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OrthoPediatrics Corp (KIDS)
NASDAQ:KIDS
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.48Last Year’s EPS
-0.39Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive operational and financial trajectory: strong top-line growth (Q4 +17%, FY +15%), meaningful margin expansion (Q4 gross margin 73%), material adjusted EBITDA improvement, and the first quarter of positive free cash flow contributing to a major year-over-year cash usage improvement (down $26M or 63%). The company also highlighted a deep product pipeline, multiple regulatory and commercial milestones (including EU MDR approvals and FDA clears), and reiterated confident 2026 targets (revenue $262–$266M, ~$25M adjusted EBITDA, free cash flow breakeven). Offsets include continued GAAP and non-GAAP losses, elevated G&A spending, timing-related R&D variability, early-stage digital/adjacency initiatives with limited near-term revenue, and seasonal cash-flow volatility. Overall, the favorable financial inflection, product momentum, and guidance credibility outweigh the remaining execution and timing risks.Company Guidance
Quarterly and Full-Year Revenue Growth
Q4 2025 revenue of $61.6 million, up 17% year-over-year; full-year 2025 revenue growth of 15%. Management reiterated 2026 revenue guidance of $262–$266 million, implying 11%–13% growth year-over-year.
Margin Expansion and Improved Profitability
Gross profit margin of 73% in Q4 2025 versus 68% in Q4 2024. Q4 adjusted EBITDA was $4.8 million, a 59% improvement versus prior-year quarter; full-year adjusted EBITDA increased nearly 75% year-over-year. Company expects approximately $25 million of adjusted EBITDA in 2026 with sustained ~73% gross margin.
Positive Free Cash Flow and Strong Cash Position
Generated $10 million of free cash flow in Q4 2025, the first positive free cash flow quarter in company history. Full-year free cash usage improved to $15 million (down from $41 million in 2024), a $26 million (63%) improvement. Cash, short-term investments and restricted cash totaled $62.9 million at quarter-end.
Segment-Level Strength — T&D, Scoliosis, OPSB
Trauma & Deformity revenue of $42.6 million in Q4, up 17% YoY; Scoliosis revenue of $17.6 million, up 13% YoY. OPSB (specialty bracing) continues to be a strategic growth catalyst with same-store sales growth, clinic expansion ahead of schedule, and multiple new brace product launches.
Product Innovation Momentum and Clinical Milestones
Company launched or beta-launched multiple major pediatric products (3P Hip, 3P Small-Mini FDA approval, PNP tibia and PNP Femur, PNP Retro, VerteGlide, EE electromechanical growing spine system first-in-human planned). Management describes a 'multiyear super cycle' of product innovation with early positive clinical feedback for VerteGlide.
International Rebound and Regulatory Wins
International revenue of $13.0 million in Q4, up 33% YoY (21% of total revenue). Obtained EU MDR approvals for several T&D and scoliosis products and X6 devices; acquired Brazilian distributor Follow Med to improve Brazilian operations, cash collection, and ordering patterns.
Operational Execution and Guidance Confidence
Set deployment increased to $4.5 million in Q4 (from $3.7 million prior-year). Management reiterated 2026 targets including free cash flow breakeven, approximately $25 million adjusted EBITDA, and expected set deployment of ~ $10 million — signaling confidence in scaling profitability and cash generation.
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 |
|---|---|---|---|
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% |
May 07, 2025 | $22.18 | $23.08 | +4.06% |
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 May 06, 2026, After Close (Confirmed).
What is OrthoPediatrics Corp (KIDS) earnings time?
OrthoPediatrics Corp (KIDS) earnings time is at May 06, 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 (Q1) is -0.48.