Treace Medical Concepts/$TMCI

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About Treace Medical Concepts

Treace Medical Concepts Inc is a commercial-stage orthopaedic medical device company. It is focused on advancing the standard of care for the surgical management of bunion deformities. The company's patented Lapiplasty 3D Bunion Correction procedure is designed to reproducibly correct all planes of the bunion deformity and address the root cause of the bunion, while allowing patients to return to their active lives quickly. The Company operates and manages its business as one segment, which is the business of designing, manufacturing, and marketing medical devices for physicians, surgeons, ambulatory surgery centers and hospitals.

Ticker

$TMCI
Sector
Primary listing

Employees

477

TMCI Metrics

BasicAdvanced
$456M
-
-$0.79
0.68
-

What the Analysts think about TMCI

Analyst ratings (Buy, Hold, Sell) for Treace Medical Concepts stock.

Bulls say / Bears say

Revenue growth and improved profitability metrics, with second quarter 2025 revenue up 7% year-over-year to $47.4 million and net loss reduced by 18%, show the company building financial momentum. (FT.com)
Expanding the product lineup with full market release of Nanoplasty®, Percuplasty™ 3D MIS osteotomy systems, and SpeedMTP® fusion system positions Treace to gain a larger share of the bunion and midfoot markets. (FT.com)
Peer-reviewed four-year clinical data published in The Journal of Foot & Ankle Surgery differentiate Lapiplasty® as the only commercial bunion system supported by extensive multicenter long-term evidence. (FT.com)
Persistent net losses highlight that the company still faces uncertainty on its path to profitability, with a second quarter 2025 net loss of $17.4 million (-0.28 per share) and an adjusted EBITDA loss of $3.6 million. (FT.com)
High operating expenses continue to exceed gross profit, as second quarter 2025 operating expenses of $54.7 million were above gross profit of $37.8 million, indicating sustained cash burn. (FT.com)
Ongoing patent litigation, including the lawsuit filed June 5, 2025 against Zimmer Biomet, exposes Treace to possible legal costs and management distractions. (FT.com)
Data summarised monthly by Lightyear AI. Last updated on 3 Sept 2025.

TMCI Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

TMCI Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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