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MarketBeat
Fri, February 27, 2026 astatine 10:47 AM CST 6 min read
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Treace acceptable full-year 2026 gross guidance of $200 cardinal to $212 million (implying a ~6% to 0% diminution versus 2025) and guided to an adjusted EBITDA nonaccomplishment of $4 cardinal to $6 million, portion targeting an ~50% simplification successful currency pain and citing $48.4 million of year-end 2025 currency positive a $115 million recognition installation for liquidity.
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The institution is expanding beyond Lapiplasty with 3 newer systems (Nanoplasty, Percuplasty and SpeedMTP) to code the astir 75% of bunion procedures it antecedently didn’t serve, and reported accelerated aboriginal adoption—over 25% of its 3,300+ surgeons had utilized astatine slightest 1 caller strategy by Q4 with accelerating process volume.
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Q4 gross fell to $62.5 million (down 9% YoY) driven by a displacement to lower‑priced products, portion nett nonaccomplishment widened to $9.4 million and adjusted EBITDA dropped to $6.2 million, reflecting softer elective request and premix headwinds.
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Treace Medical Concepts (NASDAQ:TMCI) absorption told investors it is entering what it called a “transformational phase,” expanding beyond its humanities Lapiplasty absorption to go a broader “comprehensive bunion solutions company.” On the company’s 4th fourth and full-year 2025 net call, executives emphasized accelerating process measurement maturation and expanding “wallet share” wrong its lawsuit base, portion acknowledging continued near-term gross unit from a displacement toward lower-priced products and softer elective process demand.
Treace initiated full-year 2026 gross guidance of $200 cardinal to $212 million, which absorption said implies a diminution of 6% to 0% versus 2025. CEO John Treace said the aforesaid dynamics discussed connected the anterior call—case measurement maturation offset by broader economical conditions, softer user sentiment, and a merchandise premix shift—are inactive contiguous entering 2026.
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The institution expects gross declines to proceed until the seasonally strongest 4th quarter. CFO Mark Hair said 4th fourth gross maturation is expected to beryllium driven by accelerating lawsuit volumes, lapping the premix displacement dynamics, and publication from planned 2026 merchandise launches. Hair besides said first-quarter gross is expected to measurement down astir 27% from Q4 2025, accordant with emblematic seasonality, with year-over-year maturation rates improving successful each consequent quarter.
On profitability, Treace guided to an adjusted EBITDA nonaccomplishment of $4 cardinal to $6 million successful 2026, compared to a nonaccomplishment of $3.9 million successful 2025. Management reiterated a extremity to further trim currency usage, with Hair and Treace some stating the institution anticipates approximately a 50% reduction successful currency pain successful 2026 versus 2025.
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