AI brief of an SEC Form 8-K · Axogen, Inc. (AXGN)

Axogen raises 2026 revenue guidance to at least $290 million after 26.2% Q3 sales growth

Positive Impact 4 of 5 earnings Written later

Axogen reported third quarter 2026 revenue of $75.8 million, up 26.2% from a year earlier, and net income of $2.3 million, or $0.04 per diluted share, compared with $0.7 million in the prior-year quarter. The company raised its full-year 2026 revenue guidance to at least $290 million, representing growth of at least 29%, which includes at least $7 million from the BioCircuit acquisition completed on October 1, 2026.

Key points

  • Q3 2026 revenue was $75.8 million, up 26.2% from $60.1 million in Q3 2025; gross margin was 74.8% versus 76.6%.
  • Net income was $2.3 million, or $0.04 per diluted share, versus $0.7 million, or $0.01, a year earlier; adjusted net income was $13.1 million, or $0.21 per share.
  • 2026 guidance: revenue of at least $290 million, organic revenue of at least $283 million, and gross margin of at least 73%.
  • Cash, restricted cash and investments were $350.1 million at September 30, 2026, up $236.7 million from June 30, after an upsized offering that produced $225 million in net proceeds.

The filing

CompanyAxogen, Inc. (AXGN)
Form8-K, current report
Filed with the SECOct 28, 2026, 7:04 AM ET
Accession number0000805928-26-000106

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:51 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 28, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.