TELA Bio (TELA)
NASDAQ:TELA
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.19Last Year’s EPS
-0.25Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call described meaningful operational and commercial progress—16% full-year revenue growth, strong unit gains, margin improvement, European traction, product launches, and a rebuilt sales organization—while candidly acknowledging near-term execution risks: a large cohort of new reps ramping, contract execution delays, product-mix pressure on ASPs, and a more conservative 2026 guide (at least 8%). The tone is constructive and forward-looking with prudence in guidance; fundamentals improved but short-term variability is expected as the commercial changes annualize.Company Guidance
Full-Year and Q4 Revenue Growth
Revenue grew 16% for full year 2025 to $80.3M and Q4 revenue increased 18% year-over-year to $20.9M, with the company reporting a record fourth quarter.
Unit Growth Across Portfolio
OviTex unit sales grew 22% for the year (20% in the quarter) and PRS unit sales grew 12% for both the quarter and year, indicating broad unit-volume adoption.
LiquiFix Early Traction
LiquiFix revenue more than tripled year-over-year (>+200%), reflecting early commercial adoption and expanding use alongside the core OviTex portfolio.
European Expansion
European sales reached $12.1M (15% of total revenue) in 2025, a 17% increase versus $10.3M in 2024, with rapid adoption noted in the U.K. and The Netherlands.
Gross Margin and Operating Improvement
Gross margin improved to 66% in Q4 and 68% for the full year (prior-year: 64% and 67%), driven by lower excess & obsolete inventory as a percentage of revenue; loss from operations improved modestly (Q4 loss $6.6M vs prior $8.4M; FY $33.8M vs prior $34.1M).
Commercial Rebuild and Sales Force Expansion
Commercial overhaul executed while growing revenue: U.S. quota-carrying territory managers increased to ~88 (target of 76 hit earlier), total sales force ~90, with ~40% of reps hired in last six months and ~35% tenured reps averaging >$1M/year.
Product and Clinical Progress
Launched OviTex LTR (long-term resorbable), enrolled first patients in the hiatal hernia ECHO trial, and promoted Dr. Howard Lang to CMO to support clinical education and data dissemination.
Balance Sheet Strengthening and Governance
Ended 2025 with $50.8M cash and cash equivalents, upsized/refinanced debt facility, raised incremental equity capital, and added board expertise to support strategy execution.
TELA 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
TELA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 24, 2026 | $0.76 | $0.69 | -9.33% |
Nov 13, 2025 | $1.11 | $1.00 | -9.91% |
Aug 11, 2025 | $1.86 | $1.60 | -13.98% |
May 08, 2025 | $0.99 | $1.08 | +9.09% |
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 TELA Bio (TELA) report earnings?
TELA Bio (TELA) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is TELA Bio (TELA) earnings time?
TELA Bio (TELA) earnings time is at May 07, 2026, Before Open (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 TELA EPS forecast?
TELA EPS forecast for the fiscal quarter 2026 (Q1) is -0.19.