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Baird Medical Reports Full Year 2025 Financial Results and Provides Corporate Update

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Baird Medical (NASDAQ: BDMD) reported full year 2025 revenue of $22.5 million, down 39.2% from $37.0 million in 2024, driven mainly by policy-related slowdown in Mainland China. Gross margin was 83.8% and loss from operations was $25.6 million. Total operating expenses rose to $44.5 million, including $17.5 million of one-time share-based compensation. The company named Mark Saxton CEO of Baird U.S. and established a North American production hub with MPS Medical to support U.S. commercial expansion and product advancement.

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Positive

  • Revenue of $22.5 million in 2025
  • Gross margin of 83.8% in 2025
  • Appointed Mark Saxton as CEO of Baird U.S.

Negative

  • Revenue declined 39.2% year-over-year
  • Operating expenses rose to $44.5 million
  • Net loss before tax of $26.4 million

News Market Reaction – BDMD

+1.79%
2 alerts
+1.79% Session close to close
+10.6% Peak Tracked
$72.43M Market Cap
0.7x Rel. Volume

In the Apr 29 session, BDMD gained 1.79%, reflecting a mild positive market reaction. Argus tracked a peak move of +10.6% during that session. Our momentum scanner triggered 2 alerts that day, indicating moderate trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement details a sharp revenue decline in 2025, a move from profitability to loss, and si...
Analysis

This announcement details a sharp revenue decline in 2025, a move from profitability to loss, and significantly higher operating and R&D spending to support U.S. and global expansion. Earlier news in 2026 emphasized regulatory progress, AI-driven surgical software, and medical congress presence. Investors may focus on how quickly new geographies scale, the durability of high gross margins, and whether future earnings updates show improving operating leverage.

Key Figures

2025 Revenue: $22.5 million Direct Customer Revenue: $4.1 million Distributor Revenue: $18.4 million +5 more
8 metrics
2025 Revenue $22.5 million Full year 2025 revenue; decrease of 39.2% vs $37.0 million in 2024
Direct Customer Revenue $4.1 million 2025 revenue from direct customers vs $19.8 million in 2024
Distributor Revenue $18.4 million 2025 distributor revenue vs $17.2 million in 2024, driven by higher prices
Gross Margin 2025 83.8% 2025 gross margin vs 88.2% in 2024 on lower revenue base
Operating Expenses 2025 $44.5 million Total operating expenses 2025 vs $17.3 million in 2024
R&D Expenses 2025 $20.1 million Research and development in 2025 vs $6.2 million in 2024
Loss from Operations 2025 $25.6 million Loss from operations in 2025 vs operating income of $15.3 million in 2024
Net Loss Before Tax 2025 $26.4 million Net loss before income tax in 2025 vs net income of $14.1 million in 2024

Previous Earnings Reports

1 past event · Latest: Oct 11 (Positive)
Same Type Pattern 1 events
Date Event Sentiment 24h Move Catalyst
Oct 11 Earnings update Positive -12.9% Preliminary 1H24 financials with revenue, profit, and income growth plus Nasdaq listing.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Prior earnings news showed strong fundamentals but a negative -12.89% price reaction, suggesting investors have reacted cautiously to earnings disclosures.

Recent Company History

Over the past several months, Baird Medical has emphasized global expansion and technology advancement. A prior Oct 11, 2024 earnings update reported year-over-year growth in revenue, gross profit, operating income, and net income, yet the stock fell 12.89%. In early 2026, news focused on clinical education workshops, regulatory clearances in Argentina, AI-driven surgical software registration, and U.S. expansion at NASIT and NASOIE. Today’s full-year 2025 results contrast that earlier growth narrative with a sharper financial slowdown.

Key Terms

microwave ablation, watchful waiting
2 terms
microwave ablation medical
"a market leader in minimally invasive Microwave Ablation (MWA) technology"
Microwave ablation is a medical procedure that uses focused microwave energy to heat and destroy abnormal tissue, such as tumors, through a needle-like probe inserted into the body; think of it as using a tiny, targeted microwave oven to cook away problem cells without large incisions. It matters to investors because it represents a growing category of minimally invasive treatments that can reduce hospital stays, create demand for specialized devices and disposables, and influence reimbursement and adoption trends in healthcare markets.
watchful waiting medical
"reduces the uncertainty associated with watchful waiting"
A medical management approach where doctors delay active treatment and instead monitor a condition closely, intervening only if it changes or worsens. Like watching a small crack in a wall before deciding on repairs, it matters to investors because it affects healthcare costs, treatment demand, regulatory steps and potential future revenue or liability for companies developing drugs, devices or services tied to that condition.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Full year 2025 revenue of $22.5 million, impacted by policy-driven slowdown in Mainland China

Advancing global expansion with appointment of seasoned commercial leader, Mark Saxton, as CEO of Baird Medical U.S. to lead commercial ramp in the United States

NEW YORK, April 29, 2026 /PRNewswire/ -- Baird Medical Investment Holdings Ltd. (NASDAQ: BDMD) ("Baird Medical" or the "Company"), a market leader in minimally invasive Microwave Ablation (MWA) technology, today announced its financial results for the full year ended December 31, 2025 and provided an update on key strategic and operational initiatives.

"2025 was an important period in Baird's evolution as we began executing on our strategy to become a global, innovation-driven med tech organization," said Mrs. Haimei Wu, Chairman and Chief Executive Officer of Baird Medical. "The commercial environment in Mainland China was particularly challenging in light of recent policy changes, which has made our efforts to broaden the Company's geographic footprint of great importance. To that end, we reached an important milestone in the fourth quarter with the appointment of Mark Saxton as the CEO of Baird U.S. to lead our commercial ramp in this key market. Mark has built a sterling reputation over the last 25 years at companies including NeuroPace, Covidien and Smith + Nephew, launching a broad range of innovative technology solutions and growing them into market leaders. We have great confidence in the potential of our technology to thrive in the U.S. under Mark's leadership."

"Our Microwave Ablation (MWA) technology offers patients a truly minimally invasive alternative that delivers excellent patient outcomes and reduces the uncertainty associated with watchful waiting.  My early conversations with U.S. surgeons have been deeply encouraging and have only strengthened my conviction that there is a real, unmet need for novel solutions like MWA to address the needs of these patients," said Mark Saxton, Chief Executive Officer of Baird Medical U.S. "In 2026, we are laying the commercial foundation for sustainable long-term growth in the U.S., building the team, infrastructure, and market awareness that this technology deserves. In parallel, Baird is investing in the further advancement of our MWA platform, with the goal of expanding our portfolio and broadening the addressable market over time. We look forward to sharing progress as these initiatives take shape."

Fourth quarter 2025 and Recent Operational Highlights:

  • In December 2025, the Company announced the appointment of med tech industry veteran Mark Saxton as Chief Executive Officer of its U.S. subsidiary. Mr. Saxton, a seasoned commercial leader with more than 25 years of experience, will oversee all U.S. operations, including sales, marketing and market development as the Company accelerates its commercial activities, in-line with its geographic expansion and diversification strategy.
  • Through a partnership with California-based MPS Medical, Baird established a North American production hub designed to optimize manufacturing and further support the planned commercial expansion in the U.S. [and other Western markets].
  • The Company maintained an active presence at key medical congresses throughout the fourth quarter of 2025 and into the first quarter of 2026, including the North American Society of Interventional Thyroidology (NASIT) 2026 Annual Meeting and the North American Society of Interventional Endocrinology (NASOIE) Annual Meeting. These meetings, which are attended by leading clinicians and researchers, play an important role in building awareness of Baird's minimally invasive MWA technology, and the ongoing physician education efforts help to reinforce the value of its technology as a safe and effective alternative to traditional surgery.

Full Year 2025 Financial Results

Revenue for the year ended December 31, 2025 was $22.5 million, a decrease of 39.2% compared to $37.0 million in 2024.  The decline was primarily driven by policy-driven market dynamics in Mainland China, including pricing pressure and reduced procurement activity, which resulted in lower sales of the Company's microwave ablation (MWA) devices, partially offset by growth in other regions.

Revenue from direct customers decreased from $19.8 million in 2024 to $4.1 million in 2025, primarily due to lower sales volume and reduced selling prices in Mainland China. Sales of MWA needles declined due to decreased volume, while sales of microwave therapeutic apparatuses were impacted by both lower pricing and volume. Recognizing the macro-level dynamics impacting the Company's business in Mainland China, Baird has accelerated its geographic expansion strategy, leveraging its platform to drive growth in the U.S. and other key strategic markets.

Revenue from distributors increased from $17.2 million in 2024 to $18.4 million in 2025, driven primarily by higher selling prices, partially offset by changes in sales volume. Distributor revenue was particularly strong in Hong Kong, as the Company's distribution partner in the region began selling to physicians in a number of new territories including Egypt, Turkey and the UAE.

Cost of revenues for 2025 was $3.7 million, compared to $4.4 million in 2024. Cost of revenues primarily consists of direct material costs, staff costs, production overhead, distribution costs, and third-party medical device sourcing.

Gross profit for 2025 was $18.9 million, compared to $32.7 million in 2024. Gross margin was 83.8% in 2025, compared to 88.2% in 2024.

Total operating expenses for 2025 were $44.5 million, compared to $17.3 million in 2024. The increase was driven by higher selling and marketing, general and administrative, and research and development expenses as the Company continued to invest in commercial expansion and product innovation.

Selling, General and Administrative expenses increased to $24.4 million in 2025, up from $11.2 million in 2024. This increase was attributable to one-time share-based compensation awards totaling $17.5 million, which are recognized as a non-cash expense.

Research and Development Expenses increased to $20.1 million, from $6.2 million in 2024. The increase in R&D expense was primarily attributable to investment in product advancement, including both new hardware and software-based technologies and enhancements to the current MWA platform, as well as clinical and regulatory activities aimed at securing additional marketing approvals and further expanding the Company's geographic footprint.

Loss from operations for 2025 was $25.6 million, compared to operating income of $15.3 million in 2024.

Net loss before income tax for 2025 was $26.4 million, compared to net income before income tax of $14.1 million in 2024, primarily reflecting lower revenues and increased operating expenses.

About Baird Medical
Baird Medical is a forward-thinking medical device company specializing in minimally invasive diagnostics and treatment. It is dedicated to the research and development of surgical robotic systems and innovative minimally invasive surgical instruments. Our mission is to enhance patient outcomes through precision technology and advanced diagnostic solutions. The company will foster strategic collaborations with leading academic institutions. Our vision extends beyond surgical assistance, aiming to develop intelligent systems that proactively guide diagnostic decisions and preventive healthcare strategies. As an FDA 510(k)-certified medical device company, Baird Medical's solutions have been used in over 30 prestigious hospitals and clinics across the United States, including Mayo Clinic, Tulane Medical Center, Columbia University Medical Center, UCSF Medical Center, Weill Cornell Medical Center, and The George Washington University Hospital. Baird Medical is also the market leader in China in thyroid microwave ablation devices and consumables. Meanwhile, the company's minimally invasive treatment products are gradually expanding their commercial presence in over 20 countries worldwide.

Forward-Looking Statements

This press release includes certain statements that are not historical facts but are forward-looking statements for purposes of the safe harbor provisions under the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events or Baird Medical's future financial or operating performance. In some cases, you can identify forward-looking statements by terminology such as "may", "could", "should", "expect", "intend", "might", "will", "estimate", "anticipate", "believe", "budget", "forecast", "intend", "plan", "potential", "predict", or "continue", or the negatives of these terms or variations of them or similar terminology. Forward-looking statements are subject to risks, uncertainties, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Baird Medical and its management, are inherently uncertain. New risks and uncertainties may emerge from time to time, and it is not possible to predict all risks and uncertainties. You should not place undue reliance on forward-looking statements in this press release, which speak only as of the date they are made and are qualified in their entirety by reference to the cautionary statements herein. Baird Medical does not undertake any duty to update these forward-looking statements.

Actual results may vary materially from those expressed or implied by forward-looking statements based on a number of factors, including, without limitation: (1) the risk that Baird Medical may not be successful in expanding its business in China or the United States; (2) changes in general economic conditions; (3) regulatory conditions and developments; (4) changes in applicable laws or regulations; (5) the nature, cost and outcome of pending and future litigation and other legal proceedings instituted against Baird Medical or others; and (6) other risks and uncertainties from time to time described in the Registration Statement relating to the Business Combination and the transition report, including those listed under the sections titled "Risk Factors" therein, and in ExcelFin's other filings with the SEC.

The foregoing list of factors is not exclusive. Additional information concerning certain of these, and other risk factors is contained in ExcelFin's most recent filings with the SEC and in the Registration Statement described above filed by Baird Medical in connection with its business combination with ExcelFin. All subsequent written and oral forward-looking statements concerning Baird Medical, the business combination described herein or other matters attributable to Baird Medical or any person acting on its behalf are expressly qualified in their entirety by the cautionary statements above. Readers are cautioned not to place undue reliance upon any forward-looking statements, which speak only as of the date made. Baird Medical expressly disclaims any obligations or undertaking to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in their expectations with respect thereto or any change in events, conditions or circumstances on which any statement is based.

Contact:

Lee Roth
Burns McClellan for Baird Medical
Lroth@burnsmc.com

 

BAIRD MEDICAL INVESTMENT HOLDINGS LIMITED

CONSOLIDATED BALANCE SHEETS

(All amounts in U.S. dollars, except for share data, or otherwise noted)




As of December 31,



2025


2024

ASSETS







CURRENT ASSETS







Cash


$

178,321


$

2,970,199

Restricted cash



387,496



Accounts receivable, net



42,528,919



46,575,776

Inventories



1,085,783



1,296,577

Prepayments, net



10,545,465



10,274,207

Deposits and other assets, net



240,547



295,754

Due from related parties



2,987



2,862

Total Current Assets



54,969,518



61,415,375

NON-CURRENT ASSETS







Property and equipment, net



6,370,900



7,141,064

Intangible assets, net



8,626



16,528

Deferred tax assets



762,289



714,461

Right-of-use assets



175,160



475,119

Goodwill



60,303



57,772

Prepayments  – non current



7,113,014



8,021,046

Deposits and other assets – non current



241,205



121,505

Total Non-Current Assets



14,731,497



16,547,495

Total Assets


$

69,701,015


$

77,962,870

CURRENT LIABILITIES







Short-term bank loans



10,431,850



16,166,000

Tax payables



3,098,410



2,873,453

Salaries and benefits payable



678,214



797,912

Contract liability



793,412



792,102

Short-term lease liabilities



115,031



264,316

Accounts payable



1,805,042



1,252,667

Amounts due to a related party



4,888,289



3,703,700

Accrued listing expenses payable



5,163,238



5,341,848

Accrued expenses and other payables



2,744,302



2,518,175

Deferred tax liabilities



8,758



45,238

Long-term loan – current portion



2,637,036



867,772

Total Current Liabilities



32,363,582



34,623,183

NON-CURRENT LIABILITIES







Long-term lease liabilities



27,637



136,683

Long-term loan – non current



6,086,254



3,442,526

Total Non-Current Liabilities



6,113,891



3,579,209

Total Liabilities


$

38,477,473


$

38,202,392

Equity







Total Baird Medical Investment Holdings Limited's Shareholders' Equity



31,367,631



39,659,138

Non-controlling interests



(144,089)



101,340

Total Shareholders' Equity



31,223,542



39,760,478

Total Liabilities and Equity


$

69,701,015


$

77,962,870

 

BAIRD MEDICAL INVESTMENT HOLDINGS LIMITED

CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE

INCOME/(LOSS)

(All amounts in U.S. dollars, except for share data, or otherwise noted)




For the years ended December 31,



2025


2024

Revenues


$

22,537,016


$

37,037,108

Cost of revenues



(3,653,278)



(4,383,363)

Gross profit



18,883,738



32,653,745

Operating expenses:







Selling and marketing expenses



(10,264,507)



(4,061,116)

General and administrative expenses



(14,119,024)



(7,103,226)

Research and development expenses



(20,131,012)



(6,174,365)

Total operating expenses



(44,514,543)



(17,338,707)

Income/(loss) from operations



(25,630,805)



15,315,038

Interest expense, net



(737,370)



(576,359)

Subsidy income



93,394



266

Other expenses, net



(100,195)



(651,657)

Income/(loss) before income tax



(26,374,976)



14,087,288

Income tax provision



(1,166,148)



(1,489,190)

Net income/(loss)



(27,541,124)



12,598,098

Less: Net Loss/(income) attributable to non-controlling interests



263,119



(144,729)

Net income/(loss) attributable to Baird Medical Investment Holdings Limited's shareholders



(27,278,005)



12,453,369

Other comprehensive loss







Foreign currency translation adjustment



1,786,857



(1,135,939)

Total comprehensive income/(loss)



(25,754,267)



11,462,159

Less: Non-controlling interests



245,429



(144,729)

Comprehensive income/(loss) attributable to Baird Medical Investment Holdings Limited's shareholders


$

(25,508,838)


$

11,317,430

Net income/(loss) per share, basic


$

(0.98)


$

0.57

Net income/(loss) per share, diluted


$

(0.98)


$

0.57

Weighted average number of shares-basic



27,792,704



21,826,549

Weighted average number of shares-diluted



27,792,704



21,826,549

 

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SOURCE BDMD

FAQ

What were Baird Medical (BDMD) full year 2025 revenues and margin?

Full year 2025 revenue was $22.5 million with a gross margin of 83.8%. According to the company, revenue fell 39.2% versus 2024, reflecting lower sales volume and pricing pressure in Mainland China.

How did Mainland China policy changes affect BDMD's 2025 results?

Policy-driven dynamics in Mainland China reduced procurement and pressured pricing, lowering sales volumes and direct customer revenue. According to the company, this was the primary driver of the 39.2% year-over-year revenue decline.

What is the significance of Mark Saxton’s appointment for BDMD U.S. commercialization?

Mark Saxton was named CEO of Baird U.S. to lead the commercial ramp and build U.S. market infrastructure. According to the company, his experience is intended to accelerate U.S. sales, marketing, and market development efforts in 2026.

What caused Baird Medical’s operating loss in 2025?

Operating loss was driven by higher operating expenses of $44.5 million, including $17.5 million of one-time share-based compensation and increased R&D of $20.1 million. According to the company, investments in commercial expansion and product development raised costs.

What steps is BDMD taking to support U.S. market expansion in 2026?

Baird established a North American production hub with MPS Medical and is building a U.S. commercial team. According to the company, these moves aim to optimize manufacturing and support planned commercial expansion in the United States.