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AxoGen (AXGN)
NASDAQ:AXGN
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.07Last Year’s EPS
-0.02Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents materially positive operational and strategic progress: robust revenue growth (Q4 +21.3% YoY; FY +20.2% YoY), a strong capital raise and debt retirement, positive adjusted EBITDA and cash flow for the year, and a transformative FDA BLA approval that establishes Avance as the reference biologic. Near-term challenges include one-time BLA-related noncash charges, elevated operating expenses (notably R&D and G&A), a Q4 net loss and short-term gross margin pressure as the product mix shifts to the biologic. Management provided prudent guidance (≥18% revenue growth for 2026) and expects margin recovery in 2027 as scale and process improvements are implemented. Overall, the highlights outweigh the lowlights given the regulatory milestone, healthy top-line growth, improved adjusted EBITDA and strengthened balance sheet, supporting a constructive outlook despite short-term cost pressure.Company Guidance
Strong Revenue Growth
Q4 revenue of $59.9M, up 21.3% YoY; full year revenue $225.2M, up 20.2% YoY, driven by unit volume, mix and continued Avance adoption across target markets.
Adjusted EBITDA and Adjusted Net Income Improvement
Full year adjusted EBITDA grew 41% to $27.9M with margin improving 180 bps to 12.4%; full year adjusted net income increased to $14.4M ($0.29/share) from $5.9M ($0.13/share) in 2024.
Capital Raise and Balance Sheet Strengthening
Completed an upsized public offering raising $133.3M net proceeds in January, used $69.7M to retire the term loan; cash, cash equivalents, restricted cash and investments increased $6M to $45.5M, providing a clean capital structure and enhanced flexibility.
Historic FDA Biologics License Approval (Avance)
December 2025 FDA BLA approval for Avance — the first and only FDA-approved biologic therapeutic for peripheral nerve discontinuities with 12 years of market exclusivity, supporting standard-of-care positioning, payer engagement and prioritized clinical studies.
Commercial Expansion and Sales Force Growth
Expanded commercial organization: Breast added 10 reps (ending with 21 reps), Extremities added 12 reps (ending with 117 reps), added field managers and development staff for OMH&N and Prostate; plans to grow Breast to ~30 reps and Extremities to ~130 in 2026.
Momentum Across Core Markets and Prostate Foundations
Double-digit growth across Extremities, Oral Maxillofacial & Head & Neck and Breast (Breast one of the fastest-growing opportunities); over 100 prostate procedures completed across 10 sites in 2025 with standardized surgical technique established.
High-Potential Account Performance and Surgeon Education
61% of total revenue growth came from high-potential accounts; average high-potential account productivity increased 21%; active surgeons in high-potential accounts increased by 131; training targets exceeded across markets (e.g., Extremities trained 170 surgeons).
Positive Cash Flow Profile and 2026 Guidance
Company was cash flow positive for full year 2025; guiding 2026 revenue growth of at least 18% (≥ $265.7M), gross margin guidance 74%–76%, and expectation to be free cash flow positive for full year 2026.
AXGN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AXGN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $35.38 | $32.50 | -8.14% |
Oct 29, 2025 | $18.08 | $22.25 | +23.06% |
Aug 05, 2025 | $12.55 | $13.72 | +9.32% |
May 08, 2025 | $16.39 | $12.59 | -23.18% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does AxoGen (AXGN) report earnings?
AxoGen (AXGN) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is AxoGen (AXGN) earnings time?
AxoGen (AXGN) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AXGN EPS forecast?
AXGN EPS forecast for the fiscal quarter 2026 (Q1) is 0.07.