NexGel Inc (NXGL)
NASDAQ:NXGL
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Earnings Data
Report Date
May 18, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.09Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Q4 2025
Earnings Call Date:Apr 21, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call highlights a strategically transformative acquisition that materially increases scale (pro forma ~3x revenue run rate to $35M), adds a commercial product portfolio in ~500 hospitals, and secures a strategic manufacturing and financing partner that should accelerate revenue, R&D and profitability. However, the transaction includes a complex financing structure with potential dilution (convertible notes, warrants), immediate cash obligations assumed from Celularity (≈$2.9M in commissions), prior seller financial issues, Q4 soft results and notable seasonality and execution risk tied to reactivating the salesforce. Overall, the opportunities and near-term profit potential are meaningful but balanced by execution, financing and dilution risks.Company Guidance
Transformational Acquisition and Revenue Upside
Closed acquisition of Celularity's degenerative wound segment that pro forma approximately triples NEXGEL's annual revenue run rate to roughly $35 million (≈3x). Management states the transaction is immediately accretive to profitability.
Strategic Financing and Partnership with Sequence LifeScience
Secured strategic lead financing involving Sequence LifeScience with a total Sequence-related investment of $5.5M. Financing structure includes convertible notes with a $0.60 conversion price and 50% warrant coverage (strike $0.80); management highlights strategic manufacturing, development and distribution benefits from Sequence as backup manufacturer and partner.
Commercial-Stage Product Portfolio and Market Access
Acquired 6 established regenerative biomaterial products with more than a decade of clinical use and reimbursement pathways; products are already approved and used in approximately 500 hospitals, providing instant commercial footprint and revenue generation.
Near-Term Pipeline and R&D Assets
Gained 3 existing 510(k) devices in the pipeline with $4.6M in paid-in capital scheduled for 2026–2028, plus ownership of R&D staff and lab space to continue development and patent ownership for new projects (e.g., FUSE, ORCHID).
Profitability and Margin Profile (Pro Forma)
Management expects a blended contribution margin of roughly 52% (COGS + sales commissions), modeled fixed overhead of ~$6.0–6.5M, and guidance that a $22–23M revenue run rate would produce roughly $4.0–4.5M of EBITDA. Company expects to be EBITDA-profitable on a rolling 12-month basis after integration and profitable in key quarters (management cited Q3 as a target for EBITDA positivity).
Experienced Commercial Team and Rapid Operational Transition
Transaction includes an experienced commercial and scientific team and largely seamless operational move (same building sublet), enabling restarting sales activity immediately—management stated sales under NEXGEL began the Monday prior to the call.
NXGL 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
NXGL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 21, 2026 | $0.74 | $0.65 | -13.04% |
Nov 11, 2025 | $2.28 | $2.02 | -11.40% |
Aug 12, 2025 | $2.71 | $2.40 | -11.44% |
May 13, 2025 | $2.76 | $2.51 | -9.06% |
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 NexGel Inc (NXGL) report earnings?
NexGel Inc (NXGL) is schdueled to report earning on May 18, 2026, After Close (Confirmed).
What is NexGel Inc (NXGL) earnings time?
NexGel Inc (NXGL) earnings time is at May 18, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is NXGL EPS forecast?
Currently, no data Available