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Treace Medical Concepts (TMCI)
NASDAQ:TMCI
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.29Last Year’s EPS
-0.34Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: -19.10%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Neutral
The earnings call reflected a balanced view with both positive advancements in product development and market leadership, alongside continuous financial losses and modest growth expectations. While the company is expanding its portfolio and improving EBITDA, challenges persist in achieving profitability and maintaining high gross margins.Company Guidance
During the first quarter 2025 earnings conference call, Treace Medical Concepts, Inc. reiterated its revenue guidance for the year, expecting between $224 million and $230 million, reflecting a 7% to 10% growth over the previous year. The company's first quarter revenue was $52.6 million, showing a 3% increase compared to the same quarter in 2024, or 4.5% when adjusted for one less selling day. The gross margin slightly decreased to 79.7% from 80.2% in the prior year. The net loss was reduced to $15.9 million, or $0.25 per share, from $18.7 million, or $0.30 per share, in 2024. The company also reported an adjusted EBITDA loss of $3.8 million, a 54% improvement from last year's $8.3 million. Total liquidity stood at $98.6 million, with cash, equivalents, and marketable securities at $70.1 million as of March 31, 2025. The company anticipates its most significant growth to occur in the fourth quarter, driven by the timing of new product launches and seasonal deductibles.Revenue Growth Achieved
Treace Medical Concepts reported first-quarter revenue of $52.6 million, marking a 3% increase over the same period in 2024. Adjusting for one fewer selling day, the growth was 4.5%.
Positive Feedback on New Systems
The company received positive feedback from surgeons for their three new bunion systems, which are expected to significantly impact business in the latter half of the year.
Successful Adjusted EBITDA Improvement
Adjusted EBITDA loss improved by 54%, from $8.3 million in Q1 2024 to $3.8 million in Q1 2025, marking the third consecutive quarter of improvement.
Strong Customer Base and Market Leadership
Treace Medical Concepts has established a strong customer base of over 3,100 surgeons and is the dollar share leader in the U.S. bunion market.
R&D and Product Pipeline Expansion
The company is expanding its portfolio with new technologies, including the IntelliGuide PSI and SpeedPlate MicroQuad implant, and is planning to release the next-generation lapoplasty platform.
TMCI 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
TMCI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
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% |
Aug 06, 2024 | $6.66 | $6.50 | -2.40% |
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 (TMCI) report earnings?
Treace Medical Concepts (TMCI) is schdueled to report earning on Aug 12, 2025, TBA Not Confirmed.
What is Treace Medical Concepts (TMCI) earnings time?
Treace Medical Concepts (TMCI) earnings time is at Aug 12, 2025, TBA Not 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 (Q2) is -0.29.