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 -

Q2 2025

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.

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
Aug 07, 2025	2025 (Q2)	-0.29 / -	-0.34	―	―	―
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)	―
May 08, 2023	2023 (Q1)	-0.23 / -0.23	-0.16	-43.75% (-0.07)	―

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 07, 2025, After Close (Confirmed).

What is Treace Medical Concepts (TMCI) earnings time?

Treace Medical Concepts (TMCI) earnings time is at Aug 07, 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 (Q2) is -0.29.

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