Carlsmed (CARL) Q2 FY26 earnings call

Carlsmed delivered a robust second quarter, driven by strong surgeon adoption and utilization of its personalized surgery platform, leading to significant revenue growth and an upward revision of full-year guidance. The company is strategically expanding its product portfolio with upcoming launches in both lumbar and cervical franchises, while also benefiting from favorable reimbursement changes for its core lumbar procedures. Management remains focused on leveraging its capital-light model to drive future profitability and market penetration.