OrthoPediatrics Corp. Achieves Record Preliminary Unaudited Revenue for Full Year 2025 and Issues 2026 Financial Guidance
Rhea-AI Summary
OrthoPediatrics (Nasdaq: KIDS) reported preliminary unaudited full year 2025 net revenue of $236.1M, up 15% vs. 2024, with domestic revenue of $186.2M (+16%) and international revenue of $49.9M (+15%). Q4 2025 preliminary revenue was $61.3M (+16% YoY), with domestic Q4 at $48.4M (+13%) and international Q4 at $12.9M (+32%). The company generated approximately $6.0–$7.0M of Q4 free cash flow and reduced full-year free cash flow usage by over 50% vs. 2024. The company received EUMDR certification for Response Spine products and related trauma and deformity devices. For 2026, OrthoPediatrics guides revenue of $262M–$266M (11%–13% growth), expects ~$10M annual set deployment and projects $25M Adjusted EBITDA.
Positive
- Full year 2025 revenue of $236.1M (+15% YoY)
- Q4 2025 revenue of $61.3M (+16% YoY)
- Guided 2026 revenue of $262M–$266M (11%–13% growth)
- 2026 $25M Adjusted EBITDA guidance
- Received EUMDR certification for Response Spine and trauma/deformity devices
- Free cash flow usage reduced by over 50% vs. 2024
Negative
- Full-year growth concentrated; international revenue still $49.9M (~21% of sales)
- Preliminary 2025 results are unaudited and subject to adjustment pending audit
News Market Reaction
On the day this news was published, KIDS gained 9.83%, reflecting a notable positive market reaction. Argus tracked a peak move of +5.9% during that session. Argus tracked a trough of -3.9% from its starting point during tracking. Our momentum scanner triggered 11 alerts that day, indicating notable trading interest and price volatility. This price movement added approximately $46M to the company's valuation, bringing the market cap to $510M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
KIDS was down 2.24% pre-news while peers showed mixed moves: TMCI at -3.01%, CTKB at -0.91%, LAB at -1.28%, BVS slightly up 0.37%, and ZIMV flat. Momentum scanner also flagged CTKB with a 4.40% upside move, underscoring stock-specific dynamics rather than a clear sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Nov 13 | Product portfolio expansion | Positive | -0.4% | Launched two new PediHip specialty bracing products within OPSB portfolio. |
| Nov 04 | Investor conferences | Neutral | -1.3% | Outlined participation in three upcoming healthcare investor conferences. |
| Oct 28 | Quarterly earnings | Positive | -0.3% | Reported Q3 2025 revenue and adjusted EBITDA growth with updated guidance. |
| Oct 28 | FDA approval | Positive | -0.3% | Received FDA approval for 3P Pediatric Plating Platform Small-Mini System. |
| Oct 15 | Earnings announcement date | Neutral | -0.3% | Announced timing and webcast details for Q3 2025 earnings release. |
Recent positive operational and regulatory updates have often been followed by flat-to-negative next-day price moves, indicating a pattern of muted or contrary reactions to good news.
Over the last few months, OrthoPediatrics reported several milestones without strong positive price follow‑through. On Oct 28, 2025, Q3 results showed revenue of $61.2M and sharply higher adjusted EBITDA, yet the stock slipped modestly. The same day, the company announced its 6th FDA approval in 2025, also followed by a small decline. Subsequent product expansion and conference participation releases in November 2025 likewise saw mild negative moves, framing today’s record 2025 revenue and 2026 guidance within a history of cautious market reactions.
Market Pulse Summary
The stock moved +9.8% in the session following this news. A strong positive reaction aligns with the record $236.1M preliminary 2025 revenue and double‑digit growth across domestic and international markets. Markets have previously shown muted responses to good news, so a sharp upside move could mark a shift in sentiment. Investors would still need to weigh execution on the 2026 guidance for $262M–$266M revenue and $25M Adjusted EBITDA, as well as whether enthusiasm extends beyond a short-term reaction.
Key Terms
adjusted ebitda financial
free cash flow financial
eumdr certification regulatory
net revenue financial
AI-generated analysis. Not financial advice.
Achieves all-time high full year 2025 Revenue of
Initiates guidance for record Adjusted EBITDA in 2026
WARSAW, Ind., Jan. 12, 2026 (GLOBE NEWSWIRE) -- OrthoPediatrics Corp. (“OrthoPediatrics” or the “Company”) (Nasdaq: KIDS), a company focused exclusively on advancing the field of pediatric orthopedics, today announced preliminary unaudited financial highlights for the fourth quarter and full year ended December 31, 2025, issued 2026 financial guidance, and provided business updates.
Recent Business and Financial Highlights:
- Helped over 37,500 children in the fourth quarter 2025, with the Company now having helped nearly 1.3 million children since inception.
- Generated record preliminary unaudited full year 2025 net revenue of
$236.1 million , representing continued growth compared to$204.7 million in 2024 of15% . Preliminary full year domestic net revenue is expected to be$186.2 million , representing16% annual growth and international net revenue is expected to be$49.9 million , representing15% annual growth. - Generated preliminary unaudited fourth quarter 2025 net revenue of
$61.3 million , representing16% growth compared to$52.7 million in the fourth quarter of 2024. Preliminary domestic fourth quarter net revenue is expected to be$48.4 million , representing13% growth compared to the prior year period, and international net revenue is expected to be$12.9 million , representing32% growth compared to the prior year period. - Generated approximately
$6.0 -$7.0 million dollars of fourth quarter 2025 free cash flow, resulting in total year 2025 free cash flow usage being over50% lower than total year 2024. - Received EUMDR certification for Response Spine 4.5/5.0 and 5.5/6.0, as well as trauma and deformity plates, screws, intramedullary nails, and related instruments.
2026 Financial Guidance
OrthoPediatrics projects 2026 revenue to be in the range of
“Throughout 2025, we delivered another year of strong performance, advanced our strategic initiatives, and widened our leadership position in pediatric orthopedics. Our Trauma and Deformity and Scoliosis implant businesses continued to execute effectively, taking market share, driving topline revenue, and improving profitability,” commented David Bailey, President & CEO of OrthoPediatrics. “We are also extremely pleased with the specialty bracing (OPSB) business, which remains a tremendous market opportunity and a strategic catalyst for deepening customer relationships. OPSB is proving to be a capital-efficient driver of both revenue and earnings, and we are only beginning to unlock its full potential as we scale in the years ahead. In 2025, we helped over 37,500 children in the fourth quarter alone and nearly 1.3 million since inception, while generating record preliminary unaudited revenue growth of
The Company plans to release its fourth quarter and full year 2025 financial results and provide additional commentary on its financial outlook in late February to early March. The quarterly and annual preliminary unaudited net revenue estimates for 2025 included in this press release are prior to the completion of review and audit procedures by the Company’s independent registered public accounting firm and are therefore subject to adjustment.
Forward-Looking Statements
This press release includes "forward-looking statements" within the meaning of U.S. federal securities laws. You can identify forward-looking statements by the use of words such as "may," "might," "will," "should," "expect," "plan," "anticipate," "could," "believe," "estimate," "project," "target," "predict," "intend," "future," "goals," "potential," "objective," "would" and other similar expressions. Forward-looking statements involve known and unknown risks, uncertainties and other factors, such as the impact of widespread health emergencies, such as COVID-19 and respiratory syncytial virus, and the other risks, uncertainties and factors set forth under "Risk Factors" in OrthoPediatrics’ Annual Report on Form 10-K filed with the SEC on March 5, 2025, as updated and supplemented by our other SEC reports filed from time to time, that may cause our results, activity levels, performance or achievements to be materially different from the information expressed or implied by the forward-looking statements. Forward-looking statements speak only as of the date they are made. OrthoPediatrics assumes no obligation to update forward-looking statements to reflect actual results, subsequent events, or circumstances or other changes affecting such statements except to the extent required by applicable securities laws.
About OrthoPediatrics Corp.
Founded in 2006, OrthoPediatrics is an orthopedic company focused exclusively on advancing the field of pediatric orthopedics. As such, it has developed the most comprehensive product offering to the pediatric orthopedic market to improve the lives of children with orthopedic conditions. OrthoPediatrics currently markets over 85 products that serve three of the largest categories within the pediatric orthopedic market. This product offering spans trauma and deformity, scoliosis, and sports medicine/other procedures. OrthoPediatrics’ global sales organization is focused exclusively on pediatric orthopedics and distributes its products in the United States and over 75 countries outside the United States. For more information, please visit www.orthopediatrics.com. For more information about the OrthoPediatrics Specialty Bracing portfolio, please visit www.opsb.com.
Investor Contact
Philip Trip Taylor
Gilmartin Group
philip@gilmartinir.com
415-937-5406
FAQ
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