AtriCure, Inc. (ATRC) FY2025 10-K Annual Report

Filed: Feb 19, 2026
Health Care
Surgical & Medical Instruments & ApparatusSEC EDGAR

AtriCure, Inc. (ATRC) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 19, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

AtriCure, Inc. FY2025 10-K Analysis

Business Overview

  • Core business model centers on medical devices for cardiac surgery and related treatments
  • Enhanced emphasis on cybersecurity risk management aligning with NIST Cybersecurity Framework and Zero Trust principles this fiscal year
  • Integration of cybersecurity risk assessments into enterprise risk management with Board oversight introduced or strengthened
  • Annual reviews of third-party service providers’ SOC 1 and SOC 2 reports to manage supply chain cybersecurity risks
  • Noteworthy focus on potential material adverse effects of cybersecurity incidents on business and financial outcomes

Management Discussion & Analysis

  • Revenue $534.5M, up 14.9% YoY ($465.3M in 2024); growth driven by pain management (+32.5%), open ablation (+16.3%), appendage management (+17.5%), minimally invasive ablation declined (−31.2%)
  • Gross margin 75.0% vs 74.7%, up 29 basis points; operating margin loss improved to −1.8% vs −8.6%; net loss narrowed to $11.4M (−2.1%) vs $44.7M (−9.6%)
  • Best segment: Appendage management revenue $178.1M, +17.5% YoY; worst: Minimally invasive ablation $31.5M, down 31.2%
  • Operating cash flow increased by $45.1M; financing inflows include $6.25M sale-leaseback; cash $167.4M; debt $61.9M with $61.9M borrowing capacity; capex ongoing for facility expansion
  • Management expects continued product innovation, clinical trial progress (LeAAPS, BoxX-NoAF), monitors inflation risks, and maintains liquidity via credit facility and shelf registration

Risk Factors

  • No specific or timely regulatory or legal risks detailed beyond general cybersecurity oversight frameworks
  • No geopolitical or macroeconomic threats identified with concrete exposure details
  • Cybersecurity risk management reliant on a limited IT leadership team with combined 60 years experience, potential expert concentration risk
  • No competitive or market disruption risks mentioned involving named competitors or new technology
  • No financial or structural risks such as leverage, concentration, or key-person dependencies explicitly highlighted

AtriCure, Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$535M

+14.9% YoY

Net Income

-$11M

+74.4% YoY

Gross Margin

75.0%

+29bp YoY

Operating Margin

-1.8%

+683bp YoY

Net Margin

-2.1%

+746bp YoY

ROE

-2.3%

+737bp YoY

Total Assets

$654M

+7.4% YoY

EPS (Diluted)

$-0.24

+74.7% YoY

Operating Cash Flow

$57M

+369.8% YoY

Source: XBRL data from AtriCure, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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