The earnings call reflects a positive sentiment due to the strong revenue growth, successful expansion of the product portfolio, and significant improvements in profitability metrics. However, there are some financial challenges such as a slight decline in gross margin and a decrease in cash reserves. The strategic initiatives and new product launches are expected to drive continued growth.

Company Guidance -

Q3 2025

During the Treace Medical Concepts second quarter 2025 earnings call, the company reiterated its revenue guidance for the full year, expecting it to be between $224 million and $230 million, representing growth of 7% to 10% over the prior year. In the second quarter, Treace reported revenue of $47.4 million, a 7% increase from the same period in 2024. Despite a net loss of $17.4 million, the company demonstrated significant progress in reducing its adjusted EBITDA loss by 58% compared to the previous year. The gross margin slightly declined to 79.7% from 80.2% in the prior year quarter. Treace also highlighted its strategic initiatives, including the introduction of three new bunion correction systems and the upcoming limited market release of the Lapiplasty Lightning system, aiming for continued growth and market penetration. The company's cash, cash equivalents, and marketable securities stood at $69.3 million as of June 30, 2025, with total liquidity, including access to a revolver, reaching approximately $90.7 million.

Revenue Growth

Revenue for the second quarter was $47.4 million, representing a 7% growth over the second quarter of 2024.

Expanded Portfolio

Successfully launched three new bunion correction systems: Nanoplasty, Percuplasty 3D MIS osteotomy systems, and SpeedMTP Great Toe Fusion system, expanding their product portfolio.

Strong Clinical Evidence

Recent peer-reviewed publication of the ALIGN3D Lapiplasty clinical study demonstrates successful patient outcomes out to 4 years.

Expense Management

Total operating expenses reduced by 4% compared to the second quarter of 2024, reflecting execution on expense management initiatives.

Improved Profitability

Adjusted EBITDA loss improved by 58% from $8.7 million in the second quarter of 2024 to $3.6 million in the second quarter of 2025.

Treace Medical Concepts (TMCI) 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

Daily Earnings Calendar >

TMCI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	-0.28 / -	-0.25	―	―	―
Aug 07, 2025	2025 (Q2)	-0.29 / -0.28	-0.34	17.65% (+0.06)	―
May 08, 2025	2025 (Q1)	-0.30 / -0.25	-0.3	16.67% (+0.05)	―
Feb 27, 2025	2024 (Q4)	-0.04 / -0.01	-0.1	90.00% (+0.09)	―
Nov 05, 2024	2024 (Q3)	-0.27 / -0.25	-0.28	10.71% (+0.03)	―
Aug 06, 2024	2024 (Q2)	-0.29 / -0.34	-0.2	-70.00% (-0.14)	―
May 07, 2024	2024 (Q1)	-0.30 / -0.30	-0.23	-30.43% (-0.07)	―
Feb 27, 2024	2023 (Q4)	-0.09 / -0.10	-0.08	-25.00% (-0.02)	―
Nov 09, 2023	2023 (Q3)	-0.26 / -0.28	-0.22	-27.27% (-0.06)	―
Aug 08, 2023	2023 (Q2)	-0.24 / -0.20	-0.231	13.42% (+0.03)	―

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

TMCI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$5.68	$6.13	+7.92%
May 08, 2025	$7.54	$6.82	-9.55%
Feb 27, 2025	$9.13	$8.94	-2.08%
Nov 05, 2024	$5.76	$7.78	+35.07%

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 Treace Medical Concepts, Inc. (TMCI) report earnings?

Treace Medical Concepts, Inc. (TMCI) is schdueled to report earning on Nov 11, 2025, After Close (Confirmed).

What is Treace Medical Concepts, Inc. (TMCI) earnings time?

Treace Medical Concepts, Inc. (TMCI) earnings time is at Nov 11, 2025, 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 TMCI EPS forecast?

TMCI EPS forecast for the fiscal quarter 2025 (Q3) is -0.28.

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