Every material Form 8-K Vericel filed with the SEC in 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.
Vericel reported third quarter 2026 total revenue up 26% to $85.4 million and net income up 179% to $14.2 million, or $0.27 per diluted share. The company raised its full-year 2026 total revenue guidance to $344 million to $346 million from $330 million to $340 million.
Q3 2026 total net revenue of $85.4 million, up from $67.5 million in Q3 2025
Net income of $14.2 million, or $0.27 per diluted share, versus $5.1 million, or $0.10 per diluted share, a year earlier
Full-year 2026 revenue guidance raised to $344 million to $346 million; MACI guidance raised to $290 million to $292 million
Adjusted EBITDA margin guidance raised to 28% from 27%; repurchased 220,744 shares for $8.8 million in the quarter
Vericel reported second quarter 2026 total revenue of $77.5 million, up 22% from a year earlier, and net income of $2.2 million, or $0.04 per diluted share, compared with a net loss of $0.6 million in the same quarter of 2025. The company raised its full-year 2026 total revenue guidance to $330 million to $340 million and authorized a $200 million share repurchase program.
Q2 2026 total revenue was $77.5 million, up from $63.2 million; MACI net revenue was $65.5 million
Net income was $2.2 million, or $0.04 per diluted share, versus a net loss of $0.6 million in Q2 2025; gross margin was 73% versus 74%
Full-year 2026 total revenue guidance raised to $330 million to $340 million from $326 million to $336 million
Board authorized a $200 million share repurchase program; the company reported approximately $227 million in cash and investments and no debt
Vericel reported first quarter 2026 total revenue of $68.4 million, up 30% from $52.6 million a year earlier, and its net loss narrowed to $6.3 million, or $0.12 per diluted share, from $11.2 million, or $0.23 per share. The company raised its full-year 2026 total revenue guidance to $326 to $336 million from $316 to $326 million, which signals higher expected sales for shareholders.
Total revenue of $68.4 million, up 30% from $52.6 million in the first quarter of 2025
Net loss of $6.3 million, or $0.12 per diluted share, compared with $11.2 million, or $0.23, a year earlier
Full-year 2026 total revenue guidance raised to $326 to $336 million; Burn Care guidance raised to $44 to $48 million from $36 to $40 million
Free cash flow of $15.1 million; approximately $211 million in cash and investments and no debt
Vericel reported fourth-quarter 2025 total revenue of $92.9 million, up 23%, and net income of $23.2 million, up 17%. For the full year, revenue rose 16% to $276.3 million and net income rose 59% to $16.5 million. The company guided 2026 total revenue to $316 million to $326 million and MACI revenue to $280 million to $286 million.
Q4 2025 net income was $23.2 million, or $0.45 per diluted share, versus $19.8 million, or $0.38, in Q4 2024
Full-year 2025 net income was $16.5 million, or $0.32 per diluted share, versus $10.4 million, or $0.20, in 2024
2026 guidance: total revenue of $316 to $326 million, gross margin of about 75%, and adjusted EBITDA margin of about 27%
Operating expenses rose to $50.7 million in Q4 2025 from $40.0 million, mainly from headcount and costs tied to the new Burlington facility
Vericel released preliminary, unaudited 2025 results on January 13, 2026, ahead of its January 14 presentation at the J.P. Morgan Healthcare Conference. The company expects total net revenue of about $276 million, GAAP net income for a second consecutive year, and $200 million in cash and investments with no debt. The figures are subject to change and may differ materially from the audited statements.
Total net revenue expected at approximately $276 million, including MACI net revenue of $239.5 million and Burn Care net revenue of $36.5 million
Gross margin expected at 74% and adjusted EBITDA margin at 26%
GAAP net income profitability expected for the second consecutive year
Fourth-quarter total revenue and MACI revenue each grew 23%; PricewaterhouseCoopers has not audited the preliminary data
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Vericel filing is on SEC EDGAR ↗. 8-K briefs of other companies →