Jun 2026 (Q2 FY26) — Aug 7, 2026
Treace Medical Concepts Q2 FY26 — New Product Adoption Drives Sequential Growth Improvement
Read the full callTreace Medical Concepts (TMCI) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Treace Medical Concepts earnings: last reported Fri, 7 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 45.4 | −4.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -33.0 | +2.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -15.9 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$3.88 +0.26% · +$0.01
Performance −39.8% 1Y
1Y: $6.44 on 17 Oct 2025 → $3.88. High $6.95 (21 Oct 2025), low $1.2 (30 Mar 2026).
- Previous close
- $3.87
- 52-week range
- $1.2 – $6.95
- One year
- −42.94%
Overview
- Symbol
- TMCI
- Sector
- Health Care
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Treace Medical Concepts earnings calls (TMCI)
Financials
What the filings say
Net profit, year on year: +9% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 45 | 69 | 53 | 47 | 50 | 63 | 47 | 45 |
| Operating profit | -15 | -0 | -16 | -17 | -16 | -6 | -17 | -15 |
| Operating margin | −33.6% | −0.3% | −29.6% | −35.8% | −31.2% | −9.5% | −36.4% | −33.0% |
| Interest | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 2 |
| Net profit | -15 | -1 | -16 | -17 | -16 | -9 | -18 | -16 |
| EPS ($ per share) | -0.25 | — | -0.25 | -0.28 | -0.26 | — | -0.28 | -0.24 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Equity capital | — | — | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | -21 | -42 | -85 | -134 | -190 | -249 |
| Total liabilities | — | 41 | 48 | 98 | 114 | 104 | 103 |
| Fixed assets | — | 1 | 3 | 15 | 22 | 26 | 30 |
| Investments | — | — | 0 | 62 | 110 | 64 | 38 |
| Total assets | — | 42 | 141 | 159 | 252 | 217 | 191 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | -8 | -4 | -17 | -31 | -35 | -37 | -16 |
| Cash from investing | -1 | -1 | -3 | -77 | -81 | 35 | 13 |
| Cash from financing | 20 | 12 | 108 | 21 | 109 | 0 | 2 |
| Net cash flow | — | 6 | 88 | -86 | -6 | -2 | -1 |
| Capital expenditure | -1 | -1 | -3 | -15 | -11 | -12 | -14 |
| Free cash flow | -9 | -6 | -20 | -45 | -46 | -49 | -29 |
Insider filings
49 filings between Oct 24, 2025 and Sep 30, 2026.
Open market
decisions to buy or sellPurchases
$1.24M
12 purchases by 1 insider
Sales
None
No insider sold shares.
Compensation
not trading decisions- 12
- Award — granted as compensation
- 2
- Option exercise — converted options into shares
- 23
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Treace John T. | $1.24M | — | Aug 24, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 30, 2026 | Elder Scot Michael Chief Legl & Comp Off, CorpSec | Tax withheld | 25,457 | $0 |
| Aug 24, 2026 | Treace John T. Chief Executive Officer | Purchase | 11,000 | $47.7K |
| Aug 21, 2026 | Treace John T. Chief Executive Officer | Purchase | 5,000 | $21.7K |
| Aug 20, 2026 | Treace John T. Chief Executive Officer | Purchase | 39,944 | $177.2K |
| Aug 9, 2026 | Hair Mark Chief Financial Officer | Tax withheld | 37,102 | $0 |
| Aug 9, 2026 | Scanlan Sean F. Chief Innovation Officer | Tax withheld | 9,814 | $0 |
| Aug 9, 2026 | Elder Scot Michael Chief Legl & Comp Off, CorpSec | Tax withheld | 16,253 | $0 |
| Jun 11, 2026 | Treace John T. Chief Executive Officer | Purchase | 9,891 | $40.0K |
| Jun 10, 2026 | Treace John T. Chief Executive Officer | Purchase | 14,715 | $59.2K |
| Jun 1, 2026 | Treace John T. Chief Executive Officer | Purchase | 50,000 | $177.9K |
| May 28, 2026 | Treace John T. Chief Executive Officer | Purchase | 61,202 | $184.8K |
| May 27, 2026 | Treace John T. Chief Executive Officer | Purchase | 49,810 | $143.2K |
| May 26, 2026 | Treace John T. Chief Executive Officer | Purchase | 4,508 | $12.6K |
| May 19, 2026 | HAMILTON LAWRENCE W Director | Award | 30,000 | $0 |
| May 19, 2026 | Berry Lance A Director | Award | 30,000 | $0 |
| May 19, 2026 | Jain Deepti Director | Award | 30,000 | $0 |
| May 19, 2026 | Kiernan Jane E Director | Award | 30,000 | $0 |
| May 19, 2026 | BAKEWELL JOHN K Director | Award | 30,000 | $0 |
| May 19, 2026 | Hanna Betsy Director | Award | 30,000 | $0 |
| May 14, 2026 | Treace John T. Chief Executive Officer | Purchase | 61,750 | $161.5K |
| May 13, 2026 | Treace John T. Chief Executive Officer | Purchase | 49,013 | $120.5K |
| May 12, 2026 | Treace John T. Chief Executive Officer | Purchase | 43,000 | $93.5K |
| Apr 17, 2026 | Hair Mark Chief Financial Officer | Tax withheld | 11,547 | $0 |
| Apr 1, 2026 | Hair Mark Chief Financial Officer | Award | 100,000 | $0 |
| Mar 10, 2026 | Elder Scot Michael Chief Legl & Comp Off, CorpSec | Tax withheld | 1,675 | $0 |
| Mar 10, 2026 | Hair Mark Chief Financial Officer | Tax withheld | 3,695 | $0 |
| Mar 10, 2026 | Treace John T. Chief Executive Officer | Tax withheld | 5,021 | $0 |
| Mar 10, 2026 | Scanlan Sean F. Chief Innovation Officer | Tax withheld | 1,396 | $0 |
| Mar 8, 2026 | Hair Mark Chief Financial Officer | Tax withheld | 964 | $0 |
| Mar 8, 2026 | Elder Scot Michael Chief Legl & Comp Off, CorpSec | Tax withheld | 175 | $0 |
| Mar 8, 2026 | Treace John T. Chief Executive Officer | Tax withheld | 2,062 | $0 |
| Mar 8, 2026 | Scanlan Sean F. Chief Innovation Officer | Tax withheld | 401 | $0 |
| Feb 10, 2026 | Scanlan Sean F. Chief Innovation Officer | Option exercise | 16,875 | $17.7K |
| Jan 22, 2026 | Treace John T. Chief Executive Officer | Award | 250,000 | $0 |
| Jan 22, 2026 | Scanlan Sean F. Chief Innovation Officer | Award | 262,500 | $0 |
| Jan 22, 2026 | Hair Mark Chief Financial Officer | Tax withheld | 17,037 | $0 |
| Jan 22, 2026 | Hair Mark Chief Financial Officer | Award | 375,000 | $0 |
| Jan 22, 2026 | Elder Scot Michael Chief Legl & Comp Off, CorpSec | Tax withheld | 9,451 | $0 |
| Jan 22, 2026 | Elder Scot Michael Chief Legl & Comp Off, CorpSec | Award | 262,500 | $0 |
| Jan 22, 2026 | Treace John T. Chief Executive Officer | Tax withheld | 14,254 | $0 |
| Jan 22, 2026 | Guglielmino Guy Chief Commercial Officer | Award | 150,000 | $0 |
| Jan 21, 2026 | Scanlan Sean F. Chief Innovation Officer | Option exercise | 53,500 | $38.5K |
| Jan 10, 2026 | Elder Scot Michael Chief Legl & Comp Off, CorpSec | Tax withheld | 4,544 | $0 |
| Jan 10, 2026 | Hair Mark Chief Financial Officer | Tax withheld | 8,719 | $0 |
| Jan 10, 2026 | Treace John T. Chief Executive Officer | Tax withheld | 13,219 | $0 |
| Dec 1, 2025 | Guglielmino Guy Chief Commercial Officer | Tax withheld | 20,090 | $0 |
| Dec 1, 2025 | Guglielmino Guy Chief Commercial Officer | Tax withheld | 2,009 | $0 |
| Oct 25, 2025 | Elder Scot Michael Chief Legl & Comp Off, CorpSec | Tax withheld | 984 | $0 |
| Oct 24, 2025 | Scanlan Sean F. Chief Innovation Officer | Tax withheld | 208 | $0 |
| Oct 2, 2025 | Elder Scot Michael Chief Legl & Comp Off, CorpSec | Tax withheld | 650 | $0 |
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
Start an Inve Case for TREACE MEDICAL CONCEPTS, INC.
Free account. Everything above stays public.
Write why you follow TREACE MEDICAL CONCEPTS, 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