Treace Medical Concepts, Inc. Stock Price, News & Analysis

Treace Medical Concepts (Nasdaq: TMCI) reported third quarter 2025 results on November 6, 2025 with revenue $50.2M (+11% YoY) and a net loss of $16.3M (or $(0.26) per share). Gross margin was 79.1%. Adjusted EBITDA loss improved 49% to $(2.6M). Total liquidity was $80.6M ($57.4M cash and marketable securities; $23.2M revolver availability).

The company released new 3D MIS and MTP fusion systems, presented positive clinical data, and expanded its patent portfolio to 122 granted and 194 pending patents. Treace cut full‑year 2025 revenue guidance to $211M–$213M (1%–2% growth) from $224M–$230M and now expects an Adjusted EBITDA loss of $6.5M–$7.5M for 2025, citing shifting surgeon preferences and softer elective procedure demand.

Treace Medical Concepts (NasdaqGS: TMCI) will release its third quarter 2025 financial results after market close on Thursday, November 6, 2025. Company management will host a conference call at 4:30 PM ET the same day to discuss results and answer questions.

Investors must register to receive dial-in numbers and a unique PIN to join the call. A live webcast and archived replay will be available on the company’s investor relations site at https://investors.treace.com/. Treace also posts investor‑important information regularly in the Investor Relations section of its website.

Treace Medical Concepts (NASDAQ:TMCI), a medical technology company focused on bunion treatment, announced significant product innovations and clinical study updates at the 2025 AOFAS Annual Meeting. The company unveiled several new technologies including Nanoplasty®, Percuplasty™, SpeedMTP®, and IntelliGuide™ PSI, expanding their bunion treatment portfolio.

The ALIGN3D™ clinical study data showed promising results with low radiographic recurrence rates of 7.7% at 48 months and 4.8% at 60 months. The MTA3D™ study demonstrated early weight-bearing capabilities averaging 7.9 days and significant improvements in both midfoot and 3D bunion deformity correction at 12 months.

Treace Medical Concepts (NASDAQ:TMCI), a medical technology company specializing in bunion treatment, reported Q2 2025 financial results with revenue of $47.4 million, up 7% year-over-year. The company reduced its net loss by 18% to $(17.4) million and improved adjusted EBITDA by 58% to $(3.6) million.

Key developments include the full market release of three new bunion technologies: Nanoplasty®, Percuplasty™, and SpeedMTP® systems. The company's Align3D™ technology received validation through four-year clinical data publication. Treace maintains its 2025 revenue guidance of $224-230 million, projecting 7-10% growth, and expects to achieve breakeven Adjusted EBITDA for full-year 2025.

The company's financial position includes $90.7 million in total liquidity, with cash usage decreasing by 55% in Q2 2025 compared to the prior year.

Treace Medical Concepts (NASDAQ:TMCI), a medical technology company focused on bunion and midfoot deformity treatments, will host an Investor Day on September 3, 2025, at 9:00 am ET in New York.

The event will feature presentations from management and experienced surgeons who will share their experiences with the company's expanded technology portfolio. Interested investors can register through investor relations by August 27, 2025. A live webcast and replay will be available on the company's investor relations website.

Treace Medical Concepts (NASDAQ:TMCI), a medical technology company specializing in bunion surgery solutions, has published four-year interim results from its ALIGN3D™ multicenter prospective study in the Journal of Foot & Ankle Surgery. The study, which followed 139 of 173 patients, demonstrated strong outcomes for the Lapiplasty® Procedure.

Key findings include an early return to protected weight bearing at 7.7 days, transition to athletic shoes at 6.5 weeks, and notably low recurrence rates of 0.8% using HVA>20° and 8.4% using HVA>15° at 48 months. Patient outcomes showed significant improvements, with an 81% reduction in pain and 89% improvement in walking/standing capabilities through the 48-month period.

Treace Medical Concepts (NASDAQ:TMCI), a medical technology company specializing in surgical treatments for bunions through its Lapiplasty® and Adductoplasty® Procedures, has scheduled its Q2 2025 earnings release for August 7, 2025 after market close.

The company will host a conference call at 4:30 PM ET to discuss the results. Investors can participate by registering to receive dial-in information. A webcast will be available on the company's investor relations website.

Treace Medical Concepts (NASDAQ: TMCI), a medical technology company specializing in bunion and midfoot deformity surgical treatments, has filed a patent infringement lawsuit against Zimmer Biomet Holdings and Paragon 28 (NYSE: ZBH). The lawsuit, filed in the U.S. District Court for the District of Delaware, alleges infringement of 4 patents related to Treace's Lapiplasty® 3D Bunion Correction® technologies. The company is seeking injunctive relief and damages. Treace's intellectual property portfolio consists of 80 U.S. patents, 26 international patents, and over 150 pending patent applications. CEO John T. Treace emphasized the company's position as the first to develop an instrumented 3D bunion correction system and stated the lawsuit aims to protect their research investments and stockholders' interests.

Treace Medical Concepts (NASDAQ: TMCI) reported its Q1 2025 financial results, showing revenue of $52.6 million, a 3% increase year-over-year. The company improved its net loss by 15% to $(15.9) million compared to $(18.7) million in Q1 2024. Adjusted EBITDA improved 53% to $(3.8) million from $(8.2) million in the same period.

The company expanded its bunion technology portfolio through limited releases of Nanoplasty™, Percuplasty™ 3D MIS Osteotomy Systems, and SpeedMTP™ MTP Fusion System. Treace maintained a strong gross margin of 79.7% and ended the quarter with total liquidity of $98.6 million. The company reaffirmed its full-year 2025 revenue guidance of $224-230 million, representing 7-10% growth, and expects to reach breakeven Adjusted EBITDA for 2025.