TMCI News & Events

Treace Medical Concepts announced the successful completion of the first case utilizing its HyperPlate XM Dynamic Compression Locking Implant. "The launch of HyperPlate XM implants marks another important step in the continued expansion of our market-leading bunion and midfoot portfolio," said John Treace, CEO and Chairman of Treace. "As we highlighted earlier this year, we remain focused on expanding our procedural reach broadly throughout the foot and ankle. HyperPlate XM implants are an example of that strategy in action, providing surgeons with another innovative solution that complements our existing technologies and supports the growing adoption of our expanding portfolio. We believe HyperPlate XM implants, together with our SuperBite Compression Screws platform, strengthens our ability to participate in a larger addressable market, drive increased procedural utilization, and deepen customer engagement, while further advancing Treace as a comprehensive foot and ankle technology partner."

Reports Q1 revenue $47.2M, consensus $46.05M. "We are encouraged by the growing demand for our comprehensive portfolio of best-in-class bunion and midfoot correction systems, including our new products, which expand our addressable procedure opportunities across our growing surgeon base," said John T. Treace, CEO and Chairman of Treace Medical. "In the first quarter, we continued to take market share and grow year-over-year case volumes. We remain focused on driving surgeon adoption of our broadened portfolio and commercializing our 2026 new product launches while advancing a robust pipeline of future product innovations. With continued focus on commercial execution and operational discipline, we believe we are well positioned to drive further share gains and return to stronger growth in the back half of the year."

Backs FY26 adjusted EBITDA view $4M-$6M. The company said, "The Company reiterates its expectation for a reduction in cash usage of approximately 50% for full-year 2026 as compared to the full year 2025. The Company's full-year 2026 guidance reflects continued case volume growth, offset by continued headwinds from demand driven product and price mix shift within Treace's expanded product portfolio."