Treace Medical (TMCI) Q1 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Mon, June 1, 2026 astatine 12:34 PM CDT 27 min read

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DATE

Friday, May 8, 2026 astatine 8 a.m. ET

CALL PARTICIPANTS

• Chief Executive Officer — John Treace

• Chief Financial Officer — Mark Hair

Full Conference Call Transcript

John Treace, Chief Executive Officer; and Mark Hair, Chief Financial Officer. John and Mark volition sermon our archetypal 4th fiscal results and 2026 outlook. We volition past big a question-and-answer league pursuing our prepared remarks. Our property merchandise tin beryllium recovered successful the Investor Relations conception of our website astatine investors.treace.com. This telephone is being recorded and volition beryllium archived successful the Investors conception of our website. Before we begin, we would similar to punctual you that it is our intent that each forward-looking statements made during today's telephone volition beryllium protected nether the Private Securities Litigation Reform Act of 1995.

Any statements that subordinate to expectations oregon predictions of aboriginal events, marketplace trends arsenic good arsenic our estimated results oregon show are forward-looking statements. All forward-looking statements are based upon our existent estimates and assorted assumptions. These statements impact worldly risks and uncertainties that could origin existent results oregon events to materially disagree from those anticipated oregon implied by these forward-looking statements. All forward-looking statements are based upon presently disposable accusation and Treace Medical assumes nary work to update these statements. Accordingly, you should not spot undue reliance connected these statements.

Please notation to our SEC filings, including our 2025 Form 10-K and our Form 10-Q for the archetypal 4th of 2026 filed earlier the marketplace opens today, May 8, which tin beryllium recovered successful the Investor Relations conception of our website astatine investors.treace.com for a elaborate presumption of risks. With that, I volition present crook the telephone implicit to John.

John Treace: Thank you, Trip. Good morning, everyone, and convey you for joining america connected our archetypal 4th 2026 net league call. Entering 2026, Treace Medical has evolved beyond its instauration successful Lapiplasty into a broad bunion solutions company. Building connected the strategical advancement made successful 2025, we've expanded our portfolio with aggregate caller process innovations, which we judge presumption america to code a wide spectrum of surgeon and diligent preferences crossed each bunion classes. We expect this breadth of offerings volition enactment accelerated maturation successful process volume, accrued wallet stock and a meaningfully expanded serviceable marketplace opportunity. We are encouraged by our archetypal 4th show but stay focused connected driving further improvement.