Jun 2026 (Q2 FY26) — Jul 29, 2026
Axogen Q2 FY26 — Strong Revenue Growth Driven by Breast Business and Sales Force Productivity
Read the full callAxogen earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 69.7 | +23.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -3.1 | −6.0 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -1.5 | −361.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $16.59 on 17 Oct 2025 → $35.24. High $51.73 (27 Aug 2026), low $16.59 (17 Oct 2025).
Overview
Call summaries
Axogen Q2 FY26 — Strong Revenue Growth Driven by Breast Business and Sales Force Productivity
Read the full callEvery analysed call
Financials
Net profit, year on year: −362% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 49 | 49 | 49 | 57 | 60 | 60 | 61 | 70 |
| Expenses | 37 | 36 | 37 | 40 | 44 | 54 | 49 | 53 |
| Operating profit | -0 | 2 | -2 | 2 | 2 | -10 | -3 | -2 |
| Operating margin | −0.7% | 4.1% | −3.4% | 3.0% | 3.2% | −16.3% | −4.6% | −3.1% |
| Other income | -2 | -2 | -2 | -1 | -1 | -3 | -17 | 1 |
| Interest | 2 | 2 | 2 | 2 | 2 | 2 | 1 | 0 |
| Net profit | -2 | 0 | -4 | 1 | 1 | -13 | -20 | -2 |
| EPS ($ per share) | -0.04 | — | -0.08 | 0.01 | 0.02 | — | -0.38 | -0.03 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -151 | -180 | -204 | -231 | -260 | -281 | -291 | -307 |
| Total liabilities | 13 | 22 | 78 | 95 | 94 | 101 | 100 | 93 |
| Fixed assets | 8 | 15 | 38 | 63 | 79 | 89 | 85 | 82 |
| Investments | 92 | 61 | 55 | 51 | 34 | 0 | 6 | 6 |
| Total assets | 160 | 155 | 201 | 208 | 195 | 197 | 204 | 222 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -18 | -20 | -10 | -13 | -16 | -6 | 5 | 1 |
| Cash from investing | -98 | 27 | -17 | -24 | -3 | 19 | -10 | -5 |
| Cash from financing | 110 | 4 | 40 | 20 | 2 | 2 | 2 | 10 |
| Net cash flow | -6 | 11 | 14 | -17 | -17 | 15 | -3 | 6 |
| Capital expenditure | -6 | -5 | -22 | -28 | -20 | -14 | -3 | -4 |
| Free cash flow | -24 | -25 | -32 | -41 | -36 | -20 | 1 | -3 |
100 filings between Oct 22, 2025 and Sep 2, 2026.
Purchases
None
No insider bought shares.
Sales
$19.29M
42 sales by 12 insiders
29% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Began Marc A | — | $3.88M | Aug 10, 2026 |
| Weiler Kathy Johnson | — | $2.74M | Aug 7, 2026 |
| DALE MICHAEL D | — | $2.67M | Dec 10, 2025 |
| Burke William P. Mr. | — | $2.22M | Nov 11, 2025 |
| Wendell Amy McBride | — | $2.00M | Aug 11, 2026 |
| JOHNSON JOHN | — | $1.87M | May 7, 2026 |
| TYNDALL JOSEPH A. | — | $951.7K | Sep 2, 2026 |
| Hartley Lindsey Marie | — | $942.2K | May 7, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 2, 2026 | TYNDALL JOSEPH A. Director | Sale 10b5-1 plan | 3,500 | $173.9K |
| Aug 11, 2026 | Wendell Amy McBride Director | Sale 10b5-1 plan | 13,353 | $646.6K |
| Aug 11, 2026 | Wendell Amy McBride Director | Option exercise 10b5-1 plan | 13,353 | $198.3K |
| Aug 10, 2026 | Began Marc A EVP & General Counsel | Sale 10b5-1 plan | 67,500 | $3.20M |
| Aug 10, 2026 | Began Marc A EVP & General Counsel | Option exercise 10b5-1 plan | 67,500 | $550.8K |
| Aug 7, 2026 | Weiler Kathy Johnson Director | Sale 10b5-1 plan | 14,150 | $641.0K |
| Jun 19, 2026 | Burke William P. Mr. Director | Option exercise | 14,150 | $0 |
| Jun 19, 2026 | JOHNSON JOHN Director | Option exercise | 14,150 | $0 |
| Jun 19, 2026 | Wendell Amy McBride Director | Option exercise | 14,150 | $0 |
| Jun 19, 2026 | Levine Alan M Director | Option exercise | 14,150 | $0 |
| Jun 19, 2026 | TYNDALL JOSEPH A. Director | Option exercise | 14,150 | $0 |
| Jun 19, 2026 | Weiler Kathy Johnson Director | Option exercise | 14,150 | $0 |
| Jun 19, 2026 | THOMAS PAUL Director | Option exercise | 18,867 | $0 |
| May 8, 2026 | Wendell Amy McBride Director | Sale | 1,647 | $70.2K |
| May 8, 2026 | Wendell Amy McBride Director | Option exercise | 1,647 | $24.5K |
| May 7, 2026 | JOHNSON JOHN Director | Sale | 11,050 | $478.0K |
| May 7, 2026 | Quackenbush Doris Sales VP | Sale | 3,878 | $168.7K |
| May 7, 2026 | Weiler Kathy Johnson Director | Option exercise | 16,344 | $113.6K |
| May 7, 2026 | JOHNSON JOHN Director | Option exercise | 11,050 | $77.8K |
| May 7, 2026 | Kemp Jens Chief Marketing Officer | Sale | 4,000 | $173.8K |
| May 7, 2026 | Weiler Kathy Johnson Director | Sale | 16,344 | $720.6K |
| May 7, 2026 | Hartley Lindsey Marie CFO | Sale | 573 | $25.0K |
| May 7, 2026 | Hartley Lindsey Marie CFO | Option exercise | 2,963 | $24.5K |
| May 7, 2026 | Hartley Lindsey Marie CFO | Option exercise | 2,500 | $20.5K |
| May 7, 2026 | Hartley Lindsey Marie CFO | Sale | 478 | $20.9K |
| Mar 16, 2026 | DeVinney Erick Wayne Chief Innovation Officer | Option exercise | 6,363 | $0 |
| Mar 16, 2026 | Hartley Lindsey Marie CFO | Tax withheld | 1,968 | $64.6K |
| Mar 16, 2026 | Hartley Lindsey Marie CFO | Option exercise | 5,000 | $0 |
| Mar 16, 2026 | Hartley Lindsey Marie CFO | Option exercise | 4,000 | $0 |
| Mar 16, 2026 | DeVinney Erick Wayne Chief Innovation Officer | Tax withheld | 2,870 | $94.3K |
| Mar 16, 2026 | Hartley Lindsey Marie CFO | Tax withheld | 1,574 | $51.7K |
| Mar 16, 2026 | DeVinney Erick Wayne Chief Innovation Officer | Option exercise | 11,575 | $0 |
| Mar 16, 2026 | DeVinney Erick Wayne Chief Innovation Officer | Sale | 5,221 | $171.5K |
| Mar 1, 2026 | Kemp Jens Chief Marketing Officer | Tax withheld | 2,952 | $90.5K |
| Mar 1, 2026 | DeVinney Erick Wayne Chief Innovation Officer | Tax withheld | 11,276 | $345.6K |
| Mar 1, 2026 | Began Marc A EVP & General Counsel | Option exercise | 11,250 | $0 |
| Mar 1, 2026 | Began Marc A EVP & General Counsel | Tax withheld | 4,427 | $135.7K |
| Feb 26, 2026 | Began Marc A EVP & General Counsel | Award | 33,780 | $0 |
| Feb 26, 2026 | Began Marc A EVP & General Counsel | Tax withheld | 8,753 | $279.2K |
| Feb 26, 2026 | Kemp Jens Chief Marketing Officer | Tax withheld | 15,414 | $491.7K |
| Feb 26, 2026 | Kemp Jens Chief Marketing Officer | Award | 50,670 | $0 |
| Feb 26, 2026 | DeVinney Erick Wayne Chief Innovation Officer | Tax withheld | 10,702 | $341.4K |
| Feb 26, 2026 | DeVinney Erick Wayne Chief Innovation Officer | Award | 33,780 | $0 |
| Feb 26, 2026 | Hartley Lindsey Marie CFO | Tax withheld | 6,630 | $211.5K |
| Feb 26, 2026 | Hartley Lindsey Marie CFO | Award | 17,453 | $0 |
| Feb 22, 2026 | Hartley Lindsey Marie CFO | Tax withheld | 6,704 | $237.2K |
| Feb 22, 2026 | Hartley Lindsey Marie CFO | Award | 17,500 | $0 |
| Dec 16, 2025 | Weiler Kathy Johnson Director | Option exercise | 18,248 | $128.5K |
| Dec 16, 2025 | Weiler Kathy Johnson Director | Option exercise | 21,825 | $151.7K |
| Dec 16, 2025 | Weiler Kathy Johnson Director | Sale | 18,248 | $539.2K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Free account. Everything above stays public.
Write why you follow Axogen, Inc. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading