumes, change in mix of customers, third-party manufacturing costs and cost-reduction strategies.
- the research and development activities we intend to undertake to improve the Lapiplasty System and other products, to commercialize PSI technologies, to gain share in the minimally invasive osteotomy market, and to develop or acquire additional products;
- We have based this estimate on assumptions that may prove to be wrong or that may change in the future, and we could utilize our available capital resources sooner than we expect.
Treace Medical Concepts' latest quarter
Treace Medical Concepts, Q3 2026: revenue $48.3M (-4% year over year), operating margin -23.9%, net loss $12.6M, operating cash flow −$3.3M. The chart follows the revenue to costs, profit and cash.
Questions
Did Treace Medical Concepts raise or lower its guidance?
Treace Medical Concepts (TMCI) raised some and lowered other parts of its guidance on Nov 6, 2026: Revenue $206M–$210M for FY2026; Revenue +1% to +3% for FY2026; EBITDA $1.0M–$2.0M for FY2026.
What does Treace Medical Concepts expect?
While we continuously work with suppliers to mitigate higher costs and continue to invest in our direct sales channel, focused surgeon education training, and product innovations to build demand for our products, we expect these macroeconomic challenges to continue for the foreseeable future, which have impacted and likely will continue to impact the demand for our products and our results of operations. We expect to continue to focus on long-term revenue growth through investments in our business and new products. We expect to release other new solutions in the remainder of 2026, including th
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.