Every material Form 8-K TREACE MEDICAL CONCEPTS, INC. has filed with the SEC since April 09, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Treace Medical reported third-quarter 2026 revenue of $48.3 million, down 4% from $50.2 million a year earlier, while its net loss narrowed to $12.6 million from $16.3 million. The company raised its full-year 2026 Adjusted EBITDA outlook to a loss of $1.0 million to $2.0 million, from a prior loss estimate of $3.0 million to $5.0 million, and narrowed its revenue range to $206 million to $210 million.
Q3 2026 revenue was $48.3 million, down 4% from $50.2 million in Q3 2025; the company said bunion kit sales volume excluding stocking distributors grew mid-single digits.
Q3 2026 net loss was $12.6 million, or $(0.19) per share, versus $16.3 million, or $(0.26) per share, a year earlier.
Q3 2026 Adjusted EBITDA was $0.3 million, compared with a loss of $2.6 million in Q3 2025.
Full-year 2026 revenue guidance is $206 million to $210 million, versus the prior $204 million to $212 million; cash usage reduction of about 50% was reiterated.
Treace Medical reported second-quarter 2026 revenue of $45.4 million, down 4% from $47.4 million a year earlier, and a net loss of $15.9 million, or $0.24 per share, versus $17.4 million, or $0.28 per share, in the same quarter of 2025. The company raised its full-year 2026 revenue guidance to $204 million to $212 million and narrowed its expected full-year Adjusted EBITDA loss to $3.0 million to $5.0 million.
Q2 2026 revenue was $45.4 million, down 4% from $47.4 million in Q2 2025; gross margin was 78.5% versus 79.7%.
Q2 2026 net loss was $15.9 million, or $0.24 per share, compared with $17.4 million, or $0.28 per share, a year earlier.
Full-year 2026 revenue guidance rose to $204 million to $212 million from $202 million to $212 million.
Full-year 2026 Adjusted EBITDA loss guidance was updated to $3.0 million to $5.0 million from $4.0 million to $6.0 million; cash usage reduction of about 50% was reiterated.
Treace Medical Concepts reported first quarter 2026 revenue of $47.2 million, down 10% from $52.6 million a year earlier, and a net loss of $18.0 million, or $0.28 per share, compared with $15.9 million, or $0.25 per share, in the first quarter of 2025. The company reaffirmed its full-year 2026 revenue guidance of $202 million to $212 million, a decline of 5% to 0%, so shareholders face weaker sales and a wider loss this quarter, though the outlook was not cut.
First quarter 2026 revenue was $47.2 million, down 10% from $52.6 million in the first quarter of 2025.
Net loss was $18.0 million, or $0.28 per share, versus $15.9 million, or $0.25 per share, a year earlier.
Full-year 2026 revenue guidance of $202 million to $212 million was reaffirmed, with an Adjusted EBITDA loss expected in the range of $4.0 million to $6.0 million.
Cash, cash equivalents and marketable securities totaled $51.9 million as of March 31, 2026, and the credit facility provides an additional $115 million subject to conditions.
Treace Medical preliminarily reported first-quarter 2026 revenue of $47.0 million to $47.2 million and cash of about $51.9 million, and raised the low end of its full-year 2026 revenue guidance to $202 million to $212 million. The company also said Chief Commercial Officer Gaetano M. Guglielmino departed effective April 8, 2026, and will not be replaced, with his duties moved to existing staff and the head of sales reporting to the CEO.
Preliminary Q1 2026 revenue: $47.0 million to $47.2 million (unaudited; subject to financial closing procedures)
Cash, equivalents and marketable securities about $51.9 million at March 31, 2026, up about $3.5 million from $48.4 million at December 31, 2025
2026 revenue guidance updated to $202 million to $212 million, from $200 million to $212 million previously
Chief Commercial Officer Gaetano M. Guglielmino departed April 8, 2026; consulting agreement runs through January 31, 2027 at a monthly fee of $36,666.67
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