Organogenesis Holdings (ORGO)
NASDAQ:ORGO
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.3Last Year’s EPS
-0.06Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call detailed significant near-term financial deterioration driven by market disruption and policy-related clinician confusion: Q1 revenue fell 58% YoY, margins compressed sharply, and losses widened, prompting a material downgrade to full-year revenue guidance and a March restructuring. Offsetting these negatives are important strategic and clinical milestones — completion of a BLA submission for ReNu, a positive 170‑patient RCT for PuraPly AM, evidence of relative market share gains, disciplined cost reductions, and a solid cash position with no debt. While these highlights support longer-term confidence, they do not fully mitigate the severe short-term revenue and profitability declines and the uncertainty around CMS policy timing.Company Guidance
Completed BLA Submission for ReNu
On April 28 the company completed its BLA submission to the FDA for ReNu, a potential nonsurgical biologic for symptomatic knee osteoarthritis — a key regulatory milestone supporting future growth in a large unmet market.
Positive Randomized Controlled Trial for PuraPly AM
A prospective, multicenter RCT of 170 patients evaluating PuraPly AM plus standard of care vs standard of care alone met its primary endpoint, demonstrating statistically significant wound closure at 12 weeks (p < 0.0477), reinforcing clinical evidence that may support future coverage.
Evidence of Market Share Gains Despite Market Contraction
Management reported that unit volumes outperformed industry declines and estimated core brands (excluding Apligraf) were down ~22% versus an estimated market contraction of ~63%, indicating relative share gains amid disruption.
Non-GAAP Gross Margin Stronger Excluding One-Time Adjustments
Excluding inventory write-downs, non-GAAP gross profit was $14.8M, or 41% of net product revenue, vs GAAP gross profit of $10.5M (29%), showing underlying margin resilience absent discrete charges.
Cost Reduction Actions and Expected Annualized Savings
A March restructuring (88 employees and closure of St. Petersburg facility) is expected to yield approximately $14M of annualized cost reductions; additional estimated cost savings of ~$7M are expected in 3Q/4Q 2026.
Reduced Operating Expenses Year-Over-Year (Excluding COGS)
Non-GAAP operating expenses (excluding cost of goods sold) were $80.3M versus $89.7M last year, a decrease of $9.4M or ~10% year-over-year, reflecting SG&A reductions.
Improving Sequential Trends and Positive Adjusted EBITDA Target for H2
Management reported month-to-month improvement into April, expects sequential revenue improvement through the year, and continues to target positive adjusted EBITDA generation in the second half of 2026 with normalized profitability in Q4.
Solid Liquidity and No Debt
As of March 31, 2026 the company held $92.1M in cash, cash equivalents and restricted cash (down slightly from $94.3M at December 31, 2025), had no outstanding debt and up to $75M availability under its revolving facility.
ORGO 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
ORGO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $2.53 | $2.37 | -6.32% |
Feb 26, 2026 | $3.70 | $3.21 | -13.24% |
Nov 06, 2025 | $3.89 | $5.63 | +44.73% |
Aug 07, 2025 | $4.52 | $4.55 | +0.77% |
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 Organogenesis Holdings (ORGO) report earnings?
Organogenesis Holdings (ORGO) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Organogenesis Holdings (ORGO) earnings time?
Organogenesis Holdings (ORGO) earnings time is at Aug 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 ORGO EPS forecast?
ORGO EPS forecast for the fiscal quarter 2026 (Q2) is -0.3.