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    MLSS
    Earnings call· Jun 2026(Q2 FY26)

    MILESTONE SCIENTIFIC Q2 FY26 earnings call MLSS

    Aug 14, 2026 Source

    Executive summary

    Milestone Scientific Q2 FY26 — CompuFlo Medical Business Drives Growth and Reimbursement Progress

    Milestone Scientific delivered strong Q2 FY26 results, driven by significant growth in its CompuFlo medical business and strategic advancements in reimbursement and distribution. The company is systematically expanding its Medicare reimbursement footprint and direct sales efforts, while managing costs and investing in high-growth opportunities. Despite anticipated Q3 seasonality, management remains focused on accelerating medical initiatives and expects continued progress in the second half of the year.

    Highlights

    5
    • Total revenue increased 22% to $2.8 million in Q2 FY26, with first-half revenue up nearly 10% to $5 million.

    • Medical segment revenue grew 231% in Q2 FY26, driven by CompuFlo momentum.

    • Secured $325 payment established under Medicare Novitas and First Coast fee schedules covering 3 regions and 13 states.

    • Published peer-reviewed University of Texas Medical Branch study validated CompuFlo's 91% reduction in composite complications for spinal cord stimulator implantation.

    • Expanded addressable market for CompuFlo via distribution agreement with Red One Medical for federal healthcare organizations.

    Concerns

    3
    • Gross margin decreased to 67.2% in Q2 FY26 from 69.6% in Q2 FY25 due to product/customer mix and increased product costs, including tariffs.

    • Q3 FY26 revenue is projected to be sequentially down to $2.3 million to $2.5 million due to seasonality and non-recurring international orders.

    • Net loss was $1.1 million in Q2 FY26, compared to $1.5 million in Q2 FY25.

    Guidance & targets

    4
    CategoryTargetConfidence
    Total Revenue
    $9.8 million to $10.2 million
    high materiality
    High
    CompuFlo Growth Rate
    faster rate than the overall business
    medium materiality
    Medium
    Q3 Revenue
    $2.3 million to $2.5 million
    high materiality
    High
    Red One Medical Orders
    taking orders
    medium materiality
    Medium

    Segment performance

    3
    SegmentRevenueYoYQoQMargin
    Medical
    Medical segment revenue grew significantly compared to the second quarter of last year, driven by CompuFlo momentum.
    231%
    Base Business
    The base business performed very well, contributing a substantial portion of the quarter's revenue.
    $2.4 million
    International
    International orders provided an upside contribution in Q2, but these are not expected to recur in Q3.
    $500,000

    Operational metrics

    36
    Total Revenue
    $2.8 million
    Q2 FY26

    Total revenue for the second quarter.

    Total Revenue
    $2.3 million
    Q2 FY25

    Total revenue for the same period in the prior year.

    Total Revenue Increase
    $518,00022%
    Q2 FY26 vs Q2 FY25

    Increase in total net sales driven by dental product sales and early adoption of medical products.

    Total Revenue
    $5 million
    H1 FY26

    Total revenue for the first half of the fiscal year.

    Total Revenue
    $4.6 million
    H1 FY25

    Total revenue for the first half of the prior fiscal year.

    Total Revenue Increase
    $447,0009.8%
    H1 FY26 vs H1 FY25

    Increase in total revenue for the first half of the fiscal year.

    Gross Profit
    $1.9 million
    Q2 FY26

    Gross profit for the second quarter.

    Gross Profit
    $1.6 million
    Q2 FY25

    Gross profit for the same period in the prior year.

    Gross Margin
    67.2%
    Q2 FY26

    Gross margin for the second quarter.

    Gross Margin
    69.6%
    Q2 FY25

    Gross margin for the same period in the prior year.

    Gross Profit
    $3.5 million
    H1 FY26

    Gross profit for the first half of the fiscal year.

    Gross Profit
    $3.3 million
    H1 FY25

    Gross profit for the first half of the prior fiscal year.

    Gross Margin
    69.4%
    H1 FY26

    Gross margin for the first half of the fiscal year.

    Gross Margin
    71%
    H1 FY25

    Gross margin for the first half of the prior fiscal year.

    Operating Expenses
    $3 million
    Q2 FY26

    Operating expenses for the second quarter.

    Operating Expenses
    $3.1 million
    Q2 FY25

    Operating expenses for the same period in the prior year.

    Operating Expenses Decrease
    $0.5 million4.2%
    Q2 FY26 vs Q2 FY25

    Decrease in operating expenses primarily due to lowered quality and regulatory expenses, consulting, professional fees, R&D, rent, and occupational costs.

    Operating Expenses
    $5.4 million
    H1 FY26

    Operating expenses for the first half of the fiscal year.

    Operating Expenses
    $6.7 million
    H1 FY25

    Operating expenses for the first half of the prior fiscal year.

    Operating Expenses Decrease
    $1.4 million20%
    H1 FY26 vs H1 FY25

    Decrease in operating expenses for the first half of the fiscal year.

    Net Loss
    $1.1 million
    Q2 FY26

    Net loss for the second quarter.

    Net Loss
    $1.5 million
    Q2 FY25

    Net loss for the same period in the prior year.

    Cash and Cash Equivalents
    $2.1 million
    As of June 30, 2026

    Balance of cash and cash equivalents at quarter end.

    Working Capital
    $3.7 million
    As of June 30, 2026

    Working capital balance at quarter end.

    Convertible Outstanding Debt
    $466,000
    As of June 30, 2026

    Balance of convertible outstanding debt at quarter end.

    Private Placement Capital
    $2.51 million
    April 2026

    Amount from private placement completed in April, still being operated from.

    Digital Marketing Leads
    150 to 200
    per month

    Number of leads generated by digital marketing campaigns, indicating high demand.

    Medicare Reimbursement Payment
    $325
    per claim

    Established payment amount under Medicare fee schedules for CompuFlo procedures.

    Medicare MACs with Reimbursement
    2
    current

    Number of Medicare Administrative Contractors that have established reimbursement for CompuFlo.

    Medicare Jurisdictions Covered
    3
    current

    Number of jurisdictions covered by the current Medicare MACs.

    States Covered by MACs
    13
    current

    Number of states covered by the current Medicare MACs.

    Population Covered by MACs
    30% to 35%
    current

    Percentage of the population covered by the current Medicare MACs.

    CompuFlo Complication Reduction
    91%
    study result

    Reduction in the odds of composite complications with CompuFlo-guided epidural access.

    CompuFlo Universities/Hospitals
    over 40
    to date

    Number of universities, academic medical centers, and teaching hospitals where CompuFlo has been evaluated or utilized.

    ASPN Conference Qualified Leads
    over 40
    ASPN 2026 Conference

    Number of qualified leads generated at the ASPN 2026 Conference.

    CompuFlo Advisor Program Physicians
    10 or 11
    current

    Number of active physician advisers in the CompuFlo Advisor program.

    Industry KPIs

    8
    MetricValueDetails
    Tariff impact
    Pricing realized price$325USD
    Procedure volume growth
    FCF conversion leverage guidance$9.8 million to $10.2 millionUSD
    Segment franchise organic growth231%%
    Sales force commercial capacity build2people
    Indicated addressable patient populationover 18 millionbeneficiaries
    Pivotal trial clinical evidence milestones91%%

    Deals & partnerships

    2
    Red One MedicalStrategic distribution agreement to bring CompuFlo to U.S. Department of Veterans Affairs, Department of Defense, Defense Health Agency, Indian Health Service and other federal health care organizations.

    This partnership expands the addressable market for CompuFlo to federal healthcare organizations, serving over 18 million enrolled veterans and military beneficiaries.

    National Distribution PartnerNew national distribution partner for the dental business.

    The partnership aims to expand the sales network and complement the existing e-commerce business for dental products.

    Risks & headwinds

    4
    Gross Margin PressureQ2 FY26

    Gross margin decreased to 67.2% in Q2 FY26 from 69.6% in Q2 FY25

    Mitigation: Partially offset by higher levels of sales during the current period.

    Q3 SeasonalityQ3 FY26

    Q3 revenue projected to be $2.3 million to $2.5 million

    Mitigation: Medical initiatives, including expanding Medicare reimbursement and direct sales, are expected to contribute more meaningfully to the second half of the year.

    Non-recurring International OrdersQ3 FY26

    $500,000 in Q2 FY26 international orders not expected to recur in Q3

    Mitigation: Medical initiatives, including expanding Medicare reimbursement and direct sales, are expected to contribute more meaningfully to the second half of the year.

    Capacity Constraints for Lead Follow-upOngoing

    150 to 200 leads per month generated by digital marketing campaigns

    Mitigation: Launched Milo (AI-enabled digital engagement platform) and planning to bring on 2 additional people solely for lead follow-up.

    What to watch in Q3 FY26

    5

    Q3 Revenue Performance

    next quarter
    CurrentQ2 FY26 revenue $2.8 million
    TargetWithin $2.3 million to $2.5 million range

    Why it matters

    Verifies management's projection for sequential decline due to seasonality and non-recurring📎 international orders, impacting short-term growth trajectory.

    Right now, we're projecting, again, I would say, in the range of $2.3 million to $2.5 million would be the range that I would provide.

    Q&A highlights

    8

    How many MACs currently have reimbursement in place, and are there plans to add more?

    Milestone Scientific currently has 2 MACs (Novitas and First Coast) covering 3 jurisdictions and 13 states, representing 30-35% of the population. They are actively working with Palmetto and plan to move westward to add CGS, WPS, and Noridian.

    So we've got 2 currently with 3 jurisdictions in 13 states, representing about 30% to 35% of the population.

    asked by Bruce Jackson · answered by Eric Hines

    2 min read6 chapters

    Detailed Narrative

    01

    CompuFlo Medical Business Momentum

    The Medical business, driven by CompuFlo, demonstrated significant momentum with revenue growing 231% compared to Q2 2025. The CompuFlo Advisor program, launched in February, continues to scale, adding physician advisers and expanding procedural use across additional Milestone Administrative Contractor (MAC) jurisdictions and commercial payers. This growth validates the technology's value proposition and supports its increasing adoption.

    02

    Reimbursement Progress and Expansion

    Milestone Scientific has made substantial progress on the reimbursement front, with healthcare providers actively submitting claims and receiving favorable payment outcomes from Medicare in the Novitas and First Coast jurisdictions, as well as from commercial payers. A $325 payment has been established under these MAC fee schedules, covering 3 regions and 13 states, representing 30-35% of the population. The company plans to launch direct sales efforts in these regions and pursue the remaining MACs systematically.

    03

    Clinical Validation and Expanded Utilization

    A peer-reviewed University of Texas Medical Branch study, published in Operative Neurosurgery, provided important third-party validation for CompuFlo. The study associated CompuFlo-guided epidural access during spinal cord stimulator implantation with a 91% reduction in the odds of composite complications. This compelling evidence reinforces CompuFlo's differentiated value and supports expanded utilization across various critical, spinal, and epidural procedures, having been evaluated or utilized across more than 40 universities and medical centers worldwide.

    04

    Strategic Partnerships and Market Access

    Subsequent to quarter-end, Milestone Scientific expanded CompuFlo's addressable market through a strategic distribution agreement with Red One Medical. This partnership aims to bring CompuFlo to federal healthcare organizations, including the U.S. Department of Veterans Affairs and Department of Defense, collectively serving over 18 million beneficiaries, providing an efficient pathway into a significant market. Additionally, a new national distribution partner was signed for the dental business, and international registrations are targeted in Japan, Mexico, Turkey, and India.

    05

    AI Strategy and Digital Engagement

    The company launched the first phase of its AI strategy with a pilot debut of Milo, an AI-enabled digital engagement platform, at the ASPN 2026 Conference. Milo is designed to answer product questions, provide educational information, support lead qualification, and connect healthcare professionals with sales and support teams. This initiative aims to enhance customer engagement and manage the high volume of leads generated by marketing campaigns, which currently stand at 150-200 per month.

    06

    Systematic Approach to Growth

    Management emphasized a systematic and methodical approach to expanding the medical business, focusing on getting systems and processes right before accelerating. This includes putting reimbursement teams in place to help offices prosecute claims and building dedicated sales teams in key states like Florida. The strategy prioritizes focused execution and replication of successful models across the country, rather than a broad, unfocused expansion.

    AI-generated summary of the company’s earnings call. Not investment advice.