Treace Medical Concepts Reports Q4 2025 Revenue of $62.1M to $62.5M, Beating Consensus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Source: seekingalpha
- Revenue Performance: Treace Medical Concepts reported preliminary Q4 2025 revenue of $62.1M to $62.5M, reflecting a 9% decrease year-over-year, although it surpassed the consensus estimate of $61.76M, indicating ongoing business challenges.
- Annual Revenue Growth: For the full year 2025, preliminary revenue was $212.3M to $212.7M, representing a 2% increase compared to the previous year, aligning with the previously provided guidance of $211M to $213M, showcasing consistent growth amidst market conditions.
- Surgeon Increase: The company added approximately 202 new active surgeons in 2025, ending the year with around 3,337 active surgeons, a 6% increase from the prior year, indicating a 33% penetration rate among the estimated 10,000 U.S. surgeons performing bunion surgeries.
- Market Reaction: Treace Medical's stock rose 3.21% in pre-market trading to $2.89, reflecting investor optimism regarding the revenue beat, although the overall declining revenue trend remains a point of concern.
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Analyst Views on TMCI
Wall Street analysts forecast TMCI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TMCI is 4.87 USD with a low forecast of 3.00 USD and a high forecast of 7.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
1 Buy
4 Hold
1 Sell
Hold
Current: 2.300
Low
3.00
Averages
4.87
High
7.50
Current: 2.300
Low
3.00
Averages
4.87
High
7.50
About TMCI
Treace Medical Concepts, Inc. is a medical technology company. It is advancing the standard of care for the surgical management of bunion and related midfoot deformities. It has patented the Lapiplasty 3D Bunion Correction System a combination of instruments, implants, and surgical methods designed to surgically correct all three planes of the bunion deformity and secure the unstable joint, addressing the root cause of the bunion and helping patients get back to their active lifestyles. It has Adductoplasty Midfoot Correction System, designed for reproducible surgical correction of midfoot deformities, the SpeedMTP Rapid Compression Implant for addressing bunions through big toe joint fusions, and two systems for minimally invasive osteotomy surgeries: the Nanoplasty 3D Minimally Invasive Bunion Correction System and the Percuplasty Percutaneous 3D Bunion Correction System. It sells its products to physicians, surgeons, ambulatory surgery centers, hospitals, and stocking distributors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Treace Medical Concepts Reports Q4 2025 Revenue of $62.1M to $62.5M, Beating Consensus
- Revenue Performance: Treace Medical Concepts reported preliminary Q4 2025 revenue of $62.1M to $62.5M, reflecting a 9% decrease year-over-year, although it surpassed the consensus estimate of $61.76M, indicating ongoing business challenges.
- Annual Revenue Growth: For the full year 2025, preliminary revenue was $212.3M to $212.7M, representing a 2% increase compared to the previous year, aligning with the previously provided guidance of $211M to $213M, showcasing consistent growth amidst market conditions.
- Surgeon Increase: The company added approximately 202 new active surgeons in 2025, ending the year with around 3,337 active surgeons, a 6% increase from the prior year, indicating a 33% penetration rate among the estimated 10,000 U.S. surgeons performing bunion surgeries.
- Market Reaction: Treace Medical's stock rose 3.21% in pre-market trading to $2.89, reflecting investor optimism regarding the revenue beat, although the overall declining revenue trend remains a point of concern.
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Treace Completes First Surgery Using Lapiplasty®Lightning™ Technology
- Technological Innovation: Treace Medical successfully completed the first surgery using its Lapiplasty®Lightning™ technology, which reduces surgical steps and enhances precision, thereby improving surgical efficiency and patient recovery times.
- Market Outlook: The company anticipates initiating a limited market release of the Lapiplasty®Lightning™ System in mid-2026, further driving Treace's market share in foot surgery to meet the growing surgical demand.
- Clinical Feedback: Surgeon William DeCarbo noted that the Lightning technology made the surgical process more intuitive, allowing for three-plane correction without the need for provisional fixation, thus streamlining the surgical workflow and enhancing patient safety.
- Industry Leadership: As a pioneer in 3D bunion correction, Treace solidifies its market leadership through continuous innovation, which is expected to attract more surgeons to adopt its advanced surgical systems.
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