OrthoPediatrics Corp (KIDS)
NASDAQ:KIDS
Want to see KIDS full AI Analyst Report?
Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.3Last Year’s EPS
-0.11Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong execution and acceleration across several strategic fronts: double-digit revenue growth (13% YoY), a return to positive adjusted EBITDA, >20% OPSB growth, international acceleration, multiple promising beta launches (3P Hip, Vertiglyde) and EU MDR approvals. Management raised full-year revenue guidance and reaffirmed a path to adjusted EBITDA of ~$25M and free-cash-flow breakeven in 2026. Key short-term headwinds and risks include weather-related clinic disruptions that shifted some demand into Q2, continued GAAP/non-GAAP net losses, higher operating expense levels, lower set deployments versus prior-year (by design), and timing uncertainty around set availability and product rollouts. On balance, the strategic momentum, margin improvement and guidance raise outweigh the near-term challenges and execution/timing risks.Company Guidance
Record Patient Impact
Supported treatment of a record 45,000 children in Q1, bringing cumulative patients treated to nearly 1.4 million — reinforcing core mission and market relevance.
Revenue Growth
Q1 2026 revenue of $59.4 million, up 13% year-over-year; U.S. revenue $45.3 million (up 11%, 76% of total); international revenue ~ $14.1 million (up ~22%, ~24% of total).
Raised Full-Year Guidance
Raised 2026 revenue guidance to $263M–$267M, representing 11%–13% growth; reaffirmed targets of ~ $25M adjusted EBITDA, ~$10M sets deployed, and full-year free cash flow breakeven in 2026.
Adjusted EBITDA Turnaround
Adjusted EBITDA of $2.2 million in Q1 2026 versus an adjusted EBITDA loss of $0.4 million in Q1 2025, indicating meaningful improvement in operating leverage.
Profitability & Cash Flow Progress
Free cash flow used was $5.0 million in Q1 (improved 40% vs $8.4M used in Q1 2025); ending cash, short-term investments and restricted cash of $50.9 million; added a $20M delayed-draw term loan facility to enhance liquidity.
Strong Product & Launch Momentum
Early beta contributions from 3P Hip and Vertiglyde with strong demand; 3P Small Mini beta launching late Q2; Veraxis and Ellie targeted for first-in-patient/first surgeries by YE2026; early trends point to higher ASPs, margin expansion and improved capital efficiency.
OPSB (Specialty Bracing) Growth and Clinic Expansion
OPSB delivered over 20% growth in Q1, with same-store sales strength and clinic expansion ahead of plan; on track toward goal of 27 territories by 2027 driven by greenfield openings and selective acqui-hires.
International Regulatory Progress
Received full EU MDR approval for T&D, scoliosis, and external fixation portfolios, enabling broader European commercialization and expected to support improved EMEA growth in H2 2026.
Scoliosis Franchise Momentum
Scoliosis revenue $15.4 million, up 13% YoY, driven by Response and Vertiglyde systems and 7D technology; ~80 surgeons trained on Vertiglyde and move to full market release in Q2 given demand.
Technology & Digital Initiatives
Launched beta deployments for Playbook (digital workflow), deployed first pediatric Iota Motion robot cases, and progressing AI initiatives with objective to deploy 6–8 targeted AI agents to drive clinical and operational efficiencies.
KIDS 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
KIDS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $15.06 | $15.63 | +3.78% |
Feb 26, 2026 | $17.79 | $19.17 | +7.76% |
Oct 28, 2025 | $16.91 | $16.46 | -2.66% |
Aug 05, 2025 | $20.19 | $17.90 | -11.34% |
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 OrthoPediatrics Corp (KIDS) report earnings?
OrthoPediatrics Corp (KIDS) is schdueled to report earning on Aug 05, 2026, After Close (Confirmed).
What is OrthoPediatrics Corp (KIDS) earnings time?
OrthoPediatrics Corp (KIDS) earnings time is at Aug 05, 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 KIDS EPS forecast?
KIDS EPS forecast for the fiscal quarter 2026 (Q2) is -0.3.