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Organogenesis Holdings (ORGO)
NASDAQ:ORGO
US Market

Organogenesis Holdings (ORGO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 07, 2026
After Close (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
-0.29
Last Year’s EPS
-0.17
Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 26, 2026|
% Change Since:
|
Earnings Call Sentiment|Negative
The call highlighted an exceptional fourth quarter with record revenue, substantial margin expansion and strong adjusted EBITDA, alongside meaningful commercial and pipeline progress (ReNu, Dermagraft, Smithfield manufacturing). However, sweeping CMS policy changes and specific December CMS commentary have created significant clinician confusion and material utilization disruption that management expects will drive a meaningful revenue decline in 2026 (full-year guidance -25% to -38%, Q1 ~-50%). Rising operating expenses, inventory adjustments and a lower cash balance further accentuate near-term risks. Management is optimistic about market-share recovery in H2 2026, but the near-term outlook is materially challenged.
Company Guidance
Organogenesis guided that total net revenue is expected to decline 25%–38% year‑over‑year for full‑year 2026, with first‑quarter revenue down roughly 50% YoY and first‑half revenue down about 30%–35% YoY due to clinician confusion from late‑2025 CMS commentary; the company expects strong sequential recovery in Q2 and further sequential growth in Q3 and Q4, driving positive adjusted EBITDA in H2 and a high‑teens adjusted EBITDA margin in Q4. The outlook is set against a Q4 2025 base of $225.1 million in net product revenue (up 78% YoY, +50% sequential), Advanced Wound Care of $217.2 million (+83% YoY), Surgical & Sports Medicine $7.9 million (−2% YoY), Q4 adjusted EBITDA of $84.2 million (37% of revenue), GAAP net income of $43.7 million, and year‑end cash of $94.3 million with no debt and a $75 million revolver available.
Record Q4 Revenue Performance
Net product revenue of $225.1M in Q4, up 78% year-over-year and up 50% sequentially; results exceeded the high end of prior guidance ($162M–$187M).
Advanced Wound Care Surge
Advanced Wound Care net product revenue of $217.2M in Q4, up 83% year-over-year and the primary driver of the quarter's outperformance.
Significant Profitability and Margin Expansion
Gross profit of $175.2M (78% of net product revenue vs 75% prior year). GAAP operating income $63.3M (+519% YoY); non‑GAAP operating income $75.9M (+549% YoY). Adjusted EBITDA $84.2M (37% of revenue) vs $18.2M (14%) prior year.
Portfolio and Commercial Progress
Commercialized Dermagraft and continued growth in the PuraPly family; Surgical & Sports Medicine sales modestly down in Q4 (-2% YoY) but up 12% for full year 2025. Company highlights multi-FDA-category portfolio and capacity to expand to FortiShield and TransCyte.
Pipeline Advancement and Strategic Investments
ReNu rolling BLA submission initiated late 2025 with expected completion in H1 2026, representing a potential transformational opportunity for knee osteoarthritis. New Smithfield, RI manufacturing/R&D center advancing to scale Apligraf and PuraPly AM.
Capital Structure and Liquidity Options
No outstanding debt as of 12/31/2025; cash, cash equivalents and restricted cash of $94.3M and availability under a $75M revolving credit facility.

Organogenesis Holdings (ORGO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

ORGO Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 07, 2026
2026 (Q1)
-0.29 / -
-0.17
Feb 26, 2026
2025 (Q4)
0.21 / 0.31
0.04675.00% (+0.27)
Nov 06, 2025
2025 (Q3)
0.07 / 0.12
0.0936.67% (+0.03)
Aug 07, 2025
2025 (Q2)
-0.05 / -0.06
-0.1351.54% (+0.07)
May 08, 2025
2025 (Q1)
-0.04 / -0.17
-0.015-1033.33% (-0.16)
Feb 27, 2025
2024 (Q4)
-0.01 / 0.04
0.019110.53% (+0.02)
Nov 12, 2024
2024 (Q3)
-0.02 / 0.09
0.036150.00% (+0.05)
Aug 08, 2024
2024 (Q2)
<0.01 / -0.13
0.046-382.61% (-0.18)
May 09, 2024
2024 (Q1)
-0.02 / -0.01
-0.003-400.00% (-0.01)
Feb 29, 2024
2023 (Q4)
<0.01 / 0.02
0.071-73.24% (-0.05)
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

ORGO Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 26, 2026
$3.70$3.21-13.24%
Nov 06, 2025
$3.89$5.63+44.73%
Aug 07, 2025
$4.52$4.55+0.77%
May 08, 2025
$5.34$3.06-42.70%
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 Organogenesis Holdings (ORGO) report earnings?
Organogenesis Holdings (ORGO) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
    What is Organogenesis Holdings (ORGO) earnings time?
    Organogenesis Holdings (ORGO) earnings time is at May 07, 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 ORGO EPS forecast?
          ORGO EPS forecast for the fiscal quarter 2026 (Q1) is -0.29.